W. P. Carey Inc.
WPC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001025378
No open-market purchases or sales by W. P. Carey Inc. insiders were filed in the last 90 days; 905 institutions reported holding it in 13F filings for Q2 2026, worth $12.8B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in W. P. Carey Inc. as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 785
- +26 vs. Q4 2021
- Shares held
- 115.9M
- +2.65M (+2.3%) vs. Q4 2021
- Total value
- $9.37B
- +$78.1M (+0.8%) vs. Q4 2021
- New holders
- 83
- 331 more added
- Sold out
- 57
- 206 more reduced
9 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 905 | $12.8B |
| Q1 2026 | 869 | $11.7B |
| Q4 2025 | 857 | $10.6B |
| Q3 2025 | 819 | $10.6B |
| Q2 2025 | 820 | $9.79B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.16B |
| Q3 2024 | 805 | $9.17B |
| Q2 2024 | 784 | $8.16B |
| Q1 2024 | 773 | $8.71B |
| Q4 2023 | 782 | $10.5B |
| Q3 2023 | 746 | $7.59B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.6B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.36B |
| Q2 2022 | 813 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 699 | $8.09B |
| Q1 2021 | 653 | $7.25B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,334,613 | $2.21B | 0.05% | +1,016,340+3.9% | Added |
| BlackRock Inc. | 13,839,499 | $1.12B | 0.03% | −272,600−1.9% | Reduced |
| State Street Corp | 9,572,789 | $783.5M | 0.04% | +1,400,997+17.1% | Added |
| JPMorgan Chase & Co | 4,930,341 | $398.6M | 0.05% | +50,728+1.0% | Added |
| Geode Capital Management, LLC | 3,159,890 | $255.2M | 0.03% | +116,277+3.8% | Added |
| Dimensional Fund Advisors LP | 2,546,592 | $205.9M | 0.06% | +17,709+0.7% | Added |
| Legal & General Group Plc | 2,096,531 | $169.5M | 0.05% | +88,270+4.4% | Added |
| Charles Schwab Investment Management Inc | 1,915,703 | $154.9M | 0.05% | +97,795+5.4% | Added |
| Norges Bank | 1,874,410 | $151.5M | 0.03% | +46,418+2.5% | Added |
| UBS Group AG | 1,595,104 | $128.9M | 0.06% | +140,864+9.7% | Added |
| Massachusetts Financial Services Co | 1,562,702 | $126.3M | 0.04% | +28,324+1.8% | Added |
| Northern Trust Corp | 1,504,559 | $121.6M | 0.02% | −10,085−0.7% | Reduced |
| Morgan Stanley | 1,456,380 | $117.7M | 0.02% | +210,392+16.9% | Added |
| UBS Asset Management Americas Inc | 1,434,469 | $116.0M | 0.05% | −8,665−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,403,219 | $113.4M | 0.26% | +9,326+0.7% | Added |
| Ameriprise Financial Inc | 1,325,337 | $107.2M | 0.03% | −920.0% | Reduced |
| APG Asset Management US Inc. | 1,292,994 | $104.5M | 0.58% | −101,806−7.3% | Reduced |
| Epoch Investment Partners, Inc. | 1,191,744 | $96.3M | 0.47% | +241,881+25.5% | Added |
| Bank of New York Mellon Corp | 1,113,351 | $90.0M | 0.02% | +43,783+4.1% | Added |
| Brown Advisory Inc | 914,329 | $73.9M | 0.11% | +137,688+17.7% | Added |
| Swiss National Bank | 806,794 | $65.2M | 0.04% | +103,700+14.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 690,686 | $55.8M | 0.04% | −10,042−1.4% | Reduced |
| Nordea Investment Management AB | 631,197 | $52.0M | 0.07% | −12,891−2.0% | Reduced |
| LPL Financial LLC | 635,675 | $51.4M | 0.04% | +10,579+1.7% | Added |
| Wells Fargo & Company | 589,674 | $47.7M | 0.01% | +63,080+12.0% | Added |
| Nuveen Asset Management, LLC | 577,931 | $46.2M | 0.02% | +22,223+4.0% | Added |
| Advisors Capital Management, LLC | 544,328 | $44.0M | 1.20% | +44,439+8.9% | Added |
| Canada Pension Plan Investment Board | 533,640 | $43.1M | 0.06% | −218,000−29.0% | Reduced |
| Alyeska Investment Group, L.P. | 525,523 | $42.5M | 0.47% | +525,523 | New |
| Old Republic International Corporation | 522,000 | $42.2M | 0.86% | 00.0% | Unchanged |
| Zacks Investment Management | 477,110 | $38.6M | 0.54% | +32,489+7.3% | Added |
| Allianz Asset Management GmbH | 459,578 | $37.2M | 0.03% | +141,641+44.6% | Added |
| Asset Management One Co.,Ltd. | 453,189 | $36.6M | 0.14% | −12,618−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 442,465 | $35.8M | 0.13% | +170,154+62.5% | Added |
| Barclays PLC | 438,465 | $35.4M | 0.03% | +38,190+9.5% | Added |
| Bank of America Corp | 436,763 | $35.3M | 0.00% | −55,141−11.2% | Reduced |
| Goldman Sachs Group Inc | 420,797 | $34.0M | 0.01% | −342,089−44.8% | Reduced |
| California Public Employees Retirement System | 373,599 | $30.2M | 0.02% | −22,321−5.6% | Reduced |
| Envestnet Asset Management Inc | 364,850 | $29.5M | 0.01% | +30,993+9.3% | Added |
| Deutsche Bank AG | 338,138 | $27.3M | 0.01% | +58,498+20.9% | Added |
| Raymond James & Associates | 335,520 | $27.1M | 0.02% | +95,476+39.8% | Added |
| Credit Suisse AG | 333,018 | $26.9M | 0.02% | −14,500−4.2% | Reduced |
| 1832 Asset Management L.P. | 327,373 | $26.1M | 0.04% | +27,316+9.1% | Added |
| Royal Bank of Canada | 319,317 | $25.8M | 0.01% | −633−0.2% | Reduced |
| Presima Inc. | 318,300 | $25.7M | 5.22% | −133,700−29.6% | Reduced |
| Advisor Group Holdings, Inc. | 345,115 | $25.7M | 0.05% | −19,344−5.3% | Reduced |
| Alliancebernstein L.P. | 309,548 | $25.0M | 0.01% | +134,955+77.3% | Added |
| California State Teachers Retirement System | 302,895 | $24.5M | 0.03% | −16,329−5.1% | Reduced |
| Citigroup Inc | 301,049 | $24.3M | 0.03% | −37,135−11.0% | Reduced |
| Berkshire Asset Management LLC | 291,817 | $23.6M | 1.49% | +7,200+2.5% | Added |
| Parametric Portfolio Associates LLC | 279,393 | $22.6M | 0.01% | +16,478+6.3% | Added |
| PGGM Investments | 274,986 | $22.6M | 0.11% | 00.0% | Unchanged |
| Invesco Ltd. | 277,147 | $22.4M | 0.01% | +4,209+1.5% | Added |
| National Pension Service | 272,852 | $22.1M | 0.04% | +272,816+757,822.2% | Added |
| Crawford Investment Counsel Inc | 264,788 | $21.4M | 0.41% | +18,830+7.7% | Added |
| HighTower Advisors, LLC | 264,466 | $21.3M | 0.05% | +14,071+5.6% | Added |
| Centersquare Investment Management LLC | 247,899 | $20.0M | 0.19% | −47,094−16.0% | Reduced |
| Renaissance Technologies LLC | 243,800 | $19.7M | 0.02% | −75,500−23.6% | Reduced |
| Great West Life Assurance Co | 232,785 | $19.7M | 0.04% | +9,039+4.0% | Added |
| Swedbank AB | 236,497 | $19.1M | 0.04% | +200.0% | Added |
| STRS Ohio | 234,581 | $19.0M | 0.07% | +6,624+2.9% | Added |
| Amundi | 227,490 | $18.6M | 0.01% | −240−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 228,925 | $18.5M | 0.04% | +15,760+7.4% | Added |
| Korea Investment CORP | 223,400 | $18.1M | 0.04% | +166,300+291.2% | Added |
| Kempen Capital Management N.V. | 222,200 | $18.0M | 0.55% | −113,000−33.7% | Reduced |
| Virginia Retirement Systems Et Al | 221,400 | $17.9M | 0.17% | +31,900+16.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 214,743 | $17.4M | 0.08% | +8,443+4.1% | Added |
| WealthPLAN Partners, LLC | 214,077 | $17.3M | 1.20% | +12,648+6.3% | Added |
| WealthPlan Investment Management, LLC | 214,077 | $17.3M | 1.20% | +214,077 | New |
| Nomura Asset Management Co Ltd | 212,615 | $17.2M | 0.09% | +1,750+0.8% | Added |
| NN Investment Partners Holdings N.V. | 206,965 | $16.7M | 0.09% | +7,800+3.9% | Added |
| State Board of Administration of Florida Retirement System | 192,956 | $15.6M | 0.03% | +485+0.3% | Added |
| Rhumbline Advisers | 189,116 | $15.3M | 0.02% | +8,419+4.7% | Added |
| Cbre Clarion Securities LLC | 183,000 | $14.8M | 0.21% | +3,600+2.0% | Added |
| Qube Research & Technologies Ltd | 181,467 | $14.7M | 0.13% | +98,001+117.4% | Added |
| Davenport & Co LLC | 181,270 | $14.7M | 0.10% | −3,600−1.9% | Reduced |
| New York State Common Retirement Fund | 180,732 | $14.6M | 0.02% | −6,960−3.7% | Reduced |
| HSBC Holdings PLC | 176,368 | $14.3M | 0.02% | −21,520−10.9% | Reduced |
| Citadel Advisors LLC | 175,648 | $14.2M | 0.02% | −34,738−16.5% | Reduced |
| Truist Financial Corp | 173,249 | $14.0M | 0.02% | +10,052+6.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 161,192 | $13.0M | 0.02% | +15,158+10.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,747 | $12.8M | 0.04% | +10,413+7.1% | Added |
| Schonfeld Strategic Advisors LLC | 152,625 | $12.3M | 0.14% | −69,152−31.2% | Reduced |
| Guardian Capital LP | 150,210 | $12.1M | 0.24% | +146,708+4,189.3% | Added |
| Commerce Bank | 142,075 | $11.5M | 0.08% | +3,738+2.7% | Added |
| Private Capital Advisors, Inc. | 141,518 | $11.4M | 1.67% | +12,793+9.9% | Added |
| TruWealth Advisors, LLC | 141,209 | $11.4M | 1.19% | −6,431−4.4% | Reduced |
| State of Wisconsin Investment Board | 137,345 | $11.1M | 0.02% | +1,138+0.8% | Added |
| Voya Investment Management LLC | 135,308 | $10.9M | 0.02% | +107,893+393.6% | Added |
| Exchange Traded Concepts, LLC | 135,251 | $10.9M | 0.22% | −79−0.1% | Reduced |
| TD Asset Management Inc | 133,062 | $10.8M | 0.01% | +40,879+44.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127,501 | $10.3M | 0.04% | +4,577+3.7% | Added |
| First Trust Advisors LP | 125,969 | $10.2M | 0.01% | −40,972−24.5% | Reduced |
| Cetera Advisors LLC | 122,185 | $9.88M | 0.20% | +5,987+5.2% | Added |
| Pictet Asset Management SA | 120,401 | $9.73M | 0.01% | −20,329−14.4% | Reduced |
| Macquarie Group Ltd | 120,178 | $9.29M | 0.01% | +42,763+55.2% | Added |
| Neuberger Berman Group LLC | 112,615 | $9.10M | 0.01% | +7,434+7.1% | Added |
| Eaton Vance Management | 112,071 | $9.06M | 0.01% | +661+0.6% | Added |
| Janney Montgomery Scott LLC | 111,369 | $9.00M | 0.04% | +2,642+2.4% | Added |
| Susquehanna International Group, LLP | 109,119 | $8.82M | 0.01% | +22,850+26.5% | Added |