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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 37,570 | $2.37M | 0.18% | +8,176+27.8% | Added |
| Ostrum Asset Management | 38,316 | $2.42M | 0.13% | −548−1.4% | Reduced |
| Stifel Financial Corp | 38,435 | $2.43M | 0.00% | +3,296+9.4% | Added |
| SFMG, LLC | 38,518 | $2.43M | 0.19% | +38,518 | New |
| Signet Financial Management, LLC | 39,563 | $2.50M | 0.34% | +3,919+11.0% | Added |
| New Insight Wealth Advisors | 39,750 | $2.51M | 1.14% | −10,268−20.5% | Reduced |
| Gateway Investment Advisers LLC | 39,945 | $2.52M | 0.03% | −26,302−39.7% | Reduced |
| British Columbia Investment Management Corp | 41,844 | $2.64M | 0.02% | −56−0.1% | Reduced |
| Jane Street Group, LLC | 42,390 | $2.68M | 0.00% | −70,813−62.6% | Reduced |
| TD Asset Management Inc | 42,417 | $2.68M | 0.00% | +796+1.9% | Added |
| Ameritas Investment Partners, Inc. | 43,060 | $2.72M | 0.09% | −774−1.8% | Reduced |
| DnB Asset Management AS | 43,089 | $2.72M | 0.01% | +596+1.4% | Added |
| HighPoint Advisor Group LLC | 44,740 | $2.74M | 0.16% | −3,330−6.9% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.74M | 0.10% | 00.0% | Unchanged |
| Pensionfund Sabic | 43,804 | $2.77M | 0.82% | −8,500−16.3% | Reduced |
| Oregon Public Employees Retirement Fund | 44,474 | $2.81M | 0.05% | −110−0.2% | Reduced |
| Acadian Asset Management LLC | 44,851 | $2.83M | 0.01% | +6,159+15.9% | Added |
| Freedom Financial Partners LLC | 45,499 | $2.87M | 1.34% | −2,530−5.3% | Reduced |
| Hantz Financial Services, Inc. | 45,712 | $2.88M | 0.05% | −818−1.8% | Reduced |
| Pensionfund DSM Netherlands | 46,300 | $2.92M | 1.93% | −5,000−9.7% | Reduced |
| Private Advisor Group, LLC | 46,330 | $2.92M | 0.02% | −8,797−16.0% | Reduced |
| Capital Square, LLC | 46,365 | $2.93M | 1.72% | −1,924−4.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 46,473 | $2.93M | 0.05% | −3,856−7.7% | Reduced |
| HighTower Advisors, LLC | 47,885 | $3.02M | 0.00% | +3,504+7.9% | Added |
| Brown, Lisle/Cummings, Inc. | 47,994 | $3.03M | 0.88% | −647−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,659 | $3.07M | 0.05% | +210.0% | Added |
| KBC Group NV | 49,362 | $3.12M | 0.01% | −19,050−27.8% | Reduced |
| Nisa Investment Advisors, LLC | 48,979 | $3.14M | 0.02% | −7,596−13.4% | Reduced |
| Romano Brothers and Company | 49,960 | $3.15M | 0.41% | −885−1.7% | Reduced |
| CI Private Wealth, LLC | 50,250 | $3.17M | 0.01% | +4,349+9.5% | Added |
| Baird Financial Group, Inc. | 50,337 | $3.18M | 0.01% | −666−1.3% | Reduced |
| Coldstream Capital Management Inc | 50,782 | $3.20M | 0.07% | +2,024+4.2% | Added |
| Oak Thistle LLC | 51,452 | $3.25M | 0.65% | +51,452 | New |
| Fuller & Thaler Asset Management, Inc. | 51,764 | $3.27M | 0.01% | +1,767+3.5% | Added |
| State of Michigan Retirement System | 52,400 | $3.31M | 0.02% | +600+1.2% | Added |
| Alpha Omega Wealth Management LLC | 52,833 | $3.33M | 0.64% | −119−0.2% | Reduced |
| TT Capital Management LLC | 54,474 | $3.44M | 2.89% | −1,850−3.3% | Reduced |
| Renaissance Technologies LLC | 54,500 | $3.44M | 0.01% | +54,500 | New |
| Creegan & Nassoura Financial Group, LLC | 57,085 | $3.60M | 2.40% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 58,510 | $3.69M | 0.02% | +60+0.1% | Added |
| Thrivent Financial for Lutherans | 59,884 | $3.72M | 0.01% | −182−0.3% | Reduced |
| Greenland Capital Management LP | 59,024 | $3.73M | 0.64% | +59,024 | New |
| Storebrand Asset Management AS | 59,621 | $3.76M | 0.01% | −4,245−6.6% | Reduced |
| Exchange Traded Concepts, LLC | 59,941 | $3.78M | 0.07% | −13,484−18.4% | Reduced |
| Adams Asset Advisors, LLC | 60,203 | $3.80M | 0.52% | +537+0.9% | Added |
| Louisiana State Employees Retirement System | 61,300 | $3.87M | 0.08% | +600+1.0% | Added |
| Handelsbanken Fonder AB | 62,200 | $3.92M | 0.02% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 62,500 | $3.94M | 0.03% | −28,800−31.5% | Reduced |
| Arizona State Retirement System | 63,288 | $3.99M | 0.03% | −254−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 63,738 | $4.02M | 0.02% | −2,080−3.2% | Reduced |
| Colony Group, LLC | 64,376 | $4.07M | 0.01% | −19,862−23.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 65,134 | $4.11M | 0.05% | −4,800−6.9% | Reduced |
| NewSquare Capital LLC | 65,388 | $4.13M | 0.34% | −341−0.5% | Reduced |
| UniSuper Management Pty Ltd | 65,400 | $4.13M | 0.03% | +300+0.5% | Added |
| Mariner, LLC | 66,013 | $4.17M | 0.01% | −2,385−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.30M | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 68,574 | $4.33M | 0.00% | −1,204,156−94.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 69,439 | $4.38M | 0.04% | +8,832+14.6% | Added |
| Cohen Capital Management, Inc. | 70,140 | $4.43M | 0.76% | +901+1.3% | Added |
| CIBC World Markets Inc. | 70,285 | $4.44M | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 70,297 | $4.44M | 0.03% | +6,673+10.5% | Added |
| CIBC World Markets Corp | 71,094 | $4.49M | 0.04% | −2,450−3.3% | Reduced |
| American Century Companies Inc | 72,070 | $4.55M | 0.00% | +6,685+10.2% | Added |
| Jump Financial, LLC | 72,966 | $4.60M | 0.07% | +72,966 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 74,000 | $4.67M | 0.01% | +74,000 | New |
| Te Ahumairangi Investment Management Ltd | 74,627 | $4.71M | 1.00% | −9,400−11.2% | Reduced |
| New Age Alpha Advisors, LLC | 76,348 | $4.82M | 0.22% | +14,702+23.8% | Added |
| Meritage Portfolio Management | 77,144 | $4.87M | 0.32% | −2,179−2.7% | Reduced |
| Prairiewood Capital, LLC | 77,457 | $4.89M | 1.99% | +6,845+9.7% | Added |
| Advocate Group LLC | 77,529 | $4.89M | 0.89% | +2,073+2.7% | Added |
| Beacon Pointe Advisors, LLC | 78,319 | $4.94M | 0.06% | −4,373−5.3% | Reduced |
| Kestra Advisory Services, LLC | 78,387 | $4.95M | 0.02% | +380.0% | Added |
| SEI Investments Co | 82,216 | $5.19M | 0.01% | +26,131+46.6% | Added |
| Creative Planning | 83,689 | $5.28M | 0.00% | +15,956+23.6% | Added |
| IFM Investors Pty Ltd | 84,365 | $5.32M | 0.06% | −6,515−7.2% | Reduced |
| Yousif Capital Management, LLC | 84,502 | $5.33M | 0.06% | −1,530−1.8% | Reduced |
| State of Tennessee, Treasury Department | 85,334 | $5.39M | 0.02% | +22,000+34.7% | Added |
| Verition Fund Management LLC | 86,300 | $5.45M | 0.03% | +42,658+97.7% | Added |
| Wellington Management Group LLP | 92,092 | $5.81M | 0.00% | −227,646−71.2% | Reduced |
| Quantinno Capital Management LP | 92,343 | $5.83M | 0.04% | +41,961+83.3% | Added |
| Daiwa Securities Group Inc. | 95,540 | $6.03M | 0.03% | +3,468+3.8% | Added |
| Sheets Smith Wealth Management | 95,715 | $6.04M | 0.75% | +67+0.1% | Added |
| Wealthfront Advisers LLC | 98,894 | $6.24M | 0.02% | +22,692+29.8% | Added |
| BNP Paribas Arbitrage, SA | 98,905 | $6.24M | 0.00% | −63,463−39.1% | Reduced |
| Ensign Peak Advisors, Inc | 99,841 | $6.30M | 0.01% | −56,250−36.0% | Reduced |
| Amalgamated Bank | 100,262 | $6.33M | 0.05% | −4,276−4.1% | Reduced |
| Mercer Global Advisors Inc | 100,470 | $6.34M | 0.01% | +6,695+7.1% | Added |
| Dupree Financial Group, LLC | 101,823 | $6.43M | 2.61% | +995+1.0% | Added |
| Ontario Teachers Pension Plan Board | 102,798 | $6.49M | 0.10% | +46,402+82.3% | Added |
| Van Eck Associates Corp | 103,086 | $6.51M | 0.01% | +3,995+4.0% | Added |
| Atria Wealth Solutions, Inc. | 104,160 | $6.58M | 0.08% | +2,087+2.0% | Added |
| Danske Bank A/S | 104,534 | $6.60M | 0.02% | −800−0.8% | Reduced |
| Edgestream Partners, L.P. | 104,769 | $6.61M | 0.22% | +104,769 | New |
| Russell Investments Group, Ltd. | 110,157 | $6.95M | 0.01% | +26,663+31.9% | Added |
| APG Asset Management N.V. | 119,400 | $6.98M | 0.02% | −400−0.3% | Reduced |
| Mutual of America Capital Management LLC | 112,637 | $7.11M | 0.08% | −2,968−2.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 112,901 | $7.13M | 0.02% | +106,089+1,557.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 113,100 | $7.14M | 0.02% | −6,736−5.6% | Reduced |
| Royal London Asset Management Ltd | 113,202 | $7.14M | 0.02% | −1,697−1.5% | Reduced |
| Stony Point Wealth Management Inc. | 113,813 | $7.18M | 3.06% | +3,094+2.8% | Added |