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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 823,328 | $52.0M | 0.80% | +260,674+46.3% | Added |
| Robeco Institutional Asset Management B.V. | 872,496 | $55.1M | 0.11% | +372,433+74.5% | Added |
| California Public Employees Retirement System | 995,500 | $62.8M | 0.04% | −30,756−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,060,172 | $66.9M | 0.09% | −6,324−0.6% | Reduced |
| Price T Rowe Associates Inc | 1,082,219 | $68.3M | 0.01% | +23,868+2.3% | Added |
| Bank of America Corp | 1,137,559 | $71.8M | 0.01% | +332,535+41.3% | Added |
| UBS Group AG | 1,603,479 | $101.2M | 0.02% | −310,396−16.2% | Reduced |
| Pacer Advisors, Inc. | 1,751,921 | $110.6M | 0.26% | +1,595,045+1,016.8% | Added |
| Equity Investment Corp | 1,949,395 | $123.0M | 2.75% | +78,661+4.2% | Added |
| Morgan Stanley | 2,024,900 | $127.8M | 0.01% | −63,870−3.1% | Reduced |
| Bank of New York Mellon Corp | 2,248,019 | $141.9M | 0.03% | +10,114+0.5% | Added |
| UBS Asset Management Americas Inc | 2,257,017 | $142.4M | 0.04% | +68,414+3.1% | Added |
| Norges Bank | 2,376,226 | $150.0M | 0.02% | −182,162−7.1% | Reduced |
| Legal & General Group Plc | 2,430,753 | $153.4M | 0.04% | +83,396+3.6% | Added |
| Charles Schwab Investment Management Inc | 2,662,310 | $168.0M | 0.03% | +20,495+0.8% | Added |
| Northern Trust Corp | 2,696,844 | $170.2M | 0.03% | +55,615+2.1% | Added |
| Dimensional Fund Advisors LP | 3,173,965 | $200.3M | 0.05% | +3,229+0.1% | Added |
| Massachusetts Financial Services Co | 4,218,419 | $266.2M | 0.09% | +195,466+4.9% | Added |
| Geode Capital Management, LLC | 4,518,868 | $284.6M | 0.02% | −190,160−4.0% | Reduced |
| JPMorgan Chase & Co | 5,112,190 | $322.6M | 0.02% | +3,747,898+274.7% | Added |
| State Street Corp | 12,455,317 | $796.7M | 0.03% | +368,281+3.0% | Added |
| BlackRock, Inc. | 27,360,987 | $1.73B | 0.04% | −164,981−0.6% | Reduced |
| Vanguard Group Inc | 30,746,852 | $1.94B | 0.04% | −73,813−0.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,991−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −232,463−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −99,378−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −96,981−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −92,470−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −59,955−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −45,204−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −43,462−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −43,389−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −41,750−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −27,163−100.0% | Sold out |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −26,849−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,172−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −11,036−100.0% | Sold out |
| Armstrong, Fleming & Moore, Inc | 0 | $0 | 0.00% | −9,254−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −9,226−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −9,218−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Rockport Wealth LLC | 0 | $0 | 0.00% | −6,271−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,488−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,443−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −6,070−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| Maia Wealth LLC | 0 | $0 | 0.00% | −4,887−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −4,923−100.0% | Sold out |
| BlueStem Wealth Partners, LLC | 0 | $0 | 0.00% | −4,344−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,177−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Cary Street Partners Financial LLC | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Parkworth Wealth Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Campbell Wealth Management | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Boston Financial Mangement LLC | – | – | – | – | Not filed |
| Strathmore Capital Advisors, Inc. | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |