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 | 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, 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 |
|---|---|---|---|---|---|
| Signet Financial Management, LLC | 39,551 | $2.67M | 0.31% | +58+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 40,040 | $2.71M | 0.15% | +9,489+31.1% | Added |
| Ameritas Investment Partners, Inc. | 41,050 | $2.77M | 0.08% | −1,466−3.4% | Reduced |
| Natixis Advisors, L.P. | 41,478 | $2.80M | 0.00% | +2,366+6.0% | Added |
| QRG Capital Management, Inc. | 42,120 | $2.85M | 0.03% | −95,270−69.3% | Reduced |
| Private Advisor Group, LLC | 42,752 | $2.89M | 0.01% | −2,920−6.4% | Reduced |
| Presima Inc. | 42,862 | $2.90M | 0.80% | +9,028+26.7% | Added |
| New Mexico Educational Retirement Board | 43,400 | $2.93M | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 43,517 | $2.94M | 0.00% | +2,652+6.5% | Added |
| Capital Square, LLC | 43,771 | $2.96M | 1.51% | −1,469−3.2% | Reduced |
| Pensionfund Sabic | 43,804 | $2.96M | 0.81% | −2,000−4.4% | Reduced |
| Oregon Public Employees Retirement Fund | 44,119 | $2.98M | 0.04% | −700−1.6% | Reduced |
| Hantz Financial Services, Inc. | 44,160 | $2.98M | 0.05% | −526−1.2% | Reduced |
| New Age Alpha Advisors, LLC | 44,856 | $3.03M | 0.13% | −1,527−3.3% | Reduced |
| HighPoint Advisor Group LLC | 45,188 | $3.05M | 0.15% | +5,210+13.0% | Added |
| Balyasny Asset Management LLC | 45,353 | $3.06M | 0.01% | −785,190−94.5% | Reduced |
| Freedom Financial Partners LLC | 45,757 | $3.09M | 1.18% | +130+0.3% | Added |
| Ostrum Asset Management | 45,938 | $3.10M | 0.14% | +7,208+18.6% | Added |
| Pensionfund DSM Netherlands | 46,300 | $3.13M | 2.03% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 46,581 | $3.15M | 0.31% | +46,581 | New |
| HighTower Advisors, LLC | 46,820 | $3.16M | 0.00% | −90.0% | Reduced |
| CI Private Wealth, LLC | 46,842 | $3.17M | 0.01% | +140.0% | Added |
| Bank of Montreal | 46,966 | $3.17M | 0.00% | +2,270+5.1% | Added |
| Coldstream Capital Management Inc | 47,241 | $3.19M | 0.04% | −3,916−7.7% | Reduced |
| Schroder Investment Management Group | 48,302 | $3.24M | 0.00% | +16,580+52.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,812 | $3.30M | 0.05% | −79−0.2% | Reduced |
| Baird Financial Group, Inc. | 49,535 | $3.35M | 0.01% | +531+1.1% | Added |
| Romano Brothers and Company | 50,235 | $3.39M | 0.39% | −1,700−3.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 50,925 | $3.44M | 0.01% | −669−1.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 51,655 | $3.49M | 2.25% | −5,370−9.4% | Reduced |
| Metis Global Partners, LLC | 51,820 | $3.50M | 0.08% | +12,888+33.1% | Added |
| Alpha Omega Wealth Management LLC | 51,838 | $3.50M | 0.58% | −925−1.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 53,601 | $3.62M | 0.93% | +5,454+11.3% | Added |
| Neuberger Berman Group LLC | 54,905 | $3.71M | 0.00% | +16,203+41.9% | Added |
| Cresset Asset Management, LLC | 54,586 | $3.74M | 0.02% | +1,059+2.0% | Added |
| Federation des caisses Desjardins du Quebec | 57,481 | $3.88M | 0.02% | +43,850+321.7% | Added |
| Thrivent Financial for Lutherans | 57,858 | $3.91M | 0.01% | −6,694−10.4% | Reduced |
| Ieq Capital, LLC | 57,876 | $3.91M | 0.01% | +53,340+1,175.9% | Added |
| Handelsbanken Fonder AB | 58,800 | $3.97M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 59,800 | $4.04M | 0.02% | −600−1.0% | Reduced |
| Nissay Asset Management Corp | 60,392 | $4.08M | 0.02% | −376−0.6% | Reduced |
| Swedbank AB | 60,596 | $4.09M | 0.00% | +11,821+24.2% | Added |
| Louisiana State Employees Retirement System | 61,000 | $4.12M | 0.07% | −600−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 61,353 | $4.15M | 0.01% | −14,467−19.1% | Reduced |
| Exchange Traded Concepts, LLC | 61,601 | $4.16M | 0.04% | −2,326−3.6% | Reduced |
| TT Capital Management LLC | 61,992 | $4.19M | 3.20% | −4,401−6.6% | Reduced |
| Forsta Ap-Fonden | 64,200 | $4.34M | 0.03% | +4,500+7.5% | Added |
| Arizona State Retirement System | 64,534 | $4.36M | 0.02% | +532+0.8% | Added |
| UniSuper Management Pty Ltd | 65,400 | $4.42M | 0.03% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 65,407 | $4.42M | 0.03% | +65,407 | New |
| CIBC World Markets Inc. | 66,186 | $4.47M | 0.01% | +1,901+3.0% | Added |
| Beacon Pointe Advisors, LLC | 66,958 | $4.52M | 0.04% | −7,446−10.0% | Reduced |
| State of New Jersey Common Pension Fund D | 67,825 | $4.58M | 0.02% | +4,087+6.4% | Added |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.60M | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 68,673 | $4.64M | 0.31% | +280+0.4% | Added |
| Colony Group, LLC | 69,048 | $4.67M | 0.01% | −228−0.3% | Reduced |
| Cohen Capital Management, Inc. | 70,141 | $4.74M | 0.74% | +10.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,048 | $4.80M | 0.04% | −78−0.1% | Reduced |
| Adams Asset Advisors, LLC | 71,438 | $4.83M | 0.62% | −537−0.7% | Reduced |
| Meritage Portfolio Management | 73,810 | $4.99M | 0.33% | −1,227−1.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 74,000 | $5.00M | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 74,475 | $5.03M | 0.02% | −189,398−71.8% | Reduced |
| Advocate Group LLC | 78,016 | $5.27M | 0.87% | +337+0.4% | Added |
| Yousif Capital Management, LLC | 78,083 | $5.28M | 0.06% | −5,083−6.1% | Reduced |
| Heitman Real Estate Securities LLC | 79,403 | $5.37M | 0.37% | +15,469+24.2% | Added |
| Te Ahumairangi Investment Management Ltd | 79,497 | $5.37M | 0.91% | +950+1.2% | Added |
| IFM Investors Pty Ltd | 78,512 | $5.37M | 0.05% | +481+0.6% | Added |
| STRS Ohio | 80,883 | $5.47M | 0.02% | −150,454−65.0% | Reduced |
| Mariner, LLC | 82,960 | $5.61M | 0.01% | +18,322+28.3% | Added |
| Andra AP-fonden | 83,200 | $5.62M | 0.07% | −77,500−48.2% | Reduced |
| Prudential PLC | 84,748 | $5.73M | 0.04% | +84,748 | New |
| State of Tennessee, Treasury Department | 85,334 | $5.77M | 0.02% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 85,495 | $5.78M | 1.92% | +6,567+8.3% | Added |
| Sheets Smith Wealth Management | 85,510 | $5.78M | 0.65% | −6,208−6.8% | Reduced |
| Dupree Financial Group, LLC | 86,389 | $5.84M | 2.22% | +2,933+3.5% | Added |
| Wealthfront Advisers LLC | 87,362 | $5.90M | 0.01% | −13,341−13.2% | Reduced |
| Prudential Financial Inc | 94,332 | $6.37M | 0.01% | −20,324−17.7% | Reduced |
| Mercer Global Advisors Inc | 96,232 | $6.50M | 0.01% | −11,761−10.9% | Reduced |
| Royal London Asset Management Ltd | 98,574 | $6.66M | 0.01% | −9,403−8.7% | Reduced |
| Daiwa Securities Group Inc. | 99,736 | $6.74M | 0.02% | +2,761+2.8% | Added |
| Amalgamated Bank | 100,237 | $6.77M | 0.05% | −420.0% | Reduced |
| Mutual of America Capital Management LLC | 101,136 | $6.83M | 0.07% | −7,761−7.1% | Reduced |
| APG Asset Management N.V. | 120,700 | $6.94M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 102,703 | $6.94M | 0.01% | +15,509+17.8% | Added |
| Verition Fund Management LLC | 102,977 | $6.96M | 0.04% | +102,977 | New |
| SEI Investments Co | 104,786 | $7.08M | 0.01% | +7,803+8.0% | Added |
| Creative Planning | 110,350 | $7.46M | 0.01% | +22,785+26.0% | Added |
| Caisse de Depot Et Placement du Quebec | 111,896 | $7.56M | 0.01% | −47,741−29.9% | Reduced |
| Rock Point Advisors, LLC | 112,990 | $7.63M | 2.02% | −730−0.6% | Reduced |
| Pacer Advisors, Inc. | 113,835 | $7.69M | 0.02% | +14,098+14.1% | Added |
| Waterfront Capital Partners, LLC | 114,000 | $7.70M | 5.04% | −82,015−41.8% | Reduced |
| State of Wisconsin Investment Board | 114,372 | $7.73M | 0.02% | −4,347−3.7% | Reduced |
| Danske Bank A/S | 114,538 | $7.74M | 0.02% | +5,900+5.4% | Added |
| Verdence Capital Advisors LLC | 116,221 | $7.77M | 0.45% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 115,023 | $7.77M | 0.01% | +2,461+2.2% | Added |
| New York State Common Retirement Fund | 115,438 | $7.80M | 0.01% | +600+0.5% | Added |
| Crawford Investment Counsel Inc | 118,222 | $7.99M | 0.13% | +1,355+1.2% | Added |
| MetLife Investment Management | 118,649 | $8.02M | 0.04% | −5,439−4.4% | Reduced |
| MML Investors Services, LLC | 119,986 | $8.11M | 0.02% | −32,338−21.2% | Reduced |
| Stony Point Wealth Management Inc. | 121,363 | $8.20M | 3.31% | +3,009+2.5% | Added |