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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 3,180,966 | $198.2M | 0.05% | +28,087+0.9% | Added |
| Geode Capital Management, LLC | 4,573,938 | $284.4M | 0.02% | +127,477+2.9% | Added |
| State Street Corp | 11,770,831 | $743.5M | 0.03% | −283,173−2.3% | Reduced |
| BlackRock, Inc. | 26,931,685 | $1.68B | 0.04% | +26,931,685 | New |
| Vanguard Group Inc | 30,578,089 | $1.91B | 0.03% | −201,266−0.7% | Reduced |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −583,851−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −88,388−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −86,454−100.0% | Sold out |
| Arkfeld Wealth Strategies, L.L.C. | 0 | $0 | 0.00% | −83,657−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −79,465−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −67,424−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −66,802−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −27,732−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −26,564−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −26,647−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −21,622−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −20,471−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,255−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −16,677−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −15,875−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −13,110−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,958−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −8,206−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,011−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,644−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,501−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −5,068−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −4,243−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,252−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −4,033−100.0% | Sold out |
| Prosperitas Financial LLC | 0 | $0 | 0.00% | −4,001−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,909−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −3,870−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,805−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Moser Wealth Advisors, LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Bank of New Hampshire | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Hoylecohen, LLC | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Karpas Strategies, LLC | – | – | – | – | Not filed |
| Walden Wealth Partners LLC | – | – | – | – | Not filed |
| Gratus Capital LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |