WP CareyWPC
13F holders, Q1 2024 (March 31)772holders
5famous investors
$56.54avg. 13F price*
At the end of Q1 2024, 772 institutions reported holding WP Carey Inc. (WPC) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock Inc. ($1.5B) and State Street Corp. ($691.7M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $94.4M |
| Exits | 77 | $170.0M |
Ownership 772 holders
| Vanguard Group Inc. | 0.03% | Add +0.6% | 30,971,062 | $1.7B |
| BlackRock Inc. | 0.04% | Add +1.5% | 26,834,035 | $1.5B |
| State Street Corp. | 0.03% | Reduce -6.5% | 12,074,590 | $691.7M |
| Cohen & Steers, Inc. | 0.80% | Reduce -40.1% | 6,760,136 | $381.5M |
| Geode Capital Management, LLC | 0.02% | Add +14.4% | 4,298,573 | $242.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -19.5% | 3,232,125 | $182.4M |
| Legal & General Group Plc | 0.05% | Add +0.7% | 2,986,604 | $168.6M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -2.9% | 2,948,815 | $166.4M |
| Massachusetts Financial Services Co. | 0.04% | Add +1.1% | 2,652,069 | $149.7M |
| Norges Bank | 0.02% | Add +8.4% | 2,627,637 | $148.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.6% | 2,516,941 | $142.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.3% | 2,491,586 | $140.6M |
| Daiwa Securities Group Inc. | 0.77% | Reduce -35.1% | 2,363,267 | $133.4M |
| PGGM Investments | 1.73% | Add +0.1% | 2,109,122 | $119.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -1.6% | 1,901,453 | $107.3M |
| Morgan Stanley | 0.01% | Reduce -6.0% | 1,782,191 | $100.6M |
| Northern Trust Corp. | 0.02% | Reduce -12.3% | 1,743,388 | $98.4M |
| Balyasny Asset Management L.P. | 0.22% | Add +47.6% | 1,504,137 | $84.9M |
| UBS Group AG | 0.03% | Add +25.1% | 1,409,026 | $79.5M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -7.5% | 1,319,500 | $74.5M |
| Rush Island Management, LP | 6.06% | Add +483.4% | 1,235,166 | $69.7M |
| California Public Employees Retirement System | 0.05% | Reduce -0.9% | 1,153,360 | $65.1M |
| Equity Investment Corp. | 1.50% | New | 1,059,567 | $59.8M |
| Principal Financial Group Inc. | 0.03% | Add +2.6% | 823,471 | $46.5M |
| Bank of America Corp. | 0.00% | Add +44.2% | 821,408 | $46.4M |
| APG Asset Management US Inc. | 0.26% | No change | 791,037 | $44.4M |
| Invesco Ltd. | 0.01% | Add +21.9% | 761,421 | $43.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.9% | 755,969 | $42.7M |
| LPL Financial LLC | 0.02% | Add +1.4% | 724,707 | $40.9M |
| Barclays PLC | 0.02% | Add +47.1% | 718,570 | $40.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.1% | 684,474 | $38.8M |
| Rhumbline Advisers | 0.04% | Add +1.4% | 681,913 | $38.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.6% | 670,163 | $37.8M |
| Swiss National Bank | 0.03% | Reduce -2.1% | 654,851 | $37.0M |
| Advisors Capital Management, LLC | 0.62% | Add +28.1% | 603,313 | $34.1M |
| Zacks Investment Management | 0.33% | Add +6.7% | 541,246 | $30.5M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -9.4% | 539,529 | $30.5M |
| Asset Management One Co., Ltd. | 0.10% | Reduce -2.0% | 466,220 | $26.3M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +2.1% | 456,149 | $25.7M |
| Wells Fargo & Company | 0.01% | Add +2.6% | 451,026 | $25.5M |
| Brown Advisory Inc. | 0.03% | Reduce -5.0% | 438,982 | $24.8M |
| Public Employees Retirement System of Ohio | 0.09% | Add +0.3% | 404,249 | $22.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.5% | 390,015 | $22.0M |
| Alliancebernstein L.P. | 0.01% | Add +2.4% | 380,134 | $21.5M |
| FMR LLC | 0.00% | Reduce -8.2% | 364,236 | $20.6M |
| Cetera Investment Advisers | 0.05% | Add +211.6% | 360,336 | $20.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -5.5% | 347,237 | $19.6M |
| Credit Suisse AG/ | 0.02% | Reduce -15.9% | 332,666 | $18.8M |
| Berkshire Asset Management LLC | 0.98% | Add +0.6% | 327,383 | $18.5M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +5.3% | 320,337 | $18.1M |
| California State Teachers Retirement System | 0.02% | Reduce -0.0% | 319,176 | $18.0M |
| Citigroup Inc. | 0.02% | Add +27.2% | 307,874 | $17.4M |
| Amundi | 0.01% | Reduce -25.7% | 307,538 | $16.8M |
| Deutsche Bank AG | 0.01% | Add +31.4% | 292,787 | $16.5M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -7.0% | 212,769 | $16.5M |
| Raymond James & Associates | 0.01% | Add +40.5% | 291,631 | $16.5M |
| American International Group, Inc. | 0.06% | Reduce -2.0% | 289,443 | $16.3M |
| Retirement Systems of Alabama | 0.06% | Add +0.3% | 274,596 | $15.5M |
| BNP Paribas Financial Markets | 0.02% | Add +15.9% | 265,394 | $15.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +15.2% | 256,033 | $14.5M |
| Royal Bank of Canada | 0.00% | Add +37.9% | 243,126 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.7% | 241,326 | $13.6M |
| HSBC Holdings PLC | 0.01% | Reduce -43.5% | 239,570 | $13.5M |
| First Trust Advisors LP | 0.01% | Reduce -38.6% | 229,624 | $13.0M |
| Sei Investments Co. | 0.02% | Reduce -42.8% | 218,480 | $12.3M |
| TruWealth Advisors, LLC | 0.85% | Reduce -0.1% | 217,018 | $12.2M |
| Aew Capital Management L P | 0.60% | Reduce -27.0% | 216,400 | $12.2M |
| Aviva PLC | 0.04% | Add +20.0% | 205,848 | $11.6M |
| Pacer Advisors, Inc. | 0.03% | Add +13.6% | 204,659 | $11.6M |
| New York State Teachers Retirement System | 0.02% | Add +5.5% | 202,417 | $11.4M |
| Truist Financial Corp. | 0.02% | Add +8.5% | 195,328 | $11.0M |
| Texas Permanent School Fund Corp. | 0.09% | Add +1.3% | 191,379 | $10.8M |
| WealthPlan Investment Management, LLC | 1.56% | Add +16.8% | 180,923 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.0% | 178,232 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -4.8% | 176,466 | $10.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.0% | 172,649 | $9.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +17.2% | 169,780 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -53.1% | 164,724 | $9.3M |
| Franklin Resources Inc. | 0.00% | Reduce -20.3% | 163,008 | $9.2M |
| State of Alaska, Department of Revenue | 0.10% | Reduce -4.4% | 161,496 | $9.1M |
| Foundry Partners, LLC | 0.48% | Add +3.6% | 159,398 | $9.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 157,771 | $8.9M |
| Handelsbanken Fonder AB | 0.04% | Add +6.9% | 148,635 | $8.4M |
| MML Investors Services, LLC | 0.03% | Add +51.4% | 147,336 | $8.3M |
| Sonora Investment Management Group, LLC | 0.64% | Add +6.4% | 143,406 | $8.1M |
| SG Americas Securities, LLC | 0.04% | Add +83.0% | 143,377 | $8.1M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +3.2% | 142,649 | $7.9M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -1.0% | 139,052 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.5% | 138,161 | $7.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.3% | 130,937 | $7.4M |
| DAVENPORT & Co LLC | 0.05% | Reduce -12.9% | 130,783 | $7.4M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.08% | Add +42.5% | 130,534 | $7.4M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -3.5% | 130,291 | $7.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -9.0% | 129,922 | $7.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.03% | Reduce -2.5% | 128,261 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -48.6% | 127,645 | $7.2M |
| Danske Bank A/S | 0.02% | — | 125,234 | $7.1M |
| Carnegie Investment Counsel | 0.22% | Add +2.0% | 123,931 | $7.0M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +38.0% | 121,499 | $6.9M |
| Resona Asset Management Co.,Ltd. | 0.04% | — | 120,944 | $6.8M |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.