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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 180,923 | $10.2M | 1.56% | +26,012+16.8% | Added |
| Texas Permanent School Fund | 191,379 | $10.8M | 0.09% | +2,502+1.3% | Added |
| Truist Financial Corp | 195,328 | $11.0M | 0.02% | +15,322+8.5% | Added |
| New York State Teachers Retirement System | 202,417 | $11.4M | 0.02% | +10,508+5.5% | Added |
| Pacer Advisors, Inc. | 204,659 | $11.6M | 0.03% | +24,429+13.6% | Added |
| Aviva PLC | 205,848 | $11.6M | 0.04% | +34,309+20.0% | Added |
| Aew Capital Management L P | 216,400 | $12.2M | 0.60% | −80,060−27.0% | Reduced |
| TruWealth Advisors, LLC | 217,018 | $12.2M | 0.85% | −115−0.1% | Reduced |
| SEI Investments Co | 218,480 | $12.3M | 0.02% | −163,157−42.8% | Reduced |
| First Trust Advisors LP | 229,624 | $13.0M | 0.01% | −144,134−38.6% | Reduced |
| HSBC Holdings PLC | 239,570 | $13.5M | 0.01% | −184,821−43.5% | Reduced |
| Goldman Sachs Group Inc | 241,326 | $13.6M | 0.00% | −66,731−21.7% | Reduced |
| Royal Bank of Canada | 243,126 | $13.7M | 0.00% | +66,860+37.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,033 | $14.5M | 0.02% | +33,790+15.2% | Added |
| BNP Paribas Arbitrage, SA | 265,394 | $15.0M | 0.02% | +36,435+15.9% | Added |
| Retirement Systems of Alabama | 274,596 | $15.5M | 0.06% | +721+0.3% | Added |
| American International Group, Inc. | 289,443 | $16.3M | 0.06% | −5,877−2.0% | Reduced |
| Raymond James & Associates | 291,631 | $16.5M | 0.01% | +83,998+40.5% | Added |
| State Board of Administration of Florida Retirement System | 212,769 | $16.5M | 0.04% | −16,110−7.0% | Reduced |
| Deutsche Bank AG | 292,787 | $16.5M | 0.01% | +69,970+31.4% | Added |
| Amundi | 307,538 | $16.8M | 0.01% | −106,503−25.7% | Reduced |
| Citigroup Inc | 307,874 | $17.4M | 0.02% | +65,849+27.2% | Added |
| California State Teachers Retirement System | 319,176 | $18.0M | 0.02% | −710.0% | Reduced |
| Nomura Asset Management Co Ltd | 320,337 | $18.1M | 0.07% | +16,035+5.3% | Added |
| Berkshire Asset Management LLC | 327,383 | $18.5M | 0.98% | +1,891+0.6% | Added |
| Credit Suisse AG | 332,666 | $18.8M | 0.02% | −62,866−15.9% | Reduced |
| Advisor Group Holdings, Inc. | 347,237 | $19.6M | 0.04% | −20,226−5.5% | Reduced |
| Cetera Investment Advisers | 360,336 | $20.3M | 0.05% | +244,699+211.6% | Added |
| FMR LLC | 364,236 | $20.6M | 0.00% | −32,633−8.2% | Reduced |
| Alliancebernstein L.P. | 380,134 | $21.5M | 0.01% | +8,900+2.4% | Added |
| Nuveen Asset Management, LLC | 390,015 | $22.0M | 0.01% | −1,770−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 404,249 | $22.8M | 0.09% | +1,424+0.4% | Added |
| Brown Advisory Inc | 438,982 | $24.8M | 0.03% | −23,067−5.0% | Reduced |
| Wells Fargo & Company | 451,026 | $25.5M | 0.01% | +11,302+2.6% | Added |
| Great West Life Assurance Co | 456,149 | $25.7M | 0.05% | +9,324+2.1% | Added |
| Asset Management One Co.,Ltd. | 466,220 | $26.3M | 0.10% | −9,634−2.0% | Reduced |
| Canada Pension Plan Investment Board | 539,529 | $30.5M | 0.03% | −56,100−9.4% | Reduced |
| Zacks Investment Management | 541,246 | $30.5M | 0.33% | +34,128+6.7% | Added |
| Advisors Capital Management, LLC | 603,313 | $34.1M | 0.62% | +132,443+28.1% | Added |
| Swiss National Bank | 654,851 | $37.0M | 0.03% | −14,100−2.1% | Reduced |
| Envestnet Asset Management Inc | 670,163 | $37.8M | 0.01% | +85,245+14.6% | Added |
| Rhumbline Advisers | 681,913 | $38.5M | 0.04% | +9,647+1.4% | Added |
| Ameriprise Financial Inc | 684,474 | $38.8M | 0.01% | −121,865−15.1% | Reduced |
| Barclays PLC | 718,570 | $40.6M | 0.02% | +230,185+47.1% | Added |
| LPL Financial LLC | 724,707 | $40.9M | 0.02% | +9,971+1.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 755,969 | $42.7M | 0.03% | −6,943−0.9% | Reduced |
| Invesco Ltd. | 761,421 | $43.0M | 0.01% | +136,781+21.9% | Added |
| APG Asset Management US Inc. | 791,037 | $44.4M | 0.26% | 00.0% | Unchanged |
| Bank of America Corp | 821,408 | $46.4M | 0.00% | +251,940+44.2% | Added |
| Principal Financial Group Inc | 823,471 | $46.5M | 0.03% | +21,045+2.6% | Added |
| Equity Investment Corp | 1,059,567 | $59.8M | 1.50% | +1,059,567 | New |
| California Public Employees Retirement System | 1,153,360 | $65.1M | 0.05% | −10,930−0.9% | Reduced |
| Northwood Liquid Management LP | 1,235,166 | $69.7M | 6.06% | +1,023,461+483.4% | Added |
| Commonwealth Equity Services, LLC | 1,319,500 | $74.5M | 0.12% | −107,829−7.6% | Reduced |
| UBS Group AG | 1,409,026 | $79.5M | 0.03% | +282,458+25.1% | Added |
| Balyasny Asset Management LLC | 1,504,137 | $84.9M | 0.22% | +485,284+47.6% | Added |
| Northern Trust Corp | 1,743,388 | $98.4M | 0.02% | −243,318−12.2% | Reduced |
| Morgan Stanley | 1,782,191 | $100.6M | 0.01% | −114,002−6.0% | Reduced |
| UBS Asset Management Americas Inc | 1,901,453 | $107.3M | 0.04% | −29,839−1.5% | Reduced |
| PGGM Investments | 2,109,122 | $119.0M | 1.73% | +1,0140.0% | Added |
| Daiwa Securities Group Inc. | 2,363,267 | $133.4M | 0.75% | −1,277,699−35.1% | Reduced |
| Charles Schwab Investment Management Inc | 2,491,586 | $140.6M | 0.03% | +55,117+2.3% | Added |
| Bank of New York Mellon Corp | 2,516,941 | $142.1M | 0.03% | −41,101−1.6% | Reduced |
| Norges Bank | 2,627,637 | $148.3M | 0.02% | +203,522+8.4% | Added |
| Massachusetts Financial Services Co | 2,652,069 | $149.7M | 0.04% | +28,520+1.1% | Added |
| Dimensional Fund Advisors LP | 2,948,815 | $166.4M | 0.05% | −89,259−2.9% | Reduced |
| Legal & General Group Plc | 2,986,604 | $168.6M | 0.05% | +20,358+0.7% | Added |
| JPMorgan Chase & Co | 3,232,125 | $182.4M | 0.02% | −783,275−19.5% | Reduced |
| Geode Capital Management, LLC | 4,298,573 | $242.3M | 0.02% | +539,779+14.4% | Added |
| Cohen & Steers, Inc. | 6,760,136 | $381.5M | 0.80% | −4,530,705−40.1% | Reduced |
| State Street Corp | 12,074,590 | $691.7M | 0.03% | −841,055−6.5% | Reduced |
| BlackRock Inc. | 26,834,035 | $1.51B | 0.04% | +391,216+1.5% | Added |
| Vanguard Group Inc | 30,971,062 | $1.75B | 0.03% | +187,022+0.6% | Added |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −967,987−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −758,042−100.0% | Sold out |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −189,053−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −128,242−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −85,700−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −80,360−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −73,306−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −59,991−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −56,217−100.0% | Sold out |
| Rench Wealth Management, Inc. | 0 | $0 | 0.00% | −45,471−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −36,398−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −33,276−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −30,645−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −24,234−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −23,961−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −22,329−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −19,323−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −13,558−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −13,461−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −10,921−100.0% | Sold out |
| Arbor Capital Management Inc | 0 | $0 | 0.00% | −10,161−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −8,078−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −5,717−100.0% | Sold out |