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, Q1 2025
Institutional positions in W. P. Carey Inc. as of Mar 31, 2025. 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
- 823
- +52 vs. Q4 2024
- Shares held
- 156.5M
- +6.49M (+4.3%) vs. Q4 2024
- Total value
- $9.82B
- +$1.69B (+20.7%) vs. Q4 2024
- New holders
- 114
- 311 more added
- Sold out
- 62
- 265 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,746,852 | $1.94B | 0.04% | −73,813−0.2% | Reduced |
| BlackRock, Inc. | 27,360,987 | $1.73B | 0.04% | −164,981−0.6% | Reduced |
| State Street Corp | 12,455,317 | $796.7M | 0.03% | +368,281+3.0% | Added |
| JPMorgan Chase & Co | 5,112,190 | $322.6M | 0.02% | +3,747,898+274.7% | Added |
| Geode Capital Management, LLC | 4,518,868 | $284.6M | 0.02% | −190,160−4.0% | Reduced |
| Massachusetts Financial Services Co | 4,218,419 | $266.2M | 0.09% | +195,466+4.9% | Added |
| Dimensional Fund Advisors LP | 3,173,965 | $200.3M | 0.05% | +3,229+0.1% | Added |
| Northern Trust Corp | 2,696,844 | $170.2M | 0.03% | +55,615+2.1% | Added |
| Charles Schwab Investment Management Inc | 2,662,310 | $168.0M | 0.03% | +20,495+0.8% | Added |
| Legal & General Group Plc | 2,430,753 | $153.4M | 0.04% | +83,396+3.6% | Added |
| Norges Bank | 2,376,226 | $150.0M | 0.02% | −182,162−7.1% | Reduced |
| UBS Asset Management Americas Inc | 2,257,017 | $142.4M | 0.04% | +68,414+3.1% | Added |
| Bank of New York Mellon Corp | 2,248,019 | $141.9M | 0.03% | +10,114+0.5% | Added |
| Morgan Stanley | 2,024,900 | $127.8M | 0.01% | −63,870−3.1% | Reduced |
| Equity Investment Corp | 1,949,395 | $123.0M | 2.75% | +78,661+4.2% | Added |
| Pacer Advisors, Inc. | 1,751,921 | $110.6M | 0.26% | +1,595,045+1,016.8% | Added |
| UBS Group AG | 1,603,479 | $101.2M | 0.02% | −310,396−16.2% | Reduced |
| Bank of America Corp | 1,137,559 | $71.8M | 0.01% | +332,535+41.3% | Added |
| Price T Rowe Associates Inc | 1,082,219 | $68.3M | 0.01% | +23,868+2.3% | Added |
| Commonwealth Equity Services, LLC | 1,060,172 | $66.9M | 0.09% | −6,324−0.6% | Reduced |
| California Public Employees Retirement System | 995,500 | $62.8M | 0.04% | −30,756−3.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 872,496 | $55.1M | 0.11% | +372,433+74.5% | Added |
| Advisors Capital Management, LLC | 823,328 | $52.0M | 0.80% | +260,674+46.3% | Added |
| APG Asset Management US Inc. | 760,019 | $47.9M | 0.37% | 00.0% | Unchanged |
| Invesco Ltd. | 741,561 | $46.8M | 0.01% | −8,590−1.1% | Reduced |
| Ameriprise Financial Inc | 724,836 | $45.8M | 0.01% | −5,442−0.7% | Reduced |
| Victory Capital Management Inc | 691,083 | $43.6M | 0.04% | +27,766+4.2% | Added |
| Caisse de Depot Et Placement du Quebec | 686,142 | $43.3M | 0.09% | +114,853+20.1% | Added |
| LPL Financial LLC | 680,868 | $43.0M | 0.02% | −19,093−2.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 668,987 | $42.2M | 0.03% | −1,040−0.2% | Reduced |
| Rhumbline Advisers | 663,748 | $41.9M | 0.04% | +1,635+0.2% | Added |
| Swiss National Bank | 617,251 | $39.0M | 0.03% | −1,000−0.2% | Reduced |
| Envestnet Asset Management Inc | 606,427 | $38.3M | 0.01% | +26,665+4.6% | Added |
| Raymond James Financial Inc | 585,621 | $37.0M | 0.01% | +8,482+1.5% | Added |
| Zacks Investment Management | 562,397 | $35.5M | 0.33% | +47,499+9.2% | Added |
| Principal Financial Group Inc | 503,334 | $31.8M | 0.02% | +1,768+0.4% | Added |
| FMR LLC | 486,674 | $30.7M | 0.00% | +118,195+32.1% | Added |
| Nuveen, LLC | 478,434 | $30.2M | 0.01% | +478,434 | New |
| Great West Life Assurance Co | 475,475 | $30.0M | 0.05% | +20,755+4.6% | Added |
| Private Management Group Inc | 474,144 | $29.9M | 1.07% | +474,144 | New |
| Asset Management One Co.,Ltd. | 439,346 | $27.7M | 0.10% | +6,105+1.4% | Added |
| Alliancebernstein L.P. | 423,687 | $26.7M | 0.01% | +2,111+0.5% | Added |
| HSBC Holdings PLC | 404,702 | $25.5M | 0.02% | +132,889+48.9% | Added |
| Public Employees Retirement System of Ohio | 379,386 | $23.9M | 0.09% | −9,934−2.6% | Reduced |
| Wells Fargo & Company | 374,707 | $23.6M | 0.01% | +10,471+2.9% | Added |
| Nomura Asset Management Co Ltd | 368,293 | $23.2M | 0.07% | +12,960+3.6% | Added |
| Brown Advisory Inc | 367,107 | $23.2M | 0.03% | −19,236−5.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 331,548 | $20.9M | 0.02% | +29,554+9.8% | Added |
| Lighthouse Investment Partners, LLC | 326,100 | $20.6M | 0.94% | +136,100+71.6% | Added |
| ExodusPoint Capital Management, LP | 319,647 | $20.2M | 0.27% | +319,647 | New |
| Berkshire Asset Management LLC | 328,204 | $19.9M | 0.96% | +5,433+1.7% | Added |
| California State Teachers Retirement System | 315,885 | $19.9M | 0.02% | +2,433+0.8% | Added |
| Balyasny Asset Management LLC | 312,688 | $19.7M | 0.05% | +312,688 | New |
| Goldman Sachs Group Inc | 308,729 | $19.5M | 0.00% | −155,011−33.4% | Reduced |
| Allianz Asset Management GmbH | 294,249 | $18.6M | 0.03% | +123,053+71.9% | Added |
| Jain Global LLC | 292,185 | $18.4M | 0.38% | +292,185 | New |
| Deutsche Bank AG | 291,308 | $18.4M | 0.01% | +5,701+2.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 287,845 | $18.2M | 0.09% | +75,500+35.6% | Added |
| Cetera Investment Advisers | 286,043 | $18.1M | 0.03% | +32,564+12.8% | Added |
| KLP Kapitalforvaltning AS | 272,500 | $17.4M | 0.09% | +159,200+140.5% | Added |
| Waterfront Capital Partners, LLC | 270,772 | $17.1M | 2.93% | +270,772 | New |
| Amundi | 276,671 | $17.0M | 0.01% | +4,968+1.8% | Added |
| Retirement Systems of Alabama | 266,366 | $16.8M | 0.07% | +265+0.1% | Added |
| Schroder Investment Management Group | 266,958 | $16.5M | 0.02% | −15,410−5.5% | Reduced |
| Two Sigma Investments, LP | 254,818 | $16.1M | 0.03% | +207,021+433.1% | Added |
| Royal Bank of Canada | 252,264 | $15.9M | 0.00% | +4,125+1.7% | Added |
| Virginia Retirement Systems Et Al | 248,990 | $15.7M | 0.12% | +248,990 | New |
| TruWealth Advisors, LLC | 248,281 | $15.7M | 0.95% | +6,004+2.5% | Added |
| Franklin Resources Inc | 248,142 | $15.7M | 0.00% | +63,089+34.1% | Added |
| Corebridge Financial, Inc. | 241,712 | $15.3M | 0.09% | −5,906−2.4% | Reduced |
| Candriam Luxembourg S.C.A. | 236,875 | $14.9M | 0.09% | +236,875 | New |
| Barclays PLC | 235,129 | $14.8M | 0.01% | −152,710−39.4% | Reduced |
| Foundry Partners, LLC | 234,344 | $14.8M | 0.78% | +23,964+11.4% | Added |
| New York State Teachers Retirement System | 223,833 | $14.1M | 0.03% | +361+0.2% | Added |
| Citigroup Inc | 216,522 | $13.7M | 0.01% | −42,262−16.3% | Reduced |
| Illinois Municipal Retirement Fund | 215,332 | $13.6M | 0.20% | 00.0% | Unchanged |
| Millennium Management LLC | 213,194 | $13.5M | 0.01% | −325,739−60.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 207,509 | $13.1M | 0.03% | +6,000+3.0% | Added |
| Advisor Group Holdings, Inc. | 207,345 | $13.1M | 0.03% | −65,806−24.1% | Reduced |
| State Board of Administration of Florida Retirement System | 203,135 | $12.8M | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 179,329 | $11.3M | 0.01% | −650−0.4% | Reduced |
| Two Sigma Advisers, LP | 178,700 | $11.3M | 0.03% | +170,300+2,027.4% | Added |
| Sonora Investment Management Group, LLC | 178,005 | $11.2M | 0.89% | +19,493+12.3% | Added |
| State of Wisconsin Investment Board | 174,724 | $11.0M | 0.03% | +4,389+2.6% | Added |
| Achmea Investment Management B.V. | 173,202 | $10.9M | 0.16% | +16,540+10.6% | Added |
| AXA S.A. | 170,941 | $10.8M | 0.04% | +118,419+225.5% | Added |
| Treasurer of the State of North Carolina | 169,009 | $10.7M | 0.04% | +20,404+13.7% | Added |
| Truist Financial Corp | 168,757 | $10.7M | 0.02% | +10,027+6.3% | Added |
| AQR Capital Management LLC | 165,632 | $10.4M | 0.01% | +114,723+225.3% | Added |
| MML Investors Services, LLC | 161,431 | $10.2M | 0.03% | +12,916+8.7% | Added |
| Korea Investment CORP | 161,423 | $10.2M | 0.02% | +95,900+146.4% | Added |
| Davenport & Co LLC | 157,359 | $9.93M | 0.06% | +36,869+30.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 156,194 | $9.86M | 0.02% | +40,738+35.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 153,497 | $9.69M | 0.03% | +1,288+0.8% | Added |
| Aviva PLC | 150,740 | $9.51M | 0.02% | +16,892+12.6% | Added |
| Pictet Asset Management Holding SA | 150,468 | $9.50M | 0.01% | +26,067+21.0% | Added |
| Eisler Capital Management Ltd. | 149,123 | $9.41M | 0.28% | +149,123 | New |
| Janney Montgomery Scott LLC | 148,226 | $9.36M | 0.03% | −1,028−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 162,913 | $9.28M | 0.22% | +1,725+1.1% | Added |
| Sequoia Financial Advisors, LLC | 146,276 | $9.23M | 0.07% | −2,733−1.8% | Reduced |