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, Q2 2023
Institutional positions in W. P. Carey Inc. as of Jun 30, 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
- 820
- −12 vs. Q1 2023
- Shares held
- 136.4M
- −2.38M (−1.7%) vs. Q1 2023
- Total value
- $9.21B
- −$1.43B (−13.4%) vs. Q1 2023
- New holders
- 75
- 314 more added
- Sold out
- 87
- 294 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,315,317 | $2.05B | 0.05% | −124,056−0.4% | Reduced |
| BlackRock Inc. | 15,618,194 | $1.06B | 0.03% | +244,527+1.6% | Added |
| State Street Corp | 10,087,435 | $692.0M | 0.04% | −140,977−1.4% | Reduced |
| JPMorgan Chase & Co | 6,203,300 | $419.1M | 0.05% | −355,310−5.4% | Reduced |
| Geode Capital Management, LLC | 3,387,296 | $228.5M | 0.03% | +127,177+3.9% | Added |
| Dimensional Fund Advisors LP | 2,914,341 | $196.9M | 0.06% | +57,089+2.0% | Added |
| Legal & General Group Plc | 2,798,601 | $189.1M | 0.06% | +21,733+0.8% | Added |
| Norges Bank | 2,348,155 | $158.6M | 0.03% | +39,130+1.7% | Added |
| Charles Schwab Investment Management Inc | 2,324,074 | $157.0M | 0.04% | +45,354+2.0% | Added |
| UBS Asset Management Americas Inc | 1,730,094 | $134.0M | 0.06% | 00.0% | Unchanged |
| PGGM Investments | 1,966,314 | $132.8M | 2.15% | +156,616+8.7% | Added |
| Massachusetts Financial Services Co | 1,950,720 | $131.8M | 0.04% | +24,693+1.3% | Added |
| Morgan Stanley | 1,866,119 | $126.1M | 0.01% | −120,624−6.1% | Reduced |
| Ameriprise Financial Inc | 1,784,636 | $119.5M | 0.04% | +40,504+2.3% | Added |
| Northern Trust Corp | 1,762,346 | $119.1M | 0.02% | −120,687−6.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,671,854 | $113.0M | 0.23% | −162,393−8.9% | Reduced |
| UBS Group AG | 1,558,033 | $105.3M | 0.05% | +193,718+14.2% | Added |
| Cohen & Steers, Inc. | 1,479,918 | $100.0M | 0.21% | +1,479,918 | New |
| Deutsche Bank AG | 1,268,772 | $85.7M | 0.05% | −1,199,300−48.6% | Reduced |
| Bank of New York Mellon Corp | 1,110,019 | $75.0M | 0.02% | −7,813−0.7% | Reduced |
| Daiwa Securities Group Inc. | 1,094,466 | $73.9M | 0.49% | +1,014,863+1,274.9% | Added |
| American Century Companies Inc | 1,066,650 | $72.1M | 0.05% | +106,563+11.1% | Added |
| California Public Employees Retirement System | 959,038 | $64.8M | 0.06% | −21,683−2.2% | Reduced |
| Citadel Advisors LLC | 935,318 | $63.2M | 0.07% | +842,383+906.4% | Added |
| Epoch Investment Partners, Inc. | 900,822 | $60.9M | 0.35% | −37,110−4.0% | Reduced |
| Bank of Montreal | 794,904 | $56.1M | 0.02% | +406,809+104.8% | Added |
| Swiss National Bank | 772,451 | $52.2M | 0.04% | −53,200−6.4% | Reduced |
| LPL Financial LLC | 771,802 | $52.1M | 0.04% | −10,736−1.4% | Reduced |
| APG Asset Management US Inc. | 768,616 | $51.9M | 0.41% | −2070.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 763,216 | $51.6M | 0.04% | +7,244+1.0% | Added |
| Brown Advisory Inc | 667,795 | $45.1M | 0.07% | −19,200−2.8% | Reduced |
| Marshall Wace, LLP | 615,393 | $41.6M | 0.09% | +540,357+720.1% | Added |
| Nuveen Asset Management, LLC | 581,825 | $39.3M | 0.01% | +143,951+32.9% | Added |
| Canada Pension Plan Investment Board | 565,229 | $38.2M | 0.06% | 00.0% | Unchanged |
| Zacks Investment Management | 560,352 | $37.9M | 0.48% | +968+0.2% | Added |
| Envestnet Asset Management Inc | 551,882 | $37.3M | 0.02% | −1,230,568−69.0% | Reduced |
| Wells Fargo & Company | 534,400 | $36.1M | 0.01% | −42,181−7.3% | Reduced |
| Virginia Retirement Systems Et Al | 534,382 | $36.1M | 0.35% | +29,700+5.9% | Added |
| Balyasny Asset Management LLC | 514,137 | $34.7M | 0.10% | +514,137 | New |
| Advisors Capital Management, LLC | 510,276 | $34.5M | 0.82% | +29,013+6.0% | Added |
| Russell Investments Group, Ltd. | 497,477 | $33.6M | 0.06% | −409,125−45.1% | Reduced |
| Asset Management One Co.,Ltd. | 487,698 | $32.9M | 0.14% | +12,871+2.7% | Added |
| Credit Suisse AG | 485,726 | $32.8M | 0.03% | +17,507+3.7% | Added |
| Bank of America Corp | 471,747 | $31.9M | 0.00% | −209,450−30.7% | Reduced |
| HSBC Holdings PLC | 464,891 | $31.4M | 0.03% | −20,615−4.2% | Reduced |
| Invesco Ltd. | 411,321 | $27.8M | 0.01% | +45,564+12.5% | Added |
| National Pension Service | 404,148 | $27.3M | 0.04% | +93,387+30.1% | Added |
| Susquehanna International Group, LLP | 387,862 | $26.2M | 0.04% | +144,919+59.7% | Added |
| Public Employees Retirement System of Ohio | 380,099 | $25.7M | 0.10% | −8,561−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 379,554 | $25.7M | 0.05% | +3,240+0.9% | Added |
| California State Teachers Retirement System | 346,664 | $23.4M | 0.03% | +3,847+1.1% | Added |
| Goldman Sachs Group Inc | 325,800 | $22.0M | 0.01% | +54,105+19.9% | Added |
| Amundi | 317,307 | $21.7M | 0.01% | +39,051+14.0% | Added |
| Great West Life Assurance Co | 315,932 | $21.4M | 0.05% | +4,262+1.4% | Added |
| Centersquare Investment Management LLC | 311,294 | $21.0M | 0.25% | +80,735+35.0% | Added |
| Berkshire Asset Management LLC | 306,713 | $20.7M | 1.23% | +2,349+0.8% | Added |
| Allianz Asset Management GmbH | 304,098 | $20.5M | 0.04% | −102,427−25.2% | Reduced |
| Nomura Asset Management Co Ltd | 289,908 | $19.6M | 0.09% | +11,823+4.3% | Added |
| Rhumbline Advisers | 288,956 | $19.5M | 0.02% | +27,501+10.5% | Added |
| Barclays PLC | 281,273 | $19.0M | 0.01% | −126,866−31.1% | Reduced |
| Raymond James & Associates | 276,169 | $18.7M | 0.02% | −75,458−21.5% | Reduced |
| Swedbank AB | 262,039 | $17.7M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 261,642 | $17.7M | 0.07% | +81,791+45.5% | Added |
| Qube Research & Technologies Ltd | 259,690 | $17.5M | 0.07% | −40,760−13.6% | Reduced |
| FMR LLC | 258,124 | $17.4M | 0.00% | +166,782+182.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 253,198 | $17.1M | 0.08% | −35,729−12.4% | Reduced |
| State Board of Administration of Florida Retirement System | 222,671 | $15.0M | 0.03% | +9,902+4.7% | Added |
| Royal Bank of Canada | 215,051 | $14.5M | 0.00% | −107,702−33.4% | Reduced |
| Truist Financial Corp | 214,162 | $14.5M | 0.02% | +13,669+6.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 208,597 | $14.1M | 0.03% | +17,504+9.2% | Added |
| Franklin Resources Inc | 200,116 | $13.5M | 0.01% | −40,842−16.9% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 197,899 | $13.4M | 2.19% | +197,899 | New |
| New York State Common Retirement Fund | 196,481 | $13.3M | 0.02% | −3,031−1.5% | Reduced |
| Foundry Partners, LLC | 174,498 | $11.8M | 0.72% | +32,290+22.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 171,952 | $11.6M | 0.03% | +26,534+18.2% | Added |
| SEI Investments Co | 169,536 | $11.5M | 0.02% | −24,735−12.7% | Reduced |
| Storebrand Asset Management AS | 163,493 | $11.0M | 0.05% | +24,430+17.6% | Added |
| TruWealth Advisors, LLC | 161,110 | $10.9M | 0.93% | +3,103+2.0% | Added |
| Alliancebernstein L.P. | 157,495 | $10.6M | 0.00% | +6,603+4.4% | Added |
| BNP Paribas Arbitrage, SA | 154,661 | $10.4M | 0.02% | +88,431+133.5% | Added |
| Davenport & Co LLC | 154,232 | $10.4M | 0.08% | −12,555−7.5% | Reduced |
| Voya Investment Management LLC | 151,984 | $10.3M | 0.01% | +123,358+430.9% | Added |
| State of Alaska, Department of Revenue | 146,317 | $9.88M | 0.12% | −1,348−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 143,984 | $9.73M | 0.03% | −40,667−22.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 142,862 | $9.65M | 0.20% | +130,000+1,010.7% | Added |
| Carnegie Capital Asset Management, LLC | 141,288 | $9.55M | 0.35% | +3,204+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 140,009 | $9.46M | 0.02% | −7,772−5.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 134,446 | $9.08M | 0.15% | +5,624+4.4% | Added |
| Commerce Bank | 132,464 | $8.95M | 0.07% | +8,448+6.8% | Added |
| Cbre Clarion Securities LLC | 132,255 | $8.94M | 0.16% | +4,073+3.2% | Added |
| Handelsbanken Fonder AB | 132,173 | $8.93M | 0.05% | −56,618−30.0% | Reduced |
| Price T Rowe Associates Inc | 131,252 | $8.87M | 0.00% | +2,521+2.0% | Added |
| Janney Montgomery Scott LLC | 129,796 | $8.77M | 0.03% | +8,648+7.1% | Added |
| Robeco Institutional Asset Management B.V. | 125,761 | $8.50M | 0.02% | −12,279−8.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 122,795 | $8.30M | 0.07% | −127,717−51.0% | Reduced |
| Guggenheim Capital LLC | 122,673 | $8.29M | 0.07% | −4,149−3.3% | Reduced |
| Citigroup Inc | 122,397 | $8.27M | 0.01% | −69,991−36.4% | Reduced |
| Stony Point Wealth Management Inc. | 121,779 | $8.23M | 4.10% | −184−0.2% | Reduced |
| Cetera Advisors LLC | 118,933 | $8.04M | 0.13% | +6,821+6.1% | Added |
| Private Capital Advisors, Inc. | 116,821 | $7.89M | 1.29% | −2,820−2.4% | Reduced |