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 | $10.6B |
| 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, 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 |
|---|---|---|---|---|---|
| Signet Financial Management, LLC | 39,493 | $2.46M | 0.31% | −70−0.2% | Reduced |
| Toronto Dominion Bank | 39,714 | $2.48M | 0.01% | +6,883+21.0% | Added |
| Nisa Investment Advisors, LLC | 39,046 | $2.48M | 0.01% | −9,933−20.3% | Reduced |
| HighPoint Advisor Group LLC | 39,978 | $2.49M | 0.13% | −4,762−10.6% | Reduced |
| Stifel Financial Corp | 40,865 | $2.55M | 0.00% | +2,430+6.3% | Added |
| TD Asset Management Inc | 42,093 | $2.63M | 0.00% | −324−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 42,516 | $2.65M | 0.08% | −544−1.3% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.71M | 0.09% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 44,686 | $2.79M | 0.05% | −1,026−2.2% | Reduced |
| Bank of Montreal | 44,696 | $2.79M | 0.00% | +8,754+24.4% | Added |
| Oregon Public Employees Retirement Fund | 44,819 | $2.80M | 0.05% | +345+0.8% | Added |
| Capital Square, LLC | 45,240 | $2.84M | 1.52% | −1,125−2.4% | Reduced |
| Freedom Financial Partners LLC | 45,627 | $2.85M | 1.20% | +128+0.3% | Added |
| Private Advisor Group, LLC | 45,672 | $2.85M | 0.02% | −658−1.4% | Reduced |
| Pensionfund Sabic | 45,804 | $2.86M | 0.81% | +2,000+4.6% | Added |
| Pensionfund DSM Netherlands | 46,300 | $2.89M | 1.95% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 46,383 | $2.89M | 0.13% | −29,965−39.2% | Reduced |
| HighTower Advisors, LLC | 46,829 | $2.92M | 0.00% | −1,056−2.2% | Reduced |
| CI Private Wealth, LLC | 46,828 | $2.92M | 0.00% | −3,422−6.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 48,147 | $3.00M | 0.80% | +153+0.3% | Added |
| Swedbank AB | 48,775 | $3.04M | 0.00% | +48,775 | New |
| Northwestern Mutual Investment Management Company, LLC | 48,891 | $3.05M | 0.05% | +232+0.5% | Added |
| Baird Financial Group, Inc. | 49,004 | $3.06M | 0.01% | −1,333−2.6% | Reduced |
| Coldstream Capital Management Inc | 51,157 | $3.19M | 0.05% | +375+0.7% | Added |
| Gateway Investment Advisers LLC | 51,235 | $3.20M | 0.03% | +11,290+28.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 51,594 | $3.22M | 0.01% | −170−0.3% | Reduced |
| Romano Brothers and Company | 51,935 | $3.24M | 0.40% | +1,975+4.0% | Added |
| Alpha Omega Wealth Management LLC | 52,763 | $3.29M | 0.59% | −70−0.1% | Reduced |
| Cresset Asset Management, LLC | 53,527 | $3.39M | 0.02% | +53,527 | New |
| Qube Research & Technologies Ltd | 56,007 | $3.49M | 0.00% | +56,007 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 56,534 | $3.53M | 0.03% | −8,600−13.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 57,025 | $3.56M | 2.32% | −60−0.1% | Reduced |
| Handelsbanken Fonder AB | 58,800 | $3.67M | 0.01% | −3,400−5.5% | Reduced |
| Forsta Ap-Fonden | 59,700 | $3.72M | 0.02% | −2,800−4.5% | Reduced |
| State of Michigan Retirement System | 60,400 | $3.77M | 0.02% | +8,000+15.3% | Added |
| Nissay Asset Management Corp | 60,768 | $3.79M | 0.02% | +2,258+3.9% | Added |
| Aew Capital Management L P | 61,560 | $3.84M | 0.20% | −78,080−55.9% | Reduced |
| Louisiana State Employees Retirement System | 61,600 | $3.84M | 0.07% | +300+0.5% | Added |
| State of New Jersey Common Pension Fund D | 63,738 | $3.98M | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 63,927 | $3.99M | 0.05% | +3,986+6.6% | Added |
| Heitman Real Estate Securities LLC | 63,934 | $3.99M | 0.28% | +39,815+165.1% | Added |
| Arizona State Retirement System | 64,002 | $3.99M | 0.02% | +714+1.1% | Added |
| CIBC World Markets Inc. | 64,285 | $4.01M | 0.01% | −6,000−8.5% | Reduced |
| Thrivent Financial for Lutherans | 64,552 | $4.03M | 0.01% | +4,668+7.8% | Added |
| Mariner, LLC | 64,638 | $4.03M | 0.01% | −1,375−2.1% | Reduced |
| UniSuper Management Pty Ltd | 65,400 | $4.08M | 0.03% | 00.0% | Unchanged |
| TT Capital Management LLC | 66,393 | $4.14M | 3.36% | +11,919+21.9% | Added |
| CIBC World Markets Corp | 67,417 | $4.21M | 0.03% | −3,677−5.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.25M | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 68,393 | $4.27M | 0.32% | +3,005+4.6% | Added |
| Avantax Advisory Services, Inc. | 68,981 | $4.30M | 0.02% | −1,316−1.9% | Reduced |
| Colony Group, LLC | 69,276 | $4.32M | 0.01% | +4,900+7.6% | Added |
| Cohen Capital Management, Inc. | 70,140 | $4.38M | 0.71% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 70,176 | $4.38M | 0.03% | +70,176 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,126 | $4.44M | 0.04% | +1,687+2.4% | Added |
| Adams Asset Advisors, LLC | 71,975 | $4.49M | 0.63% | +11,772+19.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 74,000 | $4.62M | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 74,404 | $4.64M | 0.05% | −3,915−5.0% | Reduced |
| Meritage Portfolio Management | 75,037 | $4.68M | 0.30% | −2,107−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 75,820 | $4.73M | 0.01% | −24,021−24.1% | Reduced |
| Kestra Advisory Services, LLC | 77,568 | $4.84M | 0.02% | −819−1.0% | Reduced |
| Advocate Group LLC | 77,679 | $4.85M | 0.87% | +150+0.2% | Added |
| IFM Investors Pty Ltd | 78,031 | $4.87M | 0.05% | −6,334−7.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 78,547 | $4.90M | 0.88% | +3,920+5.3% | Added |
| Prairiewood Capital, LLC | 78,928 | $4.92M | 1.83% | +1,471+1.9% | Added |
| Storebrand Asset Management AS | 81,296 | $5.07M | 0.01% | +21,675+36.4% | Added |
| Yousif Capital Management, LLC | 83,166 | $5.19M | 0.06% | −1,336−1.6% | Reduced |
| Dupree Financial Group, LLC | 83,456 | $5.21M | 2.05% | −18,367−18.0% | Reduced |
| Greenland Capital Management LP | 84,032 | $5.24M | 0.68% | +25,008+42.4% | Added |
| State of Tennessee, Treasury Department | 85,334 | $5.32M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 87,194 | $5.44M | 0.01% | −22,963−20.8% | Reduced |
| Creative Planning | 87,565 | $5.46M | 0.00% | +3,876+4.6% | Added |
| Wellington Management Group LLP | 88,068 | $5.49M | 0.00% | −4,024−4.4% | Reduced |
| Sheets Smith Wealth Management | 91,718 | $5.72M | 0.67% | −3,997−4.2% | Reduced |
| Swiss Life Asset Management Ltd | 92,624 | $5.78M | 0.03% | +70,767+323.8% | Added |
| Jane Street Group, LLC | 94,258 | $5.88M | 0.01% | +51,868+122.4% | Added |
| Daiwa Securities Group Inc. | 96,975 | $6.05M | 0.02% | +1,435+1.5% | Added |
| SEI Investments Co | 96,983 | $6.05M | 0.01% | +14,767+18.0% | Added |
| Ontario Teachers Pension Plan Board | 99,319 | $6.20M | 0.13% | −3,479−3.4% | Reduced |
| Pacer Advisors, Inc. | 99,737 | $6.22M | 0.02% | −1,652,184−94.3% | Reduced |
| Amalgamated Bank | 100,279 | $6.25M | 0.05% | +170.0% | Added |
| Boothbay Fund Management, LLC | 100,402 | $6.26M | 0.20% | +86,904+643.8% | Added |
| Wealthfront Advisers LLC | 100,703 | $6.28M | 0.02% | +1,809+1.8% | Added |
| APG Asset Management N.V. | 120,700 | $6.41M | 0.02% | +1,300+1.1% | Added |
| Cbre Clarion Securities LLC | 105,330 | $6.57M | 0.10% | +105,330 | New |
| Korea Investment CORP | 107,430 | $6.70M | 0.01% | −53,993−33.4% | Reduced |
| Royal London Asset Management Ltd | 107,977 | $6.74M | 0.02% | −5,225−4.6% | Reduced |
| Mercer Global Advisors Inc | 107,993 | $6.74M | 0.02% | +7,523+7.5% | Added |
| Danske Bank A/S | 108,638 | $6.78M | 0.02% | +4,104+3.9% | Added |
| Mutual of America Capital Management LLC | 108,897 | $6.79M | 0.07% | −3,740−3.3% | Reduced |
| Van Eck Associates Corp | 112,329 | $7.01M | 0.01% | +9,243+9.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 112,562 | $7.02M | 0.01% | −43,632−27.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 113,290 | $7.07M | 0.02% | +190+0.2% | Added |
| Rock Point Advisors, LLC | 113,720 | $7.09M | 2.00% | −805−0.7% | Reduced |
| Prudential Financial Inc | 114,656 | $7.15M | 0.01% | +78,165+214.2% | Added |
| New York State Common Retirement Fund | 114,838 | $7.16M | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 116,221 | $7.25M | 0.50% | −686−0.6% | Reduced |
| Crawford Investment Counsel Inc | 116,867 | $7.29M | 0.13% | −4,402−3.6% | Reduced |
| Stony Point Wealth Management Inc. | 118,354 | $7.38M | 3.14% | +4,541+4.0% | Added |
| State of Wisconsin Investment Board | 118,719 | $7.41M | 0.02% | −56,005−32.1% | Reduced |