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, Q1 2024
Institutional positions in W. P. Carey Inc. as of Mar 31, 2024. 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
- 773
- −2 vs. Q4 2023
- Shares held
- 154.1M
- −7.15M (−4.4%) vs. Q4 2023
- Total value
- $8.71B
- −$1.75B (−16.7%) vs. Q4 2023
- New holders
- 76
- 263 more added
- Sold out
- 78
- 292 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,971,062 | $1.75B | 0.03% | +187,022+0.6% | Added |
| BlackRock Inc. | 26,834,035 | $1.51B | 0.04% | +391,216+1.5% | Added |
| State Street Corp | 12,074,590 | $691.7M | 0.03% | −841,055−6.5% | Reduced |
| Cohen & Steers, Inc. | 6,760,136 | $381.5M | 0.80% | −4,530,705−40.1% | Reduced |
| Geode Capital Management, LLC | 4,298,573 | $242.3M | 0.02% | +539,779+14.4% | Added |
| JPMorgan Chase & Co | 3,232,125 | $182.4M | 0.02% | −783,275−19.5% | Reduced |
| Legal & General Group Plc | 2,986,604 | $168.6M | 0.05% | +20,358+0.7% | Added |
| Dimensional Fund Advisors LP | 2,948,815 | $166.4M | 0.05% | −89,259−2.9% | Reduced |
| Massachusetts Financial Services Co | 2,652,069 | $149.7M | 0.04% | +28,520+1.1% | Added |
| Norges Bank | 2,627,637 | $148.3M | 0.02% | +203,522+8.4% | Added |
| Bank of New York Mellon Corp | 2,516,941 | $142.1M | 0.03% | −41,101−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,491,586 | $140.6M | 0.03% | +55,117+2.3% | Added |
| Daiwa Securities Group Inc. | 2,363,267 | $133.4M | 0.75% | −1,277,699−35.1% | Reduced |
| PGGM Investments | 2,109,122 | $119.0M | 1.73% | +1,0140.0% | Added |
| UBS Asset Management Americas Inc | 1,901,453 | $107.3M | 0.04% | −29,839−1.5% | Reduced |
| Morgan Stanley | 1,782,191 | $100.6M | 0.01% | −114,002−6.0% | Reduced |
| Northern Trust Corp | 1,743,388 | $98.4M | 0.02% | −243,318−12.2% | Reduced |
| Balyasny Asset Management LLC | 1,504,137 | $84.9M | 0.22% | +485,284+47.6% | Added |
| UBS Group AG | 1,409,026 | $79.5M | 0.03% | +282,458+25.1% | Added |
| Commonwealth Equity Services, LLC | 1,319,500 | $74.5M | 0.12% | −107,829−7.6% | Reduced |
| Northwood Liquid Management LP | 1,235,166 | $69.7M | 6.06% | +1,023,461+483.4% | Added |
| California Public Employees Retirement System | 1,153,360 | $65.1M | 0.05% | −10,930−0.9% | Reduced |
| Equity Investment Corp | 1,059,567 | $59.8M | 1.50% | +1,059,567 | New |
| Principal Financial Group Inc | 823,471 | $46.5M | 0.03% | +21,045+2.6% | Added |
| Bank of America Corp | 821,408 | $46.4M | 0.00% | +251,940+44.2% | Added |
| APG Asset Management US Inc. | 791,037 | $44.4M | 0.26% | 00.0% | Unchanged |
| Invesco Ltd. | 761,421 | $43.0M | 0.01% | +136,781+21.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 755,969 | $42.7M | 0.03% | −6,943−0.9% | Reduced |
| LPL Financial LLC | 724,707 | $40.9M | 0.02% | +9,971+1.4% | Added |
| Barclays PLC | 718,570 | $40.6M | 0.02% | +230,185+47.1% | Added |
| Ameriprise Financial Inc | 684,474 | $38.8M | 0.01% | −121,865−15.1% | Reduced |
| Rhumbline Advisers | 681,913 | $38.5M | 0.04% | +9,647+1.4% | Added |
| Envestnet Asset Management Inc | 670,163 | $37.8M | 0.01% | +85,245+14.6% | Added |
| Swiss National Bank | 654,851 | $37.0M | 0.03% | −14,100−2.1% | Reduced |
| Advisors Capital Management, LLC | 603,313 | $34.1M | 0.62% | +132,443+28.1% | Added |
| Zacks Investment Management | 541,246 | $30.5M | 0.33% | +34,128+6.7% | Added |
| Canada Pension Plan Investment Board | 539,529 | $30.5M | 0.03% | −56,100−9.4% | Reduced |
| Asset Management One Co.,Ltd. | 466,220 | $26.3M | 0.10% | −9,634−2.0% | Reduced |
| Great West Life Assurance Co | 456,149 | $25.7M | 0.05% | +9,324+2.1% | Added |
| Wells Fargo & Company | 451,026 | $25.5M | 0.01% | +11,302+2.6% | Added |
| Brown Advisory Inc | 438,982 | $24.8M | 0.03% | −23,067−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 404,249 | $22.8M | 0.09% | +1,424+0.4% | Added |
| Nuveen Asset Management, LLC | 390,015 | $22.0M | 0.01% | −1,770−0.5% | Reduced |
| Alliancebernstein L.P. | 380,134 | $21.5M | 0.01% | +8,900+2.4% | Added |
| FMR LLC | 364,236 | $20.6M | 0.00% | −32,633−8.2% | Reduced |
| Cetera Investment Advisers | 360,336 | $20.3M | 0.05% | +244,699+211.6% | Added |
| Advisor Group Holdings, Inc. | 347,237 | $19.6M | 0.04% | −20,226−5.5% | Reduced |
| Credit Suisse AG | 332,666 | $18.8M | 0.02% | −62,866−15.9% | Reduced |
| Berkshire Asset Management LLC | 327,383 | $18.5M | 0.98% | +1,891+0.6% | Added |
| Nomura Asset Management Co Ltd | 320,337 | $18.1M | 0.07% | +16,035+5.3% | Added |
| California State Teachers Retirement System | 319,176 | $18.0M | 0.02% | −710.0% | Reduced |
| Citigroup Inc | 307,874 | $17.4M | 0.02% | +65,849+27.2% | Added |
| Amundi | 307,538 | $16.8M | 0.01% | −106,503−25.7% | Reduced |
| Deutsche Bank AG | 292,787 | $16.5M | 0.01% | +69,970+31.4% | Added |
| State Board of Administration of Florida Retirement System | 212,769 | $16.5M | 0.04% | −16,110−7.0% | Reduced |
| Raymond James & Associates | 291,631 | $16.5M | 0.01% | +83,998+40.5% | Added |
| American International Group, Inc. | 289,443 | $16.3M | 0.06% | −5,877−2.0% | Reduced |
| Retirement Systems of Alabama | 274,596 | $15.5M | 0.06% | +721+0.3% | Added |
| BNP Paribas Arbitrage, SA | 265,394 | $15.0M | 0.02% | +36,435+15.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,033 | $14.5M | 0.02% | +33,790+15.2% | Added |
| Royal Bank of Canada | 243,126 | $13.7M | 0.00% | +66,860+37.9% | Added |
| Goldman Sachs Group Inc | 241,326 | $13.6M | 0.00% | −66,731−21.7% | Reduced |
| HSBC Holdings PLC | 239,570 | $13.5M | 0.01% | −184,821−43.5% | Reduced |
| First Trust Advisors LP | 229,624 | $13.0M | 0.01% | −144,134−38.6% | Reduced |
| SEI Investments Co | 218,480 | $12.3M | 0.02% | −163,157−42.8% | Reduced |
| TruWealth Advisors, LLC | 217,018 | $12.2M | 0.85% | −115−0.1% | Reduced |
| Aew Capital Management L P | 216,400 | $12.2M | 0.60% | −80,060−27.0% | Reduced |
| Aviva PLC | 205,848 | $11.6M | 0.04% | +34,309+20.0% | Added |
| Pacer Advisors, Inc. | 204,659 | $11.6M | 0.03% | +24,429+13.6% | Added |
| New York State Teachers Retirement System | 202,417 | $11.4M | 0.02% | +10,508+5.5% | Added |
| Truist Financial Corp | 195,328 | $11.0M | 0.02% | +15,322+8.5% | Added |
| Texas Permanent School Fund | 191,379 | $10.8M | 0.09% | +2,502+1.3% | Added |
| WealthPlan Investment Management, LLC | 180,923 | $10.2M | 1.56% | +26,012+16.8% | Added |
| Manufacturers Life Insurance Company, The | 178,232 | $10.1M | 0.01% | −3,628−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 176,466 | $9.96M | 0.04% | −8,861−4.8% | Reduced |
| Janney Montgomery Scott LLC | 172,649 | $9.74M | 0.03% | +4,991+3.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 169,780 | $9.57M | 0.02% | +24,970+17.2% | Added |
| Russell Investments Group, Ltd. | 164,724 | $9.29M | 0.01% | −186,463−53.1% | Reduced |
| Franklin Resources Inc | 163,008 | $9.20M | 0.00% | −41,526−20.3% | Reduced |
| State of Alaska, Department of Revenue | 161,496 | $9.11M | 0.10% | −7,411−4.4% | Reduced |
| Foundry Partners, LLC | 159,398 | $9.00M | 0.48% | +5,564+3.6% | Added |
| Price T Rowe Associates Inc | 157,771 | $8.91M | 0.00% | +5,975+3.9% | Added |
| Handelsbanken Fonder AB | 148,635 | $8.39M | 0.04% | +9,541+6.9% | Added |
| MML Investors Services, LLC | 147,336 | $8.32M | 0.03% | +50,021+51.4% | Added |
| Sonora Investment Management Group, LLC | 143,406 | $8.09M | 0.63% | +8,614+6.4% | Added |
| SG Americas Securities, LLC | 143,377 | $8.09M | 0.04% | +65,027+83.0% | Added |
| DekaBank Deutsche Girozentrale | 142,649 | $7.91M | 0.01% | +4,449+3.2% | Added |
| Cullen/Frost Bankers, Inc. | 139,052 | $7.85M | 0.12% | −1,402−1.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 138,161 | $7.80M | 0.02% | −8,113−5.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 130,937 | $7.39M | 0.01% | +1,684+1.3% | Added |
| Davenport & Co LLC | 130,783 | $7.38M | 0.05% | −19,427−12.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 130,534 | $7.37M | 0.08% | +38,900+42.5% | Added |
| Mutual of America Capital Management LLC | 130,291 | $7.35M | 0.08% | −4,732−3.5% | Reduced |
| New York State Common Retirement Fund | 129,922 | $7.33M | 0.01% | −12,850−9.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 128,261 | $7.24M | 0.03% | −3,215−2.4% | Reduced |
| Allianz Asset Management GmbH | 127,645 | $7.20M | 0.01% | −120,734−48.6% | Reduced |
| Danske Bank A/S | 125,234 | $7.07M | 0.02% | +125,234 | New |
| Carnegie Capital Asset Management, LLC | 123,931 | $6.99M | 0.22% | +2,477+2.0% | Added |
| Beacon Pointe Advisors, LLC | 121,499 | $6.86M | 0.08% | +33,464+38.0% | Added |
| Resona Asset Management Co.,Ltd. | 120,944 | $6.83M | 0.04% | +120,944 | New |