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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 46,473 | $2.93M | 0.05% | −3,856−7.7% | Reduced |
| Capital Square, LLC | 46,365 | $2.93M | 1.72% | −1,924−4.0% | Reduced |
| Private Advisor Group, LLC | 46,330 | $2.92M | 0.02% | −8,797−16.0% | Reduced |
| Pensionfund DSM Netherlands | 46,300 | $2.92M | 1.93% | −5,000−9.7% | Reduced |
| Hantz Financial Services, Inc. | 45,712 | $2.88M | 0.05% | −818−1.8% | Reduced |
| Freedom Financial Partners LLC | 45,499 | $2.87M | 1.34% | −2,530−5.3% | Reduced |
| Acadian Asset Management LLC | 44,851 | $2.83M | 0.01% | +6,159+15.9% | Added |
| Oregon Public Employees Retirement Fund | 44,474 | $2.81M | 0.05% | −110−0.2% | Reduced |
| Pensionfund Sabic | 43,804 | $2.77M | 0.82% | −8,500−16.3% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.74M | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 44,740 | $2.74M | 0.16% | −3,330−6.9% | Reduced |
| DnB Asset Management AS | 43,089 | $2.72M | 0.01% | +596+1.4% | Added |
| Ameritas Investment Partners, Inc. | 43,060 | $2.72M | 0.09% | −774−1.8% | Reduced |
| TD Asset Management Inc | 42,417 | $2.68M | 0.00% | +796+1.9% | Added |
| Jane Street Group, LLC | 42,390 | $2.68M | 0.00% | −70,813−62.6% | Reduced |
| British Columbia Investment Management Corp | 41,844 | $2.64M | 0.02% | −56−0.1% | Reduced |
| Gateway Investment Advisers LLC | 39,945 | $2.52M | 0.03% | −26,302−39.7% | Reduced |
| New Insight Wealth Advisors | 39,750 | $2.51M | 1.14% | −10,268−20.5% | Reduced |
| Signet Financial Management, LLC | 39,563 | $2.50M | 0.34% | +3,919+11.0% | Added |
| SFMG, LLC | 38,518 | $2.43M | 0.19% | +38,518 | New |
| Stifel Financial Corp | 38,435 | $2.43M | 0.00% | +3,296+9.4% | Added |
| Ostrum Asset Management | 38,316 | $2.42M | 0.13% | −548−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 37,570 | $2.37M | 0.18% | +8,176+27.8% | Added |
| Xponance, Inc. | 37,498 | $2.37M | 0.02% | −211−0.6% | Reduced |
| XML Financial, LLC | 37,361 | $2.36M | 0.22% | +898+2.5% | Added |
| Planning Directions Inc | 37,191 | $2.35M | 1.00% | +37,191 | New |
| Graham Capital Wealth Management, LLC | 37,004 | $2.34M | 2.50% | −16,054−30.3% | Reduced |
| Pathway Financial Advisers, LLC | 36,904 | $2.33M | 0.80% | +3,044+9.0% | Added |
| Prudential Financial Inc | 36,491 | $2.30M | 0.00% | −10,565−22.5% | Reduced |
| Voya Investment Management LLC | 36,294 | $2.29M | 0.00% | +8,339+29.8% | Added |
| Bank of Montreal | 35,942 | $2.27M | 0.00% | +150.0% | Added |
| Utah Retirement Systems | 35,876 | $2.26M | 0.03% | 00.0% | Unchanged |
| Entropy Technologies, LP | 35,630 | $2.25M | 0.22% | +35,630 | New |
| Sanctuary Advisors, LLC | 35,502 | $2.24M | 0.02% | −9,116−20.4% | Reduced |
| Arkadios Wealth Advisors | 35,441 | $2.24M | 0.08% | +5,050+16.6% | Added |
| Investmark Advisory Group LLC | 34,814 | $2.20M | 1.09% | +1,849+5.6% | Added |
| Horizon Kinetics Asset Management LLC | 34,750 | $2.19M | 0.02% | −400−1.1% | Reduced |
| Weaver Consulting Group | 34,602 | $2.18M | 0.66% | −175−0.5% | Reduced |
| Wellington Shields Capital Management, LLC | 34,527 | $2.18M | 0.40% | −1,383−3.9% | Reduced |
| Wealthcare Advisory Partners LLC | 34,458 | $2.17M | 0.06% | +2,310+7.2% | Added |
| Tredje AP-fonden | 33,977 | $2.14M | 0.02% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 33,741 | $2.13M | 1.48% | +15,256+82.5% | Added |
| Presima Inc. | 32,902 | $2.08M | 0.46% | +602+1.9% | Added |
| Toronto Dominion Bank | 32,831 | $2.07M | 0.01% | +3,417+11.6% | Added |
| Natixis Advisors, L.P. | 32,701 | $2.06M | 0.00% | +6,803+26.3% | Added |
| Griffin Asset Management, Inc. | 32,058 | $2.02M | 0.25% | +2,289+7.7% | Added |
| Teacher Retirement System of Texas | 31,994 | $2.02M | 0.01% | +31,994 | New |
| Cerity Partners LLC | 31,723 | $2.00M | 0.00% | +5,049+18.9% | Added |
| Metis Global Partners, LLC | 31,620 | $2.00M | 0.06% | +3,561+12.7% | Added |
| JustInvest LLC | 31,545 | $1.99M | 0.03% | +3,163+11.1% | Added |
| US Bancorp | 31,483 | $1.99M | 0.00% | −1,281−3.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 31,307 | $1.98M | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 30,074 | $1.92M | 0.09% | +30,074 | New |
| Gradient Capital Advisors, LLC | 29,261 | $1.85M | 0.60% | −551−1.8% | Reduced |
| Consolidated Portfolio Review Corp | 28,698 | $1.81M | 0.29% | +13,546+89.4% | Added |
| BridgePort Financial Solutions, LLC | 28,501 | $1.80M | 0.81% | +979+3.6% | Added |
| Dark Forest Capital Management LP | 28,020 | $1.77M | 0.08% | +28,020 | New |
| M&T Bank Corp | 27,979 | $1.77M | 0.01% | −389−1.4% | Reduced |
| Lecap Asset Management Ltd | 27,871 | $1.76M | 0.41% | +27,871 | New |
| Excalibur Management Corp | 27,551 | $1.74M | 0.68% | +30.0% | Added |
| Captrust Financial Advisors | 27,437 | $1.73M | 0.00% | +8,095+41.9% | Added |
| Neuberger Berman Group LLC | 27,090 | $1.71M | 0.00% | +1,065+4.1% | Added |
| Hilltop Partners LLC | 26,631 | $1.68M | 0.57% | +21+0.1% | Added |
| Federated Hermes, Inc. | 26,352 | $1.66M | 0.00% | −1,142−4.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 26,300 | $1.66M | 0.23% | −3,783−12.6% | Reduced |
| The PNC Financial Services Group, Inc. | 26,009 | $1.64M | 0.00% | +772+3.1% | Added |
| Cozad Asset Management Inc | 25,698 | $1.62M | 0.16% | −23,315−47.6% | Reduced |
| Penserra Capital Management LLC | 25,571 | $1.61M | 0.03% | +4,287+20.1% | Added |
| Walleye Capital LLC | 25,443 | $1.61M | 0.02% | +3,824+17.7% | Added |
| Fiduciary Alliance LLC | 25,222 | $1.59M | 0.16% | −812−3.1% | Reduced |
| CWM Advisors, LLC | 24,482 | $1.55M | 0.18% | +547+2.3% | Added |
| Heitman Real Estate Securities LLC | 24,119 | $1.52M | 0.10% | +24,119 | New |
| Kestra Private Wealth Services, LLC | 24,034 | $1.52M | 0.03% | −974−3.9% | Reduced |
| OP Asset Management Ltd | 23,924 | $1.51M | 0.03% | +23,924 | New |
| New York Life Investment Management LLC | 23,729 | $1.50M | 0.02% | +23,729 | New |
| Intech Investment Management LLC | 23,374 | $1.48M | 0.02% | −42,045−64.3% | Reduced |
| Belpointe Asset Management LLC | 23,221 | $1.47M | 0.08% | +4,278+22.6% | Added |
| PGGM Investments | 23,186 | $1.46M | 0.02% | −2,575,260−99.1% | Reduced |
| Guggenheim Capital LLC | 22,817 | $1.44M | 0.01% | +1,693+8.0% | Added |
| TFG Advisers LLC | 22,262 | $1.40M | 0.51% | −379−1.7% | Reduced |
| Cornerstone Wealth Management, LLC | 22,121 | $1.40M | 0.09% | −1,916−8.0% | Reduced |
| Apollon Wealth Management, LLC | 22,080 | $1.39M | 0.03% | −1,174−5.0% | Reduced |
| Associated Banc-Corp | 22,007 | $1.39M | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 21,990 | $1.39M | 0.01% | +8,592+64.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,037 | $1.38M | 0.01% | +2,990+15.7% | Added |
| Swiss Life Asset Management Ltd | 21,857 | $1.38M | 0.01% | +6,903+46.2% | Added |
| Jeppson Wealth Management, LLC | 21,713 | $1.37M | 0.50% | −343−1.6% | Reduced |
| Quest Partners LLC | 21,684 | $1.37M | 0.15% | +217+1.0% | Added |
| EverSource Wealth Advisors, LLC | 21,427 | $1.35M | 0.07% | −2,820−11.6% | Reduced |
| Pinebridge Investments, L.P. | 21,248 | $1.34M | 0.01% | −62,377−74.6% | Reduced |
| Mutual Advisors, LLC | 21,983 | $1.33M | 0.04% | +3,090+16.4% | Added |
| Moors & Cabot, Inc. | 21,065 | $1.33M | 0.07% | −275−1.3% | Reduced |
| Mackenzie Financial Corp | 20,787 | $1.31M | 0.00% | +1,763+9.3% | Added |
| Public Employees Retirement Association of Colorado | 20,336 | $1.28M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 20,304 | $1.28M | 0.01% | +525+2.7% | Added |
| Erste Asset Management GmbH | 20,200 | $1.27M | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 19,893 | $1.26M | 0.11% | −2,360−10.6% | Reduced |
| Blair William & Co | 19,722 | $1.24M | 0.00% | −1,916−8.9% | Reduced |
| Rockefeller Capital Management L.P. | 19,438 | $1.23M | 0.00% | +3,700+23.5% | Added |
| Frank, Rimerman Advisors LLC | 19,309 | $1.22M | 0.10% | +11,905+160.8% | Added |