WP CareyWPC
13F holders, Q4 2024 (December 31)782holders −22
57new positions
108sold out
7famous investors
$54.56avg. 13F price*
At the end of Q4 2024, 782 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, down 22 from Q3 2024. 57 opened new positions and 108 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.5B) and State Street Corp. ($669.1M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $103.1M |
| Exits | 108 | $161.6M |
All 13F filers, Q3 2024 → Q4 2024: 9,032,758 shares bought and 6,900,547 shares sold, net +2,132,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 782 holders
| Vanguard Group Inc. | 0.03% | Add +0.8% | 30,820,665 | $1.7B |
| BlackRock, Inc. | 0.03% | Add +2.2% | 27,525,968 | $1.5B |
| State Street Corp. | 0.03% | Add +2.7% | 12,087,036 | $669.1M |
| Geode Capital Management, LLC | 0.02% | Add +3.0% | 4,709,028 | $256.2M |
| Massachusetts Financial Services Co. | 0.07% | Add +29.1% | 4,022,953 | $219.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.3% | 3,170,736 | $172.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.7% | 2,641,815 | $143.9M |
| Northern Trust Corp. | 0.02% | Add +40.3% | 2,641,229 | $143.9M |
| PGGM Investments | 1.88% | No change | 2,598,446 | $141.6M |
| Norges Bank | 0.02% | Reduce -4.1% | 2,558,388 | $139.4M |
| Legal & General Group Plc | 0.03% | Reduce -4.2% | 2,347,357 | $127.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.5% | 2,237,905 | $121.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +6.5% | 2,188,603 | $119.2M |
| Morgan Stanley | 0.01% | Add +7.1% | 2,088,770 | $113.8M |
| UBS Group AG | 0.02% | Add +31.9% | 1,913,875 | $104.3M |
| Equity Investment Corp. | 2.39% | Add +26.3% | 1,870,734 | $101.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.9% | 1,364,292 | $74.3M |
| Citadel Advisors | 0.07% | Add +42.3% | 1,272,730 | $69.3M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -7.3% | 1,066,496 | $58.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.1% | 1,058,351 | $57.7M |
| California Public Employees Retirement System | 0.04% | Add +0.0% | 1,026,256 | $55.9M |
| Bank of America Corp. | 0.00% | Reduce -12.7% | 805,024 | $43.9M |
| APG Asset Management US Inc. | 0.31% | Reduce -2.2% | 760,019 | $41.4M |
| Invesco Ltd. | 0.01% | Add +10.8% | 750,151 | $40.9M |
| Ameriprise Financial Inc. | 0.01% | Add +7.0% | 730,278 | $39.7M |
| LPL Financial LLC | 0.02% | Reduce -3.8% | 699,961 | $38.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +3.0% | 670,027 | $36.5M |
| Victory Capital Management Inc. | 0.04% | Add +19.8% | 663,317 | $36.1M |
| Rhumbline Advisers | 0.03% | Add +0.6% | 662,113 | $36.1M |
| Swiss National Bank | 0.02% | Reduce -4.8% | 618,251 | $33.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.9% | 579,762 | $31.6M |
| Raymond James Financial Inc. | 0.01% | — | 577,139 | $31.4M |
| Caisse de depot et placement du Quebec | 0.06% | New | 571,289 | $31.1M |
| Advisors Capital Management, LLC | 0.48% | Reduce -17.0% | 562,654 | $30.7M |
| Millennium Management | 0.03% | Add +514.7% | 538,933 | $29.4M |
| Zacks Investment Management | 0.26% | Reduce -16.1% | 514,898 | $28.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.0% | 501,566 | $27.3M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +23.2% | 500,063 | $27.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.5% | 463,740 | $25.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.2% | 458,323 | $25.0M |
| CANADA LIFE ASSURANCE Co | 0.04% | Add +3.3% | 454,720 | $24.8M |
| Asset Management One Co., Ltd. | 0.08% | Add +1.0% | 433,241 | $23.6M |
| Alliancebernstein L.P. | 0.01% | Add +13.0% | 421,576 | $23.0M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -2.0% | 389,320 | $21.2M |
| Barclays PLC | 0.01% | Add +9.6% | 387,839 | $21.1M |
| Brown Advisory Inc. | 0.03% | Reduce -4.5% | 386,343 | $21.0M |
| FMR LLC | 0.00% | Reduce -54.3% | 368,479 | $20.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 364,236 | $19.8M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +3.7% | 355,333 | $19.4M |
| Berkshire Asset Management LLC | 0.84% | Reduce -2.8% | 322,771 | $17.8M |
| Wellington Management Group LLP | 0.00% | Add +26.2% | 319,738 | $17.4M |
| California State Teachers Retirement System | 0.02% | Add +3.1% | 313,452 | $17.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +1.1% | 301,994 | $16.6M |
| Deutsche Bank AG | 0.01% | Reduce -2.9% | 285,607 | $15.6M |
| Schroder Investment Management Group | 0.01% | Add +69.2% | 282,368 | $15.2M |
| Amundi | 0.01% | Add +4.0% | 271,703 | $14.9M |
| Osaic Holdings, Inc. | 0.03% | Add +1.7% | 273,151 | $14.9M |
| HSBC Holdings PLC | 0.01% | Reduce -60.6% | 271,813 | $14.8M |
| Retirement Systems of Alabama | 0.05% | Add +0.1% | 266,101 | $14.5M |
| Citigroup Inc. | 0.01% | Reduce -13.1% | 258,784 | $14.1M |
| Cetera Investment Advisers | 0.03% | Reduce -29.4% | 253,479 | $13.8M |
| Royal Bank of Canada | 0.00% | Add +12.6% | 248,139 | $13.5M |
| Corebridge Financial, Inc. | 0.07% | Reduce -4.3% | 247,618 | $13.5M |
| TruWealth Advisors, LLC | 0.80% | Add +1.1% | 242,277 | $13.2M |
| Alyeska Investment Group, L.P. | 0.05% | New | 232,463 | $12.7M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.2% | 223,472 | $12.2M |
| Illinois Municipal Retirement Fund | 0.17% | Add +12.9% | 215,332 | $11.7M |
| Skandinaviska Enskilda Banken AB (publ) | 0.05% | Add +377.8% | 212,345 | $11.6M |
| Foundry Partners, LLC | 0.58% | Reduce -13.1% | 210,380 | $11.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -7.1% | 203,135 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +38.6% | 201,509 | $11.0M |
| Lighthouse Investment Partners, LLC | 0.40% | Reduce -5.0% | 190,000 | $10.4M |
| Franklin Resources Inc. | 0.00% | Add +12.0% | 185,053 | $10.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -6.7% | 179,979 | $9.8M |
| Allianz Asset Management GmbH | 0.01% | Add +9.0% | 171,196 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Add +37.6% | 170,335 | $9.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -47.0% | 162,368 | $8.8M |
| Carnegie Investment Counsel | 0.25% | Reduce -7.3% | 161,188 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -15.2% | 158,730 | $8.6M |
| Sonora Investment Management Group, LLC | 0.67% | Add +0.3% | 158,512 | $8.6M |
| Pacer Advisors, Inc. | 0.02% | Reduce -16.6% | 156,876 | $8.5M |
| Achmea Investment Management B.V. | 0.14% | Reduce -19.1% | 156,662 | $8.5M |
| Ensign Peak Advisors, Inc | 0.02% | Add +16.9% | 156,091 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.5% | 152,209 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.3% | 149,254 | $8.1M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +1.4% | 149,009 | $8.1M |
| Treasurer of the State of North Carolina | 0.03% | Add +1.6% | 148,605 | $8.1M |
| MML Investors Services, LLC | 0.03% | Add +16.6% | 148,515 | $8.1M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 143,926 | $7.8M |
| Natixis | 0.05% | New | 141,553 | $7.7M |
| Aew Capital Management L P | 0.37% | No change | 139,640 | $7.6M |
| Allworth Financial LP | 0.04% | Add +0.5% | 136,470 | $7.5M |
| Aviva PLC | 0.02% | Reduce -47.5% | 133,848 | $7.3M |
| Cullen/Frost Bankers, Inc. | 0.10% | Reduce -5.1% | 131,551 | $7.2M |
| MetLife Investment Management, LLC | 0.04% | Add +8.4% | 129,754 | $7.1M |
| State of Alaska, Department of Revenue | 0.08% | Reduce -12.4% | 129,491 | $7.1M |
| Andra AP-fonden | 0.11% | Add +53.5% | 126,914 | $6.9M |
| Rock Point Advisors, LLC | 2.00% | Add +2.7% | 125,922 | $6.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +33.7% | 124,715 | $6.8M |
| Aberdeen Group plc | 0.01% | Add +21.0% | 124,229 | $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.