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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 52,269 | $2.95M | 0.06% | −2,431−4.4% | Reduced |
| Andra AP-fonden | 52,450 | $2.96M | 0.05% | −42,250−44.6% | Reduced |
| Nissay Asset Management Corp | 52,495 | $2.96M | 0.02% | +92+0.2% | Added |
| Romano Brothers and Company | 52,720 | $2.98M | 0.41% | −1,895−3.5% | Reduced |
| State of Michigan Retirement System | 53,700 | $3.03M | 0.02% | +1,200+2.3% | Added |
| Pensionfund DSM Netherlands | 53,800 | $3.04M | 1.62% | +2,000+3.9% | Added |
| Oregon Public Employees Retirement Fund | 54,020 | $3.05M | 0.06% | −7,730−12.5% | Reduced |
| Cohen Capital Management, Inc. | 54,788 | $3.09M | 0.55% | +253+0.5% | Added |
| AXA S.A. | 56,828 | $3.21M | 0.01% | +23,121+68.6% | Added |
| HighPoint Advisor Group LLC | 55,213 | $3.24M | 0.23% | −1,425−2.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,633 | $3.25M | 0.04% | +1,730+3.1% | Added |
| American Century Companies Inc | 59,036 | $3.33M | 0.00% | −691,191−92.1% | Reduced |
| Prairiewood Capital, LLC | 59,160 | $3.34M | 1.57% | +4,923+9.1% | Added |
| Arizona State Retirement System | 60,145 | $3.39M | 0.02% | +1,350+2.3% | Added |
| New Insight Wealth Advisors | 60,592 | $3.42M | 2.14% | −65−0.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 62,464 | $3.53M | 2.44% | −40−0.1% | Reduced |
| Cozad Asset Management Inc | 62,535 | $3.53M | 0.37% | +7,995+14.7% | Added |
| Louisiana State Employees Retirement System | 62,900 | $3.55M | 0.07% | +1,500+2.4% | Added |
| Private Advisor Group, LLC | 64,428 | $3.64M | 0.03% | −6,835−9.6% | Reduced |
| Korea Investment CORP | 65,070 | $3.67M | 0.01% | −5,379−7.6% | Reduced |
| UniSuper Management Pty Ltd | 65,200 | $3.68M | 0.04% | +3,200+5.2% | Added |
| Karpas Strategies, LLC | 67,024 | $3.78M | 1.18% | +334+0.5% | Added |
| Private Capital Advisors, Inc. | 67,386 | $3.80M | 0.47% | −1,378−2.0% | Reduced |
| Creative Planning | 67,901 | $3.83M | 0.00% | −1,611−2.3% | Reduced |
| Thrivent Financial for Lutherans | 71,270 | $4.02M | 0.01% | −4,425−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 71,620 | $4.04M | 0.01% | −21,030−22.7% | Reduced |
| Atria Wealth Solutions, Inc. | 71,843 | $4.11M | 0.05% | +424+0.6% | Added |
| Squarepoint Ops LLC | 73,343 | $4.14M | 0.02% | +73,343 | New |
| Teachers Retirement System of the State of Kentucky | 73,400 | $4.14M | 0.04% | +11,240+18.1% | Added |
| Victory Capital Management Inc | 73,737 | $4.16M | 0.00% | +2,484+3.5% | Added |
| CIBC World Markets Corp | 77,310 | $4.36M | 0.03% | −1,473−1.9% | Reduced |
| Advocate Group LLC | 78,026 | $4.40M | 0.88% | −8,135−9.4% | Reduced |
| Sequoia Financial Advisors, LLC | 78,824 | $4.45M | 0.06% | +106+0.1% | Added |
| National Pension Service | 79,465 | $4.49M | 0.01% | −344,850−81.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 81,759 | $4.55M | 2.49% | +30,491+59.5% | Added |
| Guggenheim Capital LLC | 81,784 | $4.62M | 0.03% | −20,255−19.9% | Reduced |
| USS Investment Management Ltd | 83,150 | $4.69M | 0.04% | +12,830+18.2% | Added |
| Te Ahumairangi Investment Management Ltd | 83,921 | $4.74M | 0.82% | +22,230+36.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 85,840 | $4.84M | 0.11% | −640−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 85,400 | $4.89M | 0.03% | +2,356+2.8% | Added |
| Mariner, LLC | 86,855 | $4.90M | 0.01% | +2,267+2.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,909 | $4.91M | 0.03% | +120+0.1% | Added |
| Nicholas Company, Inc. | 87,095 | $4.92M | 0.08% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 87,754 | $4.95M | 0.02% | −92,221−51.2% | Reduced |
| Sheets Smith Wealth Management | 88,612 | $5.00M | 0.56% | +4,580+5.5% | Added |
| Holocene Advisors, LP | 89,238 | $5.04M | 0.02% | +89,238 | New |
| Forsta Ap-Fonden | 89,700 | $5.06M | 0.04% | +31,700+54.7% | Added |
| Meritage Portfolio Management | 90,578 | $5.11M | 0.33% | −5,354−5.6% | Reduced |
| State of Tennessee, Treasury Department | 91,000 | $5.14M | 0.02% | +91,000 | New |
| Van Eck Associates Corp | 91,076 | $5.14M | 0.01% | +10,290+12.7% | Added |
| Hoylecohen, LLC | 92,688 | $5.23M | 0.40% | −544−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 93,299 | $5.27M | 0.14% | +15,447+19.8% | Added |
| Dupree Financial Group, LLC | 96,169 | $5.43M | 2.42% | +529+0.6% | Added |
| Mercer Global Advisors Inc | 92,457 | $5.44M | 0.02% | −6,860−6.9% | Reduced |
| Kestra Advisory Services, LLC | 95,721 | $5.49M | 0.04% | +82,754+638.2% | Added |
| QRG Capital Management, Inc. | 98,537 | $5.56M | 0.07% | −6,435−6.1% | Reduced |
| WealthPLAN Partners, LLC | 100,645 | $5.68M | 0.59% | −24,934−19.9% | Reduced |
| Royal London Asset Management Ltd | 105,085 | $5.93M | 0.01% | −619−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 107,049 | $6.04M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 108,722 | $6.14M | 0.07% | −1,969−1.8% | Reduced |
| Treasurer of the State of North Carolina | 109,481 | $6.18M | 0.03% | −5,914−5.1% | Reduced |
| Illinois Municipal Retirement Fund | 109,500 | $6.18M | 0.09% | +52,322+91.5% | Added |
| Allworth Financial LP | 115,535 | $6.52M | 0.05% | +7,485+6.9% | Added |
| Stony Point Wealth Management Inc. | 115,690 | $6.53M | 2.84% | −377−0.3% | Reduced |
| Verdence Capital Advisors LLC | 116,553 | $6.58M | 0.60% | 00.0% | Unchanged |
| Macquarie Group Ltd | 117,543 | $6.63M | 0.01% | +4,737+4.2% | Added |
| State of Wisconsin Investment Board | 119,053 | $6.72M | 0.02% | +5,446+4.8% | Added |
| Standard Life Aberdeen plc | 119,218 | $6.73M | 0.01% | +250+0.2% | Added |
| Amalgamated Bank | 119,247 | $6.73M | 0.06% | −5,455−4.4% | Reduced |
| Rock Point Advisors, LLC | 119,394 | $6.74M | 2.00% | +5,642+5.0% | Added |
| MetLife Investment Management | 120,097 | $6.78M | 0.05% | −3,076−2.5% | Reduced |
| Pictet Asset Management Holding SA | 120,402 | $6.80M | 0.01% | +7,458+6.6% | Added |
| Crawford Investment Counsel Inc | 120,462 | $6.80M | 0.13% | +1,975+1.7% | Added |
| Resona Asset Management Co.,Ltd. | 120,944 | $6.83M | 0.04% | +120,944 | New |
| Beacon Pointe Advisors, LLC | 121,499 | $6.86M | 0.08% | +33,464+38.0% | Added |
| Carnegie Capital Asset Management, LLC | 123,931 | $6.99M | 0.22% | +2,477+2.0% | Added |
| Danske Bank A/S | 125,234 | $7.07M | 0.02% | +125,234 | New |
| Allianz Asset Management GmbH | 127,645 | $7.20M | 0.01% | −120,734−48.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 128,261 | $7.24M | 0.03% | −3,215−2.4% | Reduced |
| New York State Common Retirement Fund | 129,922 | $7.33M | 0.01% | −12,850−9.0% | Reduced |
| Mutual of America Capital Management LLC | 130,291 | $7.35M | 0.08% | −4,732−3.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 130,534 | $7.37M | 0.08% | +38,900+42.5% | Added |
| Davenport & Co LLC | 130,783 | $7.38M | 0.05% | −19,427−12.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 130,937 | $7.39M | 0.01% | +1,684+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 138,161 | $7.80M | 0.02% | −8,113−5.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 139,052 | $7.85M | 0.12% | −1,402−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 142,649 | $7.91M | 0.01% | +4,449+3.2% | Added |
| SG Americas Securities, LLC | 143,377 | $8.09M | 0.04% | +65,027+83.0% | Added |
| Sonora Investment Management Group, LLC | 143,406 | $8.09M | 0.63% | +8,614+6.4% | Added |
| MML Investors Services, LLC | 147,336 | $8.32M | 0.03% | +50,021+51.4% | Added |
| Handelsbanken Fonder AB | 148,635 | $8.39M | 0.04% | +9,541+6.9% | Added |
| Price T Rowe Associates Inc | 157,771 | $8.91M | 0.00% | +5,975+3.9% | Added |
| Foundry Partners, LLC | 159,398 | $9.00M | 0.48% | +5,564+3.6% | Added |
| State of Alaska, Department of Revenue | 161,496 | $9.11M | 0.10% | −7,411−4.4% | Reduced |
| Franklin Resources Inc | 163,008 | $9.20M | 0.00% | −41,526−20.3% | Reduced |
| Russell Investments Group, Ltd. | 164,724 | $9.29M | 0.01% | −186,463−53.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 169,780 | $9.57M | 0.02% | +24,970+17.2% | Added |
| Janney Montgomery Scott LLC | 172,649 | $9.74M | 0.03% | +4,991+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 176,466 | $9.96M | 0.04% | −8,861−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 178,232 | $10.1M | 0.01% | −3,628−2.0% | Reduced |