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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 143,319 | $9.04M | 0.02% | +143,319 | New |
| First Trust Advisors LP | 141,033 | $8.90M | 0.01% | +37,817+36.6% | Added |
| Aew Capital Management L P | 139,640 | $8.81M | 0.43% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 142,649 | $8.75M | 0.02% | −1,277−0.9% | Reduced |
| Employees Retirement System of Texas | 136,000 | $8.58M | 0.08% | +50,000+58.1% | Added |
| Martingale Asset Management L P | 134,463 | $8.49M | 0.22% | +116,579+651.9% | Added |
| Cullen/Frost Bankers, Inc. | 132,333 | $8.35M | 0.12% | +782+0.6% | Added |
| QRG Capital Management, Inc. | 132,034 | $8.33M | 0.09% | +14,689+12.5% | Added |
| State of Alaska, Department of Revenue | 131,500 | $8.30M | 0.09% | +2,009+1.6% | Added |
| Macquarie Group Ltd | 129,696 | $8.19M | 0.01% | +12,751+10.9% | Added |
| Resona Asset Management Co.,Ltd. | 129,356 | $8.12M | 0.05% | +9,794+8.2% | Added |
| MetLife Investment Management | 127,738 | $8.06M | 0.04% | −2,016−1.6% | Reduced |
| Allworth Financial LP | 131,703 | $8.00M | 0.05% | −4,767−3.5% | Reduced |
| Standard Life Aberdeen plc | 125,957 | $7.93M | 0.02% | +1,728+1.4% | Added |
| Andra AP-fonden | 125,600 | $7.93M | 0.13% | −1,314−1.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 125,138 | $7.90M | 0.02% | +423+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 122,800 | $7.75M | 0.05% | +3,981+3.4% | Added |
| Crawford Investment Counsel Inc | 121,269 | $7.65M | 0.14% | −1,262−1.0% | Reduced |
| STRS Ohio | 119,808 | $7.56M | 0.03% | +38,149+46.7% | Added |
| Verdence Capital Advisors LLC | 116,907 | $7.38M | 0.56% | +30.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 115,535 | $7.29M | 0.22% | +66,591+136.1% | Added |
| New York State Common Retirement Fund | 114,838 | $7.25M | 0.01% | +1,300+1.1% | Added |
| Rock Point Advisors, LLC | 114,525 | $7.23M | 2.23% | −11,397−9.1% | Reduced |
| Stony Point Wealth Management Inc. | 113,813 | $7.18M | 3.06% | +3,094+2.8% | Added |
| Royal London Asset Management Ltd | 113,202 | $7.14M | 0.02% | −1,697−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 113,100 | $7.14M | 0.02% | −6,736−5.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 112,901 | $7.13M | 0.02% | +106,089+1,557.4% | Added |
| Mutual of America Capital Management LLC | 112,637 | $7.11M | 0.08% | −2,968−2.6% | Reduced |
| APG Asset Management N.V. | 119,400 | $6.98M | 0.02% | −400−0.3% | Reduced |
| Russell Investments Group, Ltd. | 110,157 | $6.95M | 0.01% | +26,663+31.9% | Added |
| Edgestream Partners, L.P. | 104,769 | $6.61M | 0.22% | +104,769 | New |
| Danske Bank A/S | 104,534 | $6.60M | 0.02% | −800−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 104,160 | $6.58M | 0.08% | +2,087+2.0% | Added |
| Van Eck Associates Corp | 103,086 | $6.51M | 0.01% | +3,995+4.0% | Added |
| Ontario Teachers Pension Plan Board | 102,798 | $6.49M | 0.10% | +46,402+82.3% | Added |
| Dupree Financial Group, LLC | 101,823 | $6.43M | 2.61% | +995+1.0% | Added |
| Mercer Global Advisors Inc | 100,470 | $6.34M | 0.01% | +6,695+7.1% | Added |
| Amalgamated Bank | 100,262 | $6.33M | 0.05% | −4,276−4.1% | Reduced |
| Ensign Peak Advisors, Inc | 99,841 | $6.30M | 0.01% | −56,250−36.0% | Reduced |
| BNP Paribas Arbitrage, SA | 98,905 | $6.24M | 0.00% | −63,463−39.1% | Reduced |
| Wealthfront Advisers LLC | 98,894 | $6.24M | 0.02% | +22,692+29.8% | Added |
| Sheets Smith Wealth Management | 95,715 | $6.04M | 0.75% | +67+0.1% | Added |
| Daiwa Securities Group Inc. | 95,540 | $6.03M | 0.03% | +3,468+3.8% | Added |
| Quantinno Capital Management LP | 92,343 | $5.83M | 0.04% | +41,961+83.3% | Added |
| Wellington Management Group LLP | 92,092 | $5.81M | 0.00% | −227,646−71.2% | Reduced |
| Verition Fund Management LLC | 86,300 | $5.45M | 0.03% | +42,658+97.7% | Added |
| State of Tennessee, Treasury Department | 85,334 | $5.39M | 0.02% | +22,000+34.7% | Added |
| Yousif Capital Management, LLC | 84,502 | $5.33M | 0.06% | −1,530−1.8% | Reduced |
| IFM Investors Pty Ltd | 84,365 | $5.32M | 0.06% | −6,515−7.2% | Reduced |
| Creative Planning | 83,689 | $5.28M | 0.00% | +15,956+23.6% | Added |
| SEI Investments Co | 82,216 | $5.19M | 0.01% | +26,131+46.6% | Added |
| Kestra Advisory Services, LLC | 78,387 | $4.95M | 0.02% | +380.0% | Added |
| Beacon Pointe Advisors, LLC | 78,319 | $4.94M | 0.06% | −4,373−5.3% | Reduced |
| Advocate Group LLC | 77,529 | $4.89M | 0.89% | +2,073+2.7% | Added |
| Prairiewood Capital, LLC | 77,457 | $4.89M | 1.99% | +6,845+9.7% | Added |
| Meritage Portfolio Management | 77,144 | $4.87M | 0.32% | −2,179−2.7% | Reduced |
| New Age Alpha Advisors, LLC | 76,348 | $4.82M | 0.22% | +14,702+23.8% | Added |
| Te Ahumairangi Investment Management Ltd | 74,627 | $4.71M | 1.00% | −9,400−11.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 74,000 | $4.67M | 0.01% | +74,000 | New |
| Jump Financial, LLC | 72,966 | $4.60M | 0.07% | +72,966 | New |
| American Century Companies Inc | 72,070 | $4.55M | 0.00% | +6,685+10.2% | Added |
| CIBC World Markets Corp | 71,094 | $4.49M | 0.04% | −2,450−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 70,297 | $4.44M | 0.03% | +6,673+10.5% | Added |
| CIBC World Markets Inc. | 70,285 | $4.44M | 0.01% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 70,140 | $4.43M | 0.76% | +901+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 69,439 | $4.38M | 0.04% | +8,832+14.6% | Added |
| Citadel Advisors LLC | 68,574 | $4.33M | 0.00% | −1,204,156−94.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.30M | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 66,013 | $4.17M | 0.01% | −2,385−3.5% | Reduced |
| UniSuper Management Pty Ltd | 65,400 | $4.13M | 0.03% | +300+0.5% | Added |
| NewSquare Capital LLC | 65,388 | $4.13M | 0.34% | −341−0.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 65,134 | $4.11M | 0.05% | −4,800−6.9% | Reduced |
| Colony Group, LLC | 64,376 | $4.07M | 0.01% | −19,862−23.6% | Reduced |
| State of New Jersey Common Pension Fund D | 63,738 | $4.02M | 0.02% | −2,080−3.2% | Reduced |
| Arizona State Retirement System | 63,288 | $3.99M | 0.03% | −254−0.4% | Reduced |
| Forsta Ap-Fonden | 62,500 | $3.94M | 0.03% | −28,800−31.5% | Reduced |
| Handelsbanken Fonder AB | 62,200 | $3.92M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 61,300 | $3.87M | 0.08% | +600+1.0% | Added |
| Adams Asset Advisors, LLC | 60,203 | $3.80M | 0.52% | +537+0.9% | Added |
| Exchange Traded Concepts, LLC | 59,941 | $3.78M | 0.07% | −13,484−18.4% | Reduced |
| Storebrand Asset Management AS | 59,621 | $3.76M | 0.01% | −4,245−6.6% | Reduced |
| Greenland Capital Management LP | 59,024 | $3.73M | 0.64% | +59,024 | New |
| Thrivent Financial for Lutherans | 59,884 | $3.72M | 0.01% | −182−0.3% | Reduced |
| Nissay Asset Management Corp | 58,510 | $3.69M | 0.02% | +60+0.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 57,085 | $3.60M | 2.40% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 54,500 | $3.44M | 0.01% | +54,500 | New |
| TT Capital Management LLC | 54,474 | $3.44M | 2.89% | −1,850−3.3% | Reduced |
| Alpha Omega Wealth Management LLC | 52,833 | $3.33M | 0.64% | −119−0.2% | Reduced |
| State of Michigan Retirement System | 52,400 | $3.31M | 0.02% | +600+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 51,764 | $3.27M | 0.01% | +1,767+3.5% | Added |
| Oak Thistle LLC | 51,452 | $3.25M | 0.65% | +51,452 | New |
| Coldstream Capital Management Inc | 50,782 | $3.20M | 0.07% | +2,024+4.2% | Added |
| Baird Financial Group, Inc. | 50,337 | $3.18M | 0.01% | −666−1.3% | Reduced |
| CI Private Wealth, LLC | 50,250 | $3.17M | 0.01% | +4,349+9.5% | Added |
| Romano Brothers and Company | 49,960 | $3.15M | 0.41% | −885−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 48,979 | $3.14M | 0.02% | −7,596−13.4% | Reduced |
| KBC Group NV | 49,362 | $3.12M | 0.01% | −19,050−27.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,659 | $3.07M | 0.05% | +210.0% | Added |
| Brown, Lisle/Cummings, Inc. | 47,994 | $3.03M | 0.88% | −647−1.3% | Reduced |
| HighTower Advisors, LLC | 47,885 | $3.02M | 0.00% | +3,504+7.9% | Added |