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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 147,549 | $9.20M | 0.05% | −89,326−37.7% | Reduced |
| DekaBank Deutsche Girozentrale | 143,926 | $9.08M | 0.02% | +1,277+0.9% | Added |
| Sequoia Financial Advisors, LLC | 144,935 | $9.04M | 0.06% | −1,341−0.9% | Reduced |
| Standard Life Aberdeen plc | 142,932 | $8.77M | 0.01% | +16,975+13.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 139,518 | $8.70M | 0.03% | −13,979−9.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 137,483 | $8.58M | 0.11% | +5,150+3.9% | Added |
| QRG Capital Management, Inc. | 137,390 | $8.57M | 0.07% | +5,356+4.1% | Added |
| Quantinno Capital Management LP | 136,734 | $8.53M | 0.04% | +44,391+48.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 133,488 | $8.33M | 0.02% | +8,350+6.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 131,993 | $8.23M | 0.24% | +16,458+14.2% | Added |
| Allworth Financial LP | 131,675 | $8.21M | 0.04% | −280.0% | Reduced |
| State of Alaska, Department of Revenue | 130,657 | $8.15M | 0.09% | −843−0.6% | Reduced |
| Macquarie Group Ltd | 128,792 | $8.03M | 0.01% | −904−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 126,483 | $7.89M | 0.04% | +3,683+3.0% | Added |
| Employees Retirement System of Texas | 126,000 | $7.86M | 0.06% | −10,000−7.4% | Reduced |
| MetLife Investment Management | 124,088 | $7.74M | 0.05% | −3,650−2.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 123,293 | $7.69M | 0.02% | +10,392+9.2% | Added |
| Renaissance Technologies LLC | 123,000 | $7.67M | 0.01% | +68,500+125.7% | Added |
| Eisler Capital Management Ltd. | 121,998 | $7.61M | 0.26% | −27,125−18.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 120,905 | $7.58M | 0.04% | −8,451−6.5% | Reduced |
| State of Wisconsin Investment Board | 118,719 | $7.41M | 0.02% | −56,005−32.1% | Reduced |
| Stony Point Wealth Management Inc. | 118,354 | $7.38M | 3.14% | +4,541+4.0% | Added |
| Crawford Investment Counsel Inc | 116,867 | $7.29M | 0.13% | −4,402−3.6% | Reduced |
| Verdence Capital Advisors LLC | 116,221 | $7.25M | 0.50% | −686−0.6% | Reduced |
| New York State Common Retirement Fund | 114,838 | $7.16M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 114,656 | $7.15M | 0.01% | +78,165+214.2% | Added |
| Rock Point Advisors, LLC | 113,720 | $7.09M | 2.00% | −805−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 113,290 | $7.07M | 0.02% | +190+0.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 112,562 | $7.02M | 0.01% | −43,632−27.9% | Reduced |
| Van Eck Associates Corp | 112,329 | $7.01M | 0.01% | +9,243+9.0% | Added |
| Mutual of America Capital Management LLC | 108,897 | $6.79M | 0.07% | −3,740−3.3% | Reduced |
| Danske Bank A/S | 108,638 | $6.78M | 0.02% | +4,104+3.9% | Added |
| Mercer Global Advisors Inc | 107,993 | $6.74M | 0.02% | +7,523+7.5% | Added |
| Royal London Asset Management Ltd | 107,977 | $6.74M | 0.02% | −5,225−4.6% | Reduced |
| Korea Investment CORP | 107,430 | $6.70M | 0.01% | −53,993−33.4% | Reduced |
| Cbre Clarion Securities LLC | 105,330 | $6.57M | 0.10% | +105,330 | New |
| APG Asset Management N.V. | 120,700 | $6.41M | 0.02% | +1,300+1.1% | Added |
| Wealthfront Advisers LLC | 100,703 | $6.28M | 0.02% | +1,809+1.8% | Added |
| Boothbay Fund Management, LLC | 100,402 | $6.26M | 0.20% | +86,904+643.8% | Added |
| Amalgamated Bank | 100,279 | $6.25M | 0.05% | +170.0% | Added |
| Pacer Advisors, Inc. | 99,737 | $6.22M | 0.02% | −1,652,184−94.3% | Reduced |
| Ontario Teachers Pension Plan Board | 99,319 | $6.20M | 0.13% | −3,479−3.4% | Reduced |
| SEI Investments Co | 96,983 | $6.05M | 0.01% | +14,767+18.0% | Added |
| Daiwa Securities Group Inc. | 96,975 | $6.05M | 0.02% | +1,435+1.5% | Added |
| Jane Street Group, LLC | 94,258 | $5.88M | 0.01% | +51,868+122.4% | Added |
| Swiss Life Asset Management Ltd | 92,624 | $5.78M | 0.03% | +70,767+323.8% | Added |
| Sheets Smith Wealth Management | 91,718 | $5.72M | 0.67% | −3,997−4.2% | Reduced |
| Wellington Management Group LLP | 88,068 | $5.49M | 0.00% | −4,024−4.4% | Reduced |
| Creative Planning | 87,565 | $5.46M | 0.00% | +3,876+4.6% | Added |
| Russell Investments Group, Ltd. | 87,194 | $5.44M | 0.01% | −22,963−20.8% | Reduced |
| State of Tennessee, Treasury Department | 85,334 | $5.32M | 0.02% | 00.0% | Unchanged |
| Greenland Capital Management LP | 84,032 | $5.24M | 0.68% | +25,008+42.4% | Added |
| Dupree Financial Group, LLC | 83,456 | $5.21M | 2.05% | −18,367−18.0% | Reduced |
| Yousif Capital Management, LLC | 83,166 | $5.19M | 0.06% | −1,336−1.6% | Reduced |
| Storebrand Asset Management AS | 81,296 | $5.07M | 0.01% | +21,675+36.4% | Added |
| Prairiewood Capital, LLC | 78,928 | $4.92M | 1.83% | +1,471+1.9% | Added |
| Te Ahumairangi Investment Management Ltd | 78,547 | $4.90M | 0.88% | +3,920+5.3% | Added |
| IFM Investors Pty Ltd | 78,031 | $4.87M | 0.05% | −6,334−7.5% | Reduced |
| Advocate Group LLC | 77,679 | $4.85M | 0.87% | +150+0.2% | Added |
| Kestra Advisory Services, LLC | 77,568 | $4.84M | 0.02% | −819−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 75,820 | $4.73M | 0.01% | −24,021−24.1% | Reduced |
| Meritage Portfolio Management | 75,037 | $4.68M | 0.30% | −2,107−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 74,404 | $4.64M | 0.05% | −3,915−5.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 74,000 | $4.62M | 0.01% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 71,975 | $4.49M | 0.63% | +11,772+19.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,126 | $4.44M | 0.04% | +1,687+2.4% | Added |
| Westwood Holdings Group Inc. | 70,176 | $4.38M | 0.03% | +70,176 | New |
| Cohen Capital Management, Inc. | 70,140 | $4.38M | 0.71% | 00.0% | Unchanged |
| Colony Group, LLC | 69,276 | $4.32M | 0.01% | +4,900+7.6% | Added |
| Avantax Advisory Services, Inc. | 68,981 | $4.30M | 0.02% | −1,316−1.9% | Reduced |
| NewSquare Capital LLC | 68,393 | $4.27M | 0.32% | +3,005+4.6% | Added |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.25M | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Corp | 67,417 | $4.21M | 0.03% | −3,677−5.2% | Reduced |
| TT Capital Management LLC | 66,393 | $4.14M | 3.36% | +11,919+21.9% | Added |
| UniSuper Management Pty Ltd | 65,400 | $4.08M | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 64,638 | $4.03M | 0.01% | −1,375−2.1% | Reduced |
| Thrivent Financial for Lutherans | 64,552 | $4.03M | 0.01% | +4,668+7.8% | Added |
| CIBC World Markets Inc. | 64,285 | $4.01M | 0.01% | −6,000−8.5% | Reduced |
| Arizona State Retirement System | 64,002 | $3.99M | 0.02% | +714+1.1% | Added |
| Heitman Real Estate Securities LLC | 63,934 | $3.99M | 0.28% | +39,815+165.1% | Added |
| Exchange Traded Concepts, LLC | 63,927 | $3.99M | 0.05% | +3,986+6.6% | Added |
| State of New Jersey Common Pension Fund D | 63,738 | $3.98M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 61,600 | $3.84M | 0.07% | +300+0.5% | Added |
| Aew Capital Management L P | 61,560 | $3.84M | 0.20% | −78,080−55.9% | Reduced |
| Nissay Asset Management Corp | 60,768 | $3.79M | 0.02% | +2,258+3.9% | Added |
| State of Michigan Retirement System | 60,400 | $3.77M | 0.02% | +8,000+15.3% | Added |
| Forsta Ap-Fonden | 59,700 | $3.72M | 0.02% | −2,800−4.5% | Reduced |
| Handelsbanken Fonder AB | 58,800 | $3.67M | 0.01% | −3,400−5.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 57,025 | $3.56M | 2.32% | −60−0.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 56,534 | $3.53M | 0.03% | −8,600−13.2% | Reduced |
| Qube Research & Technologies Ltd | 56,007 | $3.49M | 0.00% | +56,007 | New |
| Cresset Asset Management, LLC | 53,527 | $3.39M | 0.02% | +53,527 | New |
| Alpha Omega Wealth Management LLC | 52,763 | $3.29M | 0.59% | −70−0.1% | Reduced |
| Romano Brothers and Company | 51,935 | $3.24M | 0.40% | +1,975+4.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 51,594 | $3.22M | 0.01% | −170−0.3% | Reduced |
| Gateway Investment Advisers LLC | 51,235 | $3.20M | 0.03% | +11,290+28.3% | Added |
| Coldstream Capital Management Inc | 51,157 | $3.19M | 0.05% | +375+0.7% | Added |
| Baird Financial Group, Inc. | 49,004 | $3.06M | 0.01% | −1,333−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,891 | $3.05M | 0.05% | +232+0.5% | Added |
| Swedbank AB | 48,775 | $3.04M | 0.00% | +48,775 | New |