WP CareyWPC
13F holders, Q3 2024 (September 30)804holders +21
81new positions
58sold out
7famous investors
$62.33avg. 13F price*
At the end of Q3 2024, 804 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 21 from Q2 2024. 81 opened new positions and 58 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.7B) and State Street Corp. ($743.5M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $92.2M |
| Exits | 58 | $73.4M |
All 13F filers, Q2 2024 → Q3 2024: 9,727,948 shares bought and 10,623,552 shares sold, net −895,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 804 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.7% | 30,578,089 | $1.9B |
| BlackRock, Inc. | 0.04% | — | 26,931,685 | $1.7B |
| State Street Corp. | 0.03% | Reduce -2.4% | 11,770,831 | $743.5M |
| Geode Capital Management, LLC | 0.02% | Add +2.9% | 4,573,938 | $284.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.9% | 3,180,966 | $198.2M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -3.8% | 3,116,331 | $194.1M |
| Norges Bank | 0.02% | Add +5.7% | 2,667,114 | $166.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.1% | 2,598,618 | $161.9M |
| PGGM Investments | 2.07% | Add +4.0% | 2,598,446 | $161.9M |
| Legal & General Group Plc | 0.04% | Reduce -5.1% | 2,450,135 | $152.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -10.9% | 2,248,256 | $140.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +660.9% | 2,054,080 | $128.0M |
| Morgan Stanley | 0.01% | Add +1.1% | 1,950,718 | $121.5M |
| Northern Trust Corp. | 0.02% | Reduce -4.7% | 1,882,602 | $117.3M |
| JPMorgan Chase & Co. | 0.01% | Add +21.1% | 1,514,049 | $94.3M |
| Equity Investment Corp. | 2.15% | Add +0.7% | 1,481,627 | $92.3M |
| UBS Group AG | 0.03% | Add +4.5% | 1,451,539 | $90.4M |
| Balyasny Asset Management L.P. | 0.19% | Reduce -30.0% | 1,167,685 | $72.7M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -5.7% | 1,150,464 | $71.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +565.1% | 1,036,397 | $64.6M |
| California Public Employees Retirement System | 0.04% | Reduce -2.0% | 1,026,124 | $63.9M |
| Bank of America Corp. | 0.01% | Add +5.1% | 922,004 | $57.4M |
| Citadel Advisors | 0.06% | Add +3012.7% | 894,202 | $55.7M |
| FMR LLC | 0.00% | Add +103.3% | 806,082 | $50.2M |
| APG Asset Management US Inc. | 0.32% | Reduce -1.8% | 776,897 | $47.6M |
| LPL Financial LLC | 0.02% | Reduce -5.3% | 727,296 | $45.3M |
| HSBC Holdings PLC | 0.03% | Add +0.9% | 690,608 | $43.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.4% | 682,794 | $42.6M |
| Advisors Capital Management, LLC | 0.69% | Add +5.0% | 677,809 | $42.2M |
| Invesco Ltd. | 0.01% | Reduce -36.2% | 677,318 | $42.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 665,867 | $41.5M |
| Rhumbline Advisers | 0.04% | Reduce -1.4% | 658,404 | $41.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.3% | 650,609 | $40.5M |
| Swiss National Bank | 0.03% | Add +0.4% | 649,451 | $40.5M |
| Zacks Investment Management | 0.33% | Add +10.7% | 613,806 | $38.2M |
| Victory Capital Management Inc. | 0.03% | Add +649.4% | 553,879 | $34.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -30.4% | 506,688 | $31.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +6.4% | 488,807 | $30.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.1% | 465,962 | $29.0M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -3.9% | 440,215 | $27.4M |
| Asset Management One Co., Ltd. | 0.10% | Add +0.4% | 428,962 | $26.7M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +274.4% | 405,808 | $25.3M |
| Brown Advisory Inc. | 0.03% | Reduce -4.1% | 404,391 | $25.2M |
| Public Employees Retirement System of Ohio | 0.11% | Reduce -1.1% | 397,167 | $24.7M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 379,853 | $23.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.5% | 373,176 | $23.2M |
| Raymond James & Associates | 0.01% | Add +2.8% | 370,669 | $23.1M |
| Cetera Investment Advisers | 0.05% | Reduce -0.9% | 358,770 | $22.4M |
| Barclays PLC | 0.01% | Reduce -48.4% | 353,908 | $22.0M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +2.5% | 342,773 | $21.4M |
| BNP Paribas Financial Markets | 0.02% | Add +138.0% | 306,304 | $19.1M |
| California State Teachers Retirement System | 0.02% | Reduce -2.8% | 304,061 | $18.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +7.0% | 298,637 | $18.6M |
| Citigroup Inc. | 0.02% | Reduce -9.7% | 297,687 | $18.5M |
| Deutsche Bank AG | 0.01% | Add +1.1% | 294,110 | $18.3M |
| Berkshire Asset Management LLC | 0.93% | No change | 331,983 | $18.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -7.3% | 268,497 | $16.7M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.6% | 265,846 | $16.6M |
| Corebridge Financial, Inc. | 0.09% | Reduce -6.5% | 258,779 | $16.1M |
| Aviva PLC | 0.04% | Add +27.1% | 254,842 | $15.9M |
| Wellington Management Group LLP | 0.00% | Add +121.9% | 253,419 | $15.8M |
| Amundi | 0.01% | Reduce -1.9% | 261,338 | $15.6M |
| Waterfront Capital Partners, LLC | 2.82% | Reduce -47.0% | 246,111 | $15.3M |
| First Trust Advisors LP | 0.01% | Reduce -14.2% | 245,025 | $15.3M |
| Foundry Partners, LLC | 0.75% | Reduce -0.5% | 242,179 | $15.1M |
| TruWealth Advisors, LLC | 0.91% | Add +15.0% | 239,578 | $14.9M |
| New York State Teachers Retirement System | 0.03% | Add +0.3% | 223,824 | $13.9M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 220,417 | $13.7M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.2% | 218,674 | $13.6M |
| Tudor Investment Corporation | 0.14% | Add +1189.9% | 201,391 | $12.5M |
| Lighthouse Investment Partners, LLC | 0.67% | New | 200,000 | $12.5M |
| Achmea Investment Management B.V. | 0.20% | Add +1567.3% | 193,726 | $12.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +12.6% | 192,869 | $12.0M |
| Marshall Wace, LLP | 0.02% | New | 191,930 | $12.0M |
| Illinois Municipal Retirement Fund | 0.17% | Add +11.7% | 190,726 | $11.9M |
| Pacer Advisors, Inc. | 0.03% | Reduce -5.5% | 188,200 | $11.7M |
| Truist Financial Corp. | 0.02% | Reduce -1.4% | 187,175 | $11.7M |
| Qube Research & Technologies Ltd | 0.02% | New | 177,299 | $11.0M |
| Carnegie Investment Counsel | 0.32% | Add +20.5% | 173,837 | $10.8M |
| Schroder Investment Management Group | 0.01% | Add +45.4% | 166,846 | $10.3M |
| Franklin Resources Inc. | 0.00% | Add +20.4% | 165,184 | $9.9M |
| Sonora Investment Management Group, LLC | 0.74% | Add +10.2% | 158,045 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.7% | 157,726 | $9.8M |
| Allianz Asset Management GmbH | 0.02% | Add +66.6% | 157,056 | $9.8M |
| SG Americas Securities, LLC | 0.04% | Add +41.9% | 156,373 | $9.7M |
| KBC Group NV | 0.03% | Add +746.6% | 149,820 | $9.3M |
| State of Alaska, Department of Revenue | 0.10% | Reduce -12.8% | 147,842 | $9.2M |
| Sequoia Financial Advisors, LLC | 0.10% | Add +82.9% | 146,900 | $9.2M |
| Treasurer of the State of North Carolina | 0.04% | Add +0.5% | 146,220 | $9.1M |
| Janney Montgomery Scott LLC | 0.03% | New | 145,838 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.4% | 145,388 | $9.1M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +9.2% | 143,926 | $8.9M |
| Gillson Capital LP | 0.80% | New | 141,601 | $8.8M |
| Aew Capital Management L P | 0.37% | Reduce -35.5% | 139,640 | $8.7M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -1.2% | 138,595 | $8.6M |
| Allworth Financial LP | 0.05% | Add +16.8% | 135,827 | $8.5M |
| Ensign Peak Advisors, Inc | 0.01% | Add +18.9% | 133,575 | $8.3M |
| Guggenheim Capital LLC | 0.06% | Add +76.0% | 130,377 | $8.1M |
| MML Investors Services, LLC | 0.03% | Reduce -7.5% | 127,356 | $7.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.6% | 126,056 | $7.9M |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.