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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 156,662 | $8.54M | 0.14% | −37,064−19.1% | Reduced |
| Pacer Advisors, Inc. | 156,876 | $8.55M | 0.02% | −31,324−16.6% | Reduced |
| Sonora Investment Management Group, LLC | 158,512 | $8.64M | 0.66% | +467+0.3% | Added |
| Truist Financial Corp | 158,730 | $8.65M | 0.01% | −28,445−15.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 161,188 | $8.78M | 0.25% | −12,649−7.3% | Reduced |
| BNP Paribas Arbitrage, SA | 162,368 | $8.85M | 0.01% | −143,936−47.0% | Reduced |
| State of Wisconsin Investment Board | 170,335 | $9.28M | 0.02% | +46,586+37.6% | Added |
| Allianz Asset Management GmbH | 171,196 | $9.33M | 0.01% | +14,140+9.0% | Added |
| Manufacturers Life Insurance Company, The | 179,979 | $9.81M | 0.01% | −12,890−6.7% | Reduced |
| Franklin Resources Inc | 185,053 | $10.1M | 0.00% | +19,869+12.0% | Added |
| Lighthouse Investment Partners, LLC | 190,000 | $10.4M | 0.40% | −10,000−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 201,509 | $11.0M | 0.02% | +56,121+38.6% | Added |
| State Board of Administration of Florida Retirement System | 203,135 | $11.1M | 0.02% | −15,539−7.1% | Reduced |
| Foundry Partners, LLC | 210,380 | $11.5M | 0.58% | −31,799−13.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 212,345 | $11.6M | 0.05% | +167,900+377.8% | Added |
| Illinois Municipal Retirement Fund | 215,332 | $11.7M | 0.17% | +24,606+12.9% | Added |
| New York State Teachers Retirement System | 223,472 | $12.2M | 0.03% | −352−0.2% | Reduced |
| Alyeska Investment Group, L.P. | 232,463 | $12.7M | 0.05% | +232,463 | New |
| TruWealth Advisors, LLC | 242,277 | $13.2M | 0.80% | +2,699+1.1% | Added |
| Corebridge Financial, Inc. | 247,618 | $13.5M | 0.07% | −11,161−4.3% | Reduced |
| Royal Bank of Canada | 248,139 | $13.5M | 0.00% | +27,722+12.6% | Added |
| Cetera Investment Advisers | 253,479 | $13.8M | 0.03% | −105,291−29.3% | Reduced |
| Citigroup Inc | 258,784 | $14.1M | 0.01% | −38,903−13.1% | Reduced |
| Retirement Systems of Alabama | 266,101 | $14.5M | 0.05% | +255+0.1% | Added |
| HSBC Holdings PLC | 271,813 | $14.8M | 0.01% | −418,795−60.6% | Reduced |
| Advisor Group Holdings, Inc. | 273,151 | $14.9M | 0.03% | +4,654+1.7% | Added |
| Amundi | 271,703 | $14.9M | 0.01% | +10,365+4.0% | Added |
| Schroder Investment Management Group | 282,368 | $15.2M | 0.01% | +115,522+69.2% | Added |
| Deutsche Bank AG | 285,607 | $15.6M | 0.01% | −8,503−2.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 301,994 | $16.6M | 0.02% | +3,357+1.1% | Added |
| California State Teachers Retirement System | 313,452 | $17.1M | 0.02% | +9,391+3.1% | Added |
| Wellington Management Group LLP | 319,738 | $17.4M | 0.00% | +66,319+26.2% | Added |
| Berkshire Asset Management LLC | 322,771 | $17.8M | 0.84% | −9,212−2.8% | Reduced |
| Nomura Asset Management Co Ltd | 355,333 | $19.4M | 0.06% | +12,560+3.7% | Added |
| Wells Fargo & Company | 364,236 | $19.8M | 0.00% | −15,617−4.1% | Reduced |
| FMR LLC | 368,479 | $20.1M | 0.00% | −437,603−54.3% | Reduced |
| Brown Advisory Inc | 386,343 | $21.0M | 0.03% | −18,048−4.5% | Reduced |
| Barclays PLC | 387,839 | $21.1M | 0.01% | +33,931+9.6% | Added |
| Public Employees Retirement System of Ohio | 389,320 | $21.2M | 0.07% | −7,847−2.0% | Reduced |
| Alliancebernstein L.P. | 421,576 | $23.0M | 0.01% | +48,400+13.0% | Added |
| Asset Management One Co.,Ltd. | 433,241 | $23.6M | 0.08% | +4,279+1.0% | Added |
| Great West Life Assurance Co | 454,720 | $24.8M | 0.04% | +14,505+3.3% | Added |
| Nuveen Asset Management, LLC | 458,323 | $25.0M | 0.01% | −30,484−6.2% | Reduced |
| Goldman Sachs Group Inc | 463,740 | $25.3M | 0.00% | −2,222−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 500,063 | $27.2M | 0.05% | +94,255+23.2% | Added |
| Principal Financial Group Inc | 501,566 | $27.3M | 0.01% | −5,122−1.0% | Reduced |
| Zacks Investment Management | 514,898 | $28.1M | 0.26% | −98,908−16.1% | Reduced |
| Millennium Management LLC | 538,933 | $29.4M | 0.03% | +451,262+514.7% | Added |
| Advisors Capital Management, LLC | 562,654 | $30.7M | 0.48% | −115,155−17.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 571,289 | $31.1M | 0.06% | +571,289 | New |
| Raymond James Financial Inc | 577,139 | $31.4M | 0.01% | +577,139 | New |
| Envestnet Asset Management Inc | 579,762 | $31.6M | 0.01% | −86,105−12.9% | Reduced |
| Swiss National Bank | 618,251 | $33.7M | 0.02% | −31,200−4.8% | Reduced |
| Rhumbline Advisers | 662,113 | $36.1M | 0.03% | +3,709+0.6% | Added |
| Victory Capital Management Inc | 663,317 | $36.1M | 0.04% | +109,438+19.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 670,027 | $36.5M | 0.02% | +19,418+3.0% | Added |
| LPL Financial LLC | 699,961 | $38.1M | 0.02% | −27,335−3.8% | Reduced |
| Ameriprise Financial Inc | 730,278 | $39.7M | 0.01% | +47,484+7.0% | Added |
| Invesco Ltd. | 750,151 | $40.9M | 0.01% | +72,833+10.8% | Added |
| APG Asset Management US Inc. | 760,019 | $41.4M | 0.31% | −16,878−2.2% | Reduced |
| Bank of America Corp | 805,024 | $43.9M | 0.00% | −116,980−12.7% | Reduced |
| California Public Employees Retirement System | 1,026,256 | $55.9M | 0.04% | +1320.0% | Added |
| Price T Rowe Associates Inc | 1,058,351 | $57.7M | 0.01% | +21,954+2.1% | Added |
| Commonwealth Equity Services, LLC | 1,066,496 | $58.1M | 0.08% | −83,968−7.3% | Reduced |
| Citadel Advisors LLC | 1,272,730 | $69.3M | 0.06% | +378,528+42.3% | Added |
| JPMorgan Chase & Co | 1,364,292 | $74.3M | 0.01% | −149,757−9.9% | Reduced |
| Equity Investment Corp | 1,870,734 | $101.9M | 2.39% | +389,107+26.3% | Added |
| UBS Group AG | 1,913,875 | $104.3M | 0.02% | +462,336+31.9% | Added |
| Morgan Stanley | 2,088,770 | $113.8M | 0.01% | +138,052+7.1% | Added |
| UBS Asset Management Americas Inc | 2,188,603 | $119.2M | 0.03% | +134,523+6.5% | Added |
| Bank of New York Mellon Corp | 2,237,905 | $121.9M | 0.02% | −10,351−0.5% | Reduced |
| Legal & General Group Plc | 2,347,357 | $127.9M | 0.03% | −102,778−4.2% | Reduced |
| Norges Bank | 2,558,388 | $139.4M | 0.02% | −108,726−4.1% | Reduced |
| PGGM Investments | 2,598,446 | $141.6M | 1.88% | 00.0% | Unchanged |
| Northern Trust Corp | 2,641,229 | $143.9M | 0.02% | +758,627+40.3% | Added |
| Charles Schwab Investment Management Inc | 2,641,815 | $143.9M | 0.03% | +43,197+1.7% | Added |
| Dimensional Fund Advisors LP | 3,170,736 | $172.7M | 0.04% | −10,230−0.3% | Reduced |
| Massachusetts Financial Services Co | 4,022,953 | $219.2M | 0.07% | +906,622+29.1% | Added |
| Geode Capital Management, LLC | 4,709,028 | $256.2M | 0.02% | +135,090+3.0% | Added |
| State Street Corp | 12,087,036 | $669.1M | 0.03% | +316,205+2.7% | Added |
| BlackRock, Inc. | 27,525,968 | $1.50B | 0.03% | +594,283+2.2% | Added |
| Vanguard Group Inc | 30,820,665 | $1.68B | 0.03% | +242,576+0.8% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,167,685−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −246,111−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −141,601−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −108,116−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −80,156−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −78,975−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −78,800−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −73,728−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −47,506−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −37,155−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −31,185−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −28,520−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −27,859−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −26,092−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −25,726−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,729−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −24,159−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,699−100.0% | Sold out |