WP CareyWPC
13F holders, Q2 2024 (June 30)783holders +11
73new positions
64sold out
8famous investors
$55.13avg. 13F price*
At the end of Q2 2024, 783 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 11 from Q1 2024. 73 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock Inc. ($1.5B) and State Street Corp. ($673.9M). 8 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $89.0M |
| Exits | 64 | $127.4M |
All 13F filers, Q1 2024 → Q2 2024: 7,584,387 shares bought and 13,714,326 shares sold, net −6,129,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 783 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.6% | 30,779,355 | $1.7B |
| BlackRock Inc. | 0.03% | Reduce -0.2% | 26,789,725 | $1.5B |
| State Street Corp. | 0.03% | Reduce -0.2% | 12,054,004 | $673.9M |
| Geode Capital Management, LLC | 0.02% | Add +3.4% | 4,446,461 | $244.4M |
| Massachusetts Financial Services Co. | 0.05% | Add +22.2% | 3,240,705 | $178.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +6.9% | 3,152,879 | $173.6M |
| Cohen & Steers, Inc. | 0.36% | Reduce -53.8% | 3,120,565 | $171.8M |
| Legal & General Group Plc | 0.04% | Reduce -13.6% | 2,581,385 | $142.1M |
| Bank of New York Mellon Corp | 0.03% | Add +0.3% | 2,524,490 | $139.0M |
| Norges Bank | 0.02% | Reduce -3.9% | 2,524,080 | $139.0M |
| PGGM Investments | 1.97% | Add +18.5% | 2,498,975 | $137.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.2% | 2,495,471 | $137.4M |
| Northern Trust Corp. | 0.02% | Add +13.3% | 1,974,499 | $108.7M |
| Morgan Stanley | 0.01% | Add +8.3% | 1,930,225 | $106.3M |
| Balyasny Asset Management L.P. | 0.24% | Add +10.9% | 1,668,237 | $91.8M |
| Equity Investment Corp. | 2.07% | Add +38.9% | 1,472,017 | $81.0M |
| UBS Group AG | 0.02% | Reduce -1.4% | 1,389,527 | $76.5M |
| Daiwa Securities Group Inc. | 0.41% | Reduce -42.0% | 1,369,514 | $75.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -61.3% | 1,249,819 | $68.8M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -7.5% | 1,220,175 | $67.2M |
| Invesco Ltd. | 0.01% | Add +39.4% | 1,061,452 | $58.4M |
| California Public Employees Retirement System | 0.04% | Reduce -9.2% | 1,047,629 | $57.7M |
| Bank of America Corp. | 0.00% | Add +6.8% | 877,158 | $48.3M |
| APG Asset Management US Inc. | 0.25% | No change | 791,037 | $43.2M |
| LPL Financial LLC | 0.02% | Add +6.0% | 767,971 | $42.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -11.5% | 728,540 | $40.1M |
| Barclays PLC | 0.02% | Reduce -4.5% | 686,260 | $37.8M |
| HSBC Holdings PLC | 0.02% | Add +185.7% | 684,355 | $37.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.3% | 668,462 | $36.8M |
| Rhumbline Advisers | 0.03% | Reduce -2.0% | 668,017 | $36.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.5% | 653,919 | $36.1M |
| Swiss National Bank | 0.02% | Reduce -1.2% | 647,151 | $35.6M |
| Advisors Capital Management, LLC | 0.62% | Add +7.0% | 645,690 | $35.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -15.0% | 642,560 | $35.4M |
| Canada Pension Plan Investment Board | 0.03% | Add +8.2% | 583,851 | $32.1M |
| Zacks Investment Management | 0.34% | Add +2.5% | 554,731 | $30.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +93.2% | 466,276 | $25.7M |
| Waterfront Capital Partners, LLC | 3.28% | New | 463,979 | $25.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +17.8% | 459,545 | $25.4M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +0.4% | 458,040 | $25.2M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -8.3% | 427,385 | $23.5M |
| Brown Advisory Inc. | 0.03% | Reduce -4.0% | 421,530 | $23.2M |
| Wells Fargo & Company | 0.01% | Reduce -10.4% | 403,880 | $22.2M |
| Public Employees Retirement System of Ohio | 0.09% | Reduce -0.7% | 401,568 | $22.1M |
| FMR LLC | 0.00% | Add +8.8% | 396,489 | $21.8M |
| Alliancebernstein L.P. | 0.01% | Add +3.9% | 394,997 | $21.7M |
| Cetera Investment Advisers | 0.05% | Add +0.5% | 362,206 | $19.9M |
| Raymond James & Associates | 0.01% | Add +23.6% | 360,517 | $19.8M |
| Schonfeld Strategic Advisors LLC | 0.15% | Add +6537.5% | 348,139 | $19.2M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +4.4% | 334,496 | $18.4M |
| Berkshire Asset Management LLC | 0.91% | Add +1.4% | 331,983 | $18.3M |
| Citigroup Inc. | 0.02% | Add +7.1% | 329,790 | $18.2M |
| Jane Street Group, LLC | 0.02% | Add +671.7% | 317,779 | $17.5M |
| California State Teachers Retirement System | 0.02% | Reduce -2.0% | 312,932 | $17.2M |
| Deutsche Bank AG | 0.01% | Reduce -0.6% | 290,959 | $16.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -16.6% | 289,642 | $15.9M |
| First Trust Advisors LP | 0.02% | Add +24.4% | 285,657 | $15.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.1% | 279,211 | $15.4M |
| Corebridge Financial, Inc. | 0.08% | — | 276,770 | $15.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.6% | 270,083 | $14.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -85.8% | 269,949 | $14.9M |
| Amundi | 0.01% | Reduce -13.4% | 266,354 | $14.6M |
| Foundry Partners, LLC | 0.72% | Add +52.7% | 243,375 | $13.4M |
| National Bank of Canada | 0.02% | Add +26546.1% | 231,022 | $12.6M |
| New York State Teachers Retirement System | 0.03% | Add +10.3% | 223,173 | $12.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +2.5% | 218,199 | $12.0M |
| Aew Capital Management L P | 0.58% | No change | 216,400 | $11.9M |
| Weiss Asset Management LP | 0.94% | New | 216,064 | $11.9M |
| Royal Bank of Canada | 0.00% | Reduce -13.2% | 211,041 | $11.6M |
| TruWealth Advisors, LLC | 0.76% | Reduce -4.0% | 208,281 | $11.5M |
| Aviva PLC | 0.03% | Reduce -2.6% | 200,525 | $11.0M |
| Pacer Advisors, Inc. | 0.03% | Reduce -2.7% | 199,202 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -2.8% | 189,878 | $10.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.2% | 172,652 | $9.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.9% | 171,306 | $9.4M |
| Illinois Municipal Retirement Fund | 0.14% | Add +56.0% | 170,760 | $9.4M |
| State of Alaska, Department of Revenue | 0.10% | Add +5.0% | 169,533 | $9.3M |
| Susquehanna Fundamental Investments, LLC | 0.21% | New | 166,656 | $9.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 155,818 | $8.6M |
| Sonora Investment Management Group, LLC | 0.64% | No change | 143,406 | $8.1M |
| Treasurer of the State of North Carolina | 0.03% | Add +33.0% | 145,561 | $8.0M |
| Carnegie Investment Counsel | 0.25% | Add +16.4% | 144,310 | $7.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.8% | 143,405 | $7.9M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +0.9% | 140,328 | $7.7M |
| MML Investors Services, LLC | 0.03% | Reduce -6.6% | 137,618 | $7.6M |
| Franklin Resources Inc. | 0.00% | Reduce -15.9% | 137,162 | $7.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -22.6% | 131,347 | $7.2M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -7.6% | 131,817 | $7.2M |
| New York State Common Retirement Fund | 0.01% | Add +0.0% | 129,938 | $7.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.0% | 129,668 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -51.5% | 128,687 | $7.1M |
| Resona Asset Management Co.,Ltd. | 0.04% | Add +3.0% | 124,572 | $6.9M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -3.8% | 125,288 | $6.9M |
| Allworth Financial LP | 0.04% | Add +0.7% | 116,305 | $6.9M |
| Rock Point Advisors, LLC | 2.06% | Add +4.5% | 124,774 | $6.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.1% | 122,884 | $6.8M |
| MetLife Investment Management, LLC | 0.04% | Add +1.5% | 121,872 | $6.7M |
| Amalgamated Bank | 0.06% | Add +2.0% | 121,617 | $6.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | — | 121,061 | $6.7M |
| DAVENPORT & Co LLC | 0.04% | Reduce -8.5% | 119,725 | $6.6M |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.