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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 124,145 | $7.73M | 0.13% | +5,461+4.6% | Added |
| Jane Street Group, LLC | 123,925 | $7.72M | 0.01% | −193,854−61.0% | Reduced |
| State of Wisconsin Investment Board | 123,749 | $7.71M | 0.02% | +7,858+6.8% | Added |
| Rock Point Advisors, LLC | 122,662 | $7.64M | 2.09% | −2,112−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 122,647 | $7.64M | 0.01% | −7,021−5.4% | Reduced |
| New York State Common Retirement Fund | 122,338 | $7.62M | 0.01% | −7,600−5.8% | Reduced |
| Employees Retirement System of Texas | 121,000 | $7.54M | 0.07% | +69,000+132.7% | Added |
| MetLife Investment Management | 119,715 | $7.46M | 0.04% | −2,157−1.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 117,843 | $7.38M | 0.04% | −6,729−5.4% | Reduced |
| Mutual of America Capital Management LLC | 118,278 | $7.37M | 0.08% | −7,010−5.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 117,298 | $7.31M | 0.02% | −3,763−3.1% | Reduced |
| QRG Capital Management, Inc. | 117,208 | $7.30M | 0.08% | +9,052+8.4% | Added |
| Verdence Capital Advisors LLC | 117,012 | $7.29M | 0.58% | +459+0.4% | Added |
| Royal London Asset Management Ltd | 113,916 | $7.10M | 0.02% | +1,727+1.5% | Added |
| Stony Point Wealth Management Inc. | 113,129 | $7.05M | 2.97% | +836+0.7% | Added |
| Macquarie Group Ltd | 111,868 | $6.97M | 0.01% | +578+0.5% | Added |
| Quest Partners LLC | 108,748 | $6.78M | 0.60% | +95,918+747.6% | Added |
| Kempen Capital Management N.V. | 108,116 | $6.74M | 0.07% | +108,116 | New |
| Mitsubishi UFJ Trust & Banking Corp | 107,542 | $6.70M | 0.02% | −23,805−18.1% | Reduced |
| International Assets Investment Management, LLC | 407,304 | $6.54M | 0.03% | +400,782+6,145.1% | Added |
| Mercer Global Advisors Inc | 106,623 | $6.53M | 0.02% | +6,118+6.1% | Added |
| Amalgamated Bank | 104,201 | $6.49M | 0.05% | −17,416−14.3% | Reduced |
| Standard Life Aberdeen plc | 102,657 | $6.40M | 0.01% | +9,229+9.9% | Added |
| Danske Bank A/S | 102,034 | $6.36M | 0.02% | −8,800−7.9% | Reduced |
| Dupree Financial Group, LLC | 98,895 | $6.16M | 2.47% | +531+0.5% | Added |
| State of Tennessee, Treasury Department | 97,621 | $6.08M | 0.02% | +4,625+5.0% | Added |
| Colony Group, LLC | 95,581 | $5.95M | 0.02% | +90,528+1,791.6% | Added |
| IFM Investors Pty Ltd | 93,872 | $5.85M | 0.06% | −160.0% | Reduced |
| Susquehanna International Group, LLP | 93,863 | $5.85M | 0.01% | +33,189+54.7% | Added |
| Van Eck Associates Corp | 98,733 | $5.83M | 0.01% | +10,409+11.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 93,288 | $5.81M | 0.02% | +11,490+14.0% | Added |
| Schonfeld Strategic Advisors LLC | 93,217 | $5.81M | 0.05% | −254,922−73.2% | Reduced |
| Daiwa Securities Group Inc. | 92,347 | $5.75M | 0.03% | −1,277,167−93.3% | Reduced |
| Beacon Pointe Advisors, LLC | 91,813 | $5.72M | 0.07% | −9,092−9.0% | Reduced |
| Davenport & Co LLC | 90,299 | $5.63M | 0.03% | −29,426−24.6% | Reduced |
| Yousif Capital Management, LLC | 89,622 | $5.58M | 0.06% | −11,227−11.1% | Reduced |
| Forsta Ap-Fonden | 89,100 | $5.55M | 0.04% | +9,500+11.9% | Added |
| Storebrand Asset Management AS | 87,754 | $5.47M | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 87,671 | $5.46M | 0.00% | +14,236+19.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 86,144 | $5.37M | 0.03% | −706−0.8% | Reduced |
| Meritage Portfolio Management | 85,068 | $5.30M | 0.32% | −3,419−3.9% | Reduced |
| Andra AP-fonden | 82,700 | $5.15M | 0.08% | +19,800+31.5% | Added |
| Exchange Traded Concepts, LLC | 82,475 | $5.14M | 0.12% | −1,754−2.1% | Reduced |
| Gateway Investment Advisers LLC | 81,658 | $5.09M | 0.06% | +11,561+16.5% | Added |
| Weiss Asset Management LP | 80,156 | $4.99M | 0.13% | −135,908−62.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 80,281 | $4.97M | 0.88% | −2,900−3.5% | Reduced |
| Holocene Advisors, LP | 79,428 | $4.95M | 0.02% | +37,623+90.0% | Added |
| Nicholas Company, Inc. | 78,975 | $4.92M | 0.08% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 78,800 | $4.91M | 0.34% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 78,201 | $4.87M | 0.60% | −6,911−8.1% | Reduced |
| Mariner, LLC | 77,552 | $4.83M | 0.01% | −4,648−5.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 76,434 | $4.76M | 0.05% | +76,434 | New |
| Advocate Group LLC | 75,613 | $4.71M | 0.85% | −407−0.5% | Reduced |
| HGI Capital Management, LLC | 73,728 | $4.59M | 4.01% | +73,728 | New |
| Squarepoint Ops LLC | 73,709 | $4.59M | 0.02% | −564−0.8% | Reduced |
| Wealthfront Advisers LLC | 73,028 | $4.55M | 0.01% | +17,630+31.8% | Added |
| State of New Jersey Common Pension Fund D | 72,391 | $4.51M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 71,490 | $4.45M | 0.04% | −1,910−2.6% | Reduced |
| CIBC World Markets Corp | 70,587 | $4.40M | 0.03% | +58,796+498.7% | Added |
| UniSuper Management Pty Ltd | 68,813 | $4.29M | 0.03% | +1,291+1.9% | Added |
| Nisa Investment Advisors, LLC | 66,451 | $4.21M | 0.02% | −13,624−17.0% | Reduced |
| Prairiewood Capital, LLC | 66,868 | $4.17M | 1.76% | +3,114+4.9% | Added |
| Atria Wealth Solutions, Inc. | 65,719 | $4.10M | 0.04% | −1,854−2.7% | Reduced |
| NewSquare Capital LLC | 65,791 | $4.10M | 0.33% | +65,535+25,599.6% | Added |
| Handelsbanken Fonder AB | 65,200 | $4.06M | 0.02% | +21,400+48.9% | Added |
| Creative Planning | 64,709 | $4.03M | 0.00% | +207+0.3% | Added |
| Korea Investment CORP | 64,323 | $4.01M | 0.01% | +11,218+21.1% | Added |
| Thrivent Financial for Lutherans | 64,299 | $4.01M | 0.01% | −30,539−32.2% | Reduced |
| American Century Companies Inc | 63,354 | $3.95M | 0.00% | −448−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 63,107 | $3.93M | 0.03% | +2,289+3.8% | Added |
| Russell Investments Group, Ltd. | 62,799 | $3.91M | 0.01% | −12,267−16.3% | Reduced |
| Arizona State Retirement System | 62,693 | $3.91M | 0.02% | +2,624+4.4% | Added |
| Louisiana State Employees Retirement System | 60,700 | $3.78M | 0.07% | −1,200−1.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 58,840 | $3.67M | 2.31% | −120−0.2% | Reduced |
| Pensionfund DSM Netherlands | 58,300 | $3.63M | 1.66% | +4,500+8.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 58,094 | $3.62M | 0.04% | +1,752+3.1% | Added |
| CI Private Wealth, LLC | 58,016 | $3.61M | 0.01% | +19,228+49.6% | Added |
| Cozad Asset Management Inc | 57,927 | $3.61M | 0.34% | −2,566−4.2% | Reduced |
| Private Advisor Group, LLC | 57,539 | $3.58M | 0.02% | −1,432−2.4% | Reduced |
| Nissay Asset Management Corp | 57,333 | $3.57M | 0.02% | +1,830+3.3% | Added |
| Cohen Capital Management, Inc. | 56,059 | $3.49M | 0.57% | +851+1.5% | Added |
| National Bank of Canada | 55,922 | $3.48M | 0.00% | −175,100−75.8% | Reduced |
| New Insight Wealth Advisors | 53,486 | $3.33M | 1.75% | −5,469−9.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 52,823 | $3.29M | 1.92% | −3,325−5.9% | Reduced |
| State of Michigan Retirement System | 52,000 | $3.24M | 0.02% | −700−1.3% | Reduced |
| Agf Management Ltd | 51,820 | $3.23M | 0.02% | +10,500+25.4% | Added |
| Romano Brothers and Company | 51,020 | $3.18M | 0.40% | +530+1.0% | Added |
| Capital Square, LLC | 50,999 | $3.18M | 1.93% | +6,330+14.2% | Added |
| Graham Capital Wealth Management, LLC | 50,926 | $3.17M | 3.25% | +50,926 | New |
| Pinebridge Investments, L.P. | 50,465 | $3.14M | 0.02% | +13,928+38.1% | Added |
| AXA S.A. | 50,406 | $3.14M | 0.01% | −54,166−51.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,554 | $3.02M | 0.07% | −285−0.6% | Reduced |
| Hantz Financial Services, Inc. | 48,487 | $3.02M | 0.05% | −1,291−2.6% | Reduced |
| Sowell Financial Services LLC | 47,506 | $3.00M | 0.14% | +11,786+33.0% | Added |
| SEI Investments Co | 47,888 | $2.98M | 0.00% | −57,404−54.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 47,615 | $2.97M | 0.01% | −2,402−4.8% | Reduced |
| Wellington Shields Capital Management, LLC | 47,127 | $2.94M | 0.51% | +813+1.8% | Added |
| Brown, Lisle/Cummings, Inc. | 47,106 | $2.93M | 0.89% | +1,144+2.5% | Added |
| Coldstream Capital Management Inc | 47,132 | $2.92M | 0.06% | +36,001+323.4% | Added |
| Ameritas Investment Partners, Inc. | 44,899 | $2.80M | 0.09% | −1,645−3.5% | Reduced |