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, Q3 2024
Institutional positions in W. P. Carey Inc. as of Sep 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
- 805
- +34 vs. Q2 2024
- Shares held
- 147.4M
- +26.6M (+22.0%) vs. Q2 2024
- Total value
- $9.17B
- +$2.50B (+37.6%) vs. Q2 2024
- New holders
- 93
- 280 more added
- Sold out
- 59
- 300 more reduced
13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 811 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.09B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,578,089 | $1.91B | 0.03% | −201,266−0.7% | Reduced |
| BlackRock, Inc. | 26,931,685 | $1.68B | 0.04% | +26,931,685 | New |
| State Street Corp | 11,770,831 | $743.5M | 0.03% | −283,173−2.3% | Reduced |
| Geode Capital Management, LLC | 4,573,938 | $284.4M | 0.02% | +127,477+2.9% | Added |
| Dimensional Fund Advisors LP | 3,180,966 | $198.2M | 0.05% | +28,087+0.9% | Added |
| Massachusetts Financial Services Co | 3,116,331 | $194.1M | 0.06% | −124,374−3.8% | Reduced |
| Norges Bank | 2,667,114 | $166.2M | 0.02% | +143,034+5.7% | Added |
| Charles Schwab Investment Management Inc | 2,598,618 | $161.9M | 0.03% | +103,147+4.1% | Added |
| PGGM Investments | 2,598,446 | $161.9M | 2.07% | +99,471+4.0% | Added |
| Legal & General Group Plc | 2,450,135 | $152.6M | 0.04% | −131,250−5.1% | Reduced |
| Bank of New York Mellon Corp | 2,248,256 | $140.1M | 0.03% | −276,234−10.9% | Reduced |
| UBS Asset Management Americas Inc | 2,054,080 | $128.0M | 0.03% | +1,784,131+660.9% | Added |
| Morgan Stanley | 1,950,718 | $121.5M | 0.01% | +20,493+1.1% | Added |
| Northern Trust Corp | 1,882,602 | $117.3M | 0.02% | −91,897−4.7% | Reduced |
| JPMorgan Chase & Co | 1,514,049 | $94.3M | 0.01% | +264,230+21.1% | Added |
| Equity Investment Corp | 1,481,627 | $92.3M | 2.15% | +9,610+0.7% | Added |
| UBS Group AG | 1,451,539 | $90.4M | 0.03% | +62,012+4.5% | Added |
| Balyasny Asset Management LLC | 1,167,685 | $72.7M | 0.19% | −500,552−30.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,150,464 | $71.7M | 0.11% | −69,711−5.7% | Reduced |
| Price T Rowe Associates Inc | 1,036,397 | $64.6M | 0.01% | +880,579+565.1% | Added |
| California Public Employees Retirement System | 1,026,124 | $63.9M | 0.04% | −21,505−2.1% | Reduced |
| Bank of America Corp | 922,004 | $57.4M | 0.01% | +44,846+5.1% | Added |
| Citadel Advisors LLC | 894,202 | $55.7M | 0.06% | +865,474+3,012.6% | Added |
| FMR LLC | 806,082 | $50.2M | 0.00% | +409,593+103.3% | Added |
| APG Asset Management US Inc. | 776,897 | $47.6M | 0.32% | −14,140−1.8% | Reduced |
| LPL Financial LLC | 727,296 | $45.3M | 0.02% | −40,675−5.3% | Reduced |
| HSBC Holdings PLC | 690,608 | $43.0M | 0.03% | +6,253+0.9% | Added |
| Ameriprise Financial Inc | 682,794 | $42.6M | 0.01% | +28,875+4.4% | Added |
| Advisors Capital Management, LLC | 677,809 | $42.2M | 0.69% | +32,119+5.0% | Added |
| Invesco Ltd. | 677,318 | $42.2M | 0.01% | −384,134−36.2% | Reduced |
| Envestnet Asset Management Inc | 665,867 | $41.5M | 0.01% | −2,595−0.4% | Reduced |
| Rhumbline Advisers | 658,404 | $41.0M | 0.04% | −9,613−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 650,609 | $40.5M | 0.03% | +8,049+1.3% | Added |
| Swiss National Bank | 649,451 | $40.5M | 0.03% | +2,300+0.4% | Added |
| Zacks Investment Management | 613,806 | $38.2M | 0.33% | +59,075+10.6% | Added |
| Victory Capital Management Inc | 553,879 | $34.5M | 0.03% | +479,973+649.4% | Added |
| Principal Financial Group Inc | 506,688 | $31.6M | 0.02% | −221,852−30.5% | Reduced |
| Nuveen Asset Management, LLC | 488,807 | $30.5M | 0.01% | +29,262+6.4% | Added |
| Goldman Sachs Group Inc | 465,962 | $29.0M | 0.01% | −314−0.1% | Reduced |
| Great West Life Assurance Co | 440,215 | $27.4M | 0.05% | −17,825−3.9% | Reduced |
| Asset Management One Co.,Ltd. | 428,962 | $26.7M | 0.10% | +1,577+0.4% | Added |
| Robeco Institutional Asset Management B.V. | 405,808 | $25.3M | 0.05% | +297,432+274.4% | Added |
| Brown Advisory Inc | 404,391 | $25.2M | 0.03% | −17,139−4.1% | Reduced |
| Public Employees Retirement System of Ohio | 397,167 | $24.7M | 0.11% | −4,401−1.1% | Reduced |
| Wells Fargo & Company | 379,853 | $23.7M | 0.01% | −24,027−5.9% | Reduced |
| Alliancebernstein L.P. | 373,176 | $23.2M | 0.01% | −21,821−5.5% | Reduced |
| Raymond James & Associates | 370,669 | $23.1M | 0.01% | +10,152+2.8% | Added |
| Cetera Investment Advisers | 358,770 | $22.4M | 0.05% | −3,436−0.9% | Reduced |
| Barclays PLC | 353,908 | $22.0M | 0.01% | −332,352−48.4% | Reduced |
| Nomura Asset Management Co Ltd | 342,773 | $21.4M | 0.07% | +8,277+2.5% | Added |
| BNP Paribas Arbitrage, SA | 306,304 | $19.1M | 0.02% | +177,617+138.0% | Added |
| California State Teachers Retirement System | 304,061 | $18.9M | 0.02% | −8,871−2.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 298,637 | $18.6M | 0.02% | +19,426+7.0% | Added |
| Citigroup Inc | 297,687 | $18.5M | 0.02% | −32,103−9.7% | Reduced |
| Deutsche Bank AG | 294,110 | $18.3M | 0.01% | +3,151+1.1% | Added |
| Berkshire Asset Management LLC | 331,983 | $18.3M | 0.93% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 268,497 | $16.7M | 0.04% | −21,145−7.3% | Reduced |
| Retirement Systems of Alabama | 265,846 | $16.6M | 0.06% | −4,237−1.6% | Reduced |
| Corebridge Financial, Inc. | 258,779 | $16.1M | 0.09% | −17,991−6.5% | Reduced |
| Aviva PLC | 254,842 | $15.9M | 0.04% | +54,317+27.1% | Added |
| Wellington Management Group LLP | 253,419 | $15.8M | 0.00% | +139,212+121.9% | Added |
| Amundi | 261,338 | $15.6M | 0.01% | −5,016−1.9% | Reduced |
| Waterfront Capital Partners, LLC | 246,111 | $15.3M | 2.82% | −217,868−47.0% | Reduced |
| First Trust Advisors LP | 245,025 | $15.3M | 0.01% | −40,632−14.2% | Reduced |
| Foundry Partners, LLC | 242,179 | $15.1M | 0.75% | −1,196−0.5% | Reduced |
| TruWealth Advisors, LLC | 239,578 | $14.9M | 0.91% | +31,297+15.0% | Added |
| New York State Teachers Retirement System | 223,824 | $13.9M | 0.03% | +651+0.3% | Added |
| Royal Bank of Canada | 220,417 | $13.7M | 0.00% | +9,376+4.4% | Added |
| State Board of Administration of Florida Retirement System | 218,674 | $13.6M | 0.03% | +475+0.2% | Added |
| Tudor Investment Corp Et Al | 201,391 | $12.5M | 0.14% | +185,778+1,189.9% | Added |
| Lighthouse Investment Partners, LLC | 200,000 | $12.5M | 0.67% | +200,000 | New |
| Achmea Investment Management B.V. | 193,726 | $12.1M | 0.20% | +182,107+1,567.3% | Added |
| Manufacturers Life Insurance Company, The | 192,869 | $12.0M | 0.01% | +21,563+12.6% | Added |
| Marshall Wace, LLP | 191,930 | $12.0M | 0.02% | +191,930 | New |
| Illinois Municipal Retirement Fund | 190,726 | $11.9M | 0.17% | +19,966+11.7% | Added |
| Pacer Advisors, Inc. | 188,200 | $11.7M | 0.03% | −11,002−5.5% | Reduced |
| Truist Financial Corp | 187,175 | $11.7M | 0.02% | −2,703−1.4% | Reduced |
| Qube Research & Technologies Ltd | 177,299 | $11.0M | 0.02% | +177,299 | New |
| Carnegie Capital Asset Management, LLC | 173,837 | $10.8M | 0.32% | +29,527+20.5% | Added |
| Schroder Investment Management Group | 166,846 | $10.3M | 0.01% | +52,108+45.4% | Added |
| Franklin Resources Inc | 165,184 | $9.90M | 0.00% | +28,022+20.4% | Added |
| Sonora Investment Management Group, LLC | 158,045 | $9.85M | 0.73% | +14,639+10.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 157,726 | $9.83M | 0.03% | −14,926−8.6% | Reduced |
| Allianz Asset Management GmbH | 157,056 | $9.78M | 0.02% | +62,774+66.6% | Added |
| SG Americas Securities, LLC | 156,373 | $9.74M | 0.04% | +46,181+41.9% | Added |
| KBC Group NV | 149,820 | $9.33M | 0.03% | +132,124+746.6% | Added |
| State of Alaska, Department of Revenue | 147,842 | $9.21M | 0.10% | −21,691−12.8% | Reduced |
| Sequoia Financial Advisors, LLC | 146,900 | $9.15M | 0.10% | +66,577+82.9% | Added |
| Treasurer of the State of North Carolina | 146,220 | $9.11M | 0.04% | +659+0.5% | Added |
| Janney Montgomery Scott LLC | 145,838 | $9.09M | 0.03% | +145,838 | New |
| Wealth Enhancement Advisory Services, LLC | 145,388 | $9.06M | 0.02% | +1,983+1.4% | Added |
| DekaBank Deutsche Girozentrale | 143,926 | $8.93M | 0.02% | +12,109+9.2% | Added |
| Gillson Capital LP | 141,601 | $8.82M | 0.80% | +141,601 | New |
| Aew Capital Management L P | 139,640 | $8.70M | 0.37% | −76,760−35.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 138,595 | $8.63M | 0.12% | −1,733−1.2% | Reduced |
| Allworth Financial LP | 135,827 | $8.46M | 0.05% | +19,522+16.8% | Added |
| Ensign Peak Advisors, Inc | 133,575 | $8.32M | 0.01% | +21,245+18.9% | Added |
| Guggenheim Capital LLC | 130,377 | $8.12M | 0.06% | +56,280+76.0% | Added |
| MML Investors Services, LLC | 127,356 | $7.93M | 0.03% | −10,262−7.5% | Reduced |
| Pictet Asset Management Holding SA | 126,056 | $7.85M | 0.01% | +3,172+2.6% | Added |