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, Q2 2024
Institutional positions in W. P. Carey Inc. as of Jun 30, 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
- 784
- +21 vs. Q1 2024
- Shares held
- 148.0M
- −5.56M (−3.6%) vs. Q1 2024
- Total value
- $8.16B
- −$522.1M (−6.0%) vs. Q1 2024
- New holders
- 84
- 266 more added
- Sold out
- 63
- 301 more reduced
10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $10.7B |
| Q3 2025 | 819 | $10.9B |
| Q2 2025 | 820 | $9.81B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.17B |
| Q3 2024 | 805 | $9.26B |
| Q2 2024 | 784 | $8.23B |
| Q1 2024 | 773 | $9.09B |
| Q4 2023 | 782 | $10.8B |
| Q3 2023 | 746 | $7.61B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.7B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.37B |
| Q2 2022 | 811 | $10.4B |
| Q1 2022 | 785 | $9.39B |
| Q4 2021 | 768 | $9.46B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.10B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,779,355 | $1.69B | 0.03% | −191,707−0.6% | Reduced |
| BlackRock Inc. | 26,789,725 | $1.47B | 0.03% | −44,310−0.2% | Reduced |
| State Street Corp | 12,054,004 | $673.9M | 0.03% | −20,586−0.2% | Reduced |
| Geode Capital Management, LLC | 4,446,461 | $244.4M | 0.02% | +147,888+3.4% | Added |
| Massachusetts Financial Services Co | 3,240,705 | $178.4M | 0.05% | +588,636+22.2% | Added |
| Dimensional Fund Advisors LP | 3,152,879 | $173.6M | 0.05% | +204,064+6.9% | Added |
| Cohen & Steers, Inc. | 3,120,565 | $171.8M | 0.36% | −3,639,571−53.8% | Reduced |
| Legal & General Group Plc | 2,581,385 | $142.1M | 0.04% | −405,219−13.6% | Reduced |
| Bank of New York Mellon Corp | 2,524,490 | $139.0M | 0.03% | +7,549+0.3% | Added |
| Norges Bank | 2,524,080 | $139.0M | 0.02% | −103,557−3.9% | Reduced |
| PGGM Investments | 2,498,975 | $137.6M | 1.97% | +389,853+18.5% | Added |
| Charles Schwab Investment Management Inc | 2,495,471 | $137.4M | 0.03% | +3,885+0.2% | Added |
| Northern Trust Corp | 1,974,499 | $108.7M | 0.02% | +231,111+13.3% | Added |
| Morgan Stanley | 1,930,225 | $106.3M | 0.01% | +148,034+8.3% | Added |
| Balyasny Asset Management LLC | 1,668,237 | $91.8M | 0.24% | +164,100+10.9% | Added |
| Equity Investment Corp | 1,472,017 | $81.0M | 2.07% | +412,450+38.9% | Added |
| UBS Group AG | 1,389,527 | $76.5M | 0.02% | −19,499−1.4% | Reduced |
| Daiwa Securities Group Inc. | 1,369,514 | $75.4M | 0.40% | −993,753−42.0% | Reduced |
| JPMorgan Chase & Co | 1,249,819 | $68.8M | 0.01% | −1,982,306−61.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,220,175 | $67.2M | 0.11% | −99,325−7.5% | Reduced |
| Invesco Ltd. | 1,061,452 | $58.4M | 0.01% | +300,031+39.4% | Added |
| California Public Employees Retirement System | 1,047,629 | $57.7M | 0.04% | −105,731−9.2% | Reduced |
| Bank of America Corp | 877,158 | $48.3M | 0.00% | +55,750+6.8% | Added |
| APG Asset Management US Inc. | 791,037 | $43.2M | 0.25% | 00.0% | Unchanged |
| LPL Financial LLC | 767,971 | $42.3M | 0.02% | +43,264+6.0% | Added |
| Principal Financial Group Inc | 728,540 | $40.1M | 0.02% | −94,931−11.5% | Reduced |
| Barclays PLC | 686,260 | $37.8M | 0.02% | −32,310−4.5% | Reduced |
| HSBC Holdings PLC | 684,355 | $37.6M | 0.02% | +444,785+185.7% | Added |
| Envestnet Asset Management Inc | 668,462 | $36.8M | 0.01% | −1,701−0.3% | Reduced |
| Rhumbline Advisers | 668,017 | $36.8M | 0.03% | −13,896−2.0% | Reduced |
| Ameriprise Financial Inc | 653,919 | $36.1M | 0.01% | −30,555−4.5% | Reduced |
| Swiss National Bank | 647,151 | $35.6M | 0.02% | −7,700−1.2% | Reduced |
| Advisors Capital Management, LLC | 645,690 | $35.5M | 0.62% | +42,377+7.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 642,560 | $35.4M | 0.03% | −113,409−15.0% | Reduced |
| Canada Pension Plan Investment Board | 583,851 | $32.1M | 0.03% | +44,322+8.2% | Added |
| Zacks Investment Management | 554,731 | $30.5M | 0.34% | +13,485+2.5% | Added |
| Goldman Sachs Group Inc | 466,276 | $25.7M | 0.01% | +224,950+93.2% | Added |
| Waterfront Capital Partners, LLC | 463,979 | $25.5M | 3.28% | +463,979 | New |
| Nuveen Asset Management, LLC | 459,545 | $25.4M | 0.01% | +69,530+17.8% | Added |
| Great West Life Assurance Co | 458,040 | $25.2M | 0.05% | +1,891+0.4% | Added |
| Asset Management One Co.,Ltd. | 427,385 | $23.5M | 0.09% | −38,835−8.3% | Reduced |
| Brown Advisory Inc | 421,530 | $23.2M | 0.03% | −17,452−4.0% | Reduced |
| Wells Fargo & Company | 403,880 | $22.2M | 0.01% | −47,146−10.5% | Reduced |
| Public Employees Retirement System of Ohio | 401,568 | $22.1M | 0.09% | −2,681−0.7% | Reduced |
| FMR LLC | 396,489 | $21.8M | 0.00% | +32,253+8.9% | Added |
| Alliancebernstein L.P. | 394,997 | $21.7M | 0.01% | +14,863+3.9% | Added |
| Cetera Investment Advisers | 362,206 | $19.9M | 0.05% | +1,870+0.5% | Added |
| Raymond James & Associates | 360,517 | $19.8M | 0.01% | +68,886+23.6% | Added |
| Schonfeld Strategic Advisors LLC | 348,139 | $19.2M | 0.15% | +342,894+6,537.5% | Added |
| Nomura Asset Management Co Ltd | 334,496 | $18.4M | 0.06% | +14,159+4.4% | Added |
| Berkshire Asset Management LLC | 331,983 | $18.3M | 0.91% | +4,600+1.4% | Added |
| Citigroup Inc | 329,790 | $18.2M | 0.02% | +21,916+7.1% | Added |
| Jane Street Group, LLC | 317,779 | $17.5M | 0.02% | +276,600+671.7% | Added |
| California State Teachers Retirement System | 312,932 | $17.2M | 0.02% | −6,244−2.0% | Reduced |
| Deutsche Bank AG | 290,959 | $16.0M | 0.01% | −1,828−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 289,642 | $15.9M | 0.04% | −57,595−16.6% | Reduced |
| First Trust Advisors LP | 285,657 | $15.7M | 0.02% | +56,033+24.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,211 | $15.4M | 0.02% | +23,178+9.1% | Added |
| Corebridge Financial, Inc. | 276,770 | $15.2M | 0.08% | +276,770 | New |
| Retirement Systems of Alabama | 270,083 | $14.9M | 0.06% | −4,513−1.6% | Reduced |
| UBS Asset Management Americas Inc | 269,949 | $14.9M | 0.00% | −1,631,504−85.8% | Reduced |
| Amundi | 266,354 | $14.6M | 0.01% | −41,184−13.4% | Reduced |
| Foundry Partners, LLC | 243,375 | $13.4M | 0.72% | +83,977+52.7% | Added |
| National Bank of Canada | 231,022 | $12.6M | 0.02% | +230,155+26,546.1% | Added |
| New York State Teachers Retirement System | 223,173 | $12.3M | 0.03% | +20,756+10.3% | Added |
| State Board of Administration of Florida Retirement System | 218,199 | $12.0M | 0.02% | +5,430+2.6% | Added |
| Aew Capital Management L P | 216,400 | $11.9M | 0.58% | 00.0% | Unchanged |
| Weiss Asset Management LP | 216,064 | $11.9M | 0.57% | +216,064 | New |
| Royal Bank of Canada | 211,041 | $11.6M | 0.00% | −32,085−13.2% | Reduced |
| TruWealth Advisors, LLC | 208,281 | $11.5M | 0.76% | −8,737−4.0% | Reduced |
| Aviva PLC | 200,525 | $11.0M | 0.03% | −5,323−2.6% | Reduced |
| Pacer Advisors, Inc. | 199,202 | $11.0M | 0.03% | −5,457−2.7% | Reduced |
| Truist Financial Corp | 189,878 | $10.5M | 0.02% | −5,450−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 172,652 | $9.50M | 0.04% | −3,814−2.2% | Reduced |
| Manufacturers Life Insurance Company, The | 171,306 | $9.43M | 0.01% | −6,926−3.9% | Reduced |
| Illinois Municipal Retirement Fund | 170,760 | $9.40M | 0.14% | +61,260+55.9% | Added |
| State of Alaska, Department of Revenue | 169,533 | $9.33M | 0.10% | +8,037+5.0% | Added |
| Susquehanna Fundamental Investments, LLC | 166,656 | $9.17M | 0.21% | +166,656 | New |
| Price T Rowe Associates Inc | 155,818 | $8.58M | 0.00% | −1,953−1.2% | Reduced |
| Sonora Investment Management Group, LLC | 143,406 | $8.09M | 0.63% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 145,561 | $8.01M | 0.03% | +36,080+33.0% | Added |
| Carnegie Capital Asset Management, LLC | 144,310 | $7.94M | 0.25% | +20,379+16.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 143,405 | $7.89M | 0.02% | +5,244+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 140,328 | $7.73M | 0.11% | +1,276+0.9% | Added |
| MML Investors Services, LLC | 137,618 | $7.58M | 0.03% | −9,718−6.6% | Reduced |
| Franklin Resources Inc | 137,162 | $7.55M | 0.00% | −25,846−15.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 131,347 | $7.23M | 0.02% | −38,433−22.6% | Reduced |
| DekaBank Deutsche Girozentrale | 131,817 | $7.18M | 0.01% | −10,832−7.6% | Reduced |
| New York State Common Retirement Fund | 129,938 | $7.15M | 0.01% | +160.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 129,668 | $7.14M | 0.01% | −1,269−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 128,687 | $7.08M | 0.01% | −136,707−51.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 124,572 | $6.91M | 0.04% | +3,628+3.0% | Added |
| Mutual of America Capital Management LLC | 125,288 | $6.90M | 0.08% | −5,003−3.8% | Reduced |
| Allworth Financial LP | 116,305 | $6.87M | 0.04% | +770+0.7% | Added |
| Rock Point Advisors, LLC | 124,774 | $6.87M | 2.06% | +5,380+4.5% | Added |
| Pictet Asset Management Holding SA | 122,884 | $6.76M | 0.01% | +2,482+2.1% | Added |
| MetLife Investment Management | 121,872 | $6.71M | 0.04% | +1,775+1.5% | Added |
| Amalgamated Bank | 121,617 | $6.70M | 0.06% | +2,370+2.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 121,061 | $6.66M | 0.02% | +121,061 | New |
| Davenport & Co LLC | 119,725 | $6.59M | 0.04% | −11,058−8.5% | Reduced |