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, Q3 2023
Institutional positions in W. P. Carey Inc. as of Sep 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
- 746
- −62 vs. Q2 2023
- Shares held
- 139.9M
- +3.59M (+2.6%) vs. Q2 2023
- Total value
- $7.59B
- −$1.61B (−17.5%) vs. Q2 2023
- New holders
- 58
- 285 more added
- Sold out
- 120
- 280 more reduced
12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 811 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.09B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,126,852 | $1.63B | 0.04% | −188,465−0.6% | Reduced |
| BlackRock Inc. | 15,805,632 | $854.8M | 0.02% | +187,438+1.2% | Added |
| State Street Corp | 10,150,545 | $559.3M | 0.03% | +63,110+0.6% | Added |
| Cohen & Steers, Inc. | 5,883,552 | $318.2M | 0.73% | +4,403,634+297.6% | Added |
| JPMorgan Chase & Co | 5,350,435 | $289.4M | 0.03% | −852,865−13.7% | Reduced |
| Geode Capital Management, LLC | 3,473,545 | $187.6M | 0.02% | +86,249+2.5% | Added |
| Dimensional Fund Advisors LP | 2,994,115 | $161.9M | 0.05% | +79,774+2.7% | Added |
| Legal & General Group Plc | 2,835,656 | $153.4M | 0.05% | +37,055+1.3% | Added |
| Daiwa Securities Group Inc. | 2,516,956 | $136.1M | 0.97% | +1,422,490+130.0% | Added |
| Norges Bank | 2,365,275 | $127.9M | 0.03% | +17,120+0.7% | Added |
| Charles Schwab Investment Management Inc | 2,337,056 | $126.4M | 0.04% | +12,982+0.6% | Added |
| Massachusetts Financial Services Co | 2,285,355 | $123.6M | 0.04% | +334,635+17.2% | Added |
| PGGM Investments | 2,108,963 | $114.1M | 1.97% | +142,649+7.3% | Added |
| Morgan Stanley | 1,968,711 | $106.5M | 0.01% | +102,592+5.5% | Added |
| UBS Asset Management Americas Inc | 1,842,952 | $99.7M | 0.04% | +112,858+6.5% | Added |
| Northern Trust Corp | 1,705,093 | $92.2M | 0.02% | −57,253−3.2% | Reduced |
| Ameriprise Financial Inc | 1,561,507 | $86.7M | 0.03% | −223,129−12.5% | Reduced |
| Commonwealth Equity Services, LLC | 1,548,945 | $83.8M | 0.17% | −122,909−7.4% | Reduced |
| UBS Group AG | 1,482,944 | $80.2M | 0.04% | −75,089−4.8% | Reduced |
| Balyasny Asset Management LLC | 1,300,165 | $70.3M | 0.20% | +786,028+152.9% | Added |
| Bank of Montreal | 970,996 | $62.2M | 0.04% | +176,092+22.2% | Added |
| American Century Companies Inc | 1,144,746 | $61.9M | 0.05% | +78,096+7.3% | Added |
| California Public Employees Retirement System | 1,112,608 | $60.2M | 0.05% | +153,570+16.0% | Added |
| Bank of New York Mellon Corp | 1,090,330 | $59.0M | 0.01% | −19,689−1.8% | Reduced |
| LPL Financial LLC | 759,338 | $41.1M | 0.03% | −12,464−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 750,311 | $40.6M | 0.03% | −12,905−1.7% | Reduced |
| APG Asset Management US Inc. | 695,104 | $37.6M | 0.33% | −73,512−9.6% | Reduced |
| Swiss National Bank | 688,051 | $37.2M | 0.03% | −84,400−10.9% | Reduced |
| Waterfront Capital Partners, LLC | 676,003 | $36.6M | 3.70% | +676,003 | New |
| Brown Advisory Inc | 650,415 | $35.2M | 0.06% | −17,380−2.6% | Reduced |
| Envestnet Asset Management Inc | 634,496 | $34.3M | 0.02% | +82,614+15.0% | Added |
| Canada Pension Plan Investment Board | 595,629 | $32.2M | 0.05% | +30,400+5.4% | Added |
| Bank of America Corp | 568,494 | $30.7M | 0.00% | +96,747+20.5% | Added |
| Zacks Investment Management | 555,684 | $30.1M | 0.39% | −4,668−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 552,933 | $29.9M | 0.28% | +430,138+350.3% | Added |
| Advisors Capital Management, LLC | 539,205 | $29.2M | 0.74% | +28,929+5.7% | Added |
| Wells Fargo & Company | 539,149 | $29.2M | 0.01% | +4,749+0.9% | Added |
| Susquehanna International Group, LLP | 508,330 | $27.5M | 0.04% | +120,468+31.1% | Added |
| Barclays PLC | 502,141 | $27.2M | 0.02% | +220,868+78.5% | Added |
| Amundi | 482,458 | $26.1M | 0.01% | +165,151+52.0% | Added |
| Credit Suisse AG | 474,822 | $25.7M | 0.03% | −10,904−2.2% | Reduced |
| Virginia Retirement Systems Et Al | 473,382 | $25.6M | 0.25% | −61,000−11.4% | Reduced |
| Nuveen Asset Management, LLC | 458,619 | $24.8M | 0.01% | −123,206−21.2% | Reduced |
| Asset Management One Co.,Ltd. | 454,176 | $24.6M | 0.11% | −33,522−6.9% | Reduced |
| National Pension Service | 424,315 | $23.2M | 0.04% | +20,167+5.0% | Added |
| Invesco Ltd. | 425,639 | $23.0M | 0.01% | +14,318+3.5% | Added |
| HSBC Holdings PLC | 404,281 | $21.9M | 0.02% | −60,610−13.0% | Reduced |
| Public Employees Retirement System of Ohio | 393,322 | $21.3M | 0.09% | +13,223+3.5% | Added |
| Advisor Group Holdings, Inc. | 392,364 | $21.2M | 0.03% | +12,810+3.4% | Added |
| Berkshire Asset Management LLC | 329,172 | $17.8M | 1.11% | +22,459+7.3% | Added |
| Great West Life Assurance Co | 325,449 | $17.6M | 0.04% | +9,517+3.0% | Added |
| California State Teachers Retirement System | 321,093 | $17.4M | 0.03% | −25,571−7.4% | Reduced |
| SEI Investments Co | 301,656 | $16.3M | 0.03% | +132,120+77.9% | Added |
| Nomura Asset Management Co Ltd | 292,818 | $15.8M | 0.07% | +2,910+1.0% | Added |
| Allianz Asset Management GmbH | 290,050 | $15.7M | 0.03% | −14,048−4.6% | Reduced |
| ExodusPoint Capital Management, LP | 288,241 | $15.6M | 0.20% | +264,768+1,128.0% | Added |
| Rhumbline Advisers | 283,701 | $15.3M | 0.02% | −5,255−1.8% | Reduced |
| Goldman Sachs Group Inc | 265,818 | $14.4M | 0.00% | −59,982−18.4% | Reduced |
| FMR LLC | 262,809 | $14.2M | 0.00% | +4,685+1.8% | Added |
| Deutsche Bank AG | 249,527 | $13.5M | 0.01% | −1,019,245−80.3% | Reduced |
| Citadel Advisors LLC | 242,870 | $13.1M | 0.01% | −692,448−74.0% | Reduced |
| STRS Ohio | 235,226 | $12.7M | 0.06% | −26,416−10.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 233,091 | $12.6M | 0.02% | +228,136+4,604.2% | Added |
| Raymond James & Associates | 228,419 | $12.4M | 0.01% | −47,750−17.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 222,608 | $12.0M | 0.06% | −30,590−12.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219,159 | $11.9M | 0.02% | +10,562+5.1% | Added |
| State Board of Administration of Florida Retirement System | 218,991 | $11.8M | 0.03% | −3,680−1.7% | Reduced |
| Truist Financial Corp | 212,281 | $11.5M | 0.02% | −1,881−0.9% | Reduced |
| Franklin Resources Inc | 205,510 | $11.1M | 0.01% | +5,394+2.7% | Added |
| Royal Bank of Canada | 198,451 | $10.7M | 0.00% | −16,600−7.7% | Reduced |
| Storebrand Asset Management AS | 176,592 | $9.55M | 0.05% | +13,099+8.0% | Added |
| Marshall Wace, LLP | 176,394 | $9.54M | 0.02% | −438,999−71.3% | Reduced |
| Russell Investments Group, Ltd. | 175,840 | $9.51M | 0.02% | −321,637−64.7% | Reduced |
| Lighthouse Investment Partners, LLC | 175,000 | $9.46M | 0.56% | +175,000 | New |
| Foundry Partners, LLC | 173,469 | $9.38M | 0.58% | −1,029−0.6% | Reduced |
| TruWealth Advisors, LLC | 165,753 | $8.96M | 0.77% | +4,643+2.9% | Added |
| New York State Common Retirement Fund | 161,139 | $8.71M | 0.01% | −35,342−18.0% | Reduced |
| WealthPlan Investment Management, LLC | 158,762 | $8.59M | 1.52% | +77,808+96.1% | Added |
| Alliancebernstein L.P. | 156,643 | $8.47M | 0.00% | −852−0.5% | Reduced |
| Davenport & Co LLC | 156,240 | $8.45M | 0.07% | +2,008+1.3% | Added |
| State of Alaska, Department of Revenue | 154,503 | $8.35M | 0.11% | +8,186+5.6% | Added |
| Citigroup Inc | 154,408 | $8.35M | 0.01% | +32,011+26.2% | Added |
| Aew Capital Management L P | 153,860 | $8.32M | 0.35% | +48,820+46.5% | Added |
| Cbre Clarion Securities LLC | 153,656 | $8.31M | 0.17% | +21,401+16.2% | Added |
| BNP Paribas Arbitrage, SA | 152,965 | $8.27M | 0.02% | −1,696−1.1% | Reduced |
| Janney Montgomery Scott LLC | 151,699 | $8.20M | 0.03% | +21,903+16.9% | Added |
| Cetera Advisors LLC | 148,765 | $8.05M | 0.13% | +29,832+25.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 147,055 | $7.95M | 0.03% | +104,498+245.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 142,279 | $7.69M | 0.01% | +2,270+1.6% | Added |
| Qube Research & Technologies Ltd | 142,218 | $7.69M | 0.02% | −117,472−45.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 141,677 | $7.66M | 0.02% | −30,275−17.6% | Reduced |
| Voya Investment Management LLC | 138,557 | $7.49M | 0.01% | −13,427−8.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 138,087 | $7.47M | 0.13% | +3,641+2.7% | Added |
| Price T Rowe Associates Inc | 134,855 | $7.29M | 0.00% | +3,603+2.7% | Added |
| Handelsbanken Fonder AB | 132,173 | $7.15M | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 131,505 | $7.11M | 0.27% | −9,783−6.9% | Reduced |
| WealthPLAN Partners, LLC | 131,421 | $7.11M | 0.83% | +64,450+96.2% | Added |
| Northwood Liquid Management LP | 129,497 | $7.00M | 0.63% | +129,497 | New |
| Centersquare Investment Management LLC | 129,189 | $6.99M | 0.09% | −182,105−58.5% | Reduced |
| Sonora Investment Management Group, LLC | 120,895 | $6.54M | 0.56% | +12,485+11.5% | Added |