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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.

Q1 2025 vs. Q4 2024

How the institutions holding W. P. Carey Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WPC: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders78211823+52
Shares150.6M525.7K156.5M+6.49M (+4.3%)
Value$8.16B$28.6M$9.82B+$1.69B (+20.7%)

11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (114)

Institutions that held W. P. Carey Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 114 by value.

Institutions new to WPC in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC478,434$30.2M0.01%
Private Management Group Inc474,144$29.9M1.07%
ExodusPoint Capital Management, LP319,647$20.2M0.27%
Balyasny Asset Management LLC312,688$19.7M0.05%
Jain Global LLC292,185$18.4M0.38%
Waterfront Capital Partners, LLC270,772$17.1M2.93%
Virginia Retirement Systems Et Al248,990$15.7M0.12%
Candriam Luxembourg S.C.A.236,875$14.9M0.09%
Eisler Capital Management Ltd.149,123$9.41M0.28%
Universal- Beteiligungs- und Servicegesellschaft mbH143,319$9.04M0.02%
Edgestream Partners, L.P.104,769$6.61M0.22%
Healthcare of Ontario Pension Plan Trust Fund74,000$4.67M0.01%
Jump Financial, LLC72,966$4.60M0.07%
Greenland Capital Management LP59,024$3.73M0.64%
Renaissance Technologies LLC54,500$3.44M0.01%
Oak Thistle LLC51,452$3.25M0.65%
SFMG, LLC38,518$2.43M0.19%
Planning Directions Inc37,191$2.35M1.00%
Entropy Technologies, LP35,630$2.25M0.22%
Teacher Retirement System of Texas31,994$2.02M0.01%
Waldron Private Wealth LLC30,074$1.92M0.09%
Dark Forest Capital Management LP28,020$1.77M0.08%
Lecap Asset Management Ltd27,871$1.76M0.41%
Heitman Real Estate Securities LLC24,119$1.52M0.10%
OP Asset Management Ltd23,924$1.51M0.03%
New York Life Investment Management LLC23,729$1.50M0.02%
Kentucky Retirement Systems14,791$933.5K0.03%
Dynamic Advisor Solutions LLC14,088$889.1K0.03%
Boothbay Fund Management, LLC13,498$851.9K0.03%
Landscape Capital Management, L.L.C.12,550$792.0K0.07%
Invst, LLC11,633$734.2K0.10%
Nebula Research & Development LLC11,336$715.4K0.07%
Grantham, Mayo, Van Otterloo & Co. LLC11,271$711.3K0.00%
BLB&B Advisors, LLC11,045$697.1K0.04%
Gallacher Capital Management LLC10,802$681.7K0.33%
Aster Capital Management (DIFC) Ltd10,000$642.1K0.12%
Congress Wealth Management LLC8,943$564.5K0.01%
Brookwood Investment Group LLC8,844$558.1K0.10%
Simplex Trading, LLC8,586$541.0K0.02%
SummitTX Capital, L.P.8,361$527.7K0.02%
Kestra Investment Management, LLC7,999$504.8K0.02%
GWN Securities Inc.6,876$419.5K0.02%
Kentucky Retirement Systems Insurance Trust Fund6,300$397.6K0.03%
Merit Financial Group, LLC6,288$396.8K0.01%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.6,244$394.1K0.18%
Rakuten Investment Management, Inc.6,039$378.6K0.00%
Laraway Financial Inc5,989$378.0K0.30%
Ethos Financial Group, LLC5,893$371.9K0.04%
Bridgefront Capital, LLC5,845$368.9K0.11%
Cullen Capital Management LLC5,728$361.5K0.00%
FNY Investment Advisers, LLC5,700$359.0K0.22%
Capital Advisors Inc5,473$345.4K0.01%
Jaffetilchin Investment Partners, LLC4,939$311.7K0.02%
NEOS Investment Management LLC4,721$297.9K0.01%
Polymer Capital Management (US) LLC4,509$284.6K0.09%
Octavia Wealth Advisors, LLC3,951$252.9K0.03%
Greenleaf Trust4,002$252.6K0.00%
Virtue Capital Management, LLC3,906$246.5K0.03%
Insigneo Advisory Services, LLC3,853$243.2K0.03%
High Net Worth Advisory Group LLC3,770$237.9K0.07%
Mach-1 Financial Group, Inc.3,765$237.7K0.07%
Venture Visionary Partners LLC3,694$233.1K0.01%
CAPROCK Group, Inc.3,622$232.1K0.01%
Capital Planning Advisors, LLC3,645$230.0K0.04%
Capital Advisory Group Advisory Services, LLC3,632$229.2K0.09%
Fiera Capital Corp3,627$228.9K0.00%
LexAurum Advisors, LLC3,602$227.3K0.04%
King Wealth3,495$221.0K0.03%
Capital Investment Advisors, LLC3,477$219.5K0.00%
SWP Financial LLC3,468$218.9K0.13%
Sagespring Wealth Partners, LLC3,428$216.4K0.01%
Clearview Wealth Advisors LLC3,425$216.2K0.16%
LVW Advisors, LLC3,406$215.0K0.03%
Detalus Advisors, LLC3,400$214.6K0.07%
Meeder Advisory Services, Inc.3,392$214.1K0.01%
Chicago Partners Investment Group LLC3,469$213.7K0.01%
Focused Wealth Management, Inc3,334$210.4K0.03%
Bourgeon Capital Management LLC3,300$208.3K0.04%
Family Wealth Partners, LLC3,222$203.3K0.09%
Money Concepts Capital Corp3,218$203.1K0.02%
BFSG, LLC2,738$172.8K0.02%
Siemens Fonds Invest GmbH2,384$150.5K0.01%
Wayfinding Financial, LLC2,177$139.0K0.06%
Catalyst Capital Advisors LLC1,580$99.7K0.00%
Sofos Investments, Inc.1,359$85.8K0.02%
Hanson & Doremus Investment Management1,350$85.0K0.01%
Proathlete Wealth Management LLC1,097$69.3K0.03%
Hurley Capital, LLC1,051$66.3K0.05%
Kiker Wealth Management, LLC1,021$64.4K0.04%
Boston Private Wealth LLC917$57.9K0.00%
Atlas Capital Advisors LLC895$56.5K0.01%
Cheviot Value Management, LLC608$37.4K0.00%
von Borstel & Associates, Inc.421$26.0K0.01%
Rossby Financial, LCC348$21.1K0.01%
Atlantic Trust, LLC334$21.1K0.00%
Greykasell Wealth Strategies, Inc.280$17.7K0.01%
TD Waterhouse Canada Inc.219$13.8K0.00%
Wealth Preservation Advisors, LLC87$5.49K0.00%
Saudi Central Bank86$5.43K0.03%
Optiver Holding B.V.82$5.17K0.00%

Sold out (62)

Institutions that held W. P. Carey Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WPC in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Alyeska Investment Group, L.P.232,463$12.7M
Tudor Investment Corp Et Al99,378$5.41M
Marshall Wace, LLP96,981$5.28M
Qube Research & Technologies Ltd92,470$5.04M
Twin Tree Management, LP59,955$3.27M
Agf Management Ltd45,204$2.46M
Holocene Advisors, LP43,462$2.37M
Mubadala Investment Co PJSC43,389$2.36M
Rodgers Brothers Inc.41,750$2.27M
Stoneridge Investment Partners LLC27,163$1.48M
Richard P Slaughter Associates Inc26,849$1.46M
Squarepoint Ops LLC16,172$881.1K
WCG Wealth Advisors LLC12,168$663.0K
Stevens Capital Management LP11,036$601.0K
Armstrong, Fleming & Moore, Inc9,254$504.2K
Cambria Investment Management, L.P.9,226$502.6K
RMB Capital Management, LLC9,218$502.2K
Transcendent Capital Group LLC4,850$413.1K
AXS Investments LLC7,000$381.4K
Rockport Wealth LLC6,271$361.0K
EntryPoint Capital, LLC6,488$353.5K
Park Avenue Securities LLC6,443$351.0K
Beacon Investment Advisory Services, Inc.6,070$330.7K
Crestline Management, LP5,576$303.8K
Maia Wealth LLC4,887$276.8K
PEAK6 LLC4,923$268.2K
BlueStem Wealth Partners, LLC4,344$236.7K
Versor Investments LP4,177$227.6K
Symphony Financial, Ltd. Co.3,929$223.5K
Schonfeld Strategic Advisors LLC4,099$223.3K
Proequities, Inc.3,991$220.1K
PharVision Advisers, LLC3,911$213.1K
Empowered Funds, LLC3,778$205.8K
Modera Wealth Management, LLC3,700$201.6K
Cary Street Partners Financial LLC3,570$194.5K
Oarsman Capital, Inc.3,075$167.5K
Parallax Volatility Advisers, L.P.2,076$113.1K
Van Hulzen Asset Management, LLC1,624$88.5K
Group One Trading, L.P.1,564$85.2K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,079$58.8K
Salem Investment Counselors Inc1,000$55.4K
Cary Street Partner Investment Advisory LLC893$48.7K
Wingate Wealth Advisors, Inc.673$36.7K
HBW Advisory Services LLC589$32.1K
Belvedere Trading LLC513$27.9K
Venturi Wealth Management, LLC388$21.1K
Cape Investment Advisory, Inc.192$10.5K
Plante Moran Financial Advisors, LLC132$7.19K
Delta Asset Management LLC125$6.81K
Capital A Wealth Management, LLC100$5.45K
Parkworth Wealth Management, Inc.100$5.45K
Caitong International Asset Management Co., Ltd95$5.18K
Annis Gardner Whiting Capital Advisors, LLC53$2.94K
Financial Perspectives, Inc49$2.67K
Synergy Investment Management, LLC48$2.62K
Studio Investment Management LLC35$1.94K
Caitlin John, LLC28$1.50K
FLP Wealth Management, LLC25$1.36K
Strategic Investment Solutions, Inc.20$1.09K
Old Second National Bank of Aurora7$381
New Millennium Group LLC5$272
Coston, McIsaac & Partners14$0

Not filed for Q1 2025 yet (11)

Institutions that held W. P. Carey Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC458,323$25.0M
Swedbank AB31,959$1.74M
Global Retirement Partners, LLC10,404$566.8K
Campbell Wealth Management7,856$428.0K
Wetherby Asset Management Inc5,838$318.1K
Boston Financial Mangement LLC5,000$272.4K
Strathmore Capital Advisors, Inc.4,327$235.7K
Financial Gravity Companies, Inc.1,359$74.0K
Hilltop National Bank572$31.2K
WR Wealth Planners, LLC94$5.12K
Cassady Schiller Wealth Management, LLC1$54