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 | $10.6B |
| 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, 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 |
|---|---|---|---|---|---|
| Advocate Group LLC | 92,943 | $6.28M | 1.38% | +873+0.9% | Added |
| Teacher Retirement System of Texas | 93,227 | $6.30M | 0.04% | −342−0.4% | Reduced |
| Employees Retirement System of Texas | 95,500 | $6.45M | 0.09% | +19,000+24.8% | Added |
| CIBC Asset Management Inc | 97,793 | $6.61M | 0.03% | +90,526+1,245.7% | Added |
| Hoylecohen, LLC | 99,177 | $6.70M | 0.59% | −7,364−6.9% | Reduced |
| Cetera Investment Advisers | 99,552 | $6.73M | 0.06% | −4,708−4.5% | Reduced |
| Exchange Traded Concepts, LLC | 100,623 | $6.80M | 0.17% | +1,686+1.7% | Added |
| Stifel Financial Corp | 101,910 | $6.89M | 0.01% | +2,055+2.1% | Added |
| TD Asset Management Inc | 102,830 | $6.95M | 0.01% | −20,039−16.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 103,675 | $7.00M | 2.00% | −9,953−8.8% | Reduced |
| Aew Capital Management L P | 105,040 | $7.10M | 0.27% | −3,740−3.4% | Reduced |
| Pictet Asset Management SA | 107,954 | $7.29M | 0.01% | −525−0.5% | Reduced |
| Sonora Investment Management Group, LLC | 108,410 | $7.32M | 0.61% | +14,267+15.2% | Added |
| State of New Jersey Common Pension Fund D | 110,797 | $7.49M | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 111,384 | $7.53M | 0.02% | +1,107+1.0% | Added |
| Victory Capital Management Inc | 112,298 | $7.59M | 0.01% | −2,935−2.5% | Reduced |
| Treasurer of the State of North Carolina | 112,706 | $7.61M | 0.04% | −7,347−6.1% | Reduced |
| Allworth Financial LP | 114,077 | $7.71M | 0.07% | −3,639−3.1% | Reduced |
| DekaBank Deutsche Girozentrale | 114,160 | $7.72M | 0.02% | −22,451−16.4% | Reduced |
| Verdence Capital Advisors LLC | 116,539 | $7.87M | 0.91% | −552−0.5% | Reduced |
| Private Capital Advisors, Inc. | 116,821 | $7.89M | 1.29% | −2,820−2.4% | Reduced |
| Cetera Advisors LLC | 118,933 | $8.04M | 0.13% | +6,821+6.1% | Added |
| Stony Point Wealth Management Inc. | 121,779 | $8.23M | 4.10% | −184−0.2% | Reduced |
| Citigroup Inc | 122,397 | $8.27M | 0.01% | −69,991−36.4% | Reduced |
| Guggenheim Capital LLC | 122,673 | $8.29M | 0.07% | −4,149−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 122,795 | $8.30M | 0.07% | −127,717−51.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 125,761 | $8.50M | 0.02% | −12,279−8.9% | Reduced |
| Janney Montgomery Scott LLC | 129,796 | $8.77M | 0.03% | +8,648+7.1% | Added |
| Price T Rowe Associates Inc | 131,252 | $8.87M | 0.00% | +2,521+2.0% | Added |
| Handelsbanken Fonder AB | 132,173 | $8.93M | 0.05% | −56,618−30.0% | Reduced |
| Cbre Clarion Securities LLC | 132,255 | $8.94M | 0.16% | +4,073+3.2% | Added |
| Commerce Bank | 132,464 | $8.95M | 0.07% | +8,448+6.8% | Added |
| Cullen/Frost Bankers, Inc. | 134,446 | $9.08M | 0.15% | +5,624+4.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 140,009 | $9.46M | 0.02% | −7,772−5.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 141,288 | $9.55M | 0.35% | +3,204+2.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 142,862 | $9.65M | 0.20% | +130,000+1,010.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 143,984 | $9.73M | 0.03% | −40,667−22.0% | Reduced |
| State of Alaska, Department of Revenue | 146,317 | $9.88M | 0.12% | −1,348−0.9% | Reduced |
| Voya Investment Management LLC | 151,984 | $10.3M | 0.01% | +123,358+430.9% | Added |
| Davenport & Co LLC | 154,232 | $10.4M | 0.08% | −12,555−7.5% | Reduced |
| BNP Paribas Arbitrage, SA | 154,661 | $10.4M | 0.02% | +88,431+133.5% | Added |
| Alliancebernstein L.P. | 157,495 | $10.6M | 0.00% | +6,603+4.4% | Added |
| TruWealth Advisors, LLC | 161,110 | $10.9M | 0.93% | +3,103+2.0% | Added |
| Storebrand Asset Management AS | 163,493 | $11.0M | 0.05% | +24,430+17.6% | Added |
| SEI Investments Co | 169,536 | $11.5M | 0.02% | −24,735−12.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 171,952 | $11.6M | 0.03% | +26,534+18.2% | Added |
| Foundry Partners, LLC | 174,498 | $11.8M | 0.72% | +32,290+22.7% | Added |
| New York State Common Retirement Fund | 196,481 | $13.3M | 0.02% | −3,031−1.5% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 197,899 | $13.4M | 2.19% | +197,899 | New |
| Franklin Resources Inc | 200,116 | $13.5M | 0.01% | −40,842−16.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 208,597 | $14.1M | 0.03% | +17,504+9.2% | Added |
| Truist Financial Corp | 214,162 | $14.5M | 0.02% | +13,669+6.8% | Added |
| Royal Bank of Canada | 215,051 | $14.5M | 0.00% | −107,702−33.4% | Reduced |
| State Board of Administration of Florida Retirement System | 222,671 | $15.0M | 0.03% | +9,902+4.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 253,198 | $17.1M | 0.08% | −35,729−12.4% | Reduced |
| FMR LLC | 258,124 | $17.4M | 0.00% | +166,782+182.6% | Added |
| Qube Research & Technologies Ltd | 259,690 | $17.5M | 0.07% | −40,760−13.6% | Reduced |
| STRS Ohio | 261,642 | $17.7M | 0.07% | +81,791+45.5% | Added |
| Swedbank AB | 262,039 | $17.7M | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 276,169 | $18.7M | 0.02% | −75,458−21.5% | Reduced |
| Barclays PLC | 281,273 | $19.0M | 0.01% | −126,866−31.1% | Reduced |
| Rhumbline Advisers | 288,956 | $19.5M | 0.02% | +27,501+10.5% | Added |
| Nomura Asset Management Co Ltd | 289,908 | $19.6M | 0.09% | +11,823+4.3% | Added |
| Allianz Asset Management GmbH | 304,098 | $20.5M | 0.04% | −102,427−25.2% | Reduced |
| Berkshire Asset Management LLC | 306,713 | $20.7M | 1.23% | +2,349+0.8% | Added |
| Centersquare Investment Management LLC | 311,294 | $21.0M | 0.25% | +80,735+35.0% | Added |
| Great West Life Assurance Co | 315,932 | $21.4M | 0.05% | +4,262+1.4% | Added |
| Amundi | 317,307 | $21.7M | 0.01% | +39,051+14.0% | Added |
| Goldman Sachs Group Inc | 325,800 | $22.0M | 0.01% | +54,105+19.9% | Added |
| California State Teachers Retirement System | 346,664 | $23.4M | 0.03% | +3,847+1.1% | Added |
| Advisor Group Holdings, Inc. | 379,554 | $25.7M | 0.05% | +3,240+0.9% | Added |
| Public Employees Retirement System of Ohio | 380,099 | $25.7M | 0.10% | −8,561−2.2% | Reduced |
| Susquehanna International Group, LLP | 387,862 | $26.2M | 0.04% | +144,919+59.7% | Added |
| National Pension Service | 404,148 | $27.3M | 0.04% | +93,387+30.1% | Added |
| Invesco Ltd. | 411,321 | $27.8M | 0.01% | +45,564+12.5% | Added |
| HSBC Holdings PLC | 464,891 | $31.4M | 0.03% | −20,615−4.2% | Reduced |
| Bank of America Corp | 471,747 | $31.9M | 0.00% | −209,450−30.7% | Reduced |
| Credit Suisse AG | 485,726 | $32.8M | 0.03% | +17,507+3.7% | Added |
| Asset Management One Co.,Ltd. | 487,698 | $32.9M | 0.14% | +12,871+2.7% | Added |
| Russell Investments Group, Ltd. | 497,477 | $33.6M | 0.06% | −409,125−45.1% | Reduced |
| Advisors Capital Management, LLC | 510,276 | $34.5M | 0.82% | +29,013+6.0% | Added |
| Balyasny Asset Management LLC | 514,137 | $34.7M | 0.10% | +514,137 | New |
| Virginia Retirement Systems Et Al | 534,382 | $36.1M | 0.35% | +29,700+5.9% | Added |
| Wells Fargo & Company | 534,400 | $36.1M | 0.01% | −42,181−7.3% | Reduced |
| Envestnet Asset Management Inc | 551,882 | $37.3M | 0.02% | −1,230,568−69.0% | Reduced |
| Zacks Investment Management | 560,352 | $37.9M | 0.48% | +968+0.2% | Added |
| Canada Pension Plan Investment Board | 565,229 | $38.2M | 0.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 581,825 | $39.3M | 0.01% | +143,951+32.9% | Added |
| Marshall Wace, LLP | 615,393 | $41.6M | 0.09% | +540,357+720.1% | Added |
| Brown Advisory Inc | 667,795 | $45.1M | 0.07% | −19,200−2.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 763,216 | $51.6M | 0.04% | +7,244+1.0% | Added |
| APG Asset Management US Inc. | 768,616 | $51.9M | 0.41% | −2070.0% | Reduced |
| LPL Financial LLC | 771,802 | $52.1M | 0.04% | −10,736−1.4% | Reduced |
| Swiss National Bank | 772,451 | $52.2M | 0.04% | −53,200−6.4% | Reduced |
| Bank of Montreal | 794,904 | $56.1M | 0.03% | +406,809+104.8% | Added |
| Epoch Investment Partners, Inc. | 900,822 | $60.9M | 0.35% | −37,110−4.0% | Reduced |
| Citadel Advisors LLC | 935,318 | $63.2M | 0.07% | +842,383+906.4% | Added |
| California Public Employees Retirement System | 959,038 | $64.8M | 0.06% | −21,683−2.2% | Reduced |
| American Century Companies Inc | 1,066,650 | $72.1M | 0.05% | +106,563+11.1% | Added |
| Daiwa Securities Group Inc. | 1,094,466 | $73.9M | 0.49% | +1,014,863+1,274.9% | Added |