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, Q4 2024
Institutional positions in W. P. Carey Inc. as of Dec 31, 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
- 782
- −9 vs. Q3 2024
- Shares held
- 150.6M
- +3.75M (+2.6%) vs. Q3 2024
- Total value
- $8.16B
- −$971.6M (−10.6%) vs. Q3 2024
- New holders
- 100
- 271 more added
- Sold out
- 109
- 289 more reduced
14 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 811 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.09B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,820,665 | $1.68B | 0.03% | +242,576+0.8% | Added |
| BlackRock, Inc. | 27,525,968 | $1.50B | 0.03% | +594,283+2.2% | Added |
| State Street Corp | 12,087,036 | $669.1M | 0.03% | +316,205+2.7% | Added |
| Geode Capital Management, LLC | 4,709,028 | $256.2M | 0.02% | +135,090+3.0% | Added |
| Massachusetts Financial Services Co | 4,022,953 | $219.2M | 0.07% | +906,622+29.1% | Added |
| Dimensional Fund Advisors LP | 3,170,736 | $172.7M | 0.04% | −10,230−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,641,815 | $143.9M | 0.03% | +43,197+1.7% | Added |
| Northern Trust Corp | 2,641,229 | $143.9M | 0.02% | +758,627+40.3% | Added |
| PGGM Investments | 2,598,446 | $141.6M | 1.88% | 00.0% | Unchanged |
| Norges Bank | 2,558,388 | $139.4M | 0.02% | −108,726−4.1% | Reduced |
| Legal & General Group Plc | 2,347,357 | $127.9M | 0.03% | −102,778−4.2% | Reduced |
| Bank of New York Mellon Corp | 2,237,905 | $121.9M | 0.02% | −10,351−0.5% | Reduced |
| UBS Asset Management Americas Inc | 2,188,603 | $119.2M | 0.03% | +134,523+6.5% | Added |
| Morgan Stanley | 2,088,770 | $113.8M | 0.01% | +138,052+7.1% | Added |
| UBS Group AG | 1,913,875 | $104.3M | 0.02% | +462,336+31.9% | Added |
| Equity Investment Corp | 1,870,734 | $101.9M | 2.39% | +389,107+26.3% | Added |
| JPMorgan Chase & Co | 1,364,292 | $74.3M | 0.01% | −149,757−9.9% | Reduced |
| Citadel Advisors LLC | 1,272,730 | $69.3M | 0.06% | +378,528+42.3% | Added |
| Commonwealth Equity Services, LLC | 1,066,496 | $58.1M | 0.08% | −83,968−7.3% | Reduced |
| Price T Rowe Associates Inc | 1,058,351 | $57.7M | 0.01% | +21,954+2.1% | Added |
| California Public Employees Retirement System | 1,026,256 | $55.9M | 0.04% | +1320.0% | Added |
| Bank of America Corp | 805,024 | $43.9M | 0.00% | −116,980−12.7% | Reduced |
| APG Asset Management US Inc. | 760,019 | $41.4M | 0.31% | −16,878−2.2% | Reduced |
| Invesco Ltd. | 750,151 | $40.9M | 0.01% | +72,833+10.8% | Added |
| Ameriprise Financial Inc | 730,278 | $39.7M | 0.01% | +47,484+7.0% | Added |
| LPL Financial LLC | 699,961 | $38.1M | 0.02% | −27,335−3.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 670,027 | $36.5M | 0.02% | +19,418+3.0% | Added |
| Victory Capital Management Inc | 663,317 | $36.1M | 0.04% | +109,438+19.8% | Added |
| Rhumbline Advisers | 662,113 | $36.1M | 0.03% | +3,709+0.6% | Added |
| Swiss National Bank | 618,251 | $33.7M | 0.02% | −31,200−4.8% | Reduced |
| Envestnet Asset Management Inc | 579,762 | $31.6M | 0.01% | −86,105−12.9% | Reduced |
| Raymond James Financial Inc | 577,139 | $31.4M | 0.01% | +577,139 | New |
| Caisse de Depot Et Placement du Quebec | 571,289 | $31.1M | 0.06% | +571,289 | New |
| Advisors Capital Management, LLC | 562,654 | $30.7M | 0.48% | −115,155−17.0% | Reduced |
| Millennium Management LLC | 538,933 | $29.4M | 0.03% | +451,262+514.7% | Added |
| Zacks Investment Management | 514,898 | $28.1M | 0.26% | −98,908−16.1% | Reduced |
| Principal Financial Group Inc | 501,566 | $27.3M | 0.01% | −5,122−1.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 500,063 | $27.2M | 0.05% | +94,255+23.2% | Added |
| Goldman Sachs Group Inc | 463,740 | $25.3M | 0.00% | −2,222−0.5% | Reduced |
| Nuveen Asset Management, LLC | 458,323 | $25.0M | 0.01% | −30,484−6.2% | Reduced |
| Great West Life Assurance Co | 454,720 | $24.8M | 0.04% | +14,505+3.3% | Added |
| Asset Management One Co.,Ltd. | 433,241 | $23.6M | 0.08% | +4,279+1.0% | Added |
| Alliancebernstein L.P. | 421,576 | $23.0M | 0.01% | +48,400+13.0% | Added |
| Public Employees Retirement System of Ohio | 389,320 | $21.2M | 0.07% | −7,847−2.0% | Reduced |
| Barclays PLC | 387,839 | $21.1M | 0.01% | +33,931+9.6% | Added |
| Brown Advisory Inc | 386,343 | $21.0M | 0.03% | −18,048−4.5% | Reduced |
| FMR LLC | 368,479 | $20.1M | 0.00% | −437,603−54.3% | Reduced |
| Wells Fargo & Company | 364,236 | $19.8M | 0.00% | −15,617−4.1% | Reduced |
| Nomura Asset Management Co Ltd | 355,333 | $19.4M | 0.06% | +12,560+3.7% | Added |
| Berkshire Asset Management LLC | 322,771 | $17.8M | 0.84% | −9,212−2.8% | Reduced |
| Wellington Management Group LLP | 319,738 | $17.4M | 0.00% | +66,319+26.2% | Added |
| California State Teachers Retirement System | 313,452 | $17.1M | 0.02% | +9,391+3.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 301,994 | $16.6M | 0.02% | +3,357+1.1% | Added |
| Deutsche Bank AG | 285,607 | $15.6M | 0.01% | −8,503−2.9% | Reduced |
| Schroder Investment Management Group | 282,368 | $15.2M | 0.01% | +115,522+69.2% | Added |
| Amundi | 271,703 | $14.9M | 0.01% | +10,365+4.0% | Added |
| Advisor Group Holdings, Inc. | 273,151 | $14.9M | 0.03% | +4,654+1.7% | Added |
| HSBC Holdings PLC | 271,813 | $14.8M | 0.01% | −418,795−60.6% | Reduced |
| Retirement Systems of Alabama | 266,101 | $14.5M | 0.05% | +255+0.1% | Added |
| Citigroup Inc | 258,784 | $14.1M | 0.01% | −38,903−13.1% | Reduced |
| Cetera Investment Advisers | 253,479 | $13.8M | 0.03% | −105,291−29.3% | Reduced |
| Royal Bank of Canada | 248,139 | $13.5M | 0.00% | +27,722+12.6% | Added |
| Corebridge Financial, Inc. | 247,618 | $13.5M | 0.07% | −11,161−4.3% | Reduced |
| TruWealth Advisors, LLC | 242,277 | $13.2M | 0.80% | +2,699+1.1% | Added |
| Alyeska Investment Group, L.P. | 232,463 | $12.7M | 0.05% | +232,463 | New |
| New York State Teachers Retirement System | 223,472 | $12.2M | 0.03% | −352−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 215,332 | $11.7M | 0.17% | +24,606+12.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 212,345 | $11.6M | 0.05% | +167,900+377.8% | Added |
| Foundry Partners, LLC | 210,380 | $11.5M | 0.58% | −31,799−13.1% | Reduced |
| State Board of Administration of Florida Retirement System | 203,135 | $11.1M | 0.02% | −15,539−7.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 201,509 | $11.0M | 0.02% | +56,121+38.6% | Added |
| Lighthouse Investment Partners, LLC | 190,000 | $10.4M | 0.40% | −10,000−5.0% | Reduced |
| Franklin Resources Inc | 185,053 | $10.1M | 0.00% | +19,869+12.0% | Added |
| Manufacturers Life Insurance Company, The | 179,979 | $9.81M | 0.01% | −12,890−6.7% | Reduced |
| Allianz Asset Management GmbH | 171,196 | $9.33M | 0.01% | +14,140+9.0% | Added |
| State of Wisconsin Investment Board | 170,335 | $9.28M | 0.02% | +46,586+37.6% | Added |
| BNP Paribas Arbitrage, SA | 162,368 | $8.85M | 0.01% | −143,936−47.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 161,188 | $8.78M | 0.25% | −12,649−7.3% | Reduced |
| Truist Financial Corp | 158,730 | $8.65M | 0.01% | −28,445−15.2% | Reduced |
| Sonora Investment Management Group, LLC | 158,512 | $8.64M | 0.66% | +467+0.3% | Added |
| Pacer Advisors, Inc. | 156,876 | $8.55M | 0.02% | −31,324−16.6% | Reduced |
| Achmea Investment Management B.V. | 156,662 | $8.54M | 0.14% | −37,064−19.1% | Reduced |
| Ensign Peak Advisors, Inc | 156,091 | $8.50M | 0.02% | +22,516+16.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 152,209 | $8.29M | 0.03% | −5,517−3.5% | Reduced |
| Janney Montgomery Scott LLC | 149,254 | $8.13M | 0.02% | +3,416+2.3% | Added |
| Sequoia Financial Advisors, LLC | 149,009 | $8.12M | 0.08% | +2,109+1.4% | Added |
| Treasurer of the State of North Carolina | 148,605 | $8.10M | 0.03% | +2,385+1.6% | Added |
| MML Investors Services, LLC | 148,515 | $8.09M | 0.03% | +21,159+16.6% | Added |
| DekaBank Deutsche Girozentrale | 143,926 | $7.84M | 0.01% | 00.0% | Unchanged |
| Natixis | 141,553 | $7.71M | 0.05% | +141,553 | New |
| Aew Capital Management L P | 139,640 | $7.61M | 0.37% | 00.0% | Unchanged |
| Allworth Financial LP | 136,470 | $7.53M | 0.04% | +643+0.5% | Added |
| Aviva PLC | 133,848 | $7.29M | 0.02% | −120,994−47.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 131,551 | $7.17M | 0.10% | −7,044−5.1% | Reduced |
| MetLife Investment Management | 129,754 | $7.07M | 0.04% | +10,039+8.4% | Added |
| State of Alaska, Department of Revenue | 129,491 | $7.05M | 0.08% | −18,351−12.4% | Reduced |
| Andra AP-fonden | 126,914 | $6.91M | 0.11% | +44,214+53.5% | Added |
| Rock Point Advisors, LLC | 125,922 | $6.86M | 2.00% | +3,260+2.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 124,715 | $6.79M | 0.02% | +31,427+33.7% | Added |
| Standard Life Aberdeen plc | 124,229 | $6.78M | 0.01% | +21,572+21.0% | Added |