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, Q3 2025
Institutional positions in W. P. Carey Inc. as of Sep 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
- 819
- +12 vs. Q2 2025
- Shares held
- 156.5M
- +2.43M (+1.6%) vs. Q2 2025
- Total value
- $10.6B
- +$972.6M (+10.1%) vs. Q2 2025
- New holders
- 80
- 300 more added
- Sold out
- 68
- 281 more reduced
13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 811 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 698 | $8.09B |
| Q1 2021 | 652 | $7.25B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,625,541 | $2.07B | 0.03% | −153,500−0.5% | Reduced |
| BlackRock, Inc. | 28,055,931 | $1.90B | 0.03% | +311,555+1.1% | Added |
| State Street Corp | 12,329,159 | $844.1M | 0.03% | +119,817+1.0% | Added |
| Geode Capital Management, LLC | 4,685,298 | $315.8M | 0.02% | +79,280+1.7% | Added |
| JPMorgan Chase & Co | 4,671,692 | $315.7M | 0.02% | −429,369−8.4% | Reduced |
| Invesco Ltd. | 3,892,462 | $263.0M | 0.04% | +3,139,266+416.8% | Added |
| Massachusetts Financial Services Co | 3,771,487 | $254.8M | 0.08% | +55,437+1.5% | Added |
| Dimensional Fund Advisors LP | 3,171,690 | $214.3M | 0.05% | +49,992+1.6% | Added |
| Charles Schwab Investment Management Inc | 2,803,719 | $189.4M | 0.03% | +34,530+1.2% | Added |
| Northern Trust Corp | 2,626,609 | $177.5M | 0.02% | −96,572−3.5% | Reduced |
| Legal & General Group Plc | 2,570,295 | $173.7M | 0.04% | +19,044+0.7% | Added |
| Bank of New York Mellon Corp | 2,154,890 | $145.6M | 0.03% | −82,296−3.7% | Reduced |
| Morgan Stanley | 1,816,629 | $122.7M | 0.01% | −27,361−1.5% | Reduced |
| Equity Investment Corp | 1,582,443 | $106.9M | 2.24% | −224,196−12.4% | Reduced |
| UBS Group AG | 1,546,982 | $104.5M | 0.02% | +97,614+6.7% | Added |
| Bank of America Corp | 1,346,490 | $91.0M | 0.01% | +218,500+19.4% | Added |
| Wellington Management Group LLP | 1,130,402 | $76.4M | 0.01% | +1,042,334+1,183.6% | Added |
| APG Asset Management US Inc. | 916,606 | $62.8M | 0.46% | +104,365+12.8% | Added |
| Advisors Capital Management, LLC | 914,969 | $61.8M | 0.77% | +38,981+4.4% | Added |
| Commonwealth Equity Services, LLC | 872,381 | $58.9M | 0.08% | −112,103−11.4% | Reduced |
| Barclays PLC | 861,430 | $58.2M | 0.02% | +661,572+331.0% | Added |
| HSBC Holdings PLC | 851,077 | $57.5M | 0.03% | +291,671+52.1% | Added |
| Captrust Financial Advisors | 842,106 | $56.9M | 0.12% | +70,572+9.1% | Added |
| LPL Financial LLC | 827,789 | $55.9M | 0.02% | +71,490+9.5% | Added |
| Ameriprise Financial Inc | 824,762 | $55.8M | 0.01% | +40,429+5.2% | Added |
| Victory Capital Management Inc | 731,940 | $49.5M | 0.03% | −18,650−2.5% | Reduced |
| California Public Employees Retirement System | 726,655 | $49.1M | 0.03% | −132,618−15.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 712,132 | $48.1M | 0.07% | −112,602−13.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 675,376 | $45.6M | 0.03% | +4,931+0.7% | Added |
| First Trust Advisors LP | 656,892 | $44.4M | 0.03% | −79,545−10.8% | Reduced |
| Rhumbline Advisers | 655,371 | $44.3M | 0.04% | −18,911−2.8% | Reduced |
| Price T Rowe Associates Inc | 651,816 | $44.0M | 0.00% | +11,311+1.8% | Added |
| Swiss National Bank | 631,151 | $42.6M | 0.02% | −31,700−4.8% | Reduced |
| Millennium Management LLC | 620,304 | $41.9M | 0.03% | −52,378−7.8% | Reduced |
| Envestnet Asset Management Inc | 607,668 | $41.1M | 0.01% | −8,616−1.4% | Reduced |
| Raymond James Financial Inc | 596,163 | $40.3M | 0.01% | −6,045−1.0% | Reduced |
| Zacks Investment Management | 571,938 | $38.6M | 0.31% | +2,288+0.4% | Added |
| Great West Life Assurance Co | 546,425 | $37.2M | 0.05% | +52,261+10.6% | Added |
| Marshall Wace, LLP | 508,158 | $34.3M | 0.04% | +508,158 | New |
| Principal Financial Group Inc | 486,273 | $32.9M | 0.02% | −10,142−2.0% | Reduced |
| AQR Capital Management LLC | 483,912 | $32.6M | 0.02% | +247,867+105.0% | Added |
| Private Management Group Inc | 477,509 | $32.3M | 0.96% | −6,756−1.4% | Reduced |
| Alyeska Investment Group, L.P. | 470,809 | $31.8M | 0.10% | −49,484−9.5% | Reduced |
| Asset Management One Co.,Ltd. | 457,594 | $30.9M | 0.09% | −6,120−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 456,623 | $30.9M | 0.22% | +438,078+2,362.2% | Added |
| Amundi | 446,952 | $30.5M | 0.01% | +60,301+15.6% | Added |
| California State Teachers Retirement System | 424,890 | $28.7M | 0.03% | +47,982+12.7% | Added |
| Nomura Asset Management Co Ltd | 388,913 | $26.3M | 0.07% | +13,470+3.6% | Added |
| Wells Fargo & Company | 384,349 | $26.0M | 0.01% | +2,594+0.7% | Added |
| Public Employees Retirement System of Ohio | 382,385 | $25.8M | 0.08% | −1,943−0.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,212 | $25.2M | 0.02% | +36,205+10.8% | Added |
| FMR LLC | 371,311 | $25.1M | 0.00% | −179,559−32.6% | Reduced |
| CWM, LLC | 371,180 | $25.1M | 0.08% | +353,279+1,973.5% | Added |
| Gillson Capital LP | 367,367 | $24.8M | 2.15% | −70,578−16.1% | Reduced |
| Brown Advisory Inc | 364,001 | $24.6M | 0.03% | −589−0.2% | Reduced |
| Rakuten Investment Management, Inc. | 212,445 | $24.4M | 0.09% | +212,445 | New |
| Deutsche Bank AG | 358,607 | $24.2M | 0.01% | +5,754+1.6% | Added |
| Cetera Investment Advisers | 354,722 | $24.0M | 0.03% | +77,062+27.8% | Added |
| Berkshire Asset Management LLC | 329,526 | $22.3M | 0.95% | +1,220+0.4% | Added |
| Goldman Sachs Group Inc | 320,180 | $21.6M | 0.00% | +21,180+7.1% | Added |
| Alliancebernstein L.P. | 319,936 | $21.6M | 0.01% | −75,100−19.0% | Reduced |
| Nuveen, LLC | 316,194 | $21.4M | 0.01% | −4,357−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 310,200 | $21.2M | 0.03% | +98,706+46.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 311,841 | $21.1M | 0.05% | +178,353+133.6% | Added |
| Franklin Resources Inc | 305,467 | $20.6M | 0.01% | +1,807+0.6% | Added |
| Citigroup Inc | 304,680 | $20.6M | 0.01% | +5,979+2.0% | Added |
| Treasurer of the State of North Carolina | 295,953 | $20.0M | 0.06% | −3,962−1.3% | Reduced |
| TruWealth Advisors, LLC | 293,304 | $19.8M | 1.00% | +39,347+15.5% | Added |
| Geneos Wealth Management Inc. | 283,065 | $19.1M | 0.49% | −8,763−3.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 283,045 | $19.1M | 0.04% | +169,755+149.8% | Added |
| KLP Kapitalforvaltning AS | 279,500 | $19.1M | 0.08% | −27,800−9.0% | Reduced |
| Retirement Systems of Alabama | 264,774 | $17.9M | 0.06% | −2,865−1.1% | Reduced |
| Virginia Retirement Systems Et Al | 258,690 | $17.5M | 0.11% | +6,400+2.5% | Added |
| Two Sigma Investments, LP | 252,883 | $17.1M | 0.03% | +101,531+67.1% | Added |
| Macquarie Group Ltd | 260,266 | $16.9M | 0.02% | +131,474+102.1% | Added |
| Advisor Group Holdings, Inc. | 238,044 | $16.1M | 0.02% | +20,993+9.7% | Added |
| Jain Global LLC | 235,431 | $15.9M | 0.21% | −117,809−33.4% | Reduced |
| Allianz Asset Management GmbH | 230,112 | $15.5M | 0.02% | −81,234−26.1% | Reduced |
| Royal Bank of Canada | 227,244 | $15.4M | 0.00% | −24,809−9.8% | Reduced |
| Achmea Investment Management B.V. | 213,363 | $14.4M | 0.18% | 00.0% | Unchanged |
| American Century Companies Inc | 211,986 | $14.3M | 0.01% | +42,294+24.9% | Added |
| CSM Advisors, LLC | 211,089 | $14.3M | 0.40% | −21,424−9.2% | Reduced |
| Lighthouse Investment Partners, LLC | 210,000 | $14.2M | 0.51% | −55,000−20.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 208,638 | $14.1M | 0.27% | +17,843+9.4% | Added |
| Pictet Asset Management Holding SA | 201,430 | $13.6M | 0.01% | +30,051+17.5% | Added |
| Renaissance Technologies LLC | 185,800 | $12.6M | 0.02% | +62,800+51.1% | Added |
| BNP Paribas Arbitrage, SA | 182,562 | $12.3M | 0.01% | +1,190+0.7% | Added |
| Sonora Investment Management Group, LLC | 182,282 | $12.3M | 0.87% | −540−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 181,007 | $12.2M | 0.02% | −22,768−11.2% | Reduced |
| Greenland Capital Management LP | 180,815 | $11.8M | 1.73% | +96,783+115.2% | Added |
| Aviva PLC | 174,261 | $11.8M | 0.02% | +11,337+7.0% | Added |
| Korea Investment CORP | 173,730 | $11.7M | 0.02% | +66,300+61.7% | Added |
| Manufacturers Life Insurance Company, The | 167,245 | $11.3M | 0.01% | −8,133−4.6% | Reduced |
| Truist Financial Corp | 165,278 | $11.2M | 0.02% | +539+0.3% | Added |
| Tectonic Advisors LLC | 163,031 | $11.0M | 0.60% | +163,031 | New |
| New York State Teachers Retirement System | 162,348 | $11.0M | 0.02% | +2,925+1.8% | Added |
| Quantinno Capital Management LP | 161,905 | $10.9M | 0.03% | +25,171+18.4% | Added |
| Davenport & Co LLC | 155,590 | $10.5M | 0.06% | −400.0% | Reduced |
| AXA Investment Managers S.A. | 151,885 | $10.3M | 0.03% | +151,885 | New |
| Candriam Luxembourg S.C.A. | 151,305 | $10.2M | 0.05% | +3,756+2.5% | Added |