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, Q4 2022
Institutional positions in W. P. Carey Inc. as of Dec 31, 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
- 855
- +71 vs. Q3 2022
- Shares held
- 136.2M
- +2.73M (+2.0%) vs. Q3 2022
- Total value
- $10.6B
- +$1.27B (+13.6%) vs. Q3 2022
- New holders
- 127
- 333 more added
- Sold out
- 56
- 253 more reduced
14 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 29,309,215 | $2.29B | 0.06% | +1,192,557+4.2% | Added |
| BlackRock Inc. | 15,005,242 | $1.17B | 0.04% | +756,380+5.3% | Added |
| State Street Corp | 10,019,851 | $793.5M | 0.05% | +527,707+5.6% | Added |
| JPMorgan Chase & Co | 4,490,152 | $350.9M | 0.05% | −2,742,335−37.9% | Reduced |
| Geode Capital Management, LLC | 3,479,492 | $271.7M | 0.04% | +126,162+3.8% | Added |
| Capital World Investors | 3,171,765 | $247.9M | 0.05% | −6330.0% | Reduced |
| Dimensional Fund Advisors LP | 2,752,880 | $215.1M | 0.08% | +193,465+7.6% | Added |
| Deutsche Bank AG | 2,665,410 | $208.3M | 0.12% | +359,893+15.6% | Added |
| Legal & General Group Plc | 2,555,293 | $199.7M | 0.08% | +120,832+5.0% | Added |
| Norges Bank | 2,231,678 | $174.4M | 0.04% | +284,891+14.6% | Added |
| Charles Schwab Investment Management Inc | 2,230,958 | $174.3M | 0.06% | +114,725+5.4% | Added |
| Morgan Stanley | 2,018,179 | $157.7M | 0.02% | +176,801+9.6% | Added |
| Massachusetts Financial Services Co | 1,946,123 | $152.1M | 0.05% | +246,322+14.5% | Added |
| Commonwealth Equity Services, LLC | 1,890,328 | $147.7M | 0.36% | −70,640−3.6% | Reduced |
| Northern Trust Corp | 1,878,854 | $146.8M | 0.03% | −107,214−5.4% | Reduced |
| PGGM Investments | 1,773,176 | $138.6M | 2.43% | +554,713+45.5% | Added |
| Ameriprise Financial Inc | 1,733,975 | $135.7M | 0.05% | +230,460+15.3% | Added |
| UBS Asset Management Americas Inc | 1,685,893 | $131.8M | 0.07% | +184,383+12.3% | Added |
| UBS Group AG | 1,481,889 | $115.8M | 0.06% | −40,291−2.6% | Reduced |
| Resolution Capital Ltd | 1,375,426 | $107.5M | 1.86% | −59,211−4.1% | Reduced |
| Bank of New York Mellon Corp | 1,141,173 | $89.2M | 0.02% | −204,093−15.2% | Reduced |
| Epoch Investment Partners, Inc. | 1,053,341 | $82.3M | 0.49% | +3,103+0.3% | Added |
| Wellington Management Group LLP | 1,012,252 | $79.1M | 0.02% | −140,676−12.2% | Reduced |
| California Public Employees Retirement System | 995,928 | $77.8M | 0.07% | +205,027+25.9% | Added |
| Russell Investments Group, Ltd. | 984,280 | $77.0M | 0.16% | +127,562+14.9% | Added |
| American Century Companies Inc | 953,957 | $74.6M | 0.06% | +67,704+7.6% | Added |
| Barclays PLC | 891,510 | $69.7M | 0.06% | +146,763+19.7% | Added |
| APG Asset Management US Inc. | 828,622 | $64.8M | 0.52% | −69,139−7.7% | Reduced |
| LPL Financial LLC | 816,047 | $63.8M | 0.05% | +12,604+1.6% | Added |
| Swiss National Bank | 784,051 | $61.3M | 0.04% | −51,843−6.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 716,973 | $56.0M | 0.04% | −23,053−3.1% | Reduced |
| Brown Advisory Inc | 668,894 | $52.3M | 0.10% | −132,024−16.5% | Reduced |
| Wells Fargo & Company | 627,243 | $49.0M | 0.02% | +67,174+12.0% | Added |
| Virginia Retirement Systems Et Al | 615,200 | $48.1M | 0.50% | −92,100−13.0% | Reduced |
| Canada Pension Plan Investment Board | 567,040 | $44.3M | 0.08% | +207,800+57.8% | Added |
| Zacks Investment Management | 1,199,079 | $42.7M | 0.60% | +676,604+129.5% | Added |
| Envestnet Asset Management Inc | 511,561 | $40.0M | 0.02% | +20,545+4.2% | Added |
| Bank of America Corp | 506,996 | $39.6M | 0.00% | +6,181+1.2% | Added |
| Nuveen Asset Management, LLC | 496,751 | $38.8M | 0.02% | +3,954+0.8% | Added |
| Allianz Asset Management GmbH | 467,048 | $36.5M | 0.08% | −11,075−2.3% | Reduced |
| Advisors Capital Management, LLC | 462,482 | $36.1M | 0.98% | −1810.0% | Reduced |
| Asset Management One Co.,Ltd. | 460,427 | $36.1M | 0.18% | +34,340+8.1% | Added |
| Credit Suisse AG | 424,698 | $33.2M | 0.04% | +101,666+31.5% | Added |
| HSBC Holdings PLC | 405,453 | $31.7M | 0.04% | +87,407+27.5% | Added |
| Goldman Sachs Group Inc | 389,550 | $30.4M | 0.01% | −242,443−38.4% | Reduced |
| Royal Bank of Canada | 383,518 | $30.0M | 0.01% | −191,290−33.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 377,780 | $29.5M | 0.25% | +342,923+983.8% | Added |
| Advisor Group Holdings, Inc. | 377,011 | $29.5M | 0.06% | −12,554−3.2% | Reduced |
| Millennium Management LLC | 360,669 | $28.2M | 0.03% | +301,617+510.8% | Added |
| Public Employees Retirement System of Ohio | 350,329 | $27.4M | 0.12% | −72,219−17.1% | Reduced |
| Raymond James & Associates | 333,327 | $26.0M | 0.02% | −355−0.1% | Reduced |
| Invesco Ltd. | 332,561 | $26.0M | 0.01% | +38,646+13.1% | Added |
| California State Teachers Retirement System | 327,280 | $25.6M | 0.04% | +16,196+5.2% | Added |
| Berkshire Asset Management LLC | 306,970 | $24.0M | 1.54% | +4,306+1.4% | Added |
| WealthPlan Investment Management, LLC | 275,862 | $23.5M | 1.64% | +3,869+1.4% | Added |
| WealthPLAN Partners, LLC | 277,347 | $23.2M | 1.62% | +277,347 | New |
| Cambridge Investment Research Advisors, Inc. | 296,885 | $23.2M | 0.12% | −9,038−3.0% | Reduced |
| Amundi | 274,940 | $22.8M | 0.01% | +14,750+5.7% | Added |
| HighTower Advisors, LLC | 286,665 | $22.5M | 0.05% | −2,756−1.0% | Reduced |
| Susquehanna International Group, LLP | 281,528 | $22.0M | 0.04% | +3,846+1.4% | Added |
| Great West Life Assurance Co | 279,445 | $21.9M | 0.06% | +22,580+8.8% | Added |
| National Pension Service | 279,549 | $21.8M | 0.04% | +19,861+7.6% | Added |
| Renaissance Technologies LLC | 277,295 | $21.7M | 0.03% | +1,895+0.7% | Added |
| SEI Investments Co | 275,729 | $21.5M | 0.05% | +19,151+7.5% | Added |
| Nomura Asset Management Co Ltd | 265,603 | $20.8M | 0.12% | +11,900+4.7% | Added |
| Swedbank AB | 262,039 | $20.5M | 0.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 261,573 | $20.4M | 0.03% | +28,260+12.1% | Added |
| Robeco Institutional Asset Management B.V. | 228,079 | $17.8M | 0.05% | −115,677−33.7% | Reduced |
| Centersquare Investment Management LLC | 226,529 | $17.7M | 0.21% | −369,960−62.0% | Reduced |
| Franklin Resources Inc | 217,251 | $17.0M | 0.01% | +18,762+9.5% | Added |
| State Board of Administration of Florida Retirement System | 212,769 | $16.6M | 0.04% | +1,280+0.6% | Added |
| New York State Common Retirement Fund | 205,867 | $16.1M | 0.02% | +19,899+10.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 198,657 | $15.5M | 0.04% | −3,244−1.6% | Reduced |
| Truist Financial Corp | 196,298 | $15.3M | 0.03% | +2,765+1.4% | Added |
| Bank of Montreal | 190,848 | $15.0M | 0.01% | +853+0.4% | Added |
| STRS Ohio | 191,330 | $15.0M | 0.07% | +9,942+5.5% | Added |
| Handelsbanken Fonder AB | 189,321 | $14.8M | 0.09% | +37,788+24.9% | Added |
| Foundry Partners, LLC | 172,060 | $13.4M | 0.74% | −39,995−18.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 171,235 | $13.4M | 0.04% | +17,312+11.2% | Added |
| Davenport & Co LLC | 170,852 | $13.4M | 0.11% | −7,267−4.1% | Reduced |
| Stifel Financial Corp | 168,173 | $13.1M | 0.02% | +2,594+1.6% | Added |
| TruWealth Advisors, LLC | 155,757 | $12.2M | 1.19% | +3,080+2.0% | Added |
| D. E. Shaw & Co., Inc. | 153,449 | $12.0M | 0.02% | +131,826+609.7% | Added |
| Citigroup Inc | 148,726 | $11.6M | 0.02% | −114,207−43.4% | Reduced |
| Alliancebernstein L.P. | 148,537 | $11.6M | 0.01% | −1,118−0.7% | Reduced |
| Cbre Clarion Securities LLC | 148,384 | $11.6M | 0.20% | −24,113−14.0% | Reduced |
| Storebrand Asset Management AS | 143,851 | $11.2M | 0.06% | +72,935+102.8% | Added |
| Private Capital Advisors, Inc. | 143,823 | $11.2M | 1.93% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 142,469 | $11.1M | 0.14% | −138−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 142,264 | $11.1M | 0.02% | −24,690−14.8% | Reduced |
| Price T Rowe Associates Inc | 134,930 | $10.5M | 0.00% | +21,778+19.2% | Added |
| TD Asset Management Inc | 131,759 | $10.3M | 0.01% | +10,121+8.3% | Added |
| Pictet Asset Management SA | 131,112 | $10.2M | 0.01% | +3,168+2.5% | Added |
| Stony Point Wealth Management Inc. | 129,225 | $10.1M | 5.58% | +13,765+11.9% | Added |
| Commerce Bank | 128,443 | $10.0M | 0.08% | +4,000+3.2% | Added |
| Guggenheim Capital LLC | 128,392 | $10.0M | 0.09% | +15,004+13.2% | Added |
| MML Investors Services, LLC | 128,124 | $10.0M | 0.07% | +22,151+20.9% | Added |
| Cullen/Frost Bankers, Inc. | 128,082 | $10.0M | 0.19% | +10,217+8.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 126,100 | $9.86M | 0.04% | −136,574−52.0% | Reduced |
| DekaBank Deutsche Girozentrale | 125,557 | $9.77M | 0.03% | +11,882+10.5% | Added |