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
- 813
- +43 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
- 98
- 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 | $10.6B |
| 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, 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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 97,500 | $8.08M | 0.23% | +97,500 | New |
| Allworth Financial LP | 100,212 | $8.30M | 0.11% | −693−0.7% | Reduced |
| Guggenheim Capital LLC | 100,457 | $8.32M | 0.07% | +38,362+61.8% | Added |
| Stony Point Wealth Management Inc. | 101,564 | $8.42M | 5.50% | +554+0.5% | Added |
| Macquarie Group Ltd | 99,056 | $8.51M | 0.01% | −21,122−17.6% | Reduced |
| DekaBank Deutsche Girozentrale | 103,875 | $8.58M | 0.02% | +15,400+17.4% | Added |
| Exchange Traded Concepts, LLC | 104,013 | $8.62M | 0.25% | −31,238−23.1% | Reduced |
| Hoylecohen, LLC | 104,136 | $8.63M | 0.90% | +559+0.5% | Added |
| Nicholas Company, Inc. | 105,055 | $8.70M | 0.19% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 107,342 | $8.89M | 2.71% | +2,989+2.9% | Added |
| Eaton Vance Management | 107,495 | $8.91M | 0.01% | −4,576−4.1% | Reduced |
| Gateway Investment Advisers LLC | 107,566 | $8.91M | 0.10% | +1,063+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 107,826 | $8.95M | 0.20% | +6,795+6.7% | Added |
| Susquehanna International Group, LLP | 111,934 | $9.28M | 0.02% | +2,815+2.6% | Added |
| Natixis | 112,723 | $9.34M | 0.03% | +112,723 | New |
| Mitsubishi UFJ Trust & Banking Corp | 113,188 | $9.38M | 0.02% | +15,967+16.4% | Added |
| Janney Montgomery Scott LLC | 112,475 | $9.62M | 0.04% | +1,106+1.0% | Added |
| Bank of Montreal | 111,548 | $9.70M | 0.01% | +16,598+17.5% | Added |
| BNP Paribas Arbitrage, SA | 127,356 | $10.6M | 0.02% | +72,921+134.0% | Added |
| Pictet Asset Management SA | 128,087 | $10.6M | 0.01% | +7,686+6.4% | Added |
| TD Asset Management Inc | 128,397 | $10.6M | 0.01% | −4,665−3.5% | Reduced |
| Commerce Bank | 129,175 | $10.7M | 0.09% | −12,900−9.1% | Reduced |
| State of Wisconsin Investment Board | 130,996 | $10.9M | 0.03% | −6,349−4.6% | Reduced |
| Cetera Advisors LLC | 133,757 | $11.1M | 0.25% | +11,572+9.5% | Added |
| Handelsbanken Fonder AB | 134,072 | $11.1M | 0.07% | +34,176+34.2% | Added |
| First Trust Advisors LP | 134,680 | $11.2M | 0.01% | +8,711+6.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 135,490 | $11.2M | 0.05% | +7,989+6.3% | Added |
| State of Alaska, Department of Revenue | 137,560 | $11.4M | 0.14% | +39,010+39.6% | Added |
| Private Capital Advisors, Inc. | 143,923 | $11.9M | 2.01% | +2,405+1.7% | Added |
| Voya Investment Management LLC | 144,962 | $12.0M | 0.03% | +9,654+7.1% | Added |
| TruWealth Advisors, LLC | 147,135 | $12.2M | 1.31% | +5,926+4.2% | Added |
| Franklin Resources Inc | 152,408 | $12.6M | 0.01% | +56,419+58.8% | Added |
| 1832 Asset Management L.P. | 155,703 | $12.9M | 0.03% | −171,670−52.4% | Reduced |
| Neuberger Berman Group LLC | 156,922 | $13.0M | 0.01% | +44,307+39.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 159,500 | $13.2M | 0.03% | −1,692−1.0% | Reduced |
| Alliancebernstein L.P. | 162,528 | $13.5M | 0.01% | −147,020−47.5% | Reduced |
| Stifel Financial Corp | 166,105 | $13.8M | 0.02% | +75,009+82.3% | Added |
| Guardian Capital LP | 173,820 | $14.4M | 0.44% | +23,610+15.7% | Added |
| Citadel Advisors LLC | 175,363 | $14.5M | 0.02% | −285−0.2% | Reduced |
| SEI Investments Co | 176,555 | $14.6M | 0.03% | +114,521+184.6% | Added |
| New York State Common Retirement Fund | 179,175 | $14.8M | 0.02% | −1,557−0.9% | Reduced |
| Davenport & Co LLC | 179,283 | $14.9M | 0.12% | −1,987−1.1% | Reduced |
| Truist Financial Corp | 182,734 | $15.1M | 0.03% | +9,485+5.5% | Added |
| Cbre Clarion Securities LLC | 189,700 | $15.7M | 0.25% | +6,700+3.7% | Added |
| HSBC Holdings PLC | 203,887 | $16.9M | 0.03% | +27,519+15.6% | Added |
| Foundry Partners, LLC | 210,330 | $17.4M | 1.05% | +134,450+177.2% | Added |
| State Board of Administration of Florida Retirement System | 212,129 | $17.6M | 0.04% | +19,173+9.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 215,305 | $17.8M | 0.10% | +562+0.3% | Added |
| Rhumbline Advisers | 218,936 | $18.1M | 0.03% | +29,820+15.8% | Added |
| Presima Inc. | 224,300 | $18.6M | 4.56% | −94,000−29.5% | Reduced |
| Nomura Asset Management Co Ltd | 225,443 | $18.7M | 0.12% | +12,828+6.0% | Added |
| Amundi | 230,337 | $18.7M | 0.02% | +2,847+1.3% | Added |
| STRS Ohio | 228,031 | $18.9M | 0.09% | −6,550−2.8% | Reduced |
| Citigroup Inc | 230,754 | $19.1M | 0.03% | −70,295−23.4% | Reduced |
| Swedbank AB | 236,997 | $19.6M | 0.04% | +500+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 241,747 | $20.0M | 0.08% | +84,000+53.2% | Added |
| Great West Life Assurance Co | 247,771 | $20.5M | 0.05% | +14,986+6.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 249,213 | $20.6M | 0.05% | +20,288+8.9% | Added |
| HighTower Advisors, LLC | 257,643 | $21.3M | 0.05% | −6,823−2.6% | Reduced |
| Centersquare Investment Management LLC | 258,499 | $21.4M | 0.22% | +10,600+4.3% | Added |
| National Pension Service | 272,858 | $22.6M | 0.05% | +60.0% | Added |
| Robeco Institutional Asset Management B.V. | 279,337 | $23.1M | 0.07% | +227,001+433.7% | Added |
| Crawford Investment Counsel Inc | 282,229 | $23.4M | 0.52% | +17,441+6.6% | Added |
| Credit Suisse AG | 297,976 | $24.7M | 0.03% | −35,042−10.5% | Reduced |
| Berkshire Asset Management LLC | 304,982 | $25.3M | 1.65% | +13,165+4.5% | Added |
| California State Teachers Retirement System | 311,559 | $25.8M | 0.04% | +8,664+2.9% | Added |
| Canada Pension Plan Investment Board | 311,740 | $25.8M | 0.04% | −221,900−41.6% | Reduced |
| Invesco Ltd. | 322,713 | $26.7M | 0.01% | +45,566+16.4% | Added |
| Advisor Group Holdings, Inc. | 352,808 | $29.3M | 0.06% | +7,693+2.2% | Added |
| Raymond James & Associates | 355,953 | $29.5M | 0.03% | +20,433+6.1% | Added |
| California Public Employees Retirement System | 369,389 | $30.6M | 0.03% | −4,210−1.1% | Reduced |
| Renaissance Technologies LLC | 377,200 | $31.3M | 0.04% | +133,400+54.7% | Added |
| Envestnet Asset Management Inc | 404,650 | $33.5M | 0.02% | +39,800+10.9% | Added |
| Advisors Capital Management, LLC | 412,781 | $34.2M | 1.04% | −131,547−24.2% | Reduced |
| Asset Management One Co.,Ltd. | 417,409 | $34.6M | 0.16% | −35,780−7.9% | Reduced |
| Public Employees Retirement System of Ohio | 417,415 | $34.6M | 0.15% | −25,050−5.7% | Reduced |
| Royal Bank of Canada | 435,358 | $36.1M | 0.01% | +116,041+36.3% | Added |
| Allianz Asset Management GmbH | 463,654 | $38.4M | 0.04% | +4,076+0.9% | Added |
| Bank of America Corp | 478,434 | $39.6M | 0.00% | +41,671+9.5% | Added |
| Nuveen Asset Management, LLC | 489,961 | $40.6M | 0.02% | −87,970−15.2% | Reduced |
| Zacks Investment Management | 509,023 | $42.2M | 0.64% | +31,913+6.7% | Added |
| Old Republic International Corporation | 522,000 | $43.3M | 1.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 561,765 | $46.5M | 0.01% | −27,909−4.7% | Reduced |
| LPL Financial LLC | 651,577 | $54.0M | 0.05% | +15,902+2.5% | Added |
| Russell Investments Group, Ltd. | 702,610 | $58.3M | 0.12% | +676,864+2,629.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 707,178 | $58.6M | 0.05% | +16,492+2.4% | Added |
| Goldman Sachs Group Inc | 759,738 | $63.0M | 0.02% | +338,941+80.5% | Added |
| Barclays PLC | 795,993 | $66.0M | 0.07% | +357,528+81.5% | Added |
| Swiss National Bank | 826,794 | $68.5M | 0.05% | +20,000+2.5% | Added |
| Brown Advisory Inc | 919,350 | $76.2M | 0.14% | +5,021+0.5% | Added |
| APG Asset Management US Inc. | 1,024,290 | $85.4M | 0.58% | −268,704−20.8% | Reduced |
| Epoch Investment Partners, Inc. | 1,080,857 | $89.6M | 0.52% | −110,887−9.3% | Reduced |
| Wellington Management Group LLP | 1,149,328 | $95.2M | 0.02% | +1,126,664+4,971.2% | Added |
| Bank of New York Mellon Corp | 1,169,819 | $96.9M | 0.02% | +56,468+5.1% | Added |
| Resolution Capital Ltd | 1,224,521 | $101.5M | 1.53% | +1,224,521 | New |
| Ameriprise Financial Inc | 1,352,833 | $112.7M | 0.04% | +27,496+2.1% | Added |
| Commonwealth Equity Services, LLC | 1,423,854 | $118.0M | 0.31% | +20,635+1.5% | Added |
| UBS Asset Management Americas Inc | 1,541,762 | $127.8M | 0.07% | +107,293+7.5% | Added |
| Massachusetts Financial Services Co | 1,609,035 | $133.3M | 0.05% | +46,333+3.0% | Added |
| UBS Group AG | 1,621,663 | $134.4M | 0.07% | +26,559+1.7% | Added |