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, Q4 2023
Institutional positions in W. P. Carey Inc. as of Dec 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
- 782
- +45 vs. Q3 2023
- Shares held
- 161.2M
- +21.9M (+15.7%) vs. Q3 2023
- Total value
- $10.5B
- +$2.90B (+38.4%) vs. Q3 2023
- New holders
- 120
- 232 more added
- Sold out
- 75
- 312 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,784,040 | $2.00B | 0.04% | +657,188+2.2% | Added |
| BlackRock Inc. | 26,442,819 | $1.71B | 0.04% | +10,637,187+67.3% | Added |
| State Street Corp | 12,915,645 | $848.1M | 0.04% | +2,765,100+27.2% | Added |
| Cohen & Steers, Inc. | 11,290,841 | $731.8M | 1.48% | +5,407,289+91.9% | Added |
| JPMorgan Chase & Co | 4,015,400 | $260.2M | 0.03% | −1,335,035−25.0% | Reduced |
| Geode Capital Management, LLC | 3,758,794 | $243.2M | 0.03% | +285,249+8.2% | Added |
| Daiwa Securities Group Inc. | 3,640,966 | $236.0M | 1.47% | +1,124,010+44.7% | Added |
| Dimensional Fund Advisors LP | 3,038,074 | $196.9M | 0.06% | +43,959+1.5% | Added |
| Legal & General Group Plc | 2,966,246 | $192.2M | 0.06% | +130,590+4.6% | Added |
| Massachusetts Financial Services Co | 2,623,549 | $170.0M | 0.05% | +338,194+14.8% | Added |
| Bank of New York Mellon Corp | 2,558,042 | $165.8M | 0.03% | +1,467,712+134.6% | Added |
| Charles Schwab Investment Management Inc | 2,436,469 | $157.9M | 0.04% | +99,413+4.3% | Added |
| Norges Bank | 2,424,115 | $157.1M | 0.03% | +58,840+2.5% | Added |
| PGGM Investments | 2,108,108 | $136.6M | 2.08% | −8550.0% | Reduced |
| Northern Trust Corp | 1,986,706 | $128.8M | 0.02% | +281,613+16.5% | Added |
| UBS Asset Management Americas Inc | 1,931,292 | $125.2M | 0.05% | +88,340+4.8% | Added |
| Morgan Stanley | 1,896,193 | $122.9M | 0.01% | −72,518−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,427,329 | $92.5M | 0.17% | −121,616−7.9% | Reduced |
| California Public Employees Retirement System | 1,164,290 | $75.5M | 0.06% | +51,682+4.6% | Added |
| UBS Group AG | 1,126,568 | $73.0M | 0.03% | −356,376−24.0% | Reduced |
| Balyasny Asset Management LLC | 1,018,853 | $66.0M | 0.18% | −281,312−21.6% | Reduced |
| Long Pond Capital, LP | 967,987 | $62.7M | 5.04% | +967,987 | New |
| Ameriprise Financial Inc | 806,339 | $52.3M | 0.02% | −755,168−48.4% | Reduced |
| Principal Financial Group Inc | 802,426 | $52.0M | 0.03% | +785,766+4,716.5% | Added |
| APG Asset Management US Inc. | 791,037 | $51.3M | 0.31% | +95,933+13.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 762,912 | $49.4M | 0.04% | +12,601+1.7% | Added |
| Waterfront Capital Partners, LLC | 758,042 | $49.1M | 4.30% | +82,039+12.1% | Added |
| American Century Companies Inc | 750,227 | $48.6M | 0.03% | −394,519−34.5% | Reduced |
| LPL Financial LLC | 714,736 | $46.3M | 0.03% | −44,602−5.9% | Reduced |
| Rhumbline Advisers | 672,266 | $43.6M | 0.05% | +388,565+137.0% | Added |
| Swiss National Bank | 668,951 | $43.4M | 0.03% | −19,100−2.8% | Reduced |
| Invesco Ltd. | 624,640 | $40.5M | 0.01% | +199,001+46.8% | Added |
| Canada Pension Plan Investment Board | 595,629 | $38.6M | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 584,918 | $37.9M | 0.02% | −49,578−7.8% | Reduced |
| Bank of America Corp | 569,468 | $36.9M | 0.00% | +974+0.2% | Added |
| Zacks Investment Management | 507,118 | $32.9M | 0.40% | −48,566−8.7% | Reduced |
| Barclays PLC | 488,385 | $31.7M | 0.02% | −13,756−2.7% | Reduced |
| Asset Management One Co.,Ltd. | 475,854 | $31.3M | 0.13% | +21,678+4.8% | Added |
| Advisors Capital Management, LLC | 470,870 | $30.5M | 0.62% | −68,335−12.7% | Reduced |
| Brown Advisory Inc | 462,049 | $29.9M | 0.04% | −188,366−29.0% | Reduced |
| Great West Life Assurance Co | 446,825 | $28.9M | 0.06% | +121,376+37.3% | Added |
| Wells Fargo & Company | 439,724 | $28.5M | 0.01% | −99,425−18.4% | Reduced |
| Amundi | 414,041 | $27.7M | 0.01% | −68,417−14.2% | Reduced |
| HSBC Holdings PLC | 424,391 | $27.5M | 0.03% | +20,110+5.0% | Added |
| National Pension Service | 424,315 | $27.5M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 402,825 | $26.1M | 0.10% | +9,503+2.4% | Added |
| FMR LLC | 396,869 | $25.7M | 0.00% | +134,060+51.0% | Added |
| Credit Suisse AG | 395,532 | $25.6M | 0.02% | −79,290−16.7% | Reduced |
| Nuveen Asset Management, LLC | 391,785 | $25.4M | 0.01% | −66,834−14.6% | Reduced |
| SEI Investments Co | 381,637 | $24.7M | 0.04% | +79,981+26.5% | Added |
| First Trust Advisors LP | 373,758 | $24.2M | 0.03% | +290,455+348.7% | Added |
| Alliancebernstein L.P. | 371,234 | $24.1M | 0.01% | +214,591+137.0% | Added |
| Advisor Group Holdings, Inc. | 367,463 | $23.8M | 0.04% | −24,901−6.3% | Reduced |
| Russell Investments Group, Ltd. | 351,187 | $22.8M | 0.04% | +175,347+99.7% | Added |
| Berkshire Asset Management LLC | 325,492 | $21.1M | 1.20% | −3,680−1.1% | Reduced |
| California State Teachers Retirement System | 319,247 | $20.7M | 0.03% | −1,846−0.6% | Reduced |
| Goldman Sachs Group Inc | 308,057 | $20.0M | 0.00% | +42,239+15.9% | Added |
| Nomura Asset Management Co Ltd | 304,302 | $19.7M | 0.08% | +11,484+3.9% | Added |
| Aew Capital Management L P | 296,460 | $19.2M | 0.70% | +142,600+92.7% | Added |
| American International Group, Inc. | 295,320 | $19.1M | 0.08% | +293,532+16,416.8% | Added |
| Retirement Systems of Alabama | 273,875 | $17.7M | 0.08% | +273,875 | New |
| Allianz Asset Management GmbH | 248,379 | $16.1M | 0.03% | −41,671−14.4% | Reduced |
| Citigroup Inc | 242,025 | $15.7M | 0.02% | +87,617+56.7% | Added |
| BNP Paribas Arbitrage, SA | 228,959 | $14.8M | 0.03% | +75,994+49.7% | Added |
| State Board of Administration of Florida Retirement System | 228,879 | $14.8M | 0.03% | +9,888+4.5% | Added |
| Deutsche Bank AG | 222,817 | $14.4M | 0.01% | −26,710−10.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 222,243 | $14.3M | 0.03% | +3,084+1.4% | Added |
| Jane Street Group, LLC | 217,199 | $14.1M | 0.02% | +192,067+764.2% | Added |
| TruWealth Advisors, LLC | 217,133 | $14.1M | 1.07% | +51,380+31.0% | Added |
| Northwood Liquid Management LP | 211,705 | $13.7M | 1.25% | +82,208+63.5% | Added |
| Raymond James & Associates | 207,633 | $13.5M | 0.01% | −20,786−9.1% | Reduced |
| Franklin Resources Inc | 204,534 | $13.3M | 0.01% | −976−0.5% | Reduced |
| New York State Teachers Retirement System | 191,909 | $12.4M | 0.03% | +191,909 | New |
| Adelante Capital Management LLC | 189,053 | $12.3M | 0.85% | +189,053 | New |
| Texas Permanent School Fund | 188,877 | $12.2M | 0.11% | +188,877 | New |
| Cambridge Investment Research Advisors, Inc. | 185,327 | $12.0M | 0.05% | −37,281−16.7% | Reduced |
| Manufacturers Life Insurance Company, The | 181,860 | $11.8M | 0.01% | +149,124+455.5% | Added |
| Pacer Advisors, Inc. | 180,230 | $11.7M | 0.03% | +180,230 | New |
| Truist Financial Corp | 180,006 | $11.7M | 0.02% | −32,275−15.2% | Reduced |
| Storebrand Asset Management AS | 179,975 | $11.7M | 0.04% | +3,383+1.9% | Added |
| Royal Bank of Canada | 176,266 | $11.4M | 0.00% | −22,185−11.2% | Reduced |
| Aviva PLC | 171,539 | $11.1M | 0.04% | +69,158+67.5% | Added |
| State of Alaska, Department of Revenue | 168,907 | $10.9M | 0.13% | +14,404+9.3% | Added |
| Schonfeld Strategic Advisors LLC | 168,080 | $10.9M | 0.09% | −384,853−69.6% | Reduced |
| Janney Montgomery Scott LLC | 167,658 | $10.9M | 0.04% | +15,959+10.5% | Added |
| WealthPlan Investment Management, LLC | 154,911 | $10.0M | 1.61% | −3,851−2.4% | Reduced |
| Foundry Partners, LLC | 153,834 | $9.97M | 0.60% | −19,635−11.3% | Reduced |
| Price T Rowe Associates Inc | 151,796 | $9.84M | 0.00% | +16,941+12.6% | Added |
| Davenport & Co LLC | 150,210 | $9.74M | 0.07% | −6,030−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 146,274 | $9.48M | 0.03% | −781−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 144,810 | $9.39M | 0.02% | +3,133+2.2% | Added |
| New York State Common Retirement Fund | 142,772 | $9.25M | 0.01% | −18,367−11.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 140,454 | $9.10M | 0.14% | +2,367+1.7% | Added |
| Handelsbanken Fonder AB | 139,094 | $9.02M | 0.04% | +6,921+5.2% | Added |
| DekaBank Deutsche Girozentrale | 138,200 | $9.00M | 0.02% | +50,470+57.5% | Added |
| Mutual of America Capital Management LLC | 135,023 | $8.75M | 0.10% | +135,023 | New |
| Sonora Investment Management Group, LLC | 134,792 | $8.74M | 0.71% | +13,897+11.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 131,476 | $8.52M | 0.03% | +51,320+64.0% | Added |
| Susquehanna International Group, LLP | 130,736 | $8.47M | 0.01% | −377,594−74.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 129,253 | $8.38M | 0.01% | −13,026−9.2% | Reduced |