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, Q2 2022
Institutional positions in W. P. Carey Inc. as of Jun 30, 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
- 811
- +41 vs. Q1 2022
- Shares held
- 125.9M
- +11.5M (+10.0%) vs. Q1 2022
- Total value
- $10.4B
- +$1.19B (+12.8%) vs. Q1 2022
- New holders
- 96
- 360 more added
- Sold out
- 55
- 197 more reduced
15 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $10.7B |
| Q3 2025 | 819 | $10.9B |
| Q2 2025 | 820 | $9.81B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.17B |
| Q3 2024 | 805 | $9.26B |
| Q2 2024 | 784 | $8.23B |
| Q1 2024 | 773 | $9.09B |
| Q4 2023 | 782 | $10.8B |
| Q3 2023 | 746 | $7.61B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.7B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.37B |
| Q2 2022 | 811 | $10.4B |
| Q1 2022 | 785 | $9.39B |
| Q4 2021 | 768 | $9.46B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.10B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 27,812,066 | $2.30B | 0.06% | +477,453+1.7% | Added |
| BlackRock Inc. | 14,283,993 | $1.18B | 0.04% | +444,494+3.2% | Added |
| State Street Corp | 9,382,648 | $786.9M | 0.05% | −190,141−2.0% | Reduced |
| JPMorgan Chase & Co | 6,799,295 | $563.4M | 0.08% | +1,868,954+37.9% | Added |
| Geode Capital Management, LLC | 3,184,932 | $263.7M | 0.04% | +25,042+0.8% | Added |
| Capital World Investors | 3,171,559 | $262.8M | 0.06% | +3,171,559 | New |
| Dimensional Fund Advisors LP | 2,571,202 | $213.1M | 0.08% | +24,610+1.0% | Added |
| Legal & General Group Plc | 2,557,470 | $211.9M | 0.07% | +460,939+22.0% | Added |
| Charles Schwab Investment Management Inc | 1,922,330 | $159.3M | 0.06% | +6,627+0.3% | Added |
| Northern Trust Corp | 1,878,900 | $155.7M | 0.03% | +374,341+24.9% | Added |
| Deutsche Bank AG | 1,868,285 | $154.8M | 0.09% | +1,530,147+452.5% | Added |
| Norges Bank | 1,808,241 | $149.8M | 0.04% | −66,169−3.5% | Reduced |
| Morgan Stanley | 1,765,476 | $146.3M | 0.02% | +309,096+21.2% | Added |
| UBS Group AG | 1,621,663 | $134.4M | 0.07% | +26,559+1.7% | Added |
| Massachusetts Financial Services Co | 1,609,035 | $133.3M | 0.05% | +46,333+3.0% | Added |
| UBS Asset Management Americas Inc | 1,541,762 | $127.8M | 0.07% | +107,293+7.5% | Added |
| Commonwealth Equity Services, LLC | 1,423,854 | $118.0M | 0.31% | +20,635+1.5% | Added |
| Ameriprise Financial Inc | 1,352,833 | $112.7M | 0.04% | +27,496+2.1% | Added |
| Resolution Capital Ltd | 1,224,521 | $101.5M | 1.53% | +1,224,521 | New |
| Bank of New York Mellon Corp | 1,169,819 | $96.9M | 0.02% | +56,468+5.1% | Added |
| Wellington Management Group LLP | 1,149,328 | $95.2M | 0.02% | +1,126,664+4,971.2% | Added |
| Epoch Investment Partners, Inc. | 1,080,857 | $89.6M | 0.52% | −110,887−9.3% | Reduced |
| APG Asset Management US Inc. | 1,024,290 | $85.4M | 0.58% | −268,704−20.8% | Reduced |
| Brown Advisory Inc | 919,350 | $76.2M | 0.14% | +5,021+0.5% | Added |
| Swiss National Bank | 826,794 | $68.5M | 0.05% | +20,000+2.5% | Added |
| Barclays PLC | 795,993 | $66.0M | 0.07% | +357,528+81.5% | Added |
| Goldman Sachs Group Inc | 759,738 | $63.0M | 0.02% | +338,941+80.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 707,178 | $58.6M | 0.05% | +16,492+2.4% | Added |
| Russell Investments Group, Ltd. | 702,610 | $58.3M | 0.12% | +676,864+2,629.0% | Added |
| LPL Financial LLC | 651,577 | $54.0M | 0.05% | +15,902+2.5% | Added |
| Wells Fargo & Company | 561,765 | $46.5M | 0.01% | −27,909−4.7% | Reduced |
| Old Republic International Corporation | 522,000 | $43.3M | 1.04% | 00.0% | Unchanged |
| Zacks Investment Management | 509,023 | $42.2M | 0.64% | +31,913+6.7% | Added |
| Nuveen Asset Management, LLC | 489,961 | $40.6M | 0.02% | −87,970−15.2% | Reduced |
| Bank of America Corp | 478,434 | $39.6M | 0.00% | +41,671+9.5% | Added |
| Allianz Asset Management GmbH | 463,654 | $38.4M | 0.04% | +4,076+0.9% | Added |
| Royal Bank of Canada | 435,358 | $36.1M | 0.01% | +116,041+36.3% | Added |
| Public Employees Retirement System of Ohio | 417,415 | $34.6M | 0.15% | −25,050−5.7% | Reduced |
| Asset Management One Co.,Ltd. | 417,409 | $34.6M | 0.16% | −35,780−7.9% | Reduced |
| Advisors Capital Management, LLC | 412,781 | $34.2M | 1.04% | −131,547−24.2% | Reduced |
| Envestnet Asset Management Inc | 404,650 | $33.5M | 0.02% | +39,800+10.9% | Added |
| Renaissance Technologies LLC | 377,200 | $31.3M | 0.04% | +133,400+54.7% | Added |
| California Public Employees Retirement System | 369,389 | $30.6M | 0.03% | −4,210−1.1% | Reduced |
| Raymond James & Associates | 355,953 | $29.5M | 0.03% | +20,433+6.1% | Added |
| Advisor Group Holdings, Inc. | 352,808 | $29.3M | 0.06% | +7,693+2.2% | Added |
| Invesco Ltd. | 322,713 | $26.7M | 0.01% | +45,566+16.4% | Added |
| Canada Pension Plan Investment Board | 311,740 | $25.8M | 0.04% | −221,900−41.6% | Reduced |
| California State Teachers Retirement System | 311,559 | $25.8M | 0.04% | +8,664+2.9% | Added |
| Berkshire Asset Management LLC | 304,982 | $25.3M | 1.65% | +13,165+4.5% | Added |
| Credit Suisse AG | 297,976 | $24.7M | 0.03% | −35,042−10.5% | Reduced |
| Crawford Investment Counsel Inc | 282,229 | $23.4M | 0.52% | +17,441+6.6% | Added |
| Robeco Institutional Asset Management B.V. | 279,337 | $23.1M | 0.07% | +227,001+433.7% | Added |
| National Pension Service | 272,858 | $22.6M | 0.05% | +60.0% | Added |
| Centersquare Investment Management LLC | 258,499 | $21.4M | 0.22% | +10,600+4.3% | Added |
| HighTower Advisors, LLC | 257,643 | $21.3M | 0.05% | −6,823−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 249,213 | $20.6M | 0.05% | +20,288+8.9% | Added |
| Great West Life Assurance Co | 247,771 | $20.5M | 0.05% | +14,986+6.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 241,747 | $20.0M | 0.08% | +84,000+53.2% | Added |
| Swedbank AB | 236,997 | $19.6M | 0.04% | +500+0.2% | Added |
| Citigroup Inc | 230,754 | $19.1M | 0.03% | −70,295−23.4% | Reduced |
| STRS Ohio | 228,031 | $18.9M | 0.09% | −6,550−2.8% | Reduced |
| Amundi | 230,337 | $18.7M | 0.02% | +2,847+1.3% | Added |
| Nomura Asset Management Co Ltd | 225,443 | $18.7M | 0.12% | +12,828+6.0% | Added |
| Presima Inc. | 224,300 | $18.6M | 4.56% | −94,000−29.5% | Reduced |
| Rhumbline Advisers | 218,936 | $18.1M | 0.03% | +29,820+15.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 215,305 | $17.8M | 0.10% | +562+0.3% | Added |
| State Board of Administration of Florida Retirement System | 212,129 | $17.6M | 0.04% | +19,173+9.9% | Added |
| Foundry Partners, LLC | 210,330 | $17.4M | 1.05% | +134,450+177.2% | Added |
| HSBC Holdings PLC | 203,887 | $16.9M | 0.03% | +27,519+15.6% | Added |
| Cbre Clarion Securities LLC | 189,700 | $15.7M | 0.25% | +6,700+3.7% | Added |
| Truist Financial Corp | 182,734 | $15.1M | 0.03% | +9,485+5.5% | Added |
| Davenport & Co LLC | 179,283 | $14.9M | 0.12% | −1,987−1.1% | Reduced |
| New York State Common Retirement Fund | 179,175 | $14.8M | 0.02% | −1,557−0.9% | Reduced |
| SEI Investments Co | 176,555 | $14.6M | 0.03% | +114,521+184.6% | Added |
| Citadel Advisors LLC | 175,363 | $14.5M | 0.02% | −285−0.2% | Reduced |
| Guardian Capital LP | 173,820 | $14.4M | 0.44% | +23,610+15.7% | Added |
| Stifel Financial Corp | 166,105 | $13.8M | 0.02% | +75,009+82.3% | Added |
| Alliancebernstein L.P. | 162,528 | $13.5M | 0.01% | −147,020−47.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 159,500 | $13.2M | 0.03% | −1,692−1.0% | Reduced |
| Neuberger Berman Group LLC | 156,922 | $13.0M | 0.01% | +44,307+39.3% | Added |
| 1832 Asset Management L.P. | 155,703 | $12.9M | 0.03% | −171,670−52.4% | Reduced |
| Franklin Resources Inc | 152,408 | $12.6M | 0.01% | +56,419+58.8% | Added |
| TruWealth Advisors, LLC | 147,135 | $12.2M | 1.31% | +5,926+4.2% | Added |
| Voya Investment Management LLC | 144,962 | $12.0M | 0.03% | +9,654+7.1% | Added |
| Private Capital Advisors, Inc. | 143,923 | $11.9M | 2.01% | +2,405+1.7% | Added |
| State of Alaska, Department of Revenue | 137,560 | $11.4M | 0.14% | +39,010+39.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 135,490 | $11.2M | 0.05% | +7,989+6.3% | Added |
| First Trust Advisors LP | 134,680 | $11.2M | 0.01% | +8,711+6.9% | Added |
| Handelsbanken Fonder AB | 134,072 | $11.1M | 0.07% | +34,176+34.2% | Added |
| Cetera Advisors LLC | 133,757 | $11.1M | 0.25% | +11,572+9.5% | Added |
| State of Wisconsin Investment Board | 130,996 | $10.9M | 0.03% | −6,349−4.6% | Reduced |
| Commerce Bank | 129,175 | $10.7M | 0.09% | −12,900−9.1% | Reduced |
| TD Asset Management Inc | 128,397 | $10.6M | 0.01% | −4,665−3.5% | Reduced |
| Pictet Asset Management SA | 128,087 | $10.6M | 0.01% | +7,686+6.4% | Added |
| BNP Paribas Arbitrage, SA | 127,356 | $10.6M | 0.02% | +72,921+134.0% | Added |
| Bank of Montreal | 111,548 | $9.70M | 0.01% | +16,598+17.5% | Added |
| Janney Montgomery Scott LLC | 112,475 | $9.62M | 0.04% | +1,106+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 113,188 | $9.38M | 0.02% | +15,967+16.4% | Added |
| Natixis | 112,723 | $9.34M | 0.03% | +112,723 | New |
| Susquehanna International Group, LLP | 111,934 | $9.28M | 0.02% | +2,815+2.6% | Added |