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 | 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, 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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 75,625 | $4.09M | 0.01% | +1,885+2.6% | Added |
| Demars Financial Group, LLC | 76,214 | $4.12M | 2.36% | +9,334+14.0% | Added |
| Robeco Institutional Asset Management B.V. | 77,610 | $4.20M | 0.01% | −48,151−38.3% | Reduced |
| SOA Wealth Advisors, LLC. | 78,799 | $4.26M | 1.06% | −7,535−8.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,156 | $4.33M | 0.02% | −270−0.3% | Reduced |
| Employees Retirement System of Texas | 80,500 | $4.35M | 0.06% | −15,000−15.7% | Reduced |
| Macquarie Group Ltd | 80,640 | $4.36M | 0.01% | −4,921−5.8% | Reduced |
| EWG Elevate Inc. | 80,837 | $4.37M | 1.98% | −9,162−10.2% | Reduced |
| Mariner, LLC | 81,383 | $4.40M | 0.01% | −297−0.4% | Reduced |
| Private Advisor Group, LLC | 82,084 | $4.44M | 0.04% | +5,588+7.3% | Added |
| Teacher Retirement System of Texas | 82,717 | $4.47M | 0.03% | −10,510−11.3% | Reduced |
| First Trust Advisors LP | 83,303 | $4.51M | 0.01% | +10,217+14.0% | Added |
| Sheets Smith Wealth Management | 83,557 | $4.52M | 0.69% | +2,820+3.5% | Added |
| Standard Life Aberdeen plc | 84,217 | $4.55M | 0.01% | +5,229+6.6% | Added |
| Cetera Advisor Networks LLC | 84,380 | $4.56M | 0.03% | −1,892−2.2% | Reduced |
| Advocate Group LLC | 85,351 | $4.62M | 1.07% | −7,592−8.2% | Reduced |
| Beacon Pointe Advisors, LLC | 86,041 | $4.65M | 0.06% | +29,400+51.9% | Added |
| Nisa Investment Advisors, LLC | 86,760 | $4.69M | 0.04% | −1,164−1.3% | Reduced |
| Nicholas Company, Inc. | 87,095 | $4.71M | 0.09% | −380−0.4% | Reduced |
| Forsta Ap-Fonden | 88,000 | $4.76M | 0.05% | +18,700+27.0% | Added |
| DekaBank Deutsche Girozentrale | 87,730 | $4.78M | 0.01% | −26,430−23.2% | Reduced |
| MML Investors Services, LLC | 89,277 | $4.83M | 0.03% | +5,973+7.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 91,903 | $4.97M | 0.02% | −52,081−36.2% | Reduced |
| Ensign Peak Advisors, Inc | 94,039 | $5.09M | 0.01% | +11,919+14.5% | Added |
| Victory Capital Management Inc | 95,354 | $5.16M | 0.01% | −16,944−15.1% | Reduced |
| Cetera Investment Advisers | 96,330 | $5.21M | 0.04% | −3,222−3.2% | Reduced |
| Exchange Traded Concepts, LLC | 96,367 | $5.21M | 0.15% | −4,256−4.2% | Reduced |
| CIBC Asset Management Inc | 97,336 | $5.26M | 0.02% | −457−0.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 97,434 | $5.27M | 0.07% | +8,400+9.4% | Added |
| Hoylecohen, LLC | 98,791 | $5.34M | 0.50% | −386−0.4% | Reduced |
| Stifel Financial Corp | 100,515 | $5.44M | 0.01% | −1,395−1.4% | Reduced |
| Aviva PLC | 102,381 | $5.54M | 0.02% | +26,722+35.3% | Added |
| Royal London Asset Management Ltd | 103,462 | $5.60M | 0.02% | +13,039+14.4% | Added |
| Illinois Municipal Retirement Fund | 105,894 | $5.73M | 0.11% | +33,155+45.6% | Added |
| Morgan Dempsey Capital Management LLC | 106,061 | $5.74M | 1.79% | +2,386+2.3% | Added |
| Private Capital Advisors, Inc. | 107,276 | $5.75M | 0.89% | −9,545−8.2% | Reduced |
| State of New Jersey Common Pension Fund D | 107,049 | $5.79M | 0.02% | −3,748−3.4% | Reduced |
| Pictet Asset Management Holding SA | 108,909 | $5.89M | 0.01% | +108,909 | New |
| Westwood Holdings Group Inc. | 110,000 | $5.95M | 0.06% | +55,000+100.0% | Added |
| Guggenheim Capital LLC | 110,205 | $5.96M | 0.05% | −12,468−10.2% | Reduced |
| Treasurer of the State of North Carolina | 111,808 | $6.05M | 0.03% | −898−0.8% | Reduced |
| Allworth Financial LP | 113,730 | $6.15M | 0.05% | −347−0.3% | Reduced |
| Verdence Capital Advisors LLC | 116,519 | $6.30M | 0.68% | −200.0% | Reduced |
| State of Wisconsin Investment Board | 117,210 | $6.34M | 0.02% | +5,826+5.2% | Added |
| Rock Point Advisors, LLC | 117,222 | $6.34M | 2.19% | +57,787+97.2% | Added |
| Stony Point Wealth Management Inc. | 119,130 | $6.39M | 3.32% | −2,649−2.2% | Reduced |
| Sonora Investment Management Group, LLC | 120,895 | $6.54M | 0.56% | +12,485+11.5% | Added |
| Centersquare Investment Management LLC | 129,189 | $6.99M | 0.09% | −182,105−58.5% | Reduced |
| Northwood Liquid Management LP | 129,497 | $7.00M | 0.63% | +129,497 | New |
| WealthPLAN Partners, LLC | 131,421 | $7.11M | 0.83% | +64,450+96.2% | Added |
| Carnegie Capital Asset Management, LLC | 131,505 | $7.11M | 0.27% | −9,783−6.9% | Reduced |
| Handelsbanken Fonder AB | 132,173 | $7.15M | 0.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 134,855 | $7.29M | 0.00% | +3,603+2.7% | Added |
| Cullen/Frost Bankers, Inc. | 138,087 | $7.47M | 0.13% | +3,641+2.7% | Added |
| Voya Investment Management LLC | 138,557 | $7.49M | 0.01% | −13,427−8.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 141,677 | $7.66M | 0.02% | −30,275−17.6% | Reduced |
| Qube Research & Technologies Ltd | 142,218 | $7.69M | 0.02% | −117,472−45.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 142,279 | $7.69M | 0.01% | +2,270+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 147,055 | $7.95M | 0.03% | +104,498+245.5% | Added |
| Cetera Advisors LLC | 148,765 | $8.05M | 0.13% | +29,832+25.1% | Added |
| Janney Montgomery Scott LLC | 151,699 | $8.20M | 0.03% | +21,903+16.9% | Added |
| BNP Paribas Arbitrage, SA | 152,965 | $8.27M | 0.02% | −1,696−1.1% | Reduced |
| Cbre Clarion Securities LLC | 153,656 | $8.31M | 0.17% | +21,401+16.2% | Added |
| Aew Capital Management L P | 153,860 | $8.32M | 0.35% | +48,820+46.5% | Added |
| Citigroup Inc | 154,408 | $8.35M | 0.01% | +32,011+26.2% | Added |
| State of Alaska, Department of Revenue | 154,503 | $8.35M | 0.11% | +8,186+5.6% | Added |
| Davenport & Co LLC | 156,240 | $8.45M | 0.07% | +2,008+1.3% | Added |
| Alliancebernstein L.P. | 156,643 | $8.47M | 0.00% | −852−0.5% | Reduced |
| WealthPlan Investment Management, LLC | 158,762 | $8.59M | 1.52% | +77,808+96.1% | Added |
| New York State Common Retirement Fund | 161,139 | $8.71M | 0.01% | −35,342−18.0% | Reduced |
| TruWealth Advisors, LLC | 165,753 | $8.96M | 0.77% | +4,643+2.9% | Added |
| Foundry Partners, LLC | 173,469 | $9.38M | 0.58% | −1,029−0.6% | Reduced |
| Lighthouse Investment Partners, LLC | 175,000 | $9.46M | 0.56% | +175,000 | New |
| Russell Investments Group, Ltd. | 175,840 | $9.51M | 0.02% | −321,637−64.7% | Reduced |
| Marshall Wace, LLP | 176,394 | $9.54M | 0.02% | −438,999−71.3% | Reduced |
| Storebrand Asset Management AS | 176,592 | $9.55M | 0.05% | +13,099+8.0% | Added |
| Royal Bank of Canada | 198,451 | $10.7M | 0.00% | −16,600−7.7% | Reduced |
| Franklin Resources Inc | 205,510 | $11.1M | 0.01% | +5,394+2.7% | Added |
| Truist Financial Corp | 212,281 | $11.5M | 0.02% | −1,881−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 218,991 | $11.8M | 0.03% | −3,680−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 219,159 | $11.9M | 0.02% | +10,562+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 222,608 | $12.0M | 0.06% | −30,590−12.1% | Reduced |
| Raymond James & Associates | 228,419 | $12.4M | 0.01% | −47,750−17.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 233,091 | $12.6M | 0.02% | +228,136+4,604.2% | Added |
| STRS Ohio | 235,226 | $12.7M | 0.06% | −26,416−10.1% | Reduced |
| Citadel Advisors LLC | 242,870 | $13.1M | 0.01% | −692,448−74.0% | Reduced |
| Deutsche Bank AG | 249,527 | $13.5M | 0.01% | −1,019,245−80.3% | Reduced |
| FMR LLC | 262,809 | $14.2M | 0.00% | +4,685+1.8% | Added |
| Goldman Sachs Group Inc | 265,818 | $14.4M | 0.00% | −59,982−18.4% | Reduced |
| Rhumbline Advisers | 283,701 | $15.3M | 0.02% | −5,255−1.8% | Reduced |
| ExodusPoint Capital Management, LP | 288,241 | $15.6M | 0.20% | +264,768+1,128.0% | Added |
| Allianz Asset Management GmbH | 290,050 | $15.7M | 0.03% | −14,048−4.6% | Reduced |
| Nomura Asset Management Co Ltd | 292,818 | $15.8M | 0.07% | +2,910+1.0% | Added |
| SEI Investments Co | 301,656 | $16.3M | 0.03% | +132,120+77.9% | Added |
| California State Teachers Retirement System | 321,093 | $17.4M | 0.03% | −25,571−7.4% | Reduced |
| Great West Life Assurance Co | 325,449 | $17.6M | 0.04% | +9,517+3.0% | Added |
| Berkshire Asset Management LLC | 329,172 | $17.8M | 1.11% | +22,459+7.3% | Added |
| Advisor Group Holdings, Inc. | 392,364 | $21.2M | 0.03% | +12,810+3.4% | Added |
| Public Employees Retirement System of Ohio | 393,322 | $21.3M | 0.09% | +13,223+3.5% | Added |
| HSBC Holdings PLC | 404,281 | $21.9M | 0.02% | −60,610−13.0% | Reduced |