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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 120,905 | $7.58M | 0.04% | −8,451−6.5% | Reduced |
| Eisler Capital Management Ltd. | 121,998 | $7.61M | 0.26% | −27,125−18.2% | Reduced |
| Renaissance Technologies LLC | 123,000 | $7.67M | 0.01% | +68,500+125.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 123,293 | $7.69M | 0.02% | +10,392+9.2% | Added |
| MetLife Investment Management | 124,088 | $7.74M | 0.05% | −3,650−2.9% | Reduced |
| Employees Retirement System of Texas | 126,000 | $7.86M | 0.06% | −10,000−7.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 126,483 | $7.89M | 0.04% | +3,683+3.0% | Added |
| Macquarie Group Ltd | 128,792 | $8.03M | 0.01% | −904−0.7% | Reduced |
| State of Alaska, Department of Revenue | 130,657 | $8.15M | 0.09% | −843−0.6% | Reduced |
| Allworth Financial LP | 131,675 | $8.21M | 0.04% | −280.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 131,993 | $8.23M | 0.24% | +16,458+14.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 133,488 | $8.33M | 0.02% | +8,350+6.7% | Added |
| Quantinno Capital Management LP | 136,734 | $8.53M | 0.04% | +44,391+48.1% | Added |
| QRG Capital Management, Inc. | 137,390 | $8.57M | 0.07% | +5,356+4.1% | Added |
| Cullen/Frost Bankers, Inc. | 137,483 | $8.58M | 0.11% | +5,150+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 139,518 | $8.70M | 0.03% | −13,979−9.1% | Reduced |
| Standard Life Aberdeen plc | 142,932 | $8.77M | 0.01% | +16,975+13.5% | Added |
| Sequoia Financial Advisors, LLC | 144,935 | $9.04M | 0.06% | −1,341−0.9% | Reduced |
| DekaBank Deutsche Girozentrale | 143,926 | $9.08M | 0.02% | +1,277+0.9% | Added |
| Candriam Luxembourg S.C.A. | 147,549 | $9.20M | 0.05% | −89,326−37.7% | Reduced |
| Janney Montgomery Scott LLC | 147,833 | $9.22M | 0.02% | −393−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 151,092 | $9.43M | 0.13% | −64,240−29.8% | Reduced |
| Two Sigma Advisers, LP | 151,301 | $9.44M | 0.02% | −27,399−15.3% | Reduced |
| Two Sigma Investments, LP | 151,352 | $9.44M | 0.02% | −103,466−40.6% | Reduced |
| MML Investors Services, LLC | 152,324 | $9.50M | 0.03% | −9,107−5.6% | Reduced |
| Davenport & Co LLC | 155,630 | $9.71M | 0.05% | −1,729−1.1% | Reduced |
| New York State Teachers Retirement System | 159,423 | $9.95M | 0.02% | −64,410−28.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 159,637 | $9.96M | 0.02% | −526,505−76.7% | Reduced |
| Andra AP-fonden | 160,700 | $10.0M | 0.14% | +35,100+27.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 162,207 | $10.1M | 0.02% | +18,888+13.2% | Added |
| Aviva PLC | 162,924 | $10.2M | 0.02% | +12,184+8.1% | Added |
| Truist Financial Corp | 164,739 | $10.3M | 0.02% | −4,018−2.4% | Reduced |
| American Century Companies Inc | 169,692 | $10.6M | 0.01% | +97,622+135.5% | Added |
| Pictet Asset Management Holding SA | 171,379 | $10.7M | 0.01% | +20,911+13.9% | Added |
| Manufacturers Life Insurance Company, The | 175,378 | $10.9M | 0.01% | −3,951−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 181,372 | $11.3M | 0.01% | +82,467+83.4% | Added |
| Sonora Investment Management Group, LLC | 182,822 | $11.4M | 0.85% | +4,817+2.7% | Added |
| AXA S.A. | 182,938 | $11.4M | 0.03% | +11,997+7.0% | Added |
| Carnegie Capital Asset Management, LLC | 190,795 | $11.9M | 0.24% | +27,882+17.1% | Added |
| Waterfront Capital Partners, LLC | 196,015 | $12.2M | 3.04% | −74,757−27.6% | Reduced |
| Barclays PLC | 199,858 | $12.5M | 0.00% | −35,271−15.0% | Reduced |
| State Board of Administration of Florida Retirement System | 203,775 | $12.7M | 0.02% | +640+0.3% | Added |
| Achmea Investment Management B.V. | 213,363 | $13.3M | 0.17% | +40,161+23.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 211,494 | $13.4M | 0.02% | +3,985+1.9% | Added |
| Advisor Group Holdings, Inc. | 217,051 | $13.5M | 0.02% | +9,706+4.7% | Added |
| STRS Ohio | 231,337 | $14.4M | 0.05% | +111,529+93.1% | Added |
| CSM Advisors, LLC | 232,513 | $14.5M | 0.42% | +232,513 | New |
| AQR Capital Management LLC | 236,045 | $14.5M | 0.01% | +70,413+42.5% | Added |
| Royal Bank of Canada | 252,053 | $15.7M | 0.00% | −211−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 252,290 | $15.7M | 0.11% | +3,300+1.3% | Added |
| TruWealth Advisors, LLC | 253,957 | $15.8M | 0.87% | +5,676+2.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 263,873 | $16.5M | 0.07% | −23,972−8.3% | Reduced |
| Lighthouse Investment Partners, LLC | 265,000 | $16.5M | 0.72% | −61,100−18.7% | Reduced |
| Retirement Systems of Alabama | 267,639 | $16.7M | 0.06% | +1,273+0.5% | Added |
| Cetera Investment Advisers | 277,660 | $17.3M | 0.03% | −8,383−2.9% | Reduced |
| Geneos Wealth Management Inc. | 291,828 | $18.2M | 0.44% | +273,841+1,522.4% | Added |
| Citigroup Inc | 298,701 | $18.6M | 0.01% | +82,179+38.0% | Added |
| Goldman Sachs Group Inc | 299,000 | $18.7M | 0.00% | −9,729−3.2% | Reduced |
| Treasurer of the State of North Carolina | 299,915 | $18.7M | 0.06% | +130,906+77.5% | Added |
| Franklin Resources Inc | 303,660 | $18.9M | 0.01% | +55,518+22.4% | Added |
| KLP Kapitalforvaltning AS | 307,300 | $19.4M | 0.08% | +34,800+12.8% | Added |
| Allianz Asset Management GmbH | 311,346 | $19.4M | 0.03% | +17,097+5.8% | Added |
| Nuveen, LLC | 320,551 | $20.0M | 0.01% | −157,883−33.0% | Reduced |
| Berkshire Asset Management LLC | 328,306 | $20.5M | 0.93% | +1020.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 336,007 | $21.0M | 0.02% | +4,459+1.3% | Added |
| Deutsche Bank AG | 352,853 | $22.0M | 0.01% | +61,545+21.1% | Added |
| Jain Global LLC | 353,240 | $22.0M | 0.34% | +61,055+20.9% | Added |
| Brown Advisory Inc | 364,590 | $22.7M | 0.03% | −2,517−0.7% | Reduced |
| Nomura Asset Management Co Ltd | 375,443 | $23.4M | 0.06% | +7,150+1.9% | Added |
| California State Teachers Retirement System | 376,908 | $23.5M | 0.03% | +61,023+19.3% | Added |
| Wells Fargo & Company | 381,755 | $23.8M | 0.01% | +7,048+1.9% | Added |
| Public Employees Retirement System of Ohio | 384,328 | $24.0M | 0.08% | +4,942+1.3% | Added |
| Amundi | 386,651 | $24.5M | 0.01% | +109,980+39.8% | Added |
| Alliancebernstein L.P. | 395,036 | $24.6M | 0.01% | −28,651−6.8% | Reduced |
| Gillson Capital LP | 437,945 | $27.3M | 2.09% | +437,945 | New |
| Asset Management One Co.,Ltd. | 463,714 | $28.9M | 0.09% | +24,368+5.5% | Added |
| Private Management Group Inc | 484,265 | $30.2M | 0.98% | +10,121+2.1% | Added |
| Great West Life Assurance Co | 494,164 | $30.8M | 0.05% | +18,689+3.9% | Added |
| Principal Financial Group Inc | 496,415 | $31.0M | 0.02% | −6,919−1.4% | Reduced |
| Alyeska Investment Group, L.P. | 520,293 | $32.5M | 0.12% | +520,293 | New |
| FMR LLC | 550,870 | $34.4M | 0.00% | +64,196+13.2% | Added |
| HSBC Holdings PLC | 559,406 | $34.9M | 0.02% | +154,704+38.2% | Added |
| Zacks Investment Management | 569,650 | $35.5M | 0.30% | +7,253+1.3% | Added |
| Raymond James Financial Inc | 602,208 | $37.6M | 0.01% | +16,587+2.8% | Added |
| GEM Realty Capital | 604,270 | $37.7M | 3.62% | +604,270 | New |
| Envestnet Asset Management Inc | 616,284 | $38.4M | 0.01% | +9,857+1.6% | Added |
| Price T Rowe Associates Inc | 640,505 | $40.0M | 0.00% | −441,714−40.8% | Reduced |
| Swiss National Bank | 662,851 | $41.3M | 0.02% | +45,600+7.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 670,445 | $41.8M | 0.03% | +1,458+0.2% | Added |
| Millennium Management LLC | 672,682 | $42.0M | 0.04% | +459,488+215.5% | Added |
| Rhumbline Advisers | 674,282 | $42.1M | 0.04% | +10,534+1.6% | Added |
| First Trust Advisors LP | 736,437 | $45.9M | 0.04% | +595,404+422.2% | Added |
| Victory Capital Management Inc | 750,590 | $46.8M | 0.03% | +59,507+8.6% | Added |
| Invesco Ltd. | 753,196 | $47.0M | 0.01% | +11,635+1.6% | Added |
| LPL Financial LLC | 756,299 | $47.2M | 0.02% | +75,431+11.1% | Added |
| Captrust Financial Advisors | 771,534 | $48.1M | 0.11% | +744,097+2,712.0% | Added |
| Ameriprise Financial Inc | 784,333 | $48.9M | 0.01% | +59,497+8.2% | Added |
| APG Asset Management US Inc. | 812,241 | $51.2M | 0.38% | +52,222+6.9% | Added |
| Robeco Institutional Asset Management B.V. | 824,734 | $51.4M | 0.08% | −47,762−5.5% | Reduced |
| Balyasny Asset Management LLC | 830,543 | $51.8M | 0.12% | +517,855+165.6% | Added |