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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 120,462 | $6.80M | 0.13% | +1,975+1.7% | Added |
| Pictet Asset Management Holding SA | 120,402 | $6.80M | 0.01% | +7,458+6.6% | Added |
| MetLife Investment Management | 120,097 | $6.78M | 0.05% | −3,076−2.5% | Reduced |
| Rock Point Advisors, LLC | 119,394 | $6.74M | 2.00% | +5,642+5.0% | Added |
| Amalgamated Bank | 119,247 | $6.73M | 0.06% | −5,455−4.4% | Reduced |
| Standard Life Aberdeen plc | 119,218 | $6.73M | 0.01% | +250+0.2% | Added |
| State of Wisconsin Investment Board | 119,053 | $6.72M | 0.02% | +5,446+4.8% | Added |
| Macquarie Group Ltd | 117,543 | $6.63M | 0.01% | +4,737+4.2% | Added |
| Verdence Capital Advisors LLC | 116,553 | $6.58M | 0.60% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 115,690 | $6.53M | 2.84% | −377−0.3% | Reduced |
| Allworth Financial LP | 115,535 | $6.52M | 0.05% | +7,485+6.9% | Added |
| Illinois Municipal Retirement Fund | 109,500 | $6.18M | 0.09% | +52,322+91.5% | Added |
| Treasurer of the State of North Carolina | 109,481 | $6.18M | 0.03% | −5,914−5.1% | Reduced |
| Yousif Capital Management, LLC | 108,722 | $6.14M | 0.07% | −1,969−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 107,049 | $6.04M | 0.02% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 105,085 | $5.93M | 0.01% | −619−0.6% | Reduced |
| WealthPLAN Partners, LLC | 100,645 | $5.68M | 0.59% | −24,934−19.9% | Reduced |
| QRG Capital Management, Inc. | 98,537 | $5.56M | 0.07% | −6,435−6.1% | Reduced |
| Kestra Advisory Services, LLC | 95,721 | $5.49M | 0.04% | +82,754+638.2% | Added |
| Mercer Global Advisors Inc | 92,457 | $5.44M | 0.02% | −6,860−6.9% | Reduced |
| Dupree Financial Group, LLC | 96,169 | $5.43M | 2.42% | +529+0.6% | Added |
| Exchange Traded Concepts, LLC | 93,299 | $5.27M | 0.14% | +15,447+19.8% | Added |
| Hoylecohen, LLC | 92,688 | $5.23M | 0.40% | −544−0.6% | Reduced |
| Van Eck Associates Corp | 91,076 | $5.14M | 0.01% | +10,290+12.7% | Added |
| State of Tennessee, Treasury Department | 91,000 | $5.14M | 0.02% | +91,000 | New |
| Meritage Portfolio Management | 90,578 | $5.11M | 0.33% | −5,354−5.6% | Reduced |
| Forsta Ap-Fonden | 89,700 | $5.06M | 0.04% | +31,700+54.7% | Added |
| Holocene Advisors, LP | 89,238 | $5.04M | 0.02% | +89,238 | New |
| Sheets Smith Wealth Management | 88,612 | $5.00M | 0.56% | +4,580+5.5% | Added |
| Storebrand Asset Management AS | 87,754 | $4.95M | 0.02% | −92,221−51.2% | Reduced |
| Nicholas Company, Inc. | 87,095 | $4.92M | 0.08% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,909 | $4.91M | 0.03% | +120+0.1% | Added |
| Mariner, LLC | 86,855 | $4.90M | 0.01% | +2,267+2.7% | Added |
| Nisa Investment Advisors, LLC | 85,400 | $4.89M | 0.03% | +2,356+2.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 85,840 | $4.84M | 0.11% | −640−0.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 83,921 | $4.74M | 0.82% | +22,230+36.0% | Added |
| USS Investment Management Ltd | 83,150 | $4.69M | 0.04% | +12,830+18.2% | Added |
| Guggenheim Capital LLC | 81,784 | $4.62M | 0.03% | −20,255−19.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 81,759 | $4.55M | 2.49% | +30,491+59.5% | Added |
| National Pension Service | 79,465 | $4.49M | 0.01% | −344,850−81.3% | Reduced |
| Sequoia Financial Advisors, LLC | 78,824 | $4.45M | 0.06% | +106+0.1% | Added |
| Advocate Group LLC | 78,026 | $4.40M | 0.88% | −8,135−9.4% | Reduced |
| CIBC World Markets Corp | 77,310 | $4.36M | 0.03% | −1,473−1.9% | Reduced |
| Victory Capital Management Inc | 73,737 | $4.16M | 0.00% | +2,484+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 73,400 | $4.14M | 0.04% | +11,240+18.1% | Added |
| Squarepoint Ops LLC | 73,343 | $4.14M | 0.02% | +73,343 | New |
| Atria Wealth Solutions, Inc. | 71,843 | $4.11M | 0.05% | +424+0.6% | Added |
| Ensign Peak Advisors, Inc | 71,620 | $4.04M | 0.01% | −21,030−22.7% | Reduced |
| Thrivent Financial for Lutherans | 71,270 | $4.02M | 0.01% | −4,425−5.8% | Reduced |
| Creative Planning | 67,901 | $3.83M | 0.00% | −1,611−2.3% | Reduced |
| Private Capital Advisors, Inc. | 67,386 | $3.80M | 0.47% | −1,378−2.0% | Reduced |
| Karpas Strategies, LLC | 67,024 | $3.78M | 1.18% | +334+0.5% | Added |
| UniSuper Management Pty Ltd | 65,200 | $3.68M | 0.04% | +3,200+5.2% | Added |
| Korea Investment CORP | 65,070 | $3.67M | 0.01% | −5,379−7.6% | Reduced |
| Private Advisor Group, LLC | 64,428 | $3.64M | 0.03% | −6,835−9.6% | Reduced |
| Louisiana State Employees Retirement System | 62,900 | $3.55M | 0.07% | +1,500+2.4% | Added |
| Cozad Asset Management Inc | 62,535 | $3.53M | 0.37% | +7,995+14.7% | Added |
| Armstrong, Fleming & Moore, Inc | 62,464 | $3.53M | 2.44% | −40−0.1% | Reduced |
| New Insight Wealth Advisors | 60,592 | $3.42M | 2.14% | −65−0.1% | Reduced |
| Arizona State Retirement System | 60,145 | $3.39M | 0.02% | +1,350+2.3% | Added |
| Prairiewood Capital, LLC | 59,160 | $3.34M | 1.57% | +4,923+9.1% | Added |
| American Century Companies Inc | 59,036 | $3.33M | 0.00% | −691,191−92.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,633 | $3.25M | 0.04% | +1,730+3.1% | Added |
| HighPoint Advisor Group LLC | 55,213 | $3.24M | 0.23% | −1,425−2.5% | Reduced |
| AXA S.A. | 56,828 | $3.21M | 0.01% | +23,121+68.6% | Added |
| Cohen Capital Management, Inc. | 54,788 | $3.09M | 0.55% | +253+0.5% | Added |
| Oregon Public Employees Retirement Fund | 54,020 | $3.05M | 0.06% | −7,730−12.5% | Reduced |
| Pensionfund DSM Netherlands | 53,800 | $3.04M | 1.62% | +2,000+3.9% | Added |
| State of Michigan Retirement System | 53,700 | $3.03M | 0.02% | +1,200+2.3% | Added |
| Romano Brothers and Company | 52,720 | $2.98M | 0.41% | −1,895−3.5% | Reduced |
| Nissay Asset Management Corp | 52,495 | $2.96M | 0.02% | +92+0.2% | Added |
| Andra AP-fonden | 52,450 | $2.96M | 0.05% | −42,250−44.6% | Reduced |
| Hantz Financial Services, Inc. | 52,269 | $2.95M | 0.06% | −2,431−4.4% | Reduced |
| Avantax Advisory Services, Inc. | 52,260 | $2.95M | 0.03% | +1,117+2.2% | Added |
| Brown, Lisle/Cummings, Inc. | 51,502 | $2.91M | 0.99% | +527+1.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 48,992 | $2.77M | 0.01% | +5,535+12.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,773 | $2.75M | 0.07% | +124+0.3% | Added |
| Ameritas Investment Partners, Inc. | 48,283 | $2.73M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 46,405 | $2.62M | 0.00% | +2,568+5.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 46,375 | $2.62M | 1.75% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 46,198 | $2.61M | 0.49% | −1,066−2.3% | Reduced |
| Capital Square, LLC | 45,636 | $2.58M | 1.82% | +3,212+7.6% | Added |
| New Mexico Educational Retirement Board | 43,400 | $2.45M | 0.09% | 00.0% | Unchanged |
| Pensionfund Sabic | 43,304 | $2.44M | 0.72% | +3,000+7.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 42,545 | $2.40M | 0.01% | +2,700+6.8% | Added |
| IFM Investors Pty Ltd | 42,360 | $2.39M | 0.03% | −2,128−4.8% | Reduced |
| Wealthfront Advisers LLC | 41,674 | $2.35M | 0.01% | +9,265+28.6% | Added |
| Agf Management Ltd | 41,464 | $2.34M | 0.01% | −6,460−13.5% | Reduced |
| Jane Street Group, LLC | 41,179 | $2.32M | 0.00% | −176,020−81.0% | Reduced |
| CI Private Wealth, LLC | 40,754 | $2.30M | 0.00% | −3,611−8.1% | Reduced |
| HBW Advisory Services LLC | 33,383 | $2.16M | 0.41% | 00.0% | Unchanged |
| Colonial Trust Advisors | 37,657 | $2.13M | 0.21% | −6,109−14.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 37,361 | $2.11M | 0.35% | −2,549−6.4% | Reduced |
| Xponance, Inc. | 37,333 | $2.11M | 0.02% | +10,735+40.4% | Added |
| Utah Retirement Systems | 36,876 | $2.08M | 0.02% | +200+0.5% | Added |
| Ostrum Asset Management | 36,693 | $2.07M | 0.16% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 36,612 | $2.07M | 0.43% | +20,148+122.4% | Added |
| Sowell Financial Services LLC | 35,682 | $2.04M | 0.10% | −2,651−6.9% | Reduced |
| FORA Capital, LLC | 35,906 | $2.03M | 0.17% | +35,906 | New |
| US Bancorp | 35,203 | $1.99M | 0.00% | +244+0.7% | Added |