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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 140,328 | $7.73M | 0.11% | +1,276+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 143,405 | $7.89M | 0.02% | +5,244+3.8% | Added |
| Carnegie Capital Asset Management, LLC | 144,310 | $7.94M | 0.25% | +20,379+16.4% | Added |
| Treasurer of the State of North Carolina | 145,561 | $8.01M | 0.03% | +36,080+33.0% | Added |
| Sonora Investment Management Group, LLC | 143,406 | $8.09M | 0.63% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 155,818 | $8.58M | 0.00% | −1,953−1.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 166,656 | $9.17M | 0.21% | +166,656 | New |
| State of Alaska, Department of Revenue | 169,533 | $9.33M | 0.10% | +8,037+5.0% | Added |
| Illinois Municipal Retirement Fund | 170,760 | $9.40M | 0.14% | +61,260+55.9% | Added |
| Manufacturers Life Insurance Company, The | 171,306 | $9.43M | 0.01% | −6,926−3.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 172,652 | $9.50M | 0.04% | −3,814−2.2% | Reduced |
| Truist Financial Corp | 189,878 | $10.5M | 0.02% | −5,450−2.8% | Reduced |
| Pacer Advisors, Inc. | 199,202 | $11.0M | 0.03% | −5,457−2.7% | Reduced |
| Aviva PLC | 200,525 | $11.0M | 0.03% | −5,323−2.6% | Reduced |
| TruWealth Advisors, LLC | 208,281 | $11.5M | 0.76% | −8,737−4.0% | Reduced |
| Royal Bank of Canada | 211,041 | $11.6M | 0.00% | −32,085−13.2% | Reduced |
| Weiss Asset Management LP | 216,064 | $11.9M | 0.57% | +216,064 | New |
| Aew Capital Management L P | 216,400 | $11.9M | 0.58% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 218,199 | $12.0M | 0.02% | +5,430+2.6% | Added |
| New York State Teachers Retirement System | 223,173 | $12.3M | 0.03% | +20,756+10.3% | Added |
| National Bank of Canada | 231,022 | $12.6M | 0.02% | +230,155+26,546.1% | Added |
| Foundry Partners, LLC | 243,375 | $13.4M | 0.72% | +83,977+52.7% | Added |
| Amundi | 266,354 | $14.6M | 0.01% | −41,184−13.4% | Reduced |
| UBS Asset Management Americas Inc | 269,949 | $14.9M | 0.00% | −1,631,504−85.8% | Reduced |
| Retirement Systems of Alabama | 270,083 | $14.9M | 0.06% | −4,513−1.6% | Reduced |
| Corebridge Financial, Inc. | 276,770 | $15.2M | 0.08% | +276,770 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,211 | $15.4M | 0.02% | +23,178+9.1% | Added |
| First Trust Advisors LP | 285,657 | $15.7M | 0.02% | +56,033+24.4% | Added |
| Advisor Group Holdings, Inc. | 289,642 | $15.9M | 0.04% | −57,595−16.6% | Reduced |
| Deutsche Bank AG | 290,959 | $16.0M | 0.01% | −1,828−0.6% | Reduced |
| California State Teachers Retirement System | 312,932 | $17.2M | 0.02% | −6,244−2.0% | Reduced |
| Jane Street Group, LLC | 317,779 | $17.5M | 0.02% | +276,600+671.7% | Added |
| Citigroup Inc | 329,790 | $18.2M | 0.02% | +21,916+7.1% | Added |
| Berkshire Asset Management LLC | 331,983 | $18.3M | 0.91% | +4,600+1.4% | Added |
| Nomura Asset Management Co Ltd | 334,496 | $18.4M | 0.06% | +14,159+4.4% | Added |
| Schonfeld Strategic Advisors LLC | 348,139 | $19.2M | 0.15% | +342,894+6,537.5% | Added |
| Raymond James & Associates | 360,517 | $19.8M | 0.01% | +68,886+23.6% | Added |
| Cetera Investment Advisers | 362,206 | $19.9M | 0.05% | +1,870+0.5% | Added |
| Alliancebernstein L.P. | 394,997 | $21.7M | 0.01% | +14,863+3.9% | Added |
| FMR LLC | 396,489 | $21.8M | 0.00% | +32,253+8.9% | Added |
| Public Employees Retirement System of Ohio | 401,568 | $22.1M | 0.09% | −2,681−0.7% | Reduced |
| Wells Fargo & Company | 403,880 | $22.2M | 0.01% | −47,146−10.5% | Reduced |
| Brown Advisory Inc | 421,530 | $23.2M | 0.03% | −17,452−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 427,385 | $23.5M | 0.09% | −38,835−8.3% | Reduced |
| Great West Life Assurance Co | 458,040 | $25.2M | 0.05% | +1,891+0.4% | Added |
| Nuveen Asset Management, LLC | 459,545 | $25.4M | 0.01% | +69,530+17.8% | Added |
| Waterfront Capital Partners, LLC | 463,979 | $25.5M | 3.28% | +463,979 | New |
| Goldman Sachs Group Inc | 466,276 | $25.7M | 0.01% | +224,950+93.2% | Added |
| Zacks Investment Management | 554,731 | $30.5M | 0.34% | +13,485+2.5% | Added |
| Canada Pension Plan Investment Board | 583,851 | $32.1M | 0.03% | +44,322+8.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 642,560 | $35.4M | 0.03% | −113,409−15.0% | Reduced |
| Advisors Capital Management, LLC | 645,690 | $35.5M | 0.62% | +42,377+7.0% | Added |
| Swiss National Bank | 647,151 | $35.6M | 0.02% | −7,700−1.2% | Reduced |
| Ameriprise Financial Inc | 653,919 | $36.1M | 0.01% | −30,555−4.5% | Reduced |
| Rhumbline Advisers | 668,017 | $36.8M | 0.03% | −13,896−2.0% | Reduced |
| Envestnet Asset Management Inc | 668,462 | $36.8M | 0.01% | −1,701−0.3% | Reduced |
| HSBC Holdings PLC | 684,355 | $37.6M | 0.02% | +444,785+185.7% | Added |
| Barclays PLC | 686,260 | $37.8M | 0.02% | −32,310−4.5% | Reduced |
| Principal Financial Group Inc | 728,540 | $40.1M | 0.02% | −94,931−11.5% | Reduced |
| LPL Financial LLC | 767,971 | $42.3M | 0.02% | +43,264+6.0% | Added |
| APG Asset Management US Inc. | 791,037 | $43.2M | 0.25% | 00.0% | Unchanged |
| Bank of America Corp | 877,158 | $48.3M | 0.00% | +55,750+6.8% | Added |
| California Public Employees Retirement System | 1,047,629 | $57.7M | 0.04% | −105,731−9.2% | Reduced |
| Invesco Ltd. | 1,061,452 | $58.4M | 0.01% | +300,031+39.4% | Added |
| Commonwealth Equity Services, LLC | 1,220,175 | $67.2M | 0.11% | −99,325−7.5% | Reduced |
| JPMorgan Chase & Co | 1,249,819 | $68.8M | 0.01% | −1,982,306−61.3% | Reduced |
| Daiwa Securities Group Inc. | 1,369,514 | $75.4M | 0.40% | −993,753−42.0% | Reduced |
| UBS Group AG | 1,389,527 | $76.5M | 0.02% | −19,499−1.4% | Reduced |
| Equity Investment Corp | 1,472,017 | $81.0M | 2.07% | +412,450+38.9% | Added |
| Balyasny Asset Management LLC | 1,668,237 | $91.8M | 0.24% | +164,100+10.9% | Added |
| Morgan Stanley | 1,930,225 | $106.3M | 0.01% | +148,034+8.3% | Added |
| Northern Trust Corp | 1,974,499 | $108.7M | 0.02% | +231,111+13.3% | Added |
| Charles Schwab Investment Management Inc | 2,495,471 | $137.4M | 0.03% | +3,885+0.2% | Added |
| PGGM Investments | 2,498,975 | $137.6M | 1.97% | +389,853+18.5% | Added |
| Norges Bank | 2,524,080 | $139.0M | 0.02% | −103,557−3.9% | Reduced |
| Bank of New York Mellon Corp | 2,524,490 | $139.0M | 0.03% | +7,549+0.3% | Added |
| Legal & General Group Plc | 2,581,385 | $142.1M | 0.04% | −405,219−13.6% | Reduced |
| Cohen & Steers, Inc. | 3,120,565 | $171.8M | 0.36% | −3,639,571−53.8% | Reduced |
| Dimensional Fund Advisors LP | 3,152,879 | $173.6M | 0.05% | +204,064+6.9% | Added |
| Massachusetts Financial Services Co | 3,240,705 | $178.4M | 0.05% | +588,636+22.2% | Added |
| Geode Capital Management, LLC | 4,446,461 | $244.4M | 0.02% | +147,888+3.4% | Added |
| State Street Corp | 12,054,004 | $673.9M | 0.03% | −20,586−0.2% | Reduced |
| BlackRock Inc. | 26,789,725 | $1.47B | 0.03% | −44,310−0.2% | Reduced |
| Vanguard Group Inc | 30,779,355 | $1.69B | 0.03% | −191,707−0.6% | Reduced |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −1,235,166−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −289,443−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −191,379−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −172,649−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −67,386−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −31,836−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −18,140−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −17,776−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −16,709−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −13,818−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,701−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,760−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −9,747−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −8,913−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −7,518−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,752−100.0% | Sold out |