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, Q3 2022
Institutional positions in W. P. Carey Inc. as of Sep 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
- 798
- −4 vs. Q2 2022
- Shares held
- 133.8M
- +7.96M (+6.3%) vs. Q2 2022
- Total value
- $9.36B
- −$1.08B (−10.3%) vs. Q2 2022
- New holders
- 82
- 383 more added
- Sold out
- 86
- 204 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 811 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.09B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 28,116,658 | $1.96B | 0.06% | +304,592+1.1% | Added |
| BlackRock Inc. | 14,248,862 | $994.6M | 0.03% | −35,131−0.2% | Reduced |
| State Street Corp | 9,492,144 | $672.0M | 0.04% | +109,496+1.2% | Added |
| JPMorgan Chase & Co | 7,232,487 | $504.8M | 0.08% | +433,192+6.4% | Added |
| Geode Capital Management, LLC | 3,353,330 | $233.9M | 0.04% | +168,398+5.3% | Added |
| Capital World Investors | 3,172,398 | $221.4M | 0.05% | +8390.0% | Added |
| Dimensional Fund Advisors LP | 2,559,415 | $178.6M | 0.07% | −11,787−0.5% | Reduced |
| Legal & General Group Plc | 2,434,461 | $169.9M | 0.07% | −123,009−4.8% | Reduced |
| Deutsche Bank AG | 2,305,517 | $160.9M | 0.10% | +437,232+23.4% | Added |
| Charles Schwab Investment Management Inc | 2,116,233 | $147.7M | 0.05% | +193,903+10.1% | Added |
| Northern Trust Corp | 1,986,068 | $138.6M | 0.03% | +107,168+5.7% | Added |
| Commonwealth Equity Services, LLC | 1,960,968 | $136.9M | 0.37% | +537,114+37.7% | Added |
| Norges Bank | 1,946,787 | $135.9M | 0.04% | +138,546+7.7% | Added |
| Morgan Stanley | 1,841,378 | $128.5M | 0.02% | +75,902+4.3% | Added |
| Massachusetts Financial Services Co | 1,699,801 | $118.6M | 0.04% | +90,766+5.6% | Added |
| UBS Group AG | 1,522,180 | $106.2M | 0.06% | −99,483−6.1% | Reduced |
| UBS Asset Management Americas Inc | 1,501,510 | $104.8M | 0.06% | −40,252−2.6% | Reduced |
| Ameriprise Financial Inc | 1,503,515 | $104.1M | 0.04% | +150,682+11.1% | Added |
| Resolution Capital Ltd | 1,434,637 | $100.1M | 1.81% | +210,116+17.2% | Added |
| Bank of New York Mellon Corp | 1,345,266 | $93.9M | 0.02% | +175,447+15.0% | Added |
| PGGM Investments | 1,218,463 | $85.0M | 1.50% | +1,218,463 | New |
| Wellington Management Group LLP | 1,152,928 | $80.5M | 0.02% | +3,600+0.3% | Added |
| Epoch Investment Partners, Inc. | 1,050,238 | $73.3M | 0.48% | −30,619−2.8% | Reduced |
| APG Asset Management US Inc. | 897,761 | $62.7M | 0.51% | −126,529−12.4% | Reduced |
| American Century Companies Inc | 886,253 | $61.9M | 0.05% | +870,683+5,592.1% | Added |
| Russell Investments Group, Ltd. | 856,718 | $59.7M | 0.13% | +154,108+21.9% | Added |
| Swiss National Bank | 835,894 | $58.3M | 0.04% | +9,100+1.1% | Added |
| LPL Financial LLC | 803,443 | $56.1M | 0.05% | +151,866+23.3% | Added |
| Brown Advisory Inc | 800,918 | $55.9M | 0.11% | −118,432−12.9% | Reduced |
| California Public Employees Retirement System | 790,901 | $55.2M | 0.05% | +421,512+114.1% | Added |
| Barclays PLC | 744,747 | $52.0M | 0.06% | −51,246−6.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 740,026 | $51.7M | 0.04% | +32,848+4.6% | Added |
| Virginia Retirement Systems Et Al | 707,300 | $49.4M | 0.56% | +707,300 | New |
| Goldman Sachs Group Inc | 631,993 | $44.1M | 0.01% | −127,745−16.8% | Reduced |
| Centersquare Investment Management LLC | 596,489 | $41.6M | 0.49% | +337,990+130.8% | Added |
| Royal Bank of Canada | 574,808 | $40.1M | 0.01% | +139,450+32.0% | Added |
| Wells Fargo & Company | 560,069 | $39.1M | 0.01% | −1,696−0.3% | Reduced |
| Zacks Investment Management | 522,475 | $36.5M | 0.58% | +13,452+2.6% | Added |
| Advisors Capital Management, LLC | 462,663 | $36.1M | 0.96% | +49,882+12.1% | Added |
| Bank of America Corp | 500,815 | $35.0M | 0.00% | +22,381+4.7% | Added |
| Nuveen Asset Management, LLC | 492,797 | $34.4M | 0.01% | +2,836+0.6% | Added |
| Envestnet Asset Management Inc | 491,016 | $34.3M | 0.02% | +86,366+21.3% | Added |
| Allianz Asset Management GmbH | 478,123 | $33.4M | 0.08% | +14,469+3.1% | Added |
| Asset Management One Co.,Ltd. | 426,087 | $29.7M | 0.15% | +8,678+2.1% | Added |
| Public Employees Retirement System of Ohio | 422,548 | $29.5M | 0.13% | +5,133+1.2% | Added |
| Advisor Group Holdings, Inc. | 389,565 | $27.2M | 0.06% | +36,757+10.4% | Added |
| Canada Pension Plan Investment Board | 359,240 | $25.1M | 0.04% | +47,500+15.2% | Added |
| Robeco Institutional Asset Management B.V. | 343,756 | $24.0M | 0.08% | +64,419+23.1% | Added |
| Qube Research & Technologies Ltd | 340,158 | $23.7M | 0.15% | +340,158 | New |
| Raymond James & Associates | 333,682 | $23.3M | 0.02% | −22,271−6.3% | Reduced |
| Credit Suisse AG | 323,032 | $22.5M | 0.03% | +25,056+8.4% | Added |
| HSBC Holdings PLC | 318,046 | $22.1M | 0.04% | +114,159+56.0% | Added |
| California State Teachers Retirement System | 311,084 | $21.7M | 0.04% | −475−0.2% | Reduced |
| WealthPlan Investment Management, LLC | 271,993 | $21.5M | 1.57% | +271,993 | New |
| Cambridge Investment Research Advisors, Inc. | 305,923 | $21.4M | 0.12% | +90,618+42.1% | Added |
| Berkshire Asset Management LLC | 302,664 | $21.1M | 1.50% | −2,318−0.8% | Reduced |
| Invesco Ltd. | 293,915 | $20.5M | 0.01% | −28,798−8.9% | Reduced |
| HighTower Advisors, LLC | 289,421 | $20.1M | 0.05% | +31,778+12.3% | Added |
| Crawford Investment Counsel Inc | 280,765 | $19.6M | 0.46% | −1,464−0.5% | Reduced |
| Susquehanna International Group, LLP | 277,682 | $19.4M | 0.04% | +165,748+148.1% | Added |
| Renaissance Technologies LLC | 275,400 | $19.2M | 0.03% | −101,800−27.0% | Reduced |
| Amundi | 260,190 | $19.1M | 0.01% | +29,853+13.0% | Added |
| Citigroup Inc | 262,933 | $18.4M | 0.03% | +32,179+13.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 262,674 | $18.3M | 0.07% | +20,927+8.7% | Added |
| Swedbank AB | 262,039 | $18.3M | 0.04% | +25,042+10.6% | Added |
| Natixis | 259,094 | $18.1M | 0.09% | +146,371+129.9% | Added |
| Great West Life Assurance Co | 256,865 | $17.9M | 0.05% | +9,094+3.7% | Added |
| SEI Investments Co | 256,578 | $17.9M | 0.04% | +80,023+45.3% | Added |
| National Pension Service | 259,688 | $17.9M | 0.04% | −13,170−4.8% | Reduced |
| Nomura Asset Management Co Ltd | 253,703 | $17.7M | 0.11% | +28,260+12.5% | Added |
| Rhumbline Advisers | 233,313 | $16.3M | 0.02% | +14,377+6.6% | Added |
| Bank of Montreal | 189,995 | $16.1M | 0.01% | +78,447+70.3% | Added |
| Foundry Partners, LLC | 212,055 | $14.8M | 0.93% | +1,725+0.8% | Added |
| State Board of Administration of Florida Retirement System | 211,489 | $14.8M | 0.04% | −640−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 201,901 | $14.1M | 0.04% | −47,312−19.0% | Reduced |
| Franklin Resources Inc | 198,489 | $13.9M | 0.01% | +46,081+30.2% | Added |
| Truist Financial Corp | 193,533 | $13.5M | 0.03% | +10,799+5.9% | Added |
| New York State Common Retirement Fund | 185,968 | $13.0M | 0.02% | +6,793+3.8% | Added |
| STRS Ohio | 181,388 | $12.7M | 0.06% | −46,643−20.5% | Reduced |
| Davenport & Co LLC | 178,119 | $12.4M | 0.11% | −1,164−0.6% | Reduced |
| Cbre Clarion Securities LLC | 172,497 | $12.0M | 0.22% | −17,203−9.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 166,954 | $11.7M | 0.03% | +7,454+4.7% | Added |
| Stifel Financial Corp | 165,579 | $11.6M | 0.02% | −526−0.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 153,923 | $10.7M | 0.03% | +18,433+13.6% | Added |
| TruWealth Advisors, LLC | 152,677 | $10.7M | 1.13% | +5,542+3.8% | Added |
| Handelsbanken Fonder AB | 151,533 | $10.6M | 0.07% | +17,461+13.0% | Added |
| Alliancebernstein L.P. | 149,655 | $10.4M | 0.01% | −12,873−7.9% | Reduced |
| Private Capital Advisors, Inc. | 143,823 | $10.0M | 1.74% | −100−0.1% | Reduced |
| Voya Investment Management LLC | 143,500 | $10.0M | 0.01% | −1,462−1.0% | Reduced |
| State of Alaska, Department of Revenue | 142,607 | $9.95M | 0.13% | +5,047+3.7% | Added |
| Cetera Advisors LLC | 140,440 | $9.80M | 0.26% | +6,683+5.0% | Added |
| Candriam Luxembourg S.C.A. | 134,618 | $9.40M | 0.07% | +117,698+695.6% | Added |
| Illinois Municipal Retirement Fund | 131,171 | $9.16M | 0.23% | +36,503+38.6% | Added |
| Neuberger Berman Group LLC | 131,027 | $9.15M | 0.01% | −25,895−16.5% | Reduced |
| Pictet Asset Management SA | 127,944 | $8.93M | 0.01% | −143−0.1% | Reduced |
| Commerce Bank | 124,443 | $8.69M | 0.08% | −4,732−3.7% | Reduced |
| 1832 Asset Management L.P. | 121,887 | $8.51M | 0.02% | −33,816−21.7% | Reduced |
| TD Asset Management Inc | 121,638 | $8.37M | 0.01% | −6,759−5.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 117,865 | $8.24M | 0.19% | +10,039+9.3% | Added |
| Janney Montgomery Scott LLC | 115,999 | $8.10M | 0.03% | +3,524+3.1% | Added |