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 | 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, 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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 52,806 | $2.88M | 0.02% | +52,806 | New |
| Alpha Omega Wealth Management LLC | 52,952 | $2.88M | 0.55% | +37,435+241.3% | Added |
| Graham Capital Wealth Management, LLC | 53,058 | $2.89M | 2.49% | +2,132+4.2% | Added |
| Private Advisor Group, LLC | 55,127 | $3.00M | 0.02% | −2,412−4.2% | Reduced |
| SEI Investments Co | 56,085 | $3.06M | 0.00% | +8,197+17.1% | Added |
| Ontario Teachers Pension Plan Board | 56,396 | $3.07M | 0.04% | +36,824+188.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 57,085 | $3.11M | 2.09% | −1,755−3.0% | Reduced |
| TT Capital Management LLC | 56,324 | $3.11M | 2.48% | +56,324 | New |
| Nisa Investment Advisors, LLC | 56,575 | $3.14M | 0.01% | −9,876−14.9% | Reduced |
| Nissay Asset Management Corp | 58,450 | $3.19M | 0.02% | +1,117+1.9% | Added |
| Adams Asset Advisors, LLC | 59,666 | $3.25M | 0.42% | +16,540+38.4% | Added |
| Twin Tree Management, LP | 59,955 | $3.27M | 0.08% | +59,955 | New |
| Thrivent Financial for Lutherans | 60,066 | $3.28M | 0.01% | −4,233−6.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,607 | $3.30M | 0.03% | +2,513+4.3% | Added |
| Louisiana State Employees Retirement System | 60,700 | $3.31M | 0.06% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 61,646 | $3.36M | 0.14% | +61,646 | New |
| Handelsbanken Fonder AB | 62,200 | $3.39M | 0.01% | −3,000−4.6% | Reduced |
| State of Tennessee, Treasury Department | 63,334 | $3.45M | 0.01% | −34,287−35.1% | Reduced |
| Arizona State Retirement System | 63,542 | $3.46M | 0.02% | +849+1.4% | Added |
| Avantax Advisory Services, Inc. | 63,624 | $3.47M | 0.02% | +517+0.8% | Added |
| Storebrand Asset Management AS | 63,866 | $3.48M | 0.01% | −23,888−27.2% | Reduced |
| UniSuper Management Pty Ltd | 65,100 | $3.55M | 0.03% | −3,713−5.4% | Reduced |
| American Century Companies Inc | 65,385 | $3.56M | 0.00% | +2,031+3.2% | Added |
| Intech Investment Management LLC | 65,419 | $3.56M | 0.03% | +56,414+626.5% | Added |
| Korea Investment CORP | 65,523 | $3.57M | 0.01% | +1,200+1.9% | Added |
| NewSquare Capital LLC | 65,729 | $3.58M | 0.29% | −62−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 65,818 | $3.59M | 0.01% | −6,573−9.1% | Reduced |
| Gateway Investment Advisers LLC | 66,247 | $3.61M | 0.04% | −15,411−18.9% | Reduced |
| Creative Planning | 67,733 | $3.69M | 0.00% | +3,024+4.7% | Added |
| Teachers Retirement System of the State of Kentucky | 68,120 | $3.71M | 0.03% | −3,370−4.7% | Reduced |
| Mariner, LLC | 68,398 | $3.73M | 0.01% | −9,154−11.8% | Reduced |
| KBC Group NV | 68,412 | $3.73M | 0.01% | −81,408−54.3% | Reduced |
| Cohen Capital Management, Inc. | 69,239 | $3.77M | 0.63% | +13,180+23.5% | Added |
| Vestcor Inc | 69,640 | $3.79M | 0.13% | +38,043+120.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,934 | $3.81M | 0.04% | −6,500−8.5% | Reduced |
| CIBC World Markets Inc. | 70,285 | $3.83M | 0.01% | +70,285 | New |
| Prairiewood Capital, LLC | 70,612 | $3.85M | 1.64% | +3,744+5.6% | Added |
| Exchange Traded Concepts, LLC | 73,425 | $4.00M | 0.08% | −9,050−11.0% | Reduced |
| CIBC World Markets Corp | 73,544 | $4.01M | 0.02% | +2,957+4.2% | Added |
| Advocate Group LLC | 75,456 | $4.11M | 0.77% | −157−0.2% | Reduced |
| Wealthfront Advisers LLC | 76,202 | $4.15M | 0.01% | +3,174+4.3% | Added |
| Kestra Advisory Services, LLC | 78,349 | $4.27M | 0.02% | +74,062+1,727.6% | Added |
| Meritage Portfolio Management | 79,323 | $4.32M | 0.27% | −5,745−6.8% | Reduced |
| STRS Ohio | 81,659 | $4.45M | 0.02% | +81,659 | New |
| Beacon Pointe Advisors, LLC | 82,692 | $4.51M | 0.05% | −9,121−9.9% | Reduced |
| Russell Investments Group, Ltd. | 83,494 | $4.55M | 0.01% | +20,695+33.0% | Added |
| Pinebridge Investments, L.P. | 83,625 | $4.56M | 0.03% | +33,160+65.7% | Added |
| Te Ahumairangi Investment Management Ltd | 84,027 | $4.58M | 0.96% | +3,746+4.7% | Added |
| Colony Group, LLC | 84,238 | $4.59M | 0.01% | −11,343−11.9% | Reduced |
| Employees Retirement System of Texas | 86,000 | $4.68M | 0.04% | −35,000−28.9% | Reduced |
| Yousif Capital Management, LLC | 86,032 | $4.69M | 0.05% | −3,590−4.0% | Reduced |
| IFM Investors Pty Ltd | 90,880 | $4.95M | 0.05% | −2,992−3.2% | Reduced |
| Forsta Ap-Fonden | 91,300 | $4.97M | 0.04% | +2,200+2.5% | Added |
| Daiwa Securities Group Inc. | 92,072 | $5.02M | 0.02% | −275−0.3% | Reduced |
| Qube Research & Technologies Ltd | 92,470 | $5.04M | 0.01% | −84,829−47.8% | Reduced |
| Mercer Global Advisors Inc | 93,775 | $5.11M | 0.01% | −12,848−12.0% | Reduced |
| Sheets Smith Wealth Management | 95,648 | $5.21M | 0.64% | +17,447+22.3% | Added |
| Marshall Wace, LLP | 96,981 | $5.28M | 0.01% | −94,949−49.5% | Reduced |
| Van Eck Associates Corp | 99,091 | $5.40M | 0.01% | +358+0.4% | Added |
| Tudor Investment Corp Et Al | 99,378 | $5.41M | 0.06% | −102,013−50.7% | Reduced |
| Dupree Financial Group, LLC | 100,828 | $5.49M | 2.51% | +1,933+2.0% | Added |
| Atria Wealth Solutions, Inc. | 102,073 | $5.57M | 0.06% | +36,354+55.3% | Added |
| First Trust Advisors LP | 103,216 | $5.62M | 0.00% | −141,809−57.9% | Reduced |
| Amalgamated Bank | 104,538 | $5.70M | 0.05% | +337+0.3% | Added |
| Danske Bank A/S | 105,334 | $5.74M | 0.02% | +3,300+3.2% | Added |
| Stony Point Wealth Management Inc. | 110,719 | $6.03M | 2.40% | −2,410−2.1% | Reduced |
| Jane Street Group, LLC | 113,203 | $6.17M | 0.01% | −10,722−8.7% | Reduced |
| New York State Common Retirement Fund | 113,538 | $6.19M | 0.01% | −8,800−7.2% | Reduced |
| KLP Kapitalforvaltning AS | 113,300 | $6.26M | 0.03% | +113,300 | New |
| Royal London Asset Management Ltd | 114,899 | $6.26M | 0.02% | +983+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 115,456 | $6.29M | 0.01% | −1,842−1.6% | Reduced |
| Mutual of America Capital Management LLC | 115,605 | $6.30M | 0.07% | −2,673−2.3% | Reduced |
| APG Asset Management N.V. | 119,800 | $6.30M | 0.02% | +119,800 | New |
| Verdence Capital Advisors LLC | 116,904 | $6.37M | 0.51% | −108−0.1% | Reduced |
| Macquarie Group Ltd | 116,945 | $6.37M | 0.01% | +5,077+4.5% | Added |
| QRG Capital Management, Inc. | 117,345 | $6.39M | 0.07% | +137+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,819 | $6.47M | 0.04% | +32,675+37.9% | Added |
| Resona Asset Management Co.,Ltd. | 119,562 | $6.52M | 0.04% | +1,719+1.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 119,836 | $6.53M | 0.02% | +12,294+11.4% | Added |
| Davenport & Co LLC | 120,490 | $6.56M | 0.04% | +30,191+33.4% | Added |
| Crawford Investment Counsel Inc | 122,531 | $6.68M | 0.12% | −1,614−1.3% | Reduced |
| Pictet Asset Management Holding SA | 124,401 | $6.78M | 0.01% | −1,655−1.3% | Reduced |
| Standard Life Aberdeen plc | 124,229 | $6.78M | 0.01% | +21,572+21.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 124,715 | $6.79M | 0.02% | +31,427+33.7% | Added |
| Rock Point Advisors, LLC | 125,922 | $6.86M | 2.00% | +3,260+2.7% | Added |
| Andra AP-fonden | 126,914 | $6.91M | 0.11% | +44,214+53.5% | Added |
| State of Alaska, Department of Revenue | 129,491 | $7.05M | 0.08% | −18,351−12.4% | Reduced |
| MetLife Investment Management | 129,754 | $7.07M | 0.04% | +10,039+8.4% | Added |
| Cullen/Frost Bankers, Inc. | 131,551 | $7.17M | 0.10% | −7,044−5.1% | Reduced |
| Aviva PLC | 133,848 | $7.29M | 0.02% | −120,994−47.5% | Reduced |
| Allworth Financial LP | 136,470 | $7.53M | 0.04% | +643+0.5% | Added |
| Aew Capital Management L P | 139,640 | $7.61M | 0.37% | 00.0% | Unchanged |
| Natixis | 141,553 | $7.71M | 0.05% | +141,553 | New |
| DekaBank Deutsche Girozentrale | 143,926 | $7.84M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 148,515 | $8.09M | 0.03% | +21,159+16.6% | Added |
| Treasurer of the State of North Carolina | 148,605 | $8.10M | 0.03% | +2,385+1.6% | Added |
| Sequoia Financial Advisors, LLC | 149,009 | $8.12M | 0.08% | +2,109+1.4% | Added |
| Janney Montgomery Scott LLC | 149,254 | $8.13M | 0.02% | +3,416+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 152,209 | $8.29M | 0.03% | −5,517−3.5% | Reduced |
| Ensign Peak Advisors, Inc | 156,091 | $8.50M | 0.02% | +22,516+16.9% | Added |