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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 44,445 | $2.77M | 0.01% | +1,900+4.5% | Added |
| Pensionfund Sabic | 44,304 | $2.76M | 0.86% | +1,000+2.3% | Added |
| Oregon Public Employees Retirement Fund | 44,254 | $2.76M | 0.05% | −1,170−2.6% | Reduced |
| HighTower Advisors, LLC | 44,188 | $2.75M | 0.00% | −1,858−4.0% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.70M | 0.09% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 43,126 | $2.69M | 0.36% | +21,027+95.1% | Added |
| HighPoint Advisor Group LLC | 48,017 | $2.65M | 0.15% | −243−0.5% | Reduced |
| DnB Asset Management AS | 40,643 | $2.53M | 0.01% | +4,243+11.7% | Added |
| Simplex Trading, LLC | 37,155 | $2.31M | 0.08% | +12,290+49.4% | Added |
| Two Sigma Investments, LP | 36,617 | $2.28M | 0.01% | +11,015+43.0% | Added |
| British Columbia Investment Management Corp | 36,506 | $2.27M | 0.01% | −5,373−12.8% | Reduced |
| Utah Retirement Systems | 35,876 | $2.24M | 0.03% | +200+0.6% | Added |
| Voya Investment Management LLC | 35,454 | $2.21M | 0.00% | −3,832−9.8% | Reduced |
| Weaver Consulting Group | 34,847 | $2.17M | 0.69% | +511+1.5% | Added |
| XML Financial, LLC | 34,817 | $2.17M | 0.20% | +1,684+5.1% | Added |
| Xponance, Inc. | 34,632 | $2.16M | 0.02% | +199+0.6% | Added |
| Ostrum Asset Management | 34,466 | $2.15M | 0.18% | +419+1.2% | Added |
| Investmark Advisory Group LLC | 34,425 | $2.14M | 1.04% | +1,254+3.8% | Added |
| Wealthcare Advisory Partners LLC | 34,356 | $2.14M | 0.06% | +5,917+20.8% | Added |
| Pathway Financial Advisers, LLC | 34,352 | $2.14M | 0.97% | +1,055+3.2% | Added |
| Vident Advisory, LLC | 34,260 | $2.13M | 0.05% | +3,065+9.8% | Added |
| Inspirion Wealth Advisors, LLC | 34,179 | $2.13M | 0.30% | −2,208−6.1% | Reduced |
| TD Asset Management Inc | 33,847 | $2.12M | 0.00% | +434+1.3% | Added |
| Tredje AP-fonden | 33,977 | $2.12M | 0.02% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 33,700 | $2.10M | 0.03% | +12,300+57.5% | Added |
| Bank of Montreal | 33,157 | $2.08M | 0.00% | −654−1.9% | Reduced |
| Presima Inc. | 33,300 | $2.07M | 0.46% | +2,100+6.7% | Added |
| Sanctuary Advisors, LLC | 35,582 | $2.03M | 0.01% | −585−1.6% | Reduced |
| Excalibur Management Corp | 32,210 | $2.01M | 0.77% | −1,045−3.1% | Reduced |
| Swedbank AB | 31,959 | $1.99M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 31,784 | $1.98M | 0.00% | +2,075+7.0% | Added |
| Vestcor Inc | 31,597 | $1.97M | 0.06% | +27,138+608.6% | Added |
| Gradient Capital Advisors, LLC | 31,442 | $1.96M | 0.65% | −1,214−3.7% | Reduced |
| UBS Oconnor LLC | 31,185 | $1.94M | 0.05% | +31,185 | New |
| Griffin Asset Management, Inc. | 30,562 | $1.90M | 0.21% | +1,445+5.0% | Added |
| US Bancorp | 30,265 | $1.89M | 0.00% | −1,715−5.4% | Reduced |
| JustInvest LLC | 29,985 | $1.87M | 0.03% | +74+0.2% | Added |
| Natixis Advisors, L.P. | 29,767 | $1.85M | 0.00% | −673−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 28,809 | $1.79M | 0.00% | −884−3.0% | Reduced |
| Public Sector Pension Investment Board | 28,520 | $1.78M | 0.01% | +6,560+29.9% | Added |
| M&T Bank Corp | 28,455 | $1.77M | 0.01% | −650−2.2% | Reduced |
| Richard P Slaughter Associates Inc | 28,457 | $1.77M | 0.41% | +2,404+9.2% | Added |
| Ashton Thomas Private Wealth, LLC | 27,859 | $1.74M | 0.09% | +7,367+36.0% | Added |
| Moors & Cabot, Inc. | 27,590 | $1.72M | 0.09% | −25−0.1% | Reduced |
| Toronto Dominion Bank | 27,551 | $1.72M | 0.00% | +6,586+31.4% | Added |
| Colonial Trust Advisors | 27,179 | $1.69M | 0.15% | −6,442−19.2% | Reduced |
| Stoneridge Investment Partners LLC | 27,163 | $1.69M | 0.63% | +27,163 | New |
| Hilltop Partners LLC | 26,664 | $1.66M | 0.56% | −323−1.2% | Reduced |
| Metis Global Partners, LLC | 26,131 | $1.63M | 0.05% | +5,375+25.9% | Added |
| Lakeview Capital Partners, LLC | 26,092 | $1.63M | 0.26% | −755−2.8% | Reduced |
| Prudential Financial Inc | 25,739 | $1.60M | 0.00% | −52,646−67.2% | Reduced |
| New York Life Investment Management LLC | 25,726 | $1.60M | 0.02% | +25,726 | New |
| Neuberger Berman Group LLC | 25,352 | $1.58M | 0.00% | +1,558+6.5% | Added |
| Campbell & CO Investment Adviser LLC | 25,025 | $1.56M | 0.12% | −118−0.5% | Reduced |
| Cerity Partners LLC | 24,911 | $1.55M | 0.00% | −27,211−52.2% | Reduced |
| Bahl & Gaynor Inc | 24,868 | $1.55M | 0.01% | −1,739−6.5% | Reduced |
| Mutual Advisors, LLC | 26,427 | $1.55M | 0.05% | −1,744−6.2% | Reduced |
| CWM Advisors, LLC | 24,732 | $1.54M | 0.16% | −1,120−4.3% | Reduced |
| XTX Topco Ltd | 24,729 | $1.54M | 0.11% | +17,784+256.1% | Added |
| Associated Banc-Corp | 24,700 | $1.54M | 0.05% | −100−0.4% | Reduced |
| Federated Hermes, Inc. | 24,693 | $1.54M | 0.00% | −850−3.3% | Reduced |
| Lecap Asset Management Ltd | 24,159 | $1.51M | 0.32% | −15,706−39.4% | Reduced |
| 1832 Asset Management L.P. | 23,699 | $1.48M | 0.00% | −1,251−5.0% | Reduced |
| EverSource Wealth Advisors, LLC | 23,677 | $1.48M | 0.09% | +858+3.8% | Added |
| Royal Fund Management, LLC | 23,192 | $1.45M | 0.10% | +11,093+91.7% | Added |
| Blair William & Co | 23,175 | $1.44M | 0.00% | −861−3.6% | Reduced |
| TFG Advisers LLC | 23,157 | $1.44M | 0.52% | −1,808−7.2% | Reduced |
| Cornerstone Wealth Management, LLC | 22,933 | $1.43M | 0.10% | +986+4.5% | Added |
| Quantinno Capital Management LP | 22,884 | $1.43M | 0.02% | +1,504+7.0% | Added |
| Naviter Wealth, LLC | 22,321 | $1.41M | 0.20% | +3,079+16.0% | Added |
| Gamco Investors, Inc. Et Al | 22,600 | $1.41M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 22,404 | $1.39M | 0.03% | +3,884+21.0% | Added |
| Wolverine Trading, LLC | 22,118 | $1.39M | 0.04% | +8,905+67.4% | Added |
| Horan Capital Advisors, LLC. | 22,216 | $1.38M | 0.46% | −410−1.8% | Reduced |
| Jeppson Wealth Management, LLC | 22,085 | $1.38M | 0.49% | +480+2.2% | Added |
| Integrated Wealth Concepts LLC | 22,054 | $1.37M | 0.02% | −2,709−10.9% | Reduced |
| AQR Capital Management LLC | 22,113 | $1.36M | 0.00% | +1,430+6.9% | Added |
| Public Employees Retirement Association of Colorado | 21,116 | $1.32M | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 21,105 | $1.31M | 0.01% | +21,105 | New |
| Belpointe Asset Management LLC | 21,008 | $1.31M | 0.08% | +1,865+9.7% | Added |
| Pathstone Holdings, LLC | 20,831 | $1.30M | 0.01% | −1,817−8.0% | Reduced |
| Rockefeller Capital Management L.P. | 20,623 | $1.28M | 0.00% | +5,224+33.9% | Added |
| Erste Asset Management GmbH | 20,200 | $1.27M | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 19,572 | $1.22M | 0.01% | −19,861−50.4% | Reduced |
| Captrust Financial Advisors | 19,537 | $1.22M | 0.00% | −898−4.4% | Reduced |
| Elo Mutual Pension Insurance Co | 19,437 | $1.21M | 0.03% | −2,244−10.4% | Reduced |
| ProShare Advisors LLC | 19,080 | $1.19M | 0.00% | +8,760+84.9% | Added |
| Arkadios Wealth Advisors | 18,913 | $1.18M | 0.07% | +3,430+22.2% | Added |
| Walleye Capital LLC | 18,725 | $1.17M | 0.01% | −1,509−7.5% | Reduced |
| Summit Financial, LLC | 17,980 | $1.14M | 0.04% | −3,407−15.9% | Reduced |
| Arete Wealth Advisors, LLC | 18,104 | $1.12M | 0.10% | −732−3.9% | Reduced |
| Mediolanum International Funds Ltd | 17,710 | $1.11M | 0.02% | −423−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,699 | $1.10M | 0.07% | +1,169+7.1% | Added |
| CWM, LLC | 17,621 | $1.10M | 0.00% | −281−1.6% | Reduced |
| Geneos Wealth Management Inc. | 17,324 | $1.08M | 0.04% | −161−0.9% | Reduced |
| LRI Investments, LLC | 19,514 | $1.07M | 0.10% | −99−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 17,162 | $1.07M | 0.11% | +30.0% | Added |
| Gulf International Bank (UK) Ltd | 17,137 | $1.07M | 0.03% | −601−3.4% | Reduced |
| Securian Asset Management, Inc | 17,017 | $1.06M | 0.03% | −436−2.5% | Reduced |
| Apollon Wealth Management, LLC | 16,887 | $1.05M | 0.03% | −591−3.4% | Reduced |