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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 859,273 | $53.6M | 0.03% | −136,227−13.7% | Reduced |
| Advisors Capital Management, LLC | 875,988 | $54.6M | 0.75% | +52,660+6.4% | Added |
| Commonwealth Equity Services, LLC | 984,484 | $61.4M | 0.08% | −75,688−7.1% | Reduced |
| Bank of America Corp | 1,127,990 | $70.4M | 0.01% | −9,569−0.8% | Reduced |
| UBS Group AG | 1,449,368 | $90.4M | 0.02% | −154,111−9.6% | Reduced |
| Equity Investment Corp | 1,806,639 | $112.7M | 2.47% | −142,756−7.3% | Reduced |
| Morgan Stanley | 1,843,990 | $115.0M | 0.01% | −180,910−8.9% | Reduced |
| Bank of New York Mellon Corp | 2,237,186 | $139.6M | 0.03% | −10,833−0.5% | Reduced |
| Norges Bank | 2,427,234 | $151.4M | 0.02% | +51,008+2.1% | Added |
| Legal & General Group Plc | 2,551,251 | $159.1M | 0.04% | +120,498+5.0% | Added |
| UBS Asset Management Americas Inc | 2,567,832 | $160.2M | 0.03% | +310,815+13.8% | Added |
| Northern Trust Corp | 2,723,181 | $169.9M | 0.02% | +26,337+1.0% | Added |
| Charles Schwab Investment Management Inc | 2,769,189 | $172.7M | 0.03% | +106,879+4.0% | Added |
| Dimensional Fund Advisors LP | 3,121,698 | $194.7M | 0.05% | −52,267−1.6% | Reduced |
| Massachusetts Financial Services Co | 3,716,050 | $231.8M | 0.07% | −502,369−11.9% | Reduced |
| Geode Capital Management, LLC | 4,606,018 | $286.6M | 0.02% | +87,150+1.9% | Added |
| JPMorgan Chase & Co | 5,101,061 | $318.2M | 0.02% | −11,129−0.2% | Reduced |
| State Street Corp | 12,209,342 | $772.4M | 0.03% | −245,975−2.0% | Reduced |
| BlackRock, Inc. | 27,744,376 | $1.73B | 0.03% | +383,389+1.4% | Added |
| Vanguard Group Inc | 30,779,041 | $1.92B | 0.03% | +32,189+0.1% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −319,647−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −241,712−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −104,769−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −86,300−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −72,966−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −51,452−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −44,851−100.0% | Sold out |
| Planning Directions Inc | 0 | $0 | 0.00% | −37,191−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −27,871−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −23,186−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −21,990−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −21,248−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,609−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −16,550−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −14,560−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −14,483−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,178−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,366−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −10,956−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −10,956−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −10,881−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −10,802−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −9,597−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −8,361−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −6,859−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,244−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,845−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −5,490−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −5,473−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −5,233−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −4,939−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −4,219−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −3,906−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,765−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −3,428−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,218−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Greykasell Wealth Strategies, Inc. | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| NCP Inc. | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Crews Bank & Trust | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Bernard Wealth Management Corp. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Binnacle Investments Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Foundry Partners, LLC | – | – | – | – | Not filed |
| Sabal Trust CO | – | – | – | – | Not filed |
| Horan Capital Advisors, LLC. | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |