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 |
|---|---|---|---|---|---|
| Rock Point Advisors, LLC | 114,525 | $7.23M | 2.23% | −11,397−9.1% | Reduced |
| New York State Common Retirement Fund | 114,838 | $7.25M | 0.01% | +1,300+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 115,535 | $7.29M | 0.22% | +66,591+136.1% | Added |
| Verdence Capital Advisors LLC | 116,907 | $7.38M | 0.56% | +30.0% | Added |
| STRS Ohio | 119,808 | $7.56M | 0.03% | +38,149+46.7% | Added |
| Crawford Investment Counsel Inc | 121,269 | $7.65M | 0.14% | −1,262−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,800 | $7.75M | 0.05% | +3,981+3.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 125,138 | $7.90M | 0.02% | +423+0.3% | Added |
| Andra AP-fonden | 125,600 | $7.93M | 0.13% | −1,314−1.0% | Reduced |
| Standard Life Aberdeen plc | 125,957 | $7.93M | 0.02% | +1,728+1.4% | Added |
| Allworth Financial LP | 131,703 | $8.00M | 0.05% | −4,767−3.5% | Reduced |
| MetLife Investment Management | 127,738 | $8.06M | 0.04% | −2,016−1.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 129,356 | $8.12M | 0.05% | +9,794+8.2% | Added |
| Macquarie Group Ltd | 129,696 | $8.19M | 0.01% | +12,751+10.9% | Added |
| State of Alaska, Department of Revenue | 131,500 | $8.30M | 0.09% | +2,009+1.6% | Added |
| QRG Capital Management, Inc. | 132,034 | $8.33M | 0.09% | +14,689+12.5% | Added |
| Cullen/Frost Bankers, Inc. | 132,333 | $8.35M | 0.12% | +782+0.6% | Added |
| Martingale Asset Management L P | 134,463 | $8.49M | 0.22% | +116,579+651.9% | Added |
| Employees Retirement System of Texas | 136,000 | $8.58M | 0.08% | +50,000+58.1% | Added |
| DekaBank Deutsche Girozentrale | 142,649 | $8.75M | 0.02% | −1,277−0.9% | Reduced |
| Aew Capital Management L P | 139,640 | $8.81M | 0.43% | 00.0% | Unchanged |
| First Trust Advisors LP | 141,033 | $8.90M | 0.01% | +37,817+36.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 143,319 | $9.04M | 0.02% | +143,319 | New |
| Sequoia Financial Advisors, LLC | 146,276 | $9.23M | 0.07% | −2,733−1.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 162,913 | $9.28M | 0.22% | +1,725+1.1% | Added |
| Janney Montgomery Scott LLC | 148,226 | $9.36M | 0.03% | −1,028−0.7% | Reduced |
| Eisler Capital Management Ltd. | 149,123 | $9.41M | 0.28% | +149,123 | New |
| Pictet Asset Management Holding SA | 150,468 | $9.50M | 0.01% | +26,067+21.0% | Added |
| Aviva PLC | 150,740 | $9.51M | 0.02% | +16,892+12.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 153,497 | $9.69M | 0.03% | +1,288+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 156,194 | $9.86M | 0.02% | +40,738+35.3% | Added |
| Davenport & Co LLC | 157,359 | $9.93M | 0.06% | +36,869+30.6% | Added |
| Korea Investment CORP | 161,423 | $10.2M | 0.02% | +95,900+146.4% | Added |
| MML Investors Services, LLC | 161,431 | $10.2M | 0.03% | +12,916+8.7% | Added |
| AQR Capital Management LLC | 165,632 | $10.4M | 0.01% | +114,723+225.3% | Added |
| Truist Financial Corp | 168,757 | $10.7M | 0.02% | +10,027+6.3% | Added |
| Treasurer of the State of North Carolina | 169,009 | $10.7M | 0.04% | +20,404+13.7% | Added |
| AXA S.A. | 170,941 | $10.8M | 0.04% | +118,419+225.5% | Added |
| Achmea Investment Management B.V. | 173,202 | $10.9M | 0.16% | +16,540+10.6% | Added |
| State of Wisconsin Investment Board | 174,724 | $11.0M | 0.03% | +4,389+2.6% | Added |
| Sonora Investment Management Group, LLC | 178,005 | $11.2M | 0.89% | +19,493+12.3% | Added |
| Two Sigma Advisers, LP | 178,700 | $11.3M | 0.03% | +170,300+2,027.4% | Added |
| Manufacturers Life Insurance Company, The | 179,329 | $11.3M | 0.01% | −650−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 203,135 | $12.8M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 207,345 | $13.1M | 0.03% | −65,806−24.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 207,509 | $13.1M | 0.03% | +6,000+3.0% | Added |
| Millennium Management LLC | 213,194 | $13.5M | 0.01% | −325,739−60.4% | Reduced |
| Illinois Municipal Retirement Fund | 215,332 | $13.6M | 0.20% | 00.0% | Unchanged |
| Citigroup Inc | 216,522 | $13.7M | 0.01% | −42,262−16.3% | Reduced |
| New York State Teachers Retirement System | 223,833 | $14.1M | 0.03% | +361+0.2% | Added |
| Foundry Partners, LLC | 234,344 | $14.8M | 0.78% | +23,964+11.4% | Added |
| Barclays PLC | 235,129 | $14.8M | 0.01% | −152,710−39.4% | Reduced |
| Candriam Luxembourg S.C.A. | 236,875 | $14.9M | 0.09% | +236,875 | New |
| Corebridge Financial, Inc. | 241,712 | $15.3M | 0.09% | −5,906−2.4% | Reduced |
| Franklin Resources Inc | 248,142 | $15.7M | 0.00% | +63,089+34.1% | Added |
| TruWealth Advisors, LLC | 248,281 | $15.7M | 0.95% | +6,004+2.5% | Added |
| Virginia Retirement Systems Et Al | 248,990 | $15.7M | 0.12% | +248,990 | New |
| Royal Bank of Canada | 252,264 | $15.9M | 0.00% | +4,125+1.7% | Added |
| Two Sigma Investments, LP | 254,818 | $16.1M | 0.03% | +207,021+433.1% | Added |
| Schroder Investment Management Group | 266,958 | $16.5M | 0.02% | −15,410−5.5% | Reduced |
| Retirement Systems of Alabama | 266,366 | $16.8M | 0.07% | +265+0.1% | Added |
| Amundi | 276,671 | $17.0M | 0.01% | +4,968+1.8% | Added |
| Waterfront Capital Partners, LLC | 270,772 | $17.1M | 2.93% | +270,772 | New |
| KLP Kapitalforvaltning AS | 272,500 | $17.4M | 0.09% | +159,200+140.5% | Added |
| Cetera Investment Advisers | 286,043 | $18.1M | 0.03% | +32,564+12.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 287,845 | $18.2M | 0.09% | +75,500+35.6% | Added |
| Deutsche Bank AG | 291,308 | $18.4M | 0.01% | +5,701+2.0% | Added |
| Jain Global LLC | 292,185 | $18.4M | 0.38% | +292,185 | New |
| Allianz Asset Management GmbH | 294,249 | $18.6M | 0.03% | +123,053+71.9% | Added |
| Goldman Sachs Group Inc | 308,729 | $19.5M | 0.00% | −155,011−33.4% | Reduced |
| Balyasny Asset Management LLC | 312,688 | $19.7M | 0.05% | +312,688 | New |
| California State Teachers Retirement System | 315,885 | $19.9M | 0.02% | +2,433+0.8% | Added |
| Berkshire Asset Management LLC | 328,204 | $19.9M | 0.96% | +5,433+1.7% | Added |
| ExodusPoint Capital Management, LP | 319,647 | $20.2M | 0.27% | +319,647 | New |
| Lighthouse Investment Partners, LLC | 326,100 | $20.6M | 0.94% | +136,100+71.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 331,548 | $20.9M | 0.02% | +29,554+9.8% | Added |
| Brown Advisory Inc | 367,107 | $23.2M | 0.03% | −19,236−5.0% | Reduced |
| Nomura Asset Management Co Ltd | 368,293 | $23.2M | 0.07% | +12,960+3.6% | Added |
| Wells Fargo & Company | 374,707 | $23.6M | 0.01% | +10,471+2.9% | Added |
| Public Employees Retirement System of Ohio | 379,386 | $23.9M | 0.09% | −9,934−2.6% | Reduced |
| HSBC Holdings PLC | 404,702 | $25.5M | 0.02% | +132,889+48.9% | Added |
| Alliancebernstein L.P. | 423,687 | $26.7M | 0.01% | +2,111+0.5% | Added |
| Asset Management One Co.,Ltd. | 439,346 | $27.7M | 0.10% | +6,105+1.4% | Added |
| Private Management Group Inc | 474,144 | $29.9M | 1.07% | +474,144 | New |
| Great West Life Assurance Co | 475,475 | $30.0M | 0.05% | +20,755+4.6% | Added |
| Nuveen, LLC | 478,434 | $30.2M | 0.01% | +478,434 | New |
| FMR LLC | 486,674 | $30.7M | 0.00% | +118,195+32.1% | Added |
| Principal Financial Group Inc | 503,334 | $31.8M | 0.02% | +1,768+0.4% | Added |
| Zacks Investment Management | 562,397 | $35.5M | 0.33% | +47,499+9.2% | Added |
| Raymond James Financial Inc | 585,621 | $37.0M | 0.01% | +8,482+1.5% | Added |
| Envestnet Asset Management Inc | 606,427 | $38.3M | 0.01% | +26,665+4.6% | Added |
| Swiss National Bank | 617,251 | $39.0M | 0.03% | −1,000−0.2% | Reduced |
| Rhumbline Advisers | 663,748 | $41.9M | 0.04% | +1,635+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 668,987 | $42.2M | 0.03% | −1,040−0.2% | Reduced |
| LPL Financial LLC | 680,868 | $43.0M | 0.02% | −19,093−2.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 686,142 | $43.3M | 0.09% | +114,853+20.1% | Added |
| Victory Capital Management Inc | 691,083 | $43.6M | 0.04% | +27,766+4.2% | Added |
| Ameriprise Financial Inc | 724,836 | $45.8M | 0.01% | −5,442−0.7% | Reduced |
| Invesco Ltd. | 741,561 | $46.8M | 0.01% | −8,590−1.1% | Reduced |
| APG Asset Management US Inc. | 760,019 | $47.9M | 0.37% | 00.0% | Unchanged |