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 |
|---|---|---|---|---|---|
| Commerce Bank | 142,075 | $11.5M | 0.08% | +3,738+2.7% | Added |
| Guardian Capital LP | 150,210 | $12.1M | 0.24% | +146,708+4,189.3% | Added |
| Schonfeld Strategic Advisors LLC | 152,625 | $12.3M | 0.14% | −69,152−31.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 157,747 | $12.8M | 0.04% | +10,413+7.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 161,192 | $13.0M | 0.02% | +15,158+10.4% | Added |
| Truist Financial Corp | 173,249 | $14.0M | 0.02% | +10,052+6.2% | Added |
| Citadel Advisors LLC | 175,648 | $14.2M | 0.02% | −34,738−16.5% | Reduced |
| HSBC Holdings PLC | 176,368 | $14.3M | 0.02% | −21,520−10.9% | Reduced |
| New York State Common Retirement Fund | 180,732 | $14.6M | 0.02% | −6,960−3.7% | Reduced |
| Davenport & Co LLC | 181,270 | $14.7M | 0.10% | −3,600−1.9% | Reduced |
| Qube Research & Technologies Ltd | 181,467 | $14.7M | 0.13% | +98,001+117.4% | Added |
| Cbre Clarion Securities LLC | 183,000 | $14.8M | 0.21% | +3,600+2.0% | Added |
| Rhumbline Advisers | 189,116 | $15.3M | 0.02% | +8,419+4.7% | Added |
| State Board of Administration of Florida Retirement System | 192,956 | $15.6M | 0.03% | +485+0.3% | Added |
| NN Investment Partners Holdings N.V. | 206,965 | $16.7M | 0.09% | +7,800+3.9% | Added |
| Nomura Asset Management Co Ltd | 212,615 | $17.2M | 0.09% | +1,750+0.8% | 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 |
| Cambridge Investment Research Advisors, Inc. | 214,743 | $17.4M | 0.08% | +8,443+4.1% | Added |
| Virginia Retirement Systems Et Al | 221,400 | $17.9M | 0.17% | +31,900+16.8% | Added |
| Kempen Capital Management N.V. | 222,200 | $18.0M | 0.55% | −113,000−33.7% | Reduced |
| Korea Investment CORP | 223,400 | $18.1M | 0.04% | +166,300+291.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 228,925 | $18.5M | 0.04% | +15,760+7.4% | Added |
| Amundi | 227,490 | $18.6M | 0.01% | −240−0.1% | Reduced |
| STRS Ohio | 234,581 | $19.0M | 0.07% | +6,624+2.9% | Added |
| Swedbank AB | 236,497 | $19.1M | 0.04% | +200.0% | Added |
| Great West Life Assurance Co | 232,785 | $19.7M | 0.04% | +9,039+4.0% | Added |
| Renaissance Technologies LLC | 243,800 | $19.7M | 0.02% | −75,500−23.6% | Reduced |
| Centersquare Investment Management LLC | 247,899 | $20.0M | 0.19% | −47,094−16.0% | Reduced |
| HighTower Advisors, LLC | 264,466 | $21.3M | 0.05% | +14,071+5.6% | Added |
| Crawford Investment Counsel Inc | 264,788 | $21.4M | 0.41% | +18,830+7.7% | Added |
| National Pension Service | 272,852 | $22.1M | 0.04% | +272,816+757,822.2% | Added |
| Invesco Ltd. | 277,147 | $22.4M | 0.01% | +4,209+1.5% | Added |
| PGGM Investments | 274,986 | $22.6M | 0.11% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 279,393 | $22.6M | 0.01% | +16,478+6.3% | Added |
| Berkshire Asset Management LLC | 291,817 | $23.6M | 1.49% | +7,200+2.5% | Added |
| Citigroup Inc | 301,049 | $24.3M | 0.03% | −37,135−11.0% | Reduced |
| California State Teachers Retirement System | 302,895 | $24.5M | 0.03% | −16,329−5.1% | Reduced |
| Alliancebernstein L.P. | 309,548 | $25.0M | 0.01% | +134,955+77.3% | Added |
| Advisor Group Holdings, Inc. | 345,115 | $25.7M | 0.05% | −19,344−5.3% | Reduced |
| Presima Inc. | 318,300 | $25.7M | 5.22% | −133,700−29.6% | Reduced |
| Royal Bank of Canada | 319,317 | $25.8M | 0.01% | −633−0.2% | Reduced |
| 1832 Asset Management L.P. | 327,373 | $26.1M | 0.04% | +27,316+9.1% | Added |
| Credit Suisse AG | 333,018 | $26.9M | 0.02% | −14,500−4.2% | Reduced |
| Raymond James & Associates | 335,520 | $27.1M | 0.02% | +95,476+39.8% | Added |
| Deutsche Bank AG | 338,138 | $27.3M | 0.01% | +58,498+20.9% | Added |
| Envestnet Asset Management Inc | 364,850 | $29.5M | 0.01% | +30,993+9.3% | Added |
| California Public Employees Retirement System | 373,599 | $30.2M | 0.02% | −22,321−5.6% | Reduced |
| Goldman Sachs Group Inc | 420,797 | $34.0M | 0.01% | −342,089−44.8% | Reduced |
| Bank of America Corp | 436,763 | $35.3M | 0.00% | −55,141−11.2% | Reduced |
| Barclays PLC | 438,465 | $35.4M | 0.03% | +38,190+9.5% | Added |
| Public Employees Retirement System of Ohio | 442,465 | $35.8M | 0.13% | +170,154+62.5% | Added |
| Asset Management One Co.,Ltd. | 453,189 | $36.6M | 0.14% | −12,618−2.7% | Reduced |
| Allianz Asset Management GmbH | 459,578 | $37.2M | 0.03% | +141,641+44.6% | Added |
| Zacks Investment Management | 477,110 | $38.6M | 0.54% | +32,489+7.3% | Added |
| Old Republic International Corporation | 522,000 | $42.2M | 0.86% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 525,523 | $42.5M | 0.47% | +525,523 | New |
| Canada Pension Plan Investment Board | 533,640 | $43.1M | 0.06% | −218,000−29.0% | Reduced |
| Advisors Capital Management, LLC | 544,328 | $44.0M | 1.20% | +44,439+8.9% | Added |
| Nuveen Asset Management, LLC | 577,931 | $46.2M | 0.02% | +22,223+4.0% | Added |
| Wells Fargo & Company | 589,674 | $47.7M | 0.01% | +63,080+12.0% | Added |
| LPL Financial LLC | 635,675 | $51.4M | 0.04% | +10,579+1.7% | Added |
| Nordea Investment Management AB | 631,197 | $52.0M | 0.07% | −12,891−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 690,686 | $55.8M | 0.04% | −10,042−1.4% | Reduced |
| Swiss National Bank | 806,794 | $65.2M | 0.04% | +103,700+14.7% | Added |
| Brown Advisory Inc | 914,329 | $73.9M | 0.11% | +137,688+17.7% | Added |
| Bank of New York Mellon Corp | 1,113,351 | $90.0M | 0.02% | +43,783+4.1% | Added |
| Epoch Investment Partners, Inc. | 1,191,744 | $96.3M | 0.47% | +241,881+25.5% | Added |
| APG Asset Management US Inc. | 1,292,994 | $104.5M | 0.58% | −101,806−7.3% | Reduced |
| Ameriprise Financial Inc | 1,325,337 | $107.2M | 0.03% | −920.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,403,219 | $113.4M | 0.26% | +9,326+0.7% | Added |
| UBS Asset Management Americas Inc | 1,434,469 | $116.0M | 0.05% | −8,665−0.6% | Reduced |
| Morgan Stanley | 1,456,380 | $117.7M | 0.02% | +210,392+16.9% | Added |
| Northern Trust Corp | 1,504,559 | $121.6M | 0.02% | −10,085−0.7% | Reduced |
| Massachusetts Financial Services Co | 1,562,702 | $126.3M | 0.04% | +28,324+1.8% | Added |
| UBS Group AG | 1,595,104 | $128.9M | 0.06% | +140,864+9.7% | Added |
| Norges Bank | 1,874,410 | $151.5M | 0.03% | +46,418+2.5% | Added |
| Charles Schwab Investment Management Inc | 1,915,703 | $154.9M | 0.05% | +97,795+5.4% | Added |
| Legal & General Group Plc | 2,096,531 | $169.5M | 0.05% | +88,270+4.4% | Added |
| Dimensional Fund Advisors LP | 2,546,592 | $205.9M | 0.06% | +17,709+0.7% | Added |
| Geode Capital Management, LLC | 3,159,890 | $255.2M | 0.03% | +116,277+3.8% | Added |
| JPMorgan Chase & Co | 4,930,341 | $398.6M | 0.05% | +50,728+1.0% | Added |
| State Street Corp | 9,572,789 | $783.5M | 0.04% | +1,400,997+17.1% | Added |
| BlackRock Inc. | 13,839,499 | $1.12B | 0.03% | −272,600−1.9% | Reduced |
| Vanguard Group Inc | 27,334,613 | $2.21B | 0.05% | +1,016,340+3.9% | Added |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −815,934−100.0% | Sold out |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −634,785−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −405,823−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −383,804−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −94,009−100.0% | Sold out |
| V2 Financial group LLC | 0 | $0 | 0.00% | −26,587−100.0% | Sold out |
| Phraction Management LLC | 0 | $0 | 0.00% | −21,861−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,870−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,056−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −12,166−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,837−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −10,436−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −9,930−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −9,387−100.0% | Sold out |