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, Q2 2025
Institutional positions in W. P. Carey Inc. as of Jun 30, 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
- 820
- +10 vs. Q1 2025
- Shares held
- 156.7M
- +501.4K (+0.3%) vs. Q1 2025
- Total value
- $9.79B
- −$11.3M (−0.1%) vs. Q1 2025
- New holders
- 85
- 341 more added
- Sold out
- 75
- 261 more reduced
13 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $10.7B |
| Q3 2025 | 819 | $10.9B |
| Q2 2025 | 820 | $9.81B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.17B |
| Q3 2024 | 805 | $9.26B |
| Q2 2024 | 784 | $8.23B |
| Q1 2024 | 773 | $9.09B |
| Q4 2023 | 782 | $10.8B |
| Q3 2023 | 746 | $7.61B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.7B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.37B |
| Q2 2022 | 811 | $10.4B |
| Q1 2022 | 785 | $9.39B |
| Q4 2021 | 768 | $9.46B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.10B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,779,041 | $1.92B | 0.03% | +32,189+0.1% | Added |
| BlackRock, Inc. | 27,744,376 | $1.73B | 0.03% | +383,389+1.4% | Added |
| State Street Corp | 12,209,342 | $772.4M | 0.03% | −245,975−2.0% | Reduced |
| JPMorgan Chase & Co | 5,101,061 | $318.2M | 0.02% | −11,129−0.2% | Reduced |
| Geode Capital Management, LLC | 4,606,018 | $286.6M | 0.02% | +87,150+1.9% | Added |
| Massachusetts Financial Services Co | 3,716,050 | $231.8M | 0.07% | −502,369−11.9% | Reduced |
| Dimensional Fund Advisors LP | 3,121,698 | $194.7M | 0.05% | −52,267−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,769,189 | $172.7M | 0.03% | +106,879+4.0% | Added |
| Northern Trust Corp | 2,723,181 | $169.9M | 0.02% | +26,337+1.0% | Added |
| UBS Asset Management Americas Inc | 2,567,832 | $160.2M | 0.03% | +310,815+13.8% | Added |
| Legal & General Group Plc | 2,551,251 | $159.1M | 0.04% | +120,498+5.0% | Added |
| Norges Bank | 2,427,234 | $151.4M | 0.02% | +51,008+2.1% | Added |
| Bank of New York Mellon Corp | 2,237,186 | $139.6M | 0.03% | −10,833−0.5% | Reduced |
| Morgan Stanley | 1,843,990 | $115.0M | 0.01% | −180,910−8.9% | Reduced |
| Equity Investment Corp | 1,806,639 | $112.7M | 2.47% | −142,756−7.3% | Reduced |
| UBS Group AG | 1,449,368 | $90.4M | 0.02% | −154,111−9.6% | Reduced |
| Bank of America Corp | 1,127,990 | $70.4M | 0.01% | −9,569−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 984,484 | $61.4M | 0.08% | −75,688−7.1% | Reduced |
| Advisors Capital Management, LLC | 875,988 | $54.6M | 0.75% | +52,660+6.4% | Added |
| California Public Employees Retirement System | 859,273 | $53.6M | 0.03% | −136,227−13.7% | Reduced |
| Balyasny Asset Management LLC | 830,543 | $51.8M | 0.12% | +517,855+165.6% | Added |
| Robeco Institutional Asset Management B.V. | 824,734 | $51.4M | 0.08% | −47,762−5.5% | Reduced |
| APG Asset Management US Inc. | 812,241 | $51.2M | 0.38% | +52,222+6.9% | Added |
| Ameriprise Financial Inc | 784,333 | $48.9M | 0.01% | +59,497+8.2% | Added |
| Captrust Financial Advisors | 771,534 | $48.1M | 0.11% | +744,097+2,712.0% | Added |
| LPL Financial LLC | 756,299 | $47.2M | 0.02% | +75,431+11.1% | Added |
| Invesco Ltd. | 753,196 | $47.0M | 0.01% | +11,635+1.6% | Added |
| Victory Capital Management Inc | 750,590 | $46.8M | 0.03% | +59,507+8.6% | Added |
| First Trust Advisors LP | 736,437 | $45.9M | 0.04% | +595,404+422.2% | Added |
| Rhumbline Advisers | 674,282 | $42.1M | 0.04% | +10,534+1.6% | Added |
| Millennium Management LLC | 672,682 | $42.0M | 0.04% | +459,488+215.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 670,445 | $41.8M | 0.03% | +1,458+0.2% | Added |
| Swiss National Bank | 662,851 | $41.3M | 0.02% | +45,600+7.4% | Added |
| Price T Rowe Associates Inc | 640,505 | $40.0M | 0.00% | −441,714−40.8% | Reduced |
| Envestnet Asset Management Inc | 616,284 | $38.4M | 0.01% | +9,857+1.6% | Added |
| GEM Realty Capital | 604,270 | $37.7M | 3.62% | +604,270 | New |
| Raymond James Financial Inc | 602,208 | $37.6M | 0.01% | +16,587+2.8% | Added |
| Zacks Investment Management | 569,650 | $35.5M | 0.30% | +7,253+1.3% | Added |
| HSBC Holdings PLC | 559,406 | $34.9M | 0.02% | +154,704+38.2% | Added |
| FMR LLC | 550,870 | $34.4M | 0.00% | +64,196+13.2% | Added |
| Alyeska Investment Group, L.P. | 520,293 | $32.5M | 0.12% | +520,293 | New |
| Principal Financial Group Inc | 496,415 | $31.0M | 0.02% | −6,919−1.4% | Reduced |
| Great West Life Assurance Co | 494,164 | $30.8M | 0.05% | +18,689+3.9% | Added |
| Private Management Group Inc | 484,265 | $30.2M | 0.98% | +10,121+2.1% | Added |
| Asset Management One Co.,Ltd. | 463,714 | $28.9M | 0.09% | +24,368+5.5% | Added |
| Gillson Capital LP | 437,945 | $27.3M | 2.09% | +437,945 | New |
| Alliancebernstein L.P. | 395,036 | $24.6M | 0.01% | −28,651−6.8% | Reduced |
| Amundi | 386,651 | $24.5M | 0.01% | +109,980+39.8% | Added |
| Public Employees Retirement System of Ohio | 384,328 | $24.0M | 0.08% | +4,942+1.3% | Added |
| Wells Fargo & Company | 381,755 | $23.8M | 0.01% | +7,048+1.9% | Added |
| California State Teachers Retirement System | 376,908 | $23.5M | 0.03% | +61,023+19.3% | Added |
| Nomura Asset Management Co Ltd | 375,443 | $23.4M | 0.06% | +7,150+1.9% | Added |
| Brown Advisory Inc | 364,590 | $22.7M | 0.03% | −2,517−0.7% | Reduced |
| Jain Global LLC | 353,240 | $22.0M | 0.34% | +61,055+20.9% | Added |
| Deutsche Bank AG | 352,853 | $22.0M | 0.01% | +61,545+21.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 336,007 | $21.0M | 0.02% | +4,459+1.3% | Added |
| Berkshire Asset Management LLC | 328,306 | $20.5M | 0.93% | +1020.0% | Added |
| Nuveen, LLC | 320,551 | $20.0M | 0.01% | −157,883−33.0% | Reduced |
| Allianz Asset Management GmbH | 311,346 | $19.4M | 0.03% | +17,097+5.8% | Added |
| KLP Kapitalforvaltning AS | 307,300 | $19.4M | 0.08% | +34,800+12.8% | Added |
| Franklin Resources Inc | 303,660 | $18.9M | 0.01% | +55,518+22.4% | Added |
| Treasurer of the State of North Carolina | 299,915 | $18.7M | 0.06% | +130,906+77.5% | Added |
| Goldman Sachs Group Inc | 299,000 | $18.7M | 0.00% | −9,729−3.2% | Reduced |
| Citigroup Inc | 298,701 | $18.6M | 0.01% | +82,179+38.0% | Added |
| Geneos Wealth Management Inc. | 291,828 | $18.2M | 0.44% | +273,841+1,522.4% | Added |
| Cetera Investment Advisers | 277,660 | $17.3M | 0.03% | −8,383−2.9% | Reduced |
| Retirement Systems of Alabama | 267,639 | $16.7M | 0.06% | +1,273+0.5% | Added |
| Lighthouse Investment Partners, LLC | 265,000 | $16.5M | 0.72% | −61,100−18.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 263,873 | $16.5M | 0.07% | −23,972−8.3% | Reduced |
| TruWealth Advisors, LLC | 253,957 | $15.8M | 0.87% | +5,676+2.3% | Added |
| Virginia Retirement Systems Et Al | 252,290 | $15.7M | 0.11% | +3,300+1.3% | Added |
| Royal Bank of Canada | 252,053 | $15.7M | 0.00% | −211−0.1% | Reduced |
| AQR Capital Management LLC | 236,045 | $14.5M | 0.01% | +70,413+42.5% | Added |
| CSM Advisors, LLC | 232,513 | $14.5M | 0.42% | +232,513 | New |
| STRS Ohio | 231,337 | $14.4M | 0.05% | +111,529+93.1% | Added |
| Advisor Group Holdings, Inc. | 217,051 | $13.5M | 0.02% | +9,706+4.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 211,494 | $13.4M | 0.02% | +3,985+1.9% | Added |
| Achmea Investment Management B.V. | 213,363 | $13.3M | 0.17% | +40,161+23.2% | Added |
| State Board of Administration of Florida Retirement System | 203,775 | $12.7M | 0.02% | +640+0.3% | Added |
| Barclays PLC | 199,858 | $12.5M | 0.00% | −35,271−15.0% | Reduced |
| Waterfront Capital Partners, LLC | 196,015 | $12.2M | 3.04% | −74,757−27.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 190,795 | $11.9M | 0.24% | +27,882+17.1% | Added |
| AXA S.A. | 182,938 | $11.4M | 0.03% | +11,997+7.0% | Added |
| Sonora Investment Management Group, LLC | 182,822 | $11.4M | 0.85% | +4,817+2.7% | Added |
| BNP Paribas Arbitrage, SA | 181,372 | $11.3M | 0.01% | +82,467+83.4% | Added |
| Manufacturers Life Insurance Company, The | 175,378 | $10.9M | 0.01% | −3,951−2.2% | Reduced |
| Pictet Asset Management Holding SA | 171,379 | $10.7M | 0.01% | +20,911+13.9% | Added |
| American Century Companies Inc | 169,692 | $10.6M | 0.01% | +97,622+135.5% | Added |
| Truist Financial Corp | 164,739 | $10.3M | 0.02% | −4,018−2.4% | Reduced |
| Aviva PLC | 162,924 | $10.2M | 0.02% | +12,184+8.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 162,207 | $10.1M | 0.02% | +18,888+13.2% | Added |
| Andra AP-fonden | 160,700 | $10.0M | 0.14% | +35,100+27.9% | Added |
| Caisse de Depot Et Placement du Quebec | 159,637 | $9.96M | 0.02% | −526,505−76.7% | Reduced |
| New York State Teachers Retirement System | 159,423 | $9.95M | 0.02% | −64,410−28.8% | Reduced |
| Davenport & Co LLC | 155,630 | $9.71M | 0.05% | −1,729−1.1% | Reduced |
| MML Investors Services, LLC | 152,324 | $9.50M | 0.03% | −9,107−5.6% | Reduced |
| Two Sigma Investments, LP | 151,352 | $9.44M | 0.02% | −103,466−40.6% | Reduced |
| Two Sigma Advisers, LP | 151,301 | $9.44M | 0.02% | −27,399−15.3% | Reduced |
| Illinois Municipal Retirement Fund | 151,092 | $9.43M | 0.13% | −64,240−29.8% | Reduced |
| Janney Montgomery Scott LLC | 147,833 | $9.22M | 0.02% | −393−0.3% | Reduced |