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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 80,842 | $6.26M | 1.44% | +1,602+2.0% | Added |
| Illinois Municipal Retirement Fund | 81,006 | $6.27M | 0.13% | −35,867−30.7% | Reduced |
| NewSquare Capital LLC | 82,064 | $6.36M | 0.75% | +6,259+8.3% | Added |
| Mutual Advisors, LLC | 83,716 | $6.48M | 0.27% | −199−0.2% | Reduced |
| Royal London Asset Management Ltd | 85,240 | $6.60M | 0.03% | +1,268+1.5% | Added |
| Cetera Advisor Networks LLC | 85,642 | $6.63M | 0.05% | +4,638+5.7% | Added |
| Mariner, LLC | 85,766 | $6.64M | 0.02% | −2,153−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 87,280 | $6.76M | 0.05% | +9,345+12.0% | Added |
| Nicholas Company, Inc. | 87,475 | $6.77M | 0.14% | +400.0% | Added |
| Beacon Pointe Advisors, LLC | 87,876 | $6.81M | 0.12% | +27,173+44.8% | Added |
| SOA Wealth Advisors, LLC. | 88,626 | $6.86M | 1.69% | −40.0% | Reduced |
| First Trust Advisors LP | 88,674 | $6.87M | 0.01% | +59,175+200.6% | Added |
| Thrivent Financial for Lutherans | 91,280 | $7.07M | 0.02% | +61,366+205.1% | Added |
| FMR LLC | 91,342 | $7.07M | 0.00% | +12,165+15.4% | Added |
| Advocate Group LLC | 92,070 | $7.13M | 1.56% | +1,593+1.8% | Added |
| Citadel Advisors LLC | 92,935 | $7.20M | 0.01% | +41,222+79.7% | Added |
| Teacher Retirement System of Texas | 93,569 | $7.25M | 0.05% | +52,122+125.8% | Added |
| Sonora Investment Management Group, LLC | 94,143 | $7.29M | 0.64% | +7,209+8.3% | Added |
| Ensign Peak Advisors, Inc | 95,040 | $7.36M | 0.02% | +21,485+29.2% | Added |
| Exchange Traded Concepts, LLC | 98,937 | $7.66M | 0.21% | +1,447+1.5% | Added |
| First Republic Investment Management, Inc. | 99,816 | $7.73M | 0.02% | +14,167+16.5% | Added |
| Stifel Financial Corp | 99,855 | $7.73M | 0.01% | −68,318−40.6% | Reduced |
| Cetera Investment Advisers | 104,260 | $8.07M | 0.07% | +785+0.8% | Added |
| Gateway Investment Advisers LLC | 105,732 | $8.19M | 0.10% | −1,588−1.5% | Reduced |
| Hoylecohen, LLC | 106,541 | $8.25M | 0.77% | +1,905+1.8% | Added |
| Pictet Asset Management SA | 108,479 | $8.40M | 0.01% | −22,633−17.3% | Reduced |
| Aew Capital Management L P | 108,780 | $8.43M | 0.31% | +26,420+32.1% | Added |
| D. E. Shaw & Co., Inc. | 109,733 | $8.50M | 0.01% | −43,716−28.5% | Reduced |
| State of Wisconsin Investment Board | 110,277 | $8.54M | 0.03% | +36,667+49.8% | Added |
| State of New Jersey Common Pension Fund D | 110,797 | $8.58M | 0.03% | +14,395+14.9% | Added |
| Cetera Advisors LLC | 112,112 | $8.68M | 0.14% | −12,797−10.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 113,628 | $8.80M | 2.38% | +2,633+2.4% | Added |
| Victory Capital Management Inc | 115,233 | $8.92M | 0.01% | +475+0.4% | Added |
| Verdence Capital Advisors LLC | 117,091 | $9.07M | 1.10% | +110.0% | Added |
| Allworth Financial LP | 117,716 | $9.12M | 0.09% | +3,395+3.0% | Added |
| Private Capital Advisors, Inc. | 119,641 | $9.27M | 1.75% | −24,182−16.8% | Reduced |
| Treasurer of the State of North Carolina | 120,053 | $9.30M | 0.05% | +7,150+6.3% | Added |
| Janney Montgomery Scott LLC | 121,148 | $9.38M | 0.04% | +3,015+2.6% | Added |
| Stony Point Wealth Management Inc. | 121,963 | $9.45M | 4.90% | −7,262−5.6% | Reduced |
| TD Asset Management Inc | 122,869 | $9.52M | 0.01% | −8,890−6.7% | Reduced |
| Commerce Bank | 124,016 | $9.61M | 0.08% | −4,427−3.4% | Reduced |
| Guggenheim Capital LLC | 126,822 | $9.82M | 0.08% | −1,570−1.2% | Reduced |
| Neuberger Berman Group LLC | 126,833 | $9.82M | 0.01% | +4,103+3.3% | Added |
| Cbre Clarion Securities LLC | 128,182 | $9.93M | 0.17% | −20,202−13.6% | Reduced |
| Price T Rowe Associates Inc | 128,731 | $9.97M | 0.00% | −6,199−4.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 128,822 | $9.98M | 0.18% | +740+0.6% | Added |
| MML Investors Services, LLC | 130,567 | $10.1M | 0.07% | +2,443+1.9% | Added |
| DekaBank Deutsche Girozentrale | 136,611 | $10.4M | 0.03% | +11,054+8.8% | Added |
| WealthPLAN Partners, LLC | 135,097 | $10.5M | 1.19% | −142,250−51.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 138,040 | $10.7M | 0.03% | −90,039−39.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 138,084 | $10.7M | 0.43% | +24,010+21.0% | Added |
| Storebrand Asset Management AS | 139,063 | $10.8M | 0.05% | −4,788−3.3% | Reduced |
| Foundry Partners, LLC | 142,208 | $11.0M | 0.69% | −29,852−17.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 145,418 | $11.3M | 0.03% | +26,500+22.3% | Added |
| State of Alaska, Department of Revenue | 147,665 | $11.4M | 0.14% | +5,196+3.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 147,781 | $11.4M | 0.02% | +5,517+3.9% | Added |
| Alliancebernstein L.P. | 150,892 | $11.7M | 0.01% | +2,355+1.6% | Added |
| WealthPlan Investment Management, LLC | 153,387 | $11.9M | 2.05% | −122,475−44.4% | Reduced |
| TruWealth Advisors, LLC | 158,007 | $12.2M | 1.12% | +2,250+1.4% | Added |
| Davenport & Co LLC | 166,787 | $12.9M | 0.10% | −4,065−2.4% | Reduced |
| STRS Ohio | 179,851 | $13.9M | 0.06% | −11,479−6.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 184,651 | $14.3M | 0.05% | +58,551+46.4% | Added |
| Handelsbanken Fonder AB | 188,791 | $14.6M | 0.08% | −530−0.3% | Reduced |
| Point72 Asset Management, L.P. | 189,500 | $14.7M | 0.05% | +189,500 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191,093 | $14.8M | 0.04% | +19,858+11.6% | Added |
| Citigroup Inc | 192,388 | $14.9M | 0.02% | +43,662+29.4% | Added |
| SEI Investments Co | 194,271 | $15.0M | 0.03% | −81,458−29.5% | Reduced |
| Renaissance Technologies LLC | 199,100 | $15.4M | 0.02% | −78,195−28.2% | Reduced |
| New York State Common Retirement Fund | 199,512 | $15.5M | 0.02% | −6,355−3.1% | Reduced |
| Truist Financial Corp | 200,493 | $15.5M | 0.03% | +4,195+2.1% | Added |
| State Board of Administration of Florida Retirement System | 212,769 | $16.5M | 0.04% | 00.0% | Unchanged |
| Prudential Financial Inc | 203,458 | $17.0M | 0.03% | +192,542+1,763.9% | Added |
| Centersquare Investment Management LLC | 230,559 | $17.9M | 0.21% | +4,030+1.8% | Added |
| Franklin Resources Inc | 240,958 | $18.7M | 0.01% | +23,707+10.9% | Added |
| Susquehanna International Group, LLP | 242,943 | $18.8M | 0.03% | −38,585−13.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 250,512 | $19.4M | 0.19% | −127,268−33.7% | Reduced |
| Rhumbline Advisers | 261,455 | $20.3M | 0.02% | −1180.0% | Reduced |
| Swedbank AB | 262,039 | $20.3M | 0.04% | 00.0% | Unchanged |
| Amundi | 278,256 | $20.7M | 0.01% | +3,316+1.2% | Added |
| Goldman Sachs Group Inc | 271,695 | $21.0M | 0.01% | −117,855−30.3% | Reduced |
| Nomura Asset Management Co Ltd | 278,085 | $21.5M | 0.11% | +12,482+4.7% | Added |
| HighTower Advisors, LLC | 282,334 | $21.9M | 0.05% | −4,331−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 288,927 | $22.4M | 0.11% | −7,958−2.7% | Reduced |
| Qube Research & Technologies Ltd | 300,450 | $23.3M | 0.13% | +271,513+938.3% | Added |
| Berkshire Asset Management LLC | 304,364 | $23.6M | 1.46% | −2,606−0.8% | Reduced |
| National Pension Service | 310,761 | $24.0M | 0.04% | +31,212+11.2% | Added |
| Great West Life Assurance Co | 311,670 | $24.2M | 0.06% | +32,225+11.5% | Added |
| Royal Bank of Canada | 322,753 | $25.0M | 0.01% | −60,765−15.8% | Reduced |
| California State Teachers Retirement System | 342,817 | $26.6M | 0.04% | +15,537+4.7% | Added |
| Raymond James & Associates | 351,627 | $27.2M | 0.02% | +18,300+5.5% | Added |
| Invesco Ltd. | 365,757 | $28.3M | 0.01% | +33,196+10.0% | Added |
| Advisor Group Holdings, Inc. | 376,314 | $29.1M | 0.05% | −697−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 388,660 | $30.1M | 0.13% | +38,331+10.9% | Added |
| Bank of Montreal | 388,095 | $30.8M | 0.02% | +197,247+103.4% | Added |
| Allianz Asset Management GmbH | 406,525 | $31.5M | 0.07% | −60,523−13.0% | Reduced |
| Barclays PLC | 408,139 | $31.6M | 0.03% | −483,371−54.2% | Reduced |
| Resolution Capital Ltd | 410,199 | $31.8M | 0.54% | −965,227−70.2% | Reduced |
| Nuveen Asset Management, LLC | 437,874 | $33.9M | 0.01% | −58,877−11.9% | Reduced |
| Credit Suisse AG | 468,219 | $36.3M | 0.04% | +43,521+10.2% | Added |
| Asset Management One Co.,Ltd. | 474,827 | $36.8M | 0.17% | +14,400+3.1% | Added |