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 | $10.6B |
| 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, 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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 50,490 | $2.78M | 0.38% | −2,230−4.2% | Reduced |
| Employees Retirement System of Texas | 52,000 | $2.86M | 0.03% | +52,000 | New |
| Cerity Partners LLC | 52,122 | $2.87M | 0.01% | +32,818+170.0% | Added |
| State of Michigan Retirement System | 52,700 | $2.90M | 0.01% | −1,000−1.9% | Reduced |
| Korea Investment CORP | 53,105 | $2.92M | 0.01% | −11,965−18.4% | Reduced |
| HighPoint Advisor Group LLC | 48,260 | $2.93M | 0.18% | −6,953−12.6% | Reduced |
| Pensionfund DSM Netherlands | 53,800 | $2.96M | 1.57% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 55,208 | $3.04M | 0.52% | +420+0.8% | Added |
| Wealthfront Advisers LLC | 55,398 | $3.05M | 0.01% | +13,724+32.9% | Added |
| Nissay Asset Management Corp | 55,503 | $3.06M | 0.02% | +3,008+5.7% | Added |
| Armstrong, Fleming & Moore, Inc | 56,148 | $3.09M | 1.98% | −6,316−10.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 56,342 | $3.10M | 0.04% | −1,291−2.2% | Reduced |
| New Insight Wealth Advisors | 58,955 | $3.25M | 1.91% | −1,637−2.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 58,960 | $3.25M | 2.23% | +12,585+27.1% | Added |
| Private Advisor Group, LLC | 58,971 | $3.25M | 0.02% | −5,457−8.5% | Reduced |
| Arizona State Retirement System | 60,069 | $3.31M | 0.02% | −76−0.1% | Reduced |
| Cozad Asset Management Inc | 60,493 | $3.33M | 0.33% | −2,042−3.3% | Reduced |
| Susquehanna International Group, LLP | 60,674 | $3.34M | 0.01% | +39,971+193.1% | Added |
| Avantax Advisory Services, Inc. | 60,818 | $3.35M | 0.02% | +8,558+16.4% | Added |
| Louisiana State Employees Retirement System | 61,900 | $3.41M | 0.07% | −1,000−1.6% | Reduced |
| Andra AP-fonden | 62,900 | $3.46M | 0.06% | +10,450+19.9% | Added |
| Prairiewood Capital, LLC | 63,754 | $3.51M | 1.67% | +4,594+7.8% | Added |
| American Century Companies Inc | 63,802 | $3.51M | 0.00% | +4,766+8.1% | Added |
| Creative Planning | 64,502 | $3.55M | 0.00% | −3,399−5.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 66,802 | $3.68M | 0.01% | +66,802 | New |
| Karpas Strategies, LLC | 67,271 | $3.70M | 1.16% | +247+0.4% | Added |
| Neo Ivy Capital Management | 67,424 | $3.71M | 0.73% | +67,424 | New |
| UniSuper Management Pty Ltd | 67,522 | $3.72M | 0.03% | +2,322+3.6% | Added |
| Atria Wealth Solutions, Inc. | 67,573 | $3.73M | 0.04% | −4,270−5.9% | Reduced |
| Gateway Investment Advisers LLC | 70,097 | $3.86M | 0.04% | +65,453+1,409.4% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 70,434 | $3.88M | 0.04% | +70,434 | New |
| State of New Jersey Common Pension Fund D | 72,391 | $3.99M | 0.02% | −34,658−32.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 73,400 | $4.04M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 73,435 | $4.04M | 0.00% | +73,435 | New |
| Victory Capital Management Inc | 73,906 | $4.07M | 0.00% | +169+0.2% | Added |
| Guggenheim Capital LLC | 74,097 | $4.08M | 0.03% | −7,687−9.4% | Reduced |
| Squarepoint Ops LLC | 74,273 | $4.09M | 0.02% | +930+1.3% | Added |
| Russell Investments Group, Ltd. | 75,066 | $4.15M | 0.01% | −89,658−54.4% | Reduced |
| Advocate Group LLC | 76,020 | $4.18M | 0.84% | −2,006−2.6% | Reduced |
| Prudential Financial Inc | 78,385 | $4.32M | 0.01% | +52,406+201.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 78,800 | $4.34M | 0.18% | −7,040−8.2% | Reduced |
| Nicholas Company, Inc. | 78,975 | $4.35M | 0.07% | −8,120−9.3% | Reduced |
| National Pension Service | 79,465 | $4.37M | 0.01% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 79,600 | $4.38M | 0.04% | −10,100−11.3% | Reduced |
| Sequoia Financial Advisors, LLC | 80,323 | $4.42M | 0.05% | +1,499+1.9% | Added |
| Nisa Investment Advisors, LLC | 80,075 | $4.48M | 0.03% | −5,325−6.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,798 | $4.50M | 0.01% | −46,463−36.2% | Reduced |
| Mariner, LLC | 82,200 | $4.53M | 0.01% | −4,655−5.4% | Reduced |
| Te Ahumairangi Investment Management Ltd | 83,181 | $4.58M | 0.88% | −740−0.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 83,657 | $4.62M | 2.34% | +1,898+2.3% | Added |
| Exchange Traded Concepts, LLC | 84,229 | $4.64M | 0.12% | −9,070−9.7% | Reduced |
| Sheets Smith Wealth Management | 85,112 | $4.69M | 0.56% | −3,500−3.9% | Reduced |
| USS Investment Management Ltd | 86,454 | $4.76M | 0.04% | +3,304+4.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,850 | $4.78M | 0.03% | −59−0.1% | Reduced |
| Storebrand Asset Management AS | 87,754 | $4.83M | 0.02% | 00.0% | Unchanged |
| Hoylecohen, LLC | 88,207 | $4.86M | 0.37% | −4,481−4.8% | Reduced |
| Van Eck Associates Corp | 88,324 | $4.86M | 0.01% | −2,752−3.0% | Reduced |
| Cubist Systematic Strategies, LLC | 88,388 | $4.87M | 0.08% | +88,388 | New |
| Meritage Portfolio Management | 88,487 | $4.87M | 0.31% | −2,091−2.3% | Reduced |
| State of Tennessee, Treasury Department | 92,996 | $5.12M | 0.02% | +1,996+2.2% | Added |
| Standard Life Aberdeen plc | 93,428 | $5.14M | 0.01% | −25,790−21.6% | Reduced |
| IFM Investors Pty Ltd | 93,888 | $5.17M | 0.05% | +51,528+121.6% | Added |
| Allianz Asset Management GmbH | 94,282 | $5.19M | 0.01% | −33,363−26.1% | Reduced |
| Thrivent Financial for Lutherans | 94,838 | $5.22M | 0.01% | +23,568+33.1% | Added |
| Dupree Financial Group, LLC | 98,364 | $5.41M | 2.46% | +2,195+2.3% | Added |
| Mercer Global Advisors Inc | 100,505 | $5.53M | 0.02% | +8,048+8.7% | Added |
| Yousif Capital Management, LLC | 100,849 | $5.55M | 0.06% | −7,873−7.2% | Reduced |
| Beacon Pointe Advisors, LLC | 100,905 | $5.55M | 0.07% | −20,594−16.9% | Reduced |
| Kestra Advisory Services, LLC | 99,879 | $5.59M | 0.03% | +4,158+4.3% | Added |
| AXA S.A. | 104,572 | $5.76M | 0.02% | +47,744+84.0% | Added |
| SEI Investments Co | 105,292 | $5.80M | 0.01% | −113,188−51.8% | Reduced |
| QRG Capital Management, Inc. | 108,156 | $5.95M | 0.07% | +9,619+9.8% | Added |
| Robeco Institutional Asset Management B.V. | 108,376 | $5.97M | 0.01% | +80,500+288.8% | Added |
| SG Americas Securities, LLC | 110,192 | $6.07M | 0.04% | −33,185−23.1% | Reduced |
| Danske Bank A/S | 110,834 | $6.10M | 0.02% | −14,400−11.5% | Reduced |
| Macquarie Group Ltd | 111,290 | $6.13M | 0.01% | −6,253−5.3% | Reduced |
| Royal London Asset Management Ltd | 112,189 | $6.18M | 0.02% | +7,104+6.8% | Added |
| Stony Point Wealth Management Inc. | 112,293 | $6.18M | 2.68% | −3,397−2.9% | Reduced |
| Ensign Peak Advisors, Inc | 112,330 | $6.18M | 0.01% | +40,710+56.8% | Added |
| Wellington Management Group LLP | 114,207 | $6.29M | 0.00% | +85,002+291.1% | Added |
| Schroder Investment Management Group | 114,738 | $6.32M | 0.01% | +98,149+591.7% | Added |
| State of Wisconsin Investment Board | 115,891 | $6.38M | 0.02% | −3,162−2.7% | Reduced |
| Verdence Capital Advisors LLC | 116,553 | $6.42M | 0.57% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 118,684 | $6.53M | 0.12% | −1,778−1.5% | Reduced |
| Davenport & Co LLC | 119,725 | $6.59M | 0.04% | −11,058−8.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 121,061 | $6.66M | 0.02% | +121,061 | New |
| Amalgamated Bank | 121,617 | $6.70M | 0.06% | +2,370+2.0% | Added |
| MetLife Investment Management | 121,872 | $6.71M | 0.04% | +1,775+1.5% | Added |
| Pictet Asset Management Holding SA | 122,884 | $6.76M | 0.01% | +2,482+2.1% | Added |
| Rock Point Advisors, LLC | 124,774 | $6.87M | 2.06% | +5,380+4.5% | Added |
| Allworth Financial LP | 116,305 | $6.87M | 0.04% | +770+0.7% | Added |
| Mutual of America Capital Management LLC | 125,288 | $6.90M | 0.08% | −5,003−3.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 124,572 | $6.91M | 0.04% | +3,628+3.0% | Added |
| BNP Paribas Arbitrage, SA | 128,687 | $7.08M | 0.01% | −136,707−51.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 129,668 | $7.14M | 0.01% | −1,269−1.0% | Reduced |
| New York State Common Retirement Fund | 129,938 | $7.15M | 0.01% | +160.0% | Added |
| DekaBank Deutsche Girozentrale | 131,817 | $7.18M | 0.01% | −10,832−7.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 131,347 | $7.23M | 0.02% | −38,433−22.6% | Reduced |
| Franklin Resources Inc | 137,162 | $7.55M | 0.00% | −25,846−15.9% | Reduced |
| MML Investors Services, LLC | 137,618 | $7.58M | 0.03% | −9,718−6.6% | Reduced |