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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 118,684 | $6.53M | 0.12% | −1,778−1.5% | Reduced |
| Verdence Capital Advisors LLC | 116,553 | $6.42M | 0.57% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 115,891 | $6.38M | 0.02% | −3,162−2.7% | Reduced |
| Schroder Investment Management Group | 114,738 | $6.32M | 0.01% | +98,149+591.7% | Added |
| Wellington Management Group LLP | 114,207 | $6.29M | 0.00% | +85,002+291.1% | Added |
| Ensign Peak Advisors, Inc | 112,330 | $6.18M | 0.01% | +40,710+56.8% | Added |
| Stony Point Wealth Management Inc. | 112,293 | $6.18M | 2.68% | −3,397−2.9% | Reduced |
| Royal London Asset Management Ltd | 112,189 | $6.18M | 0.02% | +7,104+6.8% | Added |
| Macquarie Group Ltd | 111,290 | $6.13M | 0.01% | −6,253−5.3% | Reduced |
| Danske Bank A/S | 110,834 | $6.10M | 0.02% | −14,400−11.5% | Reduced |
| SG Americas Securities, LLC | 110,192 | $6.07M | 0.04% | −33,185−23.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 108,376 | $5.97M | 0.01% | +80,500+288.8% | Added |
| QRG Capital Management, Inc. | 108,156 | $5.95M | 0.07% | +9,619+9.8% | Added |
| SEI Investments Co | 105,292 | $5.80M | 0.01% | −113,188−51.8% | Reduced |
| AXA S.A. | 104,572 | $5.76M | 0.02% | +47,744+84.0% | Added |
| Kestra Advisory Services, LLC | 99,879 | $5.59M | 0.03% | +4,158+4.3% | Added |
| Beacon Pointe Advisors, LLC | 100,905 | $5.55M | 0.07% | −20,594−16.9% | Reduced |
| Yousif Capital Management, LLC | 100,849 | $5.55M | 0.06% | −7,873−7.2% | Reduced |
| Mercer Global Advisors Inc | 100,505 | $5.53M | 0.02% | +8,048+8.7% | Added |
| Dupree Financial Group, LLC | 98,364 | $5.41M | 2.46% | +2,195+2.3% | Added |
| Thrivent Financial for Lutherans | 94,838 | $5.22M | 0.01% | +23,568+33.1% | Added |
| Allianz Asset Management GmbH | 94,282 | $5.19M | 0.01% | −33,363−26.1% | Reduced |
| IFM Investors Pty Ltd | 93,888 | $5.17M | 0.05% | +51,528+121.6% | Added |
| Standard Life Aberdeen plc | 93,428 | $5.14M | 0.01% | −25,790−21.6% | Reduced |
| State of Tennessee, Treasury Department | 92,996 | $5.12M | 0.02% | +1,996+2.2% | Added |
| Meritage Portfolio Management | 88,487 | $4.87M | 0.31% | −2,091−2.3% | Reduced |
| Cubist Systematic Strategies, LLC | 88,388 | $4.87M | 0.08% | +88,388 | New |
| Van Eck Associates Corp | 88,324 | $4.86M | 0.01% | −2,752−3.0% | Reduced |
| Hoylecohen, LLC | 88,207 | $4.86M | 0.37% | −4,481−4.8% | Reduced |
| Storebrand Asset Management AS | 87,754 | $4.83M | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,850 | $4.78M | 0.03% | −59−0.1% | Reduced |
| USS Investment Management Ltd | 86,454 | $4.76M | 0.04% | +3,304+4.0% | Added |
| Sheets Smith Wealth Management | 85,112 | $4.69M | 0.56% | −3,500−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 84,229 | $4.64M | 0.12% | −9,070−9.7% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 83,657 | $4.62M | 2.34% | +1,898+2.3% | Added |
| Te Ahumairangi Investment Management Ltd | 83,181 | $4.58M | 0.88% | −740−0.9% | Reduced |
| Mariner, LLC | 82,200 | $4.53M | 0.01% | −4,655−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 81,798 | $4.50M | 0.01% | −46,463−36.2% | Reduced |
| Nisa Investment Advisors, LLC | 80,075 | $4.48M | 0.03% | −5,325−6.2% | Reduced |
| Sequoia Financial Advisors, LLC | 80,323 | $4.42M | 0.05% | +1,499+1.9% | Added |
| Forsta Ap-Fonden | 79,600 | $4.38M | 0.04% | −10,100−11.3% | Reduced |
| National Pension Service | 79,465 | $4.37M | 0.01% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 78,975 | $4.35M | 0.07% | −8,120−9.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 78,800 | $4.34M | 0.18% | −7,040−8.2% | Reduced |
| Prudential Financial Inc | 78,385 | $4.32M | 0.01% | +52,406+201.7% | Added |
| Advocate Group LLC | 76,020 | $4.18M | 0.84% | −2,006−2.6% | Reduced |
| Russell Investments Group, Ltd. | 75,066 | $4.15M | 0.01% | −89,658−54.4% | Reduced |
| Squarepoint Ops LLC | 74,273 | $4.09M | 0.02% | +930+1.3% | Added |
| Guggenheim Capital LLC | 74,097 | $4.08M | 0.03% | −7,687−9.4% | Reduced |
| Victory Capital Management Inc | 73,906 | $4.07M | 0.00% | +169+0.2% | Added |
| Millennium Management LLC | 73,435 | $4.04M | 0.00% | +73,435 | New |
| Teachers Retirement System of the State of Kentucky | 73,400 | $4.04M | 0.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 72,391 | $3.99M | 0.02% | −34,658−32.4% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 70,434 | $3.88M | 0.04% | +70,434 | New |
| Gateway Investment Advisers LLC | 70,097 | $3.86M | 0.04% | +65,453+1,409.4% | Added |
| Atria Wealth Solutions, Inc. | 67,573 | $3.73M | 0.04% | −4,270−5.9% | Reduced |
| UniSuper Management Pty Ltd | 67,522 | $3.72M | 0.03% | +2,322+3.6% | Added |
| Neo Ivy Capital Management | 67,424 | $3.71M | 0.73% | +67,424 | New |
| Karpas Strategies, LLC | 67,271 | $3.70M | 1.16% | +247+0.4% | Added |
| Caisse de Depot Et Placement du Quebec | 66,802 | $3.68M | 0.01% | +66,802 | New |
| Creative Planning | 64,502 | $3.55M | 0.00% | −3,399−5.0% | Reduced |
| American Century Companies Inc | 63,802 | $3.51M | 0.00% | +4,766+8.1% | Added |
| Prairiewood Capital, LLC | 63,754 | $3.51M | 1.67% | +4,594+7.8% | Added |
| Andra AP-fonden | 62,900 | $3.46M | 0.06% | +10,450+19.9% | Added |
| Louisiana State Employees Retirement System | 61,900 | $3.41M | 0.07% | −1,000−1.6% | Reduced |
| Avantax Advisory Services, Inc. | 60,818 | $3.35M | 0.02% | +8,558+16.4% | Added |
| Susquehanna International Group, LLP | 60,674 | $3.34M | 0.01% | +39,971+193.1% | Added |
| Cozad Asset Management Inc | 60,493 | $3.33M | 0.33% | −2,042−3.3% | Reduced |
| Arizona State Retirement System | 60,069 | $3.31M | 0.02% | −76−0.1% | Reduced |
| Private Advisor Group, LLC | 58,971 | $3.25M | 0.02% | −5,457−8.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 58,960 | $3.25M | 2.23% | +12,585+27.1% | Added |
| New Insight Wealth Advisors | 58,955 | $3.25M | 1.91% | −1,637−2.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 56,342 | $3.10M | 0.04% | −1,291−2.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 56,148 | $3.09M | 1.98% | −6,316−10.1% | Reduced |
| Nissay Asset Management Corp | 55,503 | $3.06M | 0.02% | +3,008+5.7% | Added |
| Wealthfront Advisers LLC | 55,398 | $3.05M | 0.01% | +13,724+32.9% | Added |
| Cohen Capital Management, Inc. | 55,208 | $3.04M | 0.52% | +420+0.8% | Added |
| Pensionfund DSM Netherlands | 53,800 | $2.96M | 1.57% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 48,260 | $2.93M | 0.18% | −6,953−12.6% | Reduced |
| Korea Investment CORP | 53,105 | $2.92M | 0.01% | −11,965−18.4% | Reduced |
| State of Michigan Retirement System | 52,700 | $2.90M | 0.01% | −1,000−1.9% | Reduced |
| Cerity Partners LLC | 52,122 | $2.87M | 0.01% | +32,818+170.0% | Added |
| Employees Retirement System of Texas | 52,000 | $2.86M | 0.03% | +52,000 | New |
| Romano Brothers and Company | 50,490 | $2.78M | 0.38% | −2,230−4.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 50,017 | $2.75M | 0.01% | +1,025+2.1% | Added |
| Hantz Financial Services, Inc. | 49,778 | $2.74M | 0.05% | −2,491−4.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,839 | $2.69M | 0.07% | +66+0.1% | Added |
| Capital Square, LLC | 44,669 | $2.64M | 1.72% | −967−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 46,544 | $2.56M | 0.09% | −1,739−3.6% | Reduced |
| Wellington Shields Capital Management, LLC | 46,314 | $2.55M | 0.46% | +116+0.3% | Added |
| HighTower Advisors, LLC | 46,046 | $2.53M | 0.00% | −359−0.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 45,962 | $2.53M | 0.82% | −5,540−10.8% | Reduced |
| Oregon Public Employees Retirement Fund | 45,424 | $2.50M | 0.05% | −8,596−15.9% | Reduced |
| Handelsbanken Fonder AB | 43,800 | $2.41M | 0.01% | −104,835−70.5% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.39M | 0.08% | 00.0% | Unchanged |
| Pensionfund Sabic | 43,304 | $2.38M | 0.70% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 42,545 | $2.34M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 41,879 | $2.31M | 0.01% | +15,771+60.4% | Added |
| Holocene Advisors, LP | 41,805 | $2.30M | 0.01% | −47,433−53.2% | Reduced |
| Agf Management Ltd | 41,320 | $2.27M | 0.01% | −144−0.3% | Reduced |