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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 122,647 | $7.64M | 0.01% | −7,021−5.4% | Reduced |
| Rock Point Advisors, LLC | 122,662 | $7.64M | 2.09% | −2,112−1.7% | Reduced |
| State of Wisconsin Investment Board | 123,749 | $7.71M | 0.02% | +7,858+6.8% | Added |
| Jane Street Group, LLC | 123,925 | $7.72M | 0.01% | −193,854−61.0% | Reduced |
| Crawford Investment Counsel Inc | 124,145 | $7.73M | 0.13% | +5,461+4.6% | Added |
| Pictet Asset Management Holding SA | 126,056 | $7.85M | 0.01% | +3,172+2.6% | Added |
| MML Investors Services, LLC | 127,356 | $7.93M | 0.03% | −10,262−7.5% | Reduced |
| Guggenheim Capital LLC | 130,377 | $8.12M | 0.06% | +56,280+76.0% | Added |
| Ensign Peak Advisors, Inc | 133,575 | $8.32M | 0.01% | +21,245+18.9% | Added |
| Allworth Financial LP | 135,827 | $8.46M | 0.05% | +19,522+16.8% | Added |
| Cullen/Frost Bankers, Inc. | 138,595 | $8.63M | 0.12% | −1,733−1.2% | Reduced |
| Aew Capital Management L P | 139,640 | $8.70M | 0.37% | −76,760−35.5% | Reduced |
| Gillson Capital LP | 141,601 | $8.82M | 0.80% | +141,601 | New |
| DekaBank Deutsche Girozentrale | 143,926 | $8.93M | 0.02% | +12,109+9.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 145,388 | $9.06M | 0.02% | +1,983+1.4% | Added |
| Janney Montgomery Scott LLC | 145,838 | $9.09M | 0.03% | +145,838 | New |
| Treasurer of the State of North Carolina | 146,220 | $9.11M | 0.04% | +659+0.5% | Added |
| Sequoia Financial Advisors, LLC | 146,900 | $9.15M | 0.10% | +66,577+82.9% | Added |
| State of Alaska, Department of Revenue | 147,842 | $9.21M | 0.10% | −21,691−12.8% | Reduced |
| KBC Group NV | 149,820 | $9.33M | 0.03% | +132,124+746.6% | Added |
| SG Americas Securities, LLC | 156,373 | $9.74M | 0.04% | +46,181+41.9% | Added |
| Allianz Asset Management GmbH | 157,056 | $9.78M | 0.02% | +62,774+66.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 157,726 | $9.83M | 0.03% | −14,926−8.6% | Reduced |
| Sonora Investment Management Group, LLC | 158,045 | $9.85M | 0.73% | +14,639+10.2% | Added |
| Franklin Resources Inc | 165,184 | $9.90M | 0.00% | +28,022+20.4% | Added |
| Schroder Investment Management Group | 166,846 | $10.3M | 0.01% | +52,108+45.4% | Added |
| Carnegie Capital Asset Management, LLC | 173,837 | $10.8M | 0.32% | +29,527+20.5% | Added |
| Qube Research & Technologies Ltd | 177,299 | $11.0M | 0.02% | +177,299 | New |
| Truist Financial Corp | 187,175 | $11.7M | 0.02% | −2,703−1.4% | Reduced |
| Pacer Advisors, Inc. | 188,200 | $11.7M | 0.03% | −11,002−5.5% | Reduced |
| Illinois Municipal Retirement Fund | 190,726 | $11.9M | 0.17% | +19,966+11.7% | Added |
| Marshall Wace, LLP | 191,930 | $12.0M | 0.02% | +191,930 | New |
| Manufacturers Life Insurance Company, The | 192,869 | $12.0M | 0.01% | +21,563+12.6% | Added |
| Achmea Investment Management B.V. | 193,726 | $12.1M | 0.20% | +182,107+1,567.3% | Added |
| Lighthouse Investment Partners, LLC | 200,000 | $12.5M | 0.67% | +200,000 | New |
| Tudor Investment Corp Et Al | 201,391 | $12.5M | 0.14% | +185,778+1,189.9% | Added |
| State Board of Administration of Florida Retirement System | 218,674 | $13.6M | 0.03% | +475+0.2% | Added |
| Royal Bank of Canada | 220,417 | $13.7M | 0.00% | +9,376+4.4% | Added |
| New York State Teachers Retirement System | 223,824 | $13.9M | 0.03% | +651+0.3% | Added |
| TruWealth Advisors, LLC | 239,578 | $14.9M | 0.91% | +31,297+15.0% | Added |
| Foundry Partners, LLC | 242,179 | $15.1M | 0.75% | −1,196−0.5% | Reduced |
| First Trust Advisors LP | 245,025 | $15.3M | 0.01% | −40,632−14.2% | Reduced |
| Waterfront Capital Partners, LLC | 246,111 | $15.3M | 2.82% | −217,868−47.0% | Reduced |
| Amundi | 261,338 | $15.6M | 0.01% | −5,016−1.9% | Reduced |
| Wellington Management Group LLP | 253,419 | $15.8M | 0.00% | +139,212+121.9% | Added |
| Aviva PLC | 254,842 | $15.9M | 0.04% | +54,317+27.1% | Added |
| Corebridge Financial, Inc. | 258,779 | $16.1M | 0.09% | −17,991−6.5% | Reduced |
| Retirement Systems of Alabama | 265,846 | $16.6M | 0.06% | −4,237−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 268,497 | $16.7M | 0.04% | −21,145−7.3% | Reduced |
| Berkshire Asset Management LLC | 331,983 | $18.3M | 0.93% | 00.0% | Unchanged |
| Deutsche Bank AG | 294,110 | $18.3M | 0.01% | +3,151+1.1% | Added |
| Citigroup Inc | 297,687 | $18.5M | 0.02% | −32,103−9.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 298,637 | $18.6M | 0.02% | +19,426+7.0% | Added |
| California State Teachers Retirement System | 304,061 | $18.9M | 0.02% | −8,871−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 306,304 | $19.1M | 0.02% | +177,617+138.0% | Added |
| Nomura Asset Management Co Ltd | 342,773 | $21.4M | 0.07% | +8,277+2.5% | Added |
| Barclays PLC | 353,908 | $22.0M | 0.01% | −332,352−48.4% | Reduced |
| Cetera Investment Advisers | 358,770 | $22.4M | 0.05% | −3,436−0.9% | Reduced |
| Raymond James & Associates | 370,669 | $23.1M | 0.01% | +10,152+2.8% | Added |
| Alliancebernstein L.P. | 373,176 | $23.2M | 0.01% | −21,821−5.5% | Reduced |
| Wells Fargo & Company | 379,853 | $23.7M | 0.01% | −24,027−5.9% | Reduced |
| Public Employees Retirement System of Ohio | 397,167 | $24.7M | 0.11% | −4,401−1.1% | Reduced |
| Brown Advisory Inc | 404,391 | $25.2M | 0.03% | −17,139−4.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 405,808 | $25.3M | 0.05% | +297,432+274.4% | Added |
| Asset Management One Co.,Ltd. | 428,962 | $26.7M | 0.10% | +1,577+0.4% | Added |
| Great West Life Assurance Co | 440,215 | $27.4M | 0.05% | −17,825−3.9% | Reduced |
| Goldman Sachs Group Inc | 465,962 | $29.0M | 0.01% | −314−0.1% | Reduced |
| Nuveen Asset Management, LLC | 488,807 | $30.5M | 0.01% | +29,262+6.4% | Added |
| Principal Financial Group Inc | 506,688 | $31.6M | 0.02% | −221,852−30.5% | Reduced |
| Victory Capital Management Inc | 553,879 | $34.5M | 0.03% | +479,973+649.4% | Added |
| Zacks Investment Management | 613,806 | $38.2M | 0.33% | +59,075+10.6% | Added |
| Swiss National Bank | 649,451 | $40.5M | 0.03% | +2,300+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 650,609 | $40.5M | 0.03% | +8,049+1.3% | Added |
| Rhumbline Advisers | 658,404 | $41.0M | 0.04% | −9,613−1.4% | Reduced |
| Envestnet Asset Management Inc | 665,867 | $41.5M | 0.01% | −2,595−0.4% | Reduced |
| Invesco Ltd. | 677,318 | $42.2M | 0.01% | −384,134−36.2% | Reduced |
| Advisors Capital Management, LLC | 677,809 | $42.2M | 0.69% | +32,119+5.0% | Added |
| Ameriprise Financial Inc | 682,794 | $42.6M | 0.01% | +28,875+4.4% | Added |
| HSBC Holdings PLC | 690,608 | $43.0M | 0.03% | +6,253+0.9% | Added |
| LPL Financial LLC | 727,296 | $45.3M | 0.02% | −40,675−5.3% | Reduced |
| APG Asset Management US Inc. | 776,897 | $47.6M | 0.32% | −14,140−1.8% | Reduced |
| FMR LLC | 806,082 | $50.2M | 0.00% | +409,593+103.3% | Added |
| Citadel Advisors LLC | 894,202 | $55.7M | 0.06% | +865,474+3,012.6% | Added |
| Bank of America Corp | 922,004 | $57.4M | 0.01% | +44,846+5.1% | Added |
| California Public Employees Retirement System | 1,026,124 | $63.9M | 0.04% | −21,505−2.1% | Reduced |
| Price T Rowe Associates Inc | 1,036,397 | $64.6M | 0.01% | +880,579+565.1% | Added |
| Commonwealth Equity Services, LLC | 1,150,464 | $71.7M | 0.11% | −69,711−5.7% | Reduced |
| Balyasny Asset Management LLC | 1,167,685 | $72.7M | 0.19% | −500,552−30.0% | Reduced |
| UBS Group AG | 1,451,539 | $90.4M | 0.03% | +62,012+4.5% | Added |
| Equity Investment Corp | 1,481,627 | $92.3M | 2.15% | +9,610+0.7% | Added |
| JPMorgan Chase & Co | 1,514,049 | $94.3M | 0.01% | +264,230+21.1% | Added |
| Northern Trust Corp | 1,882,602 | $117.3M | 0.02% | −91,897−4.7% | Reduced |
| Morgan Stanley | 1,950,718 | $121.5M | 0.01% | +20,493+1.1% | Added |
| UBS Asset Management Americas Inc | 2,054,080 | $128.0M | 0.03% | +1,784,131+660.9% | Added |
| Bank of New York Mellon Corp | 2,248,256 | $140.1M | 0.03% | −276,234−10.9% | Reduced |
| Legal & General Group Plc | 2,450,135 | $152.6M | 0.04% | −131,250−5.1% | Reduced |
| PGGM Investments | 2,598,446 | $161.9M | 2.07% | +99,471+4.0% | Added |
| Charles Schwab Investment Management Inc | 2,598,618 | $161.9M | 0.03% | +103,147+4.1% | Added |
| Norges Bank | 2,667,114 | $166.2M | 0.02% | +143,034+5.7% | Added |
| Massachusetts Financial Services Co | 3,116,331 | $194.1M | 0.06% | −124,374−3.8% | Reduced |