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
- −6 vs. Q2 2022
- Shares held
- 133.8M
- +7.95M (+6.3%) vs. Q2 2022
- Total value
- $9.36B
- −$1.08B (−10.4%) vs. Q2 2022
- New holders
- 81
- 383 more added
- Sold out
- 87
- 205 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 | 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, 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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 121,887 | $8.51M | 0.02% | −33,816−21.7% | Reduced |
| Commerce Bank | 124,443 | $8.69M | 0.08% | −4,732−3.7% | Reduced |
| Pictet Asset Management SA | 127,944 | $8.93M | 0.01% | −143−0.1% | Reduced |
| Neuberger Berman Group LLC | 131,027 | $9.15M | 0.01% | −25,895−16.5% | Reduced |
| Illinois Municipal Retirement Fund | 131,171 | $9.16M | 0.23% | +36,503+38.6% | Added |
| Candriam Luxembourg S.C.A. | 134,618 | $9.40M | 0.07% | +117,698+695.6% | Added |
| Cetera Advisors LLC | 140,440 | $9.80M | 0.26% | +6,683+5.0% | Added |
| State of Alaska, Department of Revenue | 142,607 | $9.95M | 0.13% | +5,047+3.7% | Added |
| Voya Investment Management LLC | 143,500 | $10.0M | 0.01% | −1,462−1.0% | Reduced |
| Private Capital Advisors, Inc. | 143,823 | $10.0M | 1.74% | −100−0.1% | Reduced |
| Alliancebernstein L.P. | 149,655 | $10.4M | 0.01% | −12,873−7.9% | Reduced |
| Handelsbanken Fonder AB | 151,533 | $10.6M | 0.07% | +17,461+13.0% | Added |
| TruWealth Advisors, LLC | 152,677 | $10.7M | 1.13% | +5,542+3.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 153,923 | $10.7M | 0.03% | +18,433+13.6% | Added |
| Stifel Financial Corp | 165,579 | $11.6M | 0.02% | −526−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 166,954 | $11.7M | 0.03% | +7,454+4.7% | Added |
| Cbre Clarion Securities LLC | 172,497 | $12.0M | 0.22% | −17,203−9.1% | Reduced |
| Davenport & Co LLC | 178,119 | $12.4M | 0.11% | −1,164−0.6% | Reduced |
| STRS Ohio | 181,388 | $12.7M | 0.06% | −46,643−20.5% | Reduced |
| New York State Common Retirement Fund | 185,968 | $13.0M | 0.02% | +6,793+3.8% | Added |
| Truist Financial Corp | 193,533 | $13.5M | 0.03% | +10,799+5.9% | Added |
| Franklin Resources Inc | 198,489 | $13.9M | 0.01% | +46,081+30.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 201,901 | $14.1M | 0.04% | −47,312−19.0% | Reduced |
| State Board of Administration of Florida Retirement System | 211,489 | $14.8M | 0.04% | −640−0.3% | Reduced |
| Foundry Partners, LLC | 212,055 | $14.8M | 0.93% | +1,725+0.8% | Added |
| Bank of Montreal | 189,995 | $16.1M | 0.01% | +78,447+70.3% | Added |
| Rhumbline Advisers | 233,313 | $16.3M | 0.02% | +14,377+6.6% | Added |
| Nomura Asset Management Co Ltd | 253,703 | $17.7M | 0.11% | +28,260+12.5% | Added |
| National Pension Service | 259,688 | $17.9M | 0.04% | −13,170−4.8% | Reduced |
| SEI Investments Co | 256,578 | $17.9M | 0.04% | +80,023+45.3% | Added |
| Great West Life Assurance Co | 256,865 | $17.9M | 0.05% | +9,094+3.7% | Added |
| Natixis | 259,094 | $18.1M | 0.09% | +146,371+129.9% | Added |
| Swedbank AB | 262,039 | $18.3M | 0.04% | +25,042+10.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 262,674 | $18.3M | 0.07% | +20,927+8.7% | Added |
| Citigroup Inc | 262,933 | $18.4M | 0.03% | +32,179+13.9% | Added |
| Amundi | 260,190 | $19.1M | 0.01% | +29,853+13.0% | Added |
| Renaissance Technologies LLC | 275,400 | $19.2M | 0.03% | −101,800−27.0% | Reduced |
| Susquehanna International Group, LLP | 277,682 | $19.4M | 0.04% | +165,748+148.1% | Added |
| Crawford Investment Counsel Inc | 280,765 | $19.6M | 0.46% | −1,464−0.5% | Reduced |
| HighTower Advisors, LLC | 289,421 | $20.1M | 0.05% | +31,778+12.3% | Added |
| Invesco Ltd. | 293,915 | $20.5M | 0.01% | −28,798−8.9% | Reduced |
| Berkshire Asset Management LLC | 302,664 | $21.1M | 1.50% | −2,318−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 305,923 | $21.4M | 0.12% | +90,618+42.1% | Added |
| WealthPlan Investment Management, LLC | 271,993 | $21.5M | 1.57% | +271,993 | New |
| California State Teachers Retirement System | 311,084 | $21.7M | 0.04% | −475−0.2% | Reduced |
| HSBC Holdings PLC | 318,046 | $22.1M | 0.04% | +114,159+56.0% | Added |
| Credit Suisse AG | 323,032 | $22.5M | 0.03% | +25,056+8.4% | Added |
| Raymond James & Associates | 333,682 | $23.3M | 0.02% | −22,271−6.3% | Reduced |
| Qube Research & Technologies Ltd | 340,158 | $23.7M | 0.15% | +340,158 | New |
| Robeco Institutional Asset Management B.V. | 343,756 | $24.0M | 0.08% | +64,419+23.1% | Added |
| Canada Pension Plan Investment Board | 359,240 | $25.1M | 0.04% | +47,500+15.2% | Added |
| Advisor Group Holdings, Inc. | 389,565 | $27.2M | 0.06% | +36,757+10.4% | Added |
| Public Employees Retirement System of Ohio | 422,548 | $29.5M | 0.13% | +5,133+1.2% | Added |
| Asset Management One Co.,Ltd. | 426,087 | $29.7M | 0.15% | +8,678+2.1% | Added |
| Allianz Asset Management GmbH | 478,123 | $33.4M | 0.08% | +14,469+3.1% | Added |
| Envestnet Asset Management Inc | 491,016 | $34.3M | 0.02% | +86,366+21.3% | Added |
| Nuveen Asset Management, LLC | 492,797 | $34.4M | 0.01% | +2,836+0.6% | Added |
| Bank of America Corp | 500,815 | $35.0M | 0.00% | +22,381+4.7% | Added |
| Advisors Capital Management, LLC | 462,663 | $36.1M | 0.96% | +49,882+12.1% | Added |
| Zacks Investment Management | 522,475 | $36.5M | 0.58% | +13,452+2.6% | Added |
| Wells Fargo & Company | 560,069 | $39.1M | 0.01% | −1,696−0.3% | Reduced |
| Royal Bank of Canada | 574,808 | $40.1M | 0.01% | +139,450+32.0% | Added |
| Centersquare Investment Management LLC | 596,489 | $41.6M | 0.49% | +337,990+130.8% | Added |
| Goldman Sachs Group Inc | 631,993 | $44.1M | 0.01% | −127,745−16.8% | Reduced |
| Virginia Retirement Systems Et Al | 707,300 | $49.4M | 0.56% | +707,300 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 740,026 | $51.7M | 0.04% | +32,848+4.6% | Added |
| Barclays PLC | 744,747 | $52.0M | 0.06% | −51,246−6.4% | Reduced |
| California Public Employees Retirement System | 790,901 | $55.2M | 0.05% | +421,512+114.1% | Added |
| Brown Advisory Inc | 800,918 | $55.9M | 0.11% | −118,432−12.9% | Reduced |
| LPL Financial LLC | 803,443 | $56.1M | 0.05% | +151,866+23.3% | Added |
| Swiss National Bank | 835,894 | $58.3M | 0.04% | +9,100+1.1% | Added |
| Russell Investments Group, Ltd. | 856,718 | $59.7M | 0.13% | +154,108+21.9% | Added |
| American Century Companies Inc | 886,253 | $61.9M | 0.05% | +870,683+5,592.1% | Added |
| APG Asset Management US Inc. | 897,761 | $62.7M | 0.51% | −126,529−12.4% | Reduced |
| Epoch Investment Partners, Inc. | 1,050,238 | $73.3M | 0.48% | −30,619−2.8% | Reduced |
| Wellington Management Group LLP | 1,152,928 | $80.5M | 0.02% | +3,600+0.3% | Added |
| PGGM Investments | 1,218,463 | $85.0M | 1.50% | +1,218,463 | New |
| Bank of New York Mellon Corp | 1,345,266 | $93.9M | 0.02% | +175,447+15.0% | Added |
| Resolution Capital Ltd | 1,434,637 | $100.1M | 1.81% | +210,116+17.2% | Added |
| Ameriprise Financial Inc | 1,503,515 | $104.1M | 0.04% | +150,682+11.1% | Added |
| UBS Asset Management Americas Inc | 1,501,510 | $104.8M | 0.06% | −40,252−2.6% | Reduced |
| UBS Group AG | 1,522,180 | $106.2M | 0.06% | −99,483−6.1% | Reduced |
| Massachusetts Financial Services Co | 1,699,801 | $118.6M | 0.04% | +90,766+5.6% | Added |
| Morgan Stanley | 1,841,378 | $128.5M | 0.02% | +75,902+4.3% | Added |
| Norges Bank | 1,946,787 | $135.9M | 0.04% | +138,546+7.7% | Added |
| Commonwealth Equity Services, LLC | 1,960,968 | $136.9M | 0.37% | +537,114+37.7% | Added |
| Northern Trust Corp | 1,986,068 | $138.6M | 0.03% | +107,168+5.7% | Added |
| Charles Schwab Investment Management Inc | 2,116,233 | $147.7M | 0.05% | +193,903+10.1% | Added |
| Deutsche Bank AG | 2,305,517 | $160.9M | 0.10% | +437,232+23.4% | Added |
| Legal & General Group Plc | 2,434,461 | $169.9M | 0.07% | −123,009−4.8% | Reduced |
| Dimensional Fund Advisors LP | 2,559,415 | $178.6M | 0.07% | −11,787−0.5% | Reduced |
| Capital World Investors | 3,172,398 | $221.4M | 0.05% | +8390.0% | Added |
| Geode Capital Management, LLC | 3,353,330 | $233.9M | 0.04% | +168,398+5.3% | Added |
| JPMorgan Chase & Co | 7,232,487 | $504.8M | 0.08% | +433,192+6.4% | Added |
| State Street Corp | 9,492,144 | $672.0M | 0.04% | +109,496+1.2% | Added |
| BlackRock Inc. | 14,248,862 | $994.6M | 0.03% | −35,131−0.2% | Reduced |
| Vanguard Group Inc | 28,116,658 | $1.96B | 0.06% | +304,592+1.1% | Added |
| Sofos Investments, Inc. | 1,260 | – | – | −234−15.7% | Reduced |
| Old Republic International Corporation | 0 | $0 | 0.00% | −522,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −36,381−100.0% | Sold out |