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, Q1 2023
Institutional positions in W. P. Carey Inc. as of Mar 31, 2023. 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
- 838
- +2 vs. Q4 2022
- Shares held
- 138.9M
- +2.78M (+2.0%) vs. Q4 2022
- Total value
- $10.6B
- +$43.4M (+0.4%) vs. Q4 2022
- New holders
- 64
- 347 more added
- Sold out
- 62
- 272 more reduced
19 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,439,373 | $2.36B | 0.06% | +1,130,158+3.9% | Added |
| BlackRock Inc. | 15,373,667 | $1.19B | 0.04% | +368,425+2.5% | Added |
| State Street Corp | 10,228,412 | $802.8M | 0.05% | +208,561+2.1% | Added |
| JPMorgan Chase & Co | 6,558,610 | $508.0M | 0.07% | +2,068,458+46.1% | Added |
| Geode Capital Management, LLC | 3,260,119 | $252.2M | 0.03% | −219,373−6.3% | Reduced |
| Dimensional Fund Advisors LP | 2,857,252 | $221.3M | 0.07% | +104,372+3.8% | Added |
| Legal & General Group Plc | 2,776,868 | $215.1M | 0.08% | +221,575+8.7% | Added |
| Capital World Investors | 2,601,691 | $201.5M | 0.04% | −570,074−18.0% | Reduced |
| Deutsche Bank AG | 2,468,072 | $191.2M | 0.11% | −197,338−7.4% | Reduced |
| Norges Bank | 2,309,025 | $178.8M | 0.04% | +77,347+3.5% | Added |
| Charles Schwab Investment Management Inc | 2,278,720 | $176.5M | 0.05% | +47,762+2.1% | Added |
| Morgan Stanley | 1,986,743 | $153.9M | 0.02% | −31,436−1.6% | Reduced |
| Massachusetts Financial Services Co | 1,926,027 | $149.2M | 0.05% | −20,096−1.0% | Reduced |
| Northern Trust Corp | 1,883,033 | $145.8M | 0.03% | +4,179+0.2% | Added |
| Commonwealth Equity Services, LLC | 1,834,247 | $142.1M | 0.32% | −56,081−3.0% | Reduced |
| PGGM Investments | 1,809,698 | $140.2M | 2.36% | +36,522+2.1% | Added |
| Ameriprise Financial Inc | 1,744,132 | $135.2M | 0.04% | +10,157+0.6% | Added |
| UBS Asset Management Americas Inc | 1,730,094 | $134.0M | 0.06% | +44,201+2.6% | Added |
| UBS Group AG | 1,364,315 | $105.7M | 0.05% | −117,574−7.9% | Reduced |
| Bank of New York Mellon Corp | 1,117,832 | $86.6M | 0.02% | −23,341−2.0% | Reduced |
| California Public Employees Retirement System | 980,721 | $76.0M | 0.07% | −15,207−1.5% | Reduced |
| American Century Companies Inc | 960,087 | $74.4M | 0.06% | +6,130+0.6% | Added |
| Epoch Investment Partners, Inc. | 937,932 | $72.6M | 0.43% | −115,409−11.0% | Reduced |
| Wellington Management Group LLP | 935,076 | $72.4M | 0.01% | −77,176−7.6% | Reduced |
| Russell Investments Group, Ltd. | 906,602 | $70.2M | 0.14% | −77,678−7.9% | Reduced |
| Swiss National Bank | 825,651 | $63.9M | 0.04% | +41,600+5.3% | Added |
| LPL Financial LLC | 782,538 | $60.6M | 0.05% | −33,509−4.1% | Reduced |
| APG Asset Management US Inc. | 768,823 | $59.5M | 0.49% | −59,799−7.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 755,972 | $58.6M | 0.04% | +38,999+5.4% | Added |
| Brown Advisory Inc | 686,995 | $53.2M | 0.09% | +18,101+2.7% | Added |
| Bank of America Corp | 681,197 | $52.8M | 0.01% | +174,201+34.4% | Added |
| Wells Fargo & Company | 576,581 | $44.7M | 0.01% | −50,662−8.1% | Reduced |
| Canada Pension Plan Investment Board | 565,229 | $43.8M | 0.07% | −1,811−0.3% | Reduced |
| Zacks Investment Management | 559,384 | $43.3M | 0.58% | −639,695−53.3% | Reduced |
| Envestnet Asset Management Inc | 1,782,450 | $41.1M | 0.02% | +1,270,889+248.4% | Added |
| Virginia Retirement Systems Et Al | 504,682 | $39.1M | 0.40% | −110,518−18.0% | Reduced |
| HSBC Holdings PLC | 485,506 | $37.6M | 0.05% | +80,053+19.7% | Added |
| Advisors Capital Management, LLC | 481,263 | $37.3M | 0.97% | +18,781+4.1% | Added |
| Asset Management One Co.,Ltd. | 474,827 | $36.8M | 0.17% | +14,400+3.1% | Added |
| Credit Suisse AG | 468,219 | $36.3M | 0.04% | +43,521+10.2% | Added |
| Nuveen Asset Management, LLC | 437,874 | $33.9M | 0.01% | −58,877−11.9% | Reduced |
| Resolution Capital Ltd | 410,199 | $31.8M | 0.54% | −965,227−70.2% | Reduced |
| Barclays PLC | 408,139 | $31.6M | 0.03% | −483,371−54.2% | Reduced |
| Allianz Asset Management GmbH | 406,525 | $31.5M | 0.07% | −60,523−13.0% | Reduced |
| Bank of Montreal | 388,095 | $30.8M | 0.02% | +197,247+103.4% | Added |
| Public Employees Retirement System of Ohio | 388,660 | $30.1M | 0.13% | +38,331+10.9% | Added |
| Advisor Group Holdings, Inc. | 376,314 | $29.1M | 0.05% | −697−0.2% | Reduced |
| Invesco Ltd. | 365,757 | $28.3M | 0.01% | +33,196+10.0% | Added |
| Raymond James & Associates | 351,627 | $27.2M | 0.02% | +18,300+5.5% | Added |
| California State Teachers Retirement System | 342,817 | $26.6M | 0.04% | +15,537+4.7% | Added |
| Royal Bank of Canada | 322,753 | $25.0M | 0.01% | −60,765−15.8% | Reduced |
| Great West Life Assurance Co | 311,670 | $24.2M | 0.06% | +32,225+11.5% | Added |
| National Pension Service | 310,761 | $24.0M | 0.04% | +31,212+11.2% | Added |
| Berkshire Asset Management LLC | 304,364 | $23.6M | 1.46% | −2,606−0.8% | Reduced |
| Qube Research & Technologies Ltd | 300,450 | $23.3M | 0.13% | +271,513+938.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 288,927 | $22.4M | 0.11% | −7,958−2.7% | Reduced |
| HighTower Advisors, LLC | 282,334 | $21.9M | 0.05% | −4,331−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 278,085 | $21.5M | 0.11% | +12,482+4.7% | Added |
| Goldman Sachs Group Inc | 271,695 | $21.0M | 0.01% | −117,855−30.3% | Reduced |
| Amundi | 278,256 | $20.7M | 0.01% | +3,316+1.2% | Added |
| Swedbank AB | 262,039 | $20.3M | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 261,455 | $20.3M | 0.02% | −1180.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 250,512 | $19.4M | 0.19% | −127,268−33.7% | Reduced |
| Susquehanna International Group, LLP | 242,943 | $18.8M | 0.03% | −38,585−13.7% | Reduced |
| Franklin Resources Inc | 240,958 | $18.7M | 0.01% | +23,707+10.9% | Added |
| Centersquare Investment Management LLC | 230,559 | $17.9M | 0.21% | +4,030+1.8% | Added |
| Prudential Financial Inc | 203,458 | $17.0M | 0.03% | +192,542+1,763.9% | Added |
| State Board of Administration of Florida Retirement System | 212,769 | $16.5M | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 200,493 | $15.5M | 0.03% | +4,195+2.1% | Added |
| New York State Common Retirement Fund | 199,512 | $15.5M | 0.02% | −6,355−3.1% | Reduced |
| Renaissance Technologies LLC | 199,100 | $15.4M | 0.02% | −78,195−28.2% | Reduced |
| SEI Investments Co | 194,271 | $15.0M | 0.03% | −81,458−29.5% | Reduced |
| Citigroup Inc | 192,388 | $14.9M | 0.02% | +43,662+29.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191,093 | $14.8M | 0.04% | +19,858+11.6% | Added |
| Point72 Asset Management, L.P. | 189,500 | $14.7M | 0.05% | +189,500 | New |
| Handelsbanken Fonder AB | 188,791 | $14.6M | 0.08% | −530−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 184,651 | $14.3M | 0.05% | +58,551+46.4% | Added |
| STRS Ohio | 179,851 | $13.9M | 0.06% | −11,479−6.0% | Reduced |
| Davenport & Co LLC | 166,787 | $12.9M | 0.10% | −4,065−2.4% | Reduced |
| TruWealth Advisors, LLC | 158,007 | $12.2M | 1.12% | +2,250+1.4% | Added |
| WealthPlan Investment Management, LLC | 153,387 | $11.9M | 2.05% | −122,475−44.4% | Reduced |
| Alliancebernstein L.P. | 150,892 | $11.7M | 0.01% | +2,355+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 147,781 | $11.4M | 0.02% | +5,517+3.9% | Added |
| State of Alaska, Department of Revenue | 147,665 | $11.4M | 0.14% | +5,196+3.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 145,418 | $11.3M | 0.03% | +26,500+22.3% | Added |
| Foundry Partners, LLC | 142,208 | $11.0M | 0.69% | −29,852−17.3% | Reduced |
| Storebrand Asset Management AS | 139,063 | $10.8M | 0.05% | −4,788−3.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 138,084 | $10.7M | 0.43% | +24,010+21.0% | Added |
| Robeco Institutional Asset Management B.V. | 138,040 | $10.7M | 0.03% | −90,039−39.5% | Reduced |
| WealthPLAN Partners, LLC | 135,097 | $10.5M | 1.19% | −142,250−51.3% | Reduced |
| DekaBank Deutsche Girozentrale | 136,611 | $10.4M | 0.03% | +11,054+8.8% | Added |
| MML Investors Services, LLC | 130,567 | $10.1M | 0.07% | +2,443+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 128,822 | $9.98M | 0.18% | +740+0.6% | Added |
| Price T Rowe Associates Inc | 128,731 | $9.97M | 0.00% | −6,199−4.6% | Reduced |
| Cbre Clarion Securities LLC | 128,182 | $9.93M | 0.17% | −20,202−13.6% | Reduced |
| Neuberger Berman Group LLC | 126,833 | $9.82M | 0.01% | +4,103+3.3% | Added |
| Guggenheim Capital LLC | 126,822 | $9.82M | 0.08% | −1,570−1.2% | Reduced |
| Commerce Bank | 124,016 | $9.61M | 0.08% | −4,427−3.4% | Reduced |
| TD Asset Management Inc | 122,869 | $9.52M | 0.01% | −8,890−6.7% | Reduced |
| Stony Point Wealth Management Inc. | 121,963 | $9.45M | 4.90% | −7,262−5.6% | Reduced |