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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 124,401 | $6.78M | 0.01% | −1,655−1.3% | Reduced |
| Crawford Investment Counsel Inc | 122,531 | $6.68M | 0.12% | −1,614−1.3% | Reduced |
| Davenport & Co LLC | 120,490 | $6.56M | 0.04% | +30,191+33.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 119,836 | $6.53M | 0.02% | +12,294+11.4% | Added |
| Resona Asset Management Co.,Ltd. | 119,562 | $6.52M | 0.04% | +1,719+1.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 118,819 | $6.47M | 0.04% | +32,675+37.9% | Added |
| QRG Capital Management, Inc. | 117,345 | $6.39M | 0.07% | +137+0.1% | Added |
| Macquarie Group Ltd | 116,945 | $6.37M | 0.01% | +5,077+4.5% | Added |
| Verdence Capital Advisors LLC | 116,904 | $6.37M | 0.51% | −108−0.1% | Reduced |
| APG Asset Management N.V. | 119,800 | $6.30M | 0.02% | +119,800 | New |
| Mutual of America Capital Management LLC | 115,605 | $6.30M | 0.07% | −2,673−2.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 115,456 | $6.29M | 0.01% | −1,842−1.6% | Reduced |
| Royal London Asset Management Ltd | 114,899 | $6.26M | 0.02% | +983+0.9% | Added |
| KLP Kapitalforvaltning AS | 113,300 | $6.26M | 0.03% | +113,300 | New |
| New York State Common Retirement Fund | 113,538 | $6.19M | 0.01% | −8,800−7.2% | Reduced |
| Jane Street Group, LLC | 113,203 | $6.17M | 0.01% | −10,722−8.7% | Reduced |
| Stony Point Wealth Management Inc. | 110,719 | $6.03M | 2.40% | −2,410−2.1% | Reduced |
| Danske Bank A/S | 105,334 | $5.74M | 0.02% | +3,300+3.2% | Added |
| Amalgamated Bank | 104,538 | $5.70M | 0.05% | +337+0.3% | Added |
| First Trust Advisors LP | 103,216 | $5.62M | 0.00% | −141,809−57.9% | Reduced |
| Atria Wealth Solutions, Inc. | 102,073 | $5.57M | 0.06% | +36,354+55.3% | Added |
| Dupree Financial Group, LLC | 100,828 | $5.49M | 2.51% | +1,933+2.0% | Added |
| Tudor Investment Corp Et Al | 99,378 | $5.41M | 0.06% | −102,013−50.7% | Reduced |
| Van Eck Associates Corp | 99,091 | $5.40M | 0.01% | +358+0.4% | Added |
| Marshall Wace, LLP | 96,981 | $5.28M | 0.01% | −94,949−49.5% | Reduced |
| Sheets Smith Wealth Management | 95,648 | $5.21M | 0.64% | +17,447+22.3% | Added |
| Mercer Global Advisors Inc | 93,775 | $5.11M | 0.01% | −12,848−12.0% | Reduced |
| Qube Research & Technologies Ltd | 92,470 | $5.04M | 0.01% | −84,829−47.8% | Reduced |
| Daiwa Securities Group Inc. | 92,072 | $5.02M | 0.02% | −275−0.3% | Reduced |
| Forsta Ap-Fonden | 91,300 | $4.97M | 0.04% | +2,200+2.5% | Added |
| IFM Investors Pty Ltd | 90,880 | $4.95M | 0.05% | −2,992−3.2% | Reduced |
| Yousif Capital Management, LLC | 86,032 | $4.69M | 0.05% | −3,590−4.0% | Reduced |
| Employees Retirement System of Texas | 86,000 | $4.68M | 0.04% | −35,000−28.9% | Reduced |
| Colony Group, LLC | 84,238 | $4.59M | 0.01% | −11,343−11.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 84,027 | $4.58M | 0.96% | +3,746+4.7% | Added |
| Pinebridge Investments, L.P. | 83,625 | $4.56M | 0.03% | +33,160+65.7% | Added |
| Russell Investments Group, Ltd. | 83,494 | $4.55M | 0.01% | +20,695+33.0% | Added |
| Beacon Pointe Advisors, LLC | 82,692 | $4.51M | 0.05% | −9,121−9.9% | Reduced |
| STRS Ohio | 81,659 | $4.45M | 0.02% | +81,659 | New |
| Meritage Portfolio Management | 79,323 | $4.32M | 0.27% | −5,745−6.8% | Reduced |
| Kestra Advisory Services, LLC | 78,349 | $4.27M | 0.02% | +74,062+1,727.6% | Added |
| Wealthfront Advisers LLC | 76,202 | $4.15M | 0.01% | +3,174+4.3% | Added |
| Advocate Group LLC | 75,456 | $4.11M | 0.77% | −157−0.2% | Reduced |
| CIBC World Markets Corp | 73,544 | $4.01M | 0.02% | +2,957+4.2% | Added |
| Exchange Traded Concepts, LLC | 73,425 | $4.00M | 0.08% | −9,050−11.0% | Reduced |
| Prairiewood Capital, LLC | 70,612 | $3.85M | 1.64% | +3,744+5.6% | Added |
| CIBC World Markets Inc. | 70,285 | $3.83M | 0.01% | +70,285 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 69,934 | $3.81M | 0.04% | −6,500−8.5% | Reduced |
| Vestcor Inc | 69,640 | $3.79M | 0.13% | +38,043+120.4% | Added |
| Cohen Capital Management, Inc. | 69,239 | $3.77M | 0.63% | +13,180+23.5% | Added |
| KBC Group NV | 68,412 | $3.73M | 0.01% | −81,408−54.3% | Reduced |
| Mariner, LLC | 68,398 | $3.73M | 0.01% | −9,154−11.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 68,120 | $3.71M | 0.03% | −3,370−4.7% | Reduced |
| Creative Planning | 67,733 | $3.69M | 0.00% | +3,024+4.7% | Added |
| Gateway Investment Advisers LLC | 66,247 | $3.61M | 0.04% | −15,411−18.9% | Reduced |
| State of New Jersey Common Pension Fund D | 65,818 | $3.59M | 0.01% | −6,573−9.1% | Reduced |
| NewSquare Capital LLC | 65,729 | $3.58M | 0.29% | −62−0.1% | Reduced |
| Korea Investment CORP | 65,523 | $3.57M | 0.01% | +1,200+1.9% | Added |
| Intech Investment Management LLC | 65,419 | $3.56M | 0.03% | +56,414+626.5% | Added |
| American Century Companies Inc | 65,385 | $3.56M | 0.00% | +2,031+3.2% | Added |
| UniSuper Management Pty Ltd | 65,100 | $3.55M | 0.03% | −3,713−5.4% | Reduced |
| Storebrand Asset Management AS | 63,866 | $3.48M | 0.01% | −23,888−27.2% | Reduced |
| Avantax Advisory Services, Inc. | 63,624 | $3.47M | 0.02% | +517+0.8% | Added |
| Arizona State Retirement System | 63,542 | $3.46M | 0.02% | +849+1.4% | Added |
| State of Tennessee, Treasury Department | 63,334 | $3.45M | 0.01% | −34,287−35.1% | Reduced |
| Handelsbanken Fonder AB | 62,200 | $3.39M | 0.01% | −3,000−4.6% | Reduced |
| New Age Alpha Advisors, LLC | 61,646 | $3.36M | 0.14% | +61,646 | New |
| Louisiana State Employees Retirement System | 60,700 | $3.31M | 0.06% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,607 | $3.30M | 0.03% | +2,513+4.3% | Added |
| Thrivent Financial for Lutherans | 60,066 | $3.28M | 0.01% | −4,233−6.6% | Reduced |
| Twin Tree Management, LP | 59,955 | $3.27M | 0.08% | +59,955 | New |
| Adams Asset Advisors, LLC | 59,666 | $3.25M | 0.42% | +16,540+38.4% | Added |
| Nissay Asset Management Corp | 58,450 | $3.19M | 0.02% | +1,117+1.9% | Added |
| Nisa Investment Advisors, LLC | 56,575 | $3.14M | 0.01% | −9,876−14.9% | Reduced |
| TT Capital Management LLC | 56,324 | $3.11M | 2.48% | +56,324 | New |
| Creegan & Nassoura Financial Group, LLC | 57,085 | $3.11M | 2.09% | −1,755−3.0% | Reduced |
| Ontario Teachers Pension Plan Board | 56,396 | $3.07M | 0.04% | +36,824+188.1% | Added |
| SEI Investments Co | 56,085 | $3.06M | 0.00% | +8,197+17.1% | Added |
| Private Advisor Group, LLC | 55,127 | $3.00M | 0.02% | −2,412−4.2% | Reduced |
| Graham Capital Wealth Management, LLC | 53,058 | $2.89M | 2.49% | +2,132+4.2% | Added |
| Alpha Omega Wealth Management LLC | 52,952 | $2.88M | 0.55% | +37,435+241.3% | Added |
| Nomura Holdings Inc | 52,806 | $2.88M | 0.02% | +52,806 | New |
| Generali Asset Management SPA SGR | 52,635 | $2.87M | 0.07% | +52,635 | New |
| AXA S.A. | 52,522 | $2.86M | 0.01% | +2,116+4.2% | Added |
| Pensionfund Sabic | 52,304 | $2.85M | 0.75% | +8,000+18.1% | Added |
| State of Michigan Retirement System | 51,800 | $2.82M | 0.01% | −200−0.4% | Reduced |
| Pensionfund DSM Netherlands | 51,300 | $2.79M | 1.74% | −7,000−12.0% | Reduced |
| Baird Financial Group, Inc. | 51,003 | $2.78M | 0.01% | +35,761+234.6% | Added |
| Romano Brothers and Company | 50,845 | $2.77M | 0.35% | −175−0.3% | Reduced |
| AQR Capital Management LLC | 50,909 | $2.75M | 0.00% | +28,796+130.2% | Added |
| Quantinno Capital Management LP | 50,382 | $2.74M | 0.03% | +27,498+120.2% | Added |
| Susquehanna Fundamental Investments, LLC | 50,329 | $2.74M | 0.05% | +50,329 | New |
| New Insight Wealth Advisors | 50,018 | $2.72M | 1.36% | −3,468−6.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 49,997 | $2.72M | 0.01% | +2,382+5.0% | Added |
| HighPoint Advisor Group LLC | 48,070 | $2.70M | 0.15% | +53+0.1% | Added |
| Cozad Asset Management Inc | 49,013 | $2.67M | 0.25% | −8,914−15.4% | Reduced |
| Capital Square, LLC | 48,289 | $2.67M | 1.52% | −2,710−5.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 48,944 | $2.67M | 0.08% | +48,944 | New |
| Coldstream Capital Management Inc | 48,758 | $2.66M | 0.06% | +1,626+3.4% | Added |
| Brown, Lisle/Cummings, Inc. | 48,641 | $2.65M | 0.79% | +1,535+3.3% | Added |