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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,765,476 | $146.3M | 0.02% | +309,096+21.2% | Added |
| Norges Bank | 1,808,241 | $149.8M | 0.04% | −66,169−3.5% | Reduced |
| Deutsche Bank AG | 1,868,285 | $154.8M | 0.09% | +1,530,147+452.5% | Added |
| Northern Trust Corp | 1,878,900 | $155.7M | 0.03% | +374,341+24.9% | Added |
| Charles Schwab Investment Management Inc | 1,922,330 | $159.3M | 0.06% | +6,627+0.3% | Added |
| Legal & General Group Plc | 2,557,470 | $211.9M | 0.07% | +460,939+22.0% | Added |
| Dimensional Fund Advisors LP | 2,571,202 | $213.1M | 0.08% | +24,610+1.0% | Added |
| Capital World Investors | 3,171,559 | $262.8M | 0.06% | +3,171,559 | New |
| Geode Capital Management, LLC | 3,184,932 | $263.7M | 0.04% | +25,042+0.8% | Added |
| JPMorgan Chase & Co | 6,799,295 | $563.4M | 0.08% | +1,868,954+37.9% | Added |
| State Street Corp | 9,382,648 | $786.9M | 0.05% | −190,141−2.0% | Reduced |
| BlackRock Inc. | 14,283,993 | $1.18B | 0.04% | +444,494+3.2% | Added |
| Vanguard Group Inc | 27,812,066 | $2.30B | 0.06% | +477,453+1.7% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −525,523−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −181,467−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −84,927−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −83,098−100.0% | Sold out |
| Axel Capital Management, LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Forward Management, LLC | 0 | $0 | 0.00% | −72,660−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −35,040−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −26,420−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −23,725−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −21,615−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,905−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,840−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −12,499−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,515−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −8,845−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,276−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −7,402−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −6,437−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −5,696−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,584−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −34,033−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −4,473−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,437−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,034−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −3,886−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,397−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,111−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,074−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −2,935−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −2,609−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,238−100.0% | Sold out |
| Paladin Advisory Group, LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| PGGM Investments | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| WealthPLAN Partners, LLC | – | – | – | – | Not filed |
| WealthPlan Investment Management, LLC | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Astrantus Ltd | – | – | – | – | Not filed |
| Ritter Daniher Financial Advisory, LLC | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| Kings Point Capital Management | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |