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 | 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, 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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 43,400 | $2.70M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 44,188 | $2.75M | 0.00% | −1,858−4.0% | Reduced |
| Oregon Public Employees Retirement Fund | 44,254 | $2.76M | 0.05% | −1,170−2.6% | Reduced |
| Pensionfund Sabic | 44,304 | $2.76M | 0.86% | +1,000+2.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 44,445 | $2.77M | 0.01% | +1,900+4.5% | Added |
| Ameritas Investment Partners, Inc. | 44,899 | $2.80M | 0.09% | −1,645−3.5% | Reduced |
| Coldstream Capital Management Inc | 47,132 | $2.92M | 0.06% | +36,001+323.4% | Added |
| Brown, Lisle/Cummings, Inc. | 47,106 | $2.93M | 0.89% | +1,144+2.5% | Added |
| Wellington Shields Capital Management, LLC | 47,127 | $2.94M | 0.51% | +813+1.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 47,615 | $2.97M | 0.01% | −2,402−4.8% | Reduced |
| SEI Investments Co | 47,888 | $2.98M | 0.00% | −57,404−54.5% | Reduced |
| Sowell Financial Services LLC | 47,506 | $3.00M | 0.14% | +11,786+33.0% | Added |
| Hantz Financial Services, Inc. | 48,487 | $3.02M | 0.05% | −1,291−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,554 | $3.02M | 0.07% | −285−0.6% | Reduced |
| AXA S.A. | 50,406 | $3.14M | 0.01% | −54,166−51.8% | Reduced |
| Pinebridge Investments, L.P. | 50,465 | $3.14M | 0.02% | +13,928+38.1% | Added |
| Graham Capital Wealth Management, LLC | 50,926 | $3.17M | 3.25% | +50,926 | New |
| Capital Square, LLC | 50,999 | $3.18M | 1.93% | +6,330+14.2% | Added |
| Romano Brothers and Company | 51,020 | $3.18M | 0.40% | +530+1.0% | Added |
| Agf Management Ltd | 51,820 | $3.23M | 0.02% | +10,500+25.4% | Added |
| State of Michigan Retirement System | 52,000 | $3.24M | 0.02% | −700−1.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 52,823 | $3.29M | 1.92% | −3,325−5.9% | Reduced |
| New Insight Wealth Advisors | 53,486 | $3.33M | 1.75% | −5,469−9.3% | Reduced |
| National Bank of Canada | 55,922 | $3.48M | 0.00% | −175,100−75.8% | Reduced |
| Cohen Capital Management, Inc. | 56,059 | $3.49M | 0.57% | +851+1.5% | Added |
| Nissay Asset Management Corp | 57,333 | $3.57M | 0.02% | +1,830+3.3% | Added |
| Private Advisor Group, LLC | 57,539 | $3.58M | 0.02% | −1,432−2.4% | Reduced |
| Cozad Asset Management Inc | 57,927 | $3.61M | 0.34% | −2,566−4.2% | Reduced |
| CI Private Wealth, LLC | 58,016 | $3.61M | 0.01% | +19,228+49.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 58,094 | $3.62M | 0.04% | +1,752+3.1% | Added |
| Pensionfund DSM Netherlands | 58,300 | $3.63M | 1.66% | +4,500+8.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 58,840 | $3.67M | 2.31% | −120−0.2% | Reduced |
| Louisiana State Employees Retirement System | 60,700 | $3.78M | 0.07% | −1,200−1.9% | Reduced |
| Arizona State Retirement System | 62,693 | $3.91M | 0.02% | +2,624+4.4% | Added |
| Russell Investments Group, Ltd. | 62,799 | $3.91M | 0.01% | −12,267−16.3% | Reduced |
| Avantax Advisory Services, Inc. | 63,107 | $3.93M | 0.03% | +2,289+3.8% | Added |
| American Century Companies Inc | 63,354 | $3.95M | 0.00% | −448−0.7% | Reduced |
| Thrivent Financial for Lutherans | 64,299 | $4.01M | 0.01% | −30,539−32.2% | Reduced |
| Korea Investment CORP | 64,323 | $4.01M | 0.01% | +11,218+21.1% | Added |
| Creative Planning | 64,709 | $4.03M | 0.00% | +207+0.3% | Added |
| Handelsbanken Fonder AB | 65,200 | $4.06M | 0.02% | +21,400+48.9% | Added |
| NewSquare Capital LLC | 65,791 | $4.10M | 0.33% | +65,535+25,599.6% | Added |
| Atria Wealth Solutions, Inc. | 65,719 | $4.10M | 0.04% | −1,854−2.7% | Reduced |
| Prairiewood Capital, LLC | 66,868 | $4.17M | 1.76% | +3,114+4.9% | Added |
| Nisa Investment Advisors, LLC | 66,451 | $4.21M | 0.02% | −13,624−17.0% | Reduced |
| UniSuper Management Pty Ltd | 68,813 | $4.29M | 0.03% | +1,291+1.9% | Added |
| CIBC World Markets Corp | 70,587 | $4.40M | 0.03% | +58,796+498.7% | Added |
| Teachers Retirement System of the State of Kentucky | 71,490 | $4.45M | 0.04% | −1,910−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 72,391 | $4.51M | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 73,028 | $4.55M | 0.01% | +17,630+31.8% | Added |
| Squarepoint Ops LLC | 73,709 | $4.59M | 0.02% | −564−0.8% | Reduced |
| HGI Capital Management, LLC | 73,728 | $4.59M | 4.01% | +73,728 | New |
| Advocate Group LLC | 75,613 | $4.71M | 0.85% | −407−0.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 76,434 | $4.76M | 0.05% | +76,434 | New |
| Mariner, LLC | 77,552 | $4.83M | 0.01% | −4,648−5.7% | Reduced |
| Sheets Smith Wealth Management | 78,201 | $4.87M | 0.60% | −6,911−8.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 78,800 | $4.91M | 0.34% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 78,975 | $4.92M | 0.08% | 00.0% | Unchanged |
| Holocene Advisors, LP | 79,428 | $4.95M | 0.02% | +37,623+90.0% | Added |
| Te Ahumairangi Investment Management Ltd | 80,281 | $4.97M | 0.88% | −2,900−3.5% | Reduced |
| Weiss Asset Management LP | 80,156 | $4.99M | 0.13% | −135,908−62.9% | Reduced |
| Gateway Investment Advisers LLC | 81,658 | $5.09M | 0.06% | +11,561+16.5% | Added |
| Exchange Traded Concepts, LLC | 82,475 | $5.14M | 0.12% | −1,754−2.1% | Reduced |
| Andra AP-fonden | 82,700 | $5.15M | 0.08% | +19,800+31.5% | Added |
| Meritage Portfolio Management | 85,068 | $5.30M | 0.32% | −3,419−3.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,144 | $5.37M | 0.03% | −706−0.8% | Reduced |
| Millennium Management LLC | 87,671 | $5.46M | 0.00% | +14,236+19.4% | Added |
| Storebrand Asset Management AS | 87,754 | $5.47M | 0.02% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 89,100 | $5.55M | 0.04% | +9,500+11.9% | Added |
| Yousif Capital Management, LLC | 89,622 | $5.58M | 0.06% | −11,227−11.1% | Reduced |
| Davenport & Co LLC | 90,299 | $5.63M | 0.03% | −29,426−24.6% | Reduced |
| Beacon Pointe Advisors, LLC | 91,813 | $5.72M | 0.07% | −9,092−9.0% | Reduced |
| Daiwa Securities Group Inc. | 92,347 | $5.75M | 0.03% | −1,277,167−93.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 93,217 | $5.81M | 0.05% | −254,922−73.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 93,288 | $5.81M | 0.02% | +11,490+14.0% | Added |
| Van Eck Associates Corp | 98,733 | $5.83M | 0.01% | +10,409+11.8% | Added |
| Susquehanna International Group, LLP | 93,863 | $5.85M | 0.01% | +33,189+54.7% | Added |
| IFM Investors Pty Ltd | 93,872 | $5.85M | 0.06% | −160.0% | Reduced |
| Colony Group, LLC | 95,581 | $5.95M | 0.02% | +90,528+1,791.6% | Added |
| State of Tennessee, Treasury Department | 97,621 | $6.08M | 0.02% | +4,625+5.0% | Added |
| Dupree Financial Group, LLC | 98,895 | $6.16M | 2.47% | +531+0.5% | Added |
| Danske Bank A/S | 102,034 | $6.36M | 0.02% | −8,800−7.9% | Reduced |
| Standard Life Aberdeen plc | 102,657 | $6.40M | 0.01% | +9,229+9.9% | Added |
| Amalgamated Bank | 104,201 | $6.49M | 0.05% | −17,416−14.3% | Reduced |
| Mercer Global Advisors Inc | 106,623 | $6.53M | 0.02% | +6,118+6.1% | Added |
| International Assets Investment Management, LLC | 407,304 | $6.54M | 0.03% | +400,782+6,145.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 107,542 | $6.70M | 0.02% | −23,805−18.1% | Reduced |
| Kempen Capital Management N.V. | 108,116 | $6.74M | 0.07% | +108,116 | New |
| Quest Partners LLC | 108,748 | $6.78M | 0.60% | +95,918+747.6% | Added |
| Macquarie Group Ltd | 111,868 | $6.97M | 0.01% | +578+0.5% | Added |
| Stony Point Wealth Management Inc. | 113,129 | $7.05M | 2.97% | +836+0.7% | Added |
| Royal London Asset Management Ltd | 113,916 | $7.10M | 0.02% | +1,727+1.5% | Added |
| Verdence Capital Advisors LLC | 117,012 | $7.29M | 0.58% | +459+0.4% | Added |
| QRG Capital Management, Inc. | 117,208 | $7.30M | 0.08% | +9,052+8.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 117,298 | $7.31M | 0.02% | −3,763−3.1% | Reduced |
| Mutual of America Capital Management LLC | 118,278 | $7.37M | 0.08% | −7,010−5.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 117,843 | $7.38M | 0.04% | −6,729−5.4% | Reduced |
| MetLife Investment Management | 119,715 | $7.46M | 0.04% | −2,157−1.8% | Reduced |
| Employees Retirement System of Texas | 121,000 | $7.54M | 0.07% | +69,000+132.7% | Added |
| New York State Common Retirement Fund | 122,338 | $7.62M | 0.01% | −7,600−5.8% | Reduced |