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 | 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, 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 |
|---|---|---|---|---|---|
| Aviva PLC | 171,539 | $11.1M | 0.04% | +69,158+67.5% | Added |
| Royal Bank of Canada | 176,266 | $11.4M | 0.00% | −22,185−11.2% | Reduced |
| Storebrand Asset Management AS | 179,975 | $11.7M | 0.04% | +3,383+1.9% | Added |
| Truist Financial Corp | 180,006 | $11.7M | 0.02% | −32,275−15.2% | Reduced |
| Pacer Advisors, Inc. | 180,230 | $11.7M | 0.03% | +180,230 | New |
| Manufacturers Life Insurance Company, The | 181,860 | $11.8M | 0.01% | +149,124+455.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 185,327 | $12.0M | 0.05% | −37,281−16.7% | Reduced |
| Texas Permanent School Fund | 188,877 | $12.2M | 0.11% | +188,877 | New |
| Adelante Capital Management LLC | 189,053 | $12.3M | 0.85% | +189,053 | New |
| New York State Teachers Retirement System | 191,909 | $12.4M | 0.03% | +191,909 | New |
| Franklin Resources Inc | 204,534 | $13.3M | 0.01% | −976−0.5% | Reduced |
| Raymond James & Associates | 207,633 | $13.5M | 0.01% | −20,786−9.1% | Reduced |
| Northwood Liquid Management LP | 211,705 | $13.7M | 1.25% | +82,208+63.5% | Added |
| TruWealth Advisors, LLC | 217,133 | $14.1M | 1.07% | +51,380+31.0% | Added |
| Jane Street Group, LLC | 217,199 | $14.1M | 0.02% | +192,067+764.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 222,243 | $14.3M | 0.03% | +3,084+1.4% | Added |
| Deutsche Bank AG | 222,817 | $14.4M | 0.01% | −26,710−10.7% | Reduced |
| State Board of Administration of Florida Retirement System | 228,879 | $14.8M | 0.03% | +9,888+4.5% | Added |
| BNP Paribas Arbitrage, SA | 228,959 | $14.8M | 0.03% | +75,994+49.7% | Added |
| Citigroup Inc | 242,025 | $15.7M | 0.02% | +87,617+56.7% | Added |
| Allianz Asset Management GmbH | 248,379 | $16.1M | 0.03% | −41,671−14.4% | Reduced |
| Retirement Systems of Alabama | 273,875 | $17.7M | 0.08% | +273,875 | New |
| American International Group, Inc. | 295,320 | $19.1M | 0.08% | +293,532+16,416.8% | Added |
| Aew Capital Management L P | 296,460 | $19.2M | 0.70% | +142,600+92.7% | Added |
| Nomura Asset Management Co Ltd | 304,302 | $19.7M | 0.08% | +11,484+3.9% | Added |
| Goldman Sachs Group Inc | 308,057 | $20.0M | 0.00% | +42,239+15.9% | Added |
| California State Teachers Retirement System | 319,247 | $20.7M | 0.03% | −1,846−0.6% | Reduced |
| Berkshire Asset Management LLC | 325,492 | $21.1M | 1.20% | −3,680−1.1% | Reduced |
| Russell Investments Group, Ltd. | 351,187 | $22.8M | 0.04% | +175,347+99.7% | Added |
| Advisor Group Holdings, Inc. | 367,463 | $23.8M | 0.04% | −24,901−6.3% | Reduced |
| Alliancebernstein L.P. | 371,234 | $24.1M | 0.01% | +214,591+137.0% | Added |
| First Trust Advisors LP | 373,758 | $24.2M | 0.03% | +290,455+348.7% | Added |
| SEI Investments Co | 381,637 | $24.7M | 0.04% | +79,981+26.5% | Added |
| Nuveen Asset Management, LLC | 391,785 | $25.4M | 0.01% | −66,834−14.6% | Reduced |
| Credit Suisse AG | 395,532 | $25.6M | 0.02% | −79,290−16.7% | Reduced |
| FMR LLC | 396,869 | $25.7M | 0.00% | +134,060+51.0% | Added |
| Public Employees Retirement System of Ohio | 402,825 | $26.1M | 0.10% | +9,503+2.4% | Added |
| National Pension Service | 424,315 | $27.5M | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 424,391 | $27.5M | 0.03% | +20,110+5.0% | Added |
| Amundi | 414,041 | $27.7M | 0.01% | −68,417−14.2% | Reduced |
| Wells Fargo & Company | 439,724 | $28.5M | 0.01% | −99,425−18.4% | Reduced |
| Great West Life Assurance Co | 446,825 | $28.9M | 0.06% | +121,376+37.3% | Added |
| Brown Advisory Inc | 462,049 | $29.9M | 0.04% | −188,366−29.0% | Reduced |
| Advisors Capital Management, LLC | 470,870 | $30.5M | 0.62% | −68,335−12.7% | Reduced |
| Asset Management One Co.,Ltd. | 475,854 | $31.3M | 0.13% | +21,678+4.8% | Added |
| Barclays PLC | 488,385 | $31.7M | 0.02% | −13,756−2.7% | Reduced |
| Zacks Investment Management | 507,118 | $32.9M | 0.40% | −48,566−8.7% | Reduced |
| Bank of America Corp | 569,468 | $36.9M | 0.00% | +974+0.2% | Added |
| Envestnet Asset Management Inc | 584,918 | $37.9M | 0.02% | −49,578−7.8% | Reduced |
| Canada Pension Plan Investment Board | 595,629 | $38.6M | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 624,640 | $40.5M | 0.01% | +199,001+46.8% | Added |
| Swiss National Bank | 668,951 | $43.4M | 0.03% | −19,100−2.8% | Reduced |
| Rhumbline Advisers | 672,266 | $43.6M | 0.05% | +388,565+137.0% | Added |
| LPL Financial LLC | 714,736 | $46.3M | 0.03% | −44,602−5.9% | Reduced |
| American Century Companies Inc | 750,227 | $48.6M | 0.03% | −394,519−34.5% | Reduced |
| Waterfront Capital Partners, LLC | 758,042 | $49.1M | 4.30% | +82,039+12.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 762,912 | $49.4M | 0.04% | +12,601+1.7% | Added |
| APG Asset Management US Inc. | 791,037 | $51.3M | 0.31% | +95,933+13.8% | Added |
| Principal Financial Group Inc | 802,426 | $52.0M | 0.03% | +785,766+4,716.5% | Added |
| Ameriprise Financial Inc | 806,339 | $52.3M | 0.02% | −755,168−48.4% | Reduced |
| Long Pond Capital, LP | 967,987 | $62.7M | 5.04% | +967,987 | New |
| Balyasny Asset Management LLC | 1,018,853 | $66.0M | 0.18% | −281,312−21.6% | Reduced |
| UBS Group AG | 1,126,568 | $73.0M | 0.03% | −356,376−24.0% | Reduced |
| California Public Employees Retirement System | 1,164,290 | $75.5M | 0.06% | +51,682+4.6% | Added |
| Commonwealth Equity Services, LLC | 1,427,329 | $92.5M | 0.17% | −121,616−7.9% | Reduced |
| Morgan Stanley | 1,896,193 | $122.9M | 0.01% | −72,518−3.7% | Reduced |
| UBS Asset Management Americas Inc | 1,931,292 | $125.2M | 0.05% | +88,340+4.8% | Added |
| Northern Trust Corp | 1,986,706 | $128.8M | 0.02% | +281,613+16.5% | Added |
| PGGM Investments | 2,108,108 | $136.6M | 2.08% | −8550.0% | Reduced |
| Norges Bank | 2,424,115 | $157.1M | 0.03% | +58,840+2.5% | Added |
| Charles Schwab Investment Management Inc | 2,436,469 | $157.9M | 0.04% | +99,413+4.3% | Added |
| Bank of New York Mellon Corp | 2,558,042 | $165.8M | 0.03% | +1,467,712+134.6% | Added |
| Massachusetts Financial Services Co | 2,623,549 | $170.0M | 0.05% | +338,194+14.8% | Added |
| Legal & General Group Plc | 2,966,246 | $192.2M | 0.06% | +130,590+4.6% | Added |
| Dimensional Fund Advisors LP | 3,038,074 | $196.9M | 0.06% | +43,959+1.5% | Added |
| Daiwa Securities Group Inc. | 3,640,966 | $236.0M | 1.47% | +1,124,010+44.7% | Added |
| Geode Capital Management, LLC | 3,758,794 | $243.2M | 0.03% | +285,249+8.2% | Added |
| JPMorgan Chase & Co | 4,015,400 | $260.2M | 0.03% | −1,335,035−25.0% | Reduced |
| Cohen & Steers, Inc. | 11,290,841 | $731.8M | 1.48% | +5,407,289+91.9% | Added |
| State Street Corp | 12,915,645 | $848.1M | 0.04% | +2,765,100+27.2% | Added |
| BlackRock Inc. | 26,442,819 | $1.71B | 0.04% | +10,637,187+67.3% | Added |
| Vanguard Group Inc | 30,784,040 | $2.00B | 0.04% | +657,188+2.2% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −288,241−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −153,656−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −142,218−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Morgan Dempsey Capital Management LLC | 0 | $0 | 0.00% | −106,061−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −80,837−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −76,214−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −67,002−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −56,780−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −47,202−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −46,816−100.0% | Sold out |
| Bensler, LLC | 0 | $0 | 0.00% | −36,604−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −34,046−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −33,033−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −27,025−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −21,212−100.0% | Sold out |