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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 122,138 | $8.25M | 0.01% | +9,809+8.7% | Added |
| Ontario Teachers Pension Plan Board | 122,544 | $8.28M | 0.19% | +23,225+23.4% | Added |
| Kestra Advisory Services, LLC | 126,014 | $8.51M | 0.04% | +48,446+62.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 127,311 | $8.60M | 0.04% | +828+0.7% | Added |
| Allworth Financial LP | 128,467 | $8.68M | 0.04% | −3,208−2.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 127,862 | $8.69M | 0.04% | +6,957+5.8% | Added |
| State of Alaska, Department of Revenue | 129,729 | $8.77M | 0.09% | −928−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 130,037 | $8.79M | 0.02% | +6,744+5.5% | Added |
| Two Sigma Advisers, LP | 130,600 | $8.82M | 0.02% | −20,701−13.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 134,948 | $9.12M | 0.25% | +2,955+2.2% | Added |
| Cullen/Frost Bankers, Inc. | 135,531 | $9.16M | 0.11% | −1,952−1.4% | Reduced |
| Storebrand Asset Management AS | 135,798 | $9.18M | 0.02% | +54,502+67.0% | Added |
| Illinois Municipal Retirement Fund | 138,647 | $9.37M | 0.12% | −12,445−8.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 140,210 | $9.47M | 0.02% | −21,997−13.6% | Reduced |
| Janney Montgomery Scott LLC | 142,700 | $9.64M | 0.02% | −5,133−3.5% | Reduced |
| DekaBank Deutsche Girozentrale | 143,926 | $9.67M | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 145,962 | $9.86M | 0.06% | +1,027+0.7% | Added |
| Standard Life Aberdeen plc | 146,838 | $9.87M | 0.02% | +3,906+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 147,488 | $9.97M | 0.03% | +7,970+5.7% | Added |
| Candriam Luxembourg S.C.A. | 151,305 | $10.2M | 0.05% | +3,756+2.5% | Added |
| AXA Investment Managers S.A. | 151,885 | $10.3M | 0.03% | +151,885 | New |
| Davenport & Co LLC | 155,590 | $10.5M | 0.06% | −400.0% | Reduced |
| Quantinno Capital Management LP | 161,905 | $10.9M | 0.03% | +25,171+18.4% | Added |
| New York State Teachers Retirement System | 162,348 | $11.0M | 0.02% | +2,925+1.8% | Added |
| Tectonic Advisors LLC | 163,031 | $11.0M | 0.60% | +163,031 | New |
| Truist Financial Corp | 165,278 | $11.2M | 0.02% | +539+0.3% | Added |
| Manufacturers Life Insurance Company, The | 167,245 | $11.3M | 0.01% | −8,133−4.6% | Reduced |
| Korea Investment CORP | 173,730 | $11.7M | 0.02% | +66,300+61.7% | Added |
| Aviva PLC | 174,261 | $11.8M | 0.02% | +11,337+7.0% | Added |
| Greenland Capital Management LP | 180,815 | $11.8M | 1.73% | +96,783+115.2% | Added |
| State Board of Administration of Florida Retirement System | 181,007 | $12.2M | 0.02% | −22,768−11.2% | Reduced |
| Sonora Investment Management Group, LLC | 182,282 | $12.3M | 0.87% | −540−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 182,562 | $12.3M | 0.01% | +1,190+0.7% | Added |
| Renaissance Technologies LLC | 185,800 | $12.6M | 0.02% | +62,800+51.1% | Added |
| Pictet Asset Management Holding SA | 201,430 | $13.6M | 0.01% | +30,051+17.5% | Added |
| Carnegie Capital Asset Management, LLC | 208,638 | $14.1M | 0.27% | +17,843+9.4% | Added |
| Lighthouse Investment Partners, LLC | 210,000 | $14.2M | 0.51% | −55,000−20.8% | Reduced |
| CSM Advisors, LLC | 211,089 | $14.3M | 0.40% | −21,424−9.2% | Reduced |
| American Century Companies Inc | 211,986 | $14.3M | 0.01% | +42,294+24.9% | Added |
| Achmea Investment Management B.V. | 213,363 | $14.4M | 0.18% | 00.0% | Unchanged |
| Royal Bank of Canada | 227,244 | $15.4M | 0.00% | −24,809−9.8% | Reduced |
| Allianz Asset Management GmbH | 230,112 | $15.5M | 0.02% | −81,234−26.1% | Reduced |
| Jain Global LLC | 235,431 | $15.9M | 0.21% | −117,809−33.4% | Reduced |
| Advisor Group Holdings, Inc. | 238,044 | $16.1M | 0.02% | +20,993+9.7% | Added |
| Macquarie Group Ltd | 260,266 | $16.9M | 0.02% | +131,474+102.1% | Added |
| Two Sigma Investments, LP | 252,883 | $17.1M | 0.03% | +101,531+67.1% | Added |
| Virginia Retirement Systems Et Al | 258,690 | $17.5M | 0.11% | +6,400+2.5% | Added |
| Retirement Systems of Alabama | 264,774 | $17.9M | 0.06% | −2,865−1.1% | Reduced |
| KLP Kapitalforvaltning AS | 279,500 | $19.1M | 0.08% | −27,800−9.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 283,045 | $19.1M | 0.04% | +169,755+149.8% | Added |
| Geneos Wealth Management Inc. | 283,065 | $19.1M | 0.49% | −8,763−3.0% | Reduced |
| TruWealth Advisors, LLC | 293,304 | $19.8M | 1.00% | +39,347+15.5% | Added |
| Treasurer of the State of North Carolina | 295,953 | $20.0M | 0.06% | −3,962−1.3% | Reduced |
| Citigroup Inc | 304,680 | $20.6M | 0.01% | +5,979+2.0% | Added |
| Franklin Resources Inc | 305,467 | $20.6M | 0.01% | +1,807+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 311,841 | $21.1M | 0.05% | +178,353+133.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 310,200 | $21.2M | 0.03% | +98,706+46.7% | Added |
| Nuveen, LLC | 316,194 | $21.4M | 0.01% | −4,357−1.4% | Reduced |
| Alliancebernstein L.P. | 319,936 | $21.6M | 0.01% | −75,100−19.0% | Reduced |
| Goldman Sachs Group Inc | 320,180 | $21.6M | 0.00% | +21,180+7.1% | Added |
| Berkshire Asset Management LLC | 329,526 | $22.3M | 0.95% | +1,220+0.4% | Added |
| Cetera Investment Advisers | 354,722 | $24.0M | 0.03% | +77,062+27.8% | Added |
| Deutsche Bank AG | 358,607 | $24.2M | 0.01% | +5,754+1.6% | Added |
| Rakuten Investment Management, Inc. | 212,445 | $24.4M | 0.09% | +212,445 | New |
| Brown Advisory Inc | 364,001 | $24.6M | 0.03% | −589−0.2% | Reduced |
| Gillson Capital LP | 367,367 | $24.8M | 2.15% | −70,578−16.1% | Reduced |
| CWM, LLC | 371,180 | $25.1M | 0.08% | +353,279+1,973.5% | Added |
| FMR LLC | 371,311 | $25.1M | 0.00% | −179,559−32.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,212 | $25.2M | 0.02% | +36,205+10.8% | Added |
| Public Employees Retirement System of Ohio | 382,385 | $25.8M | 0.08% | −1,943−0.5% | Reduced |
| Wells Fargo & Company | 384,349 | $26.0M | 0.01% | +2,594+0.7% | Added |
| Nomura Asset Management Co Ltd | 388,913 | $26.3M | 0.07% | +13,470+3.6% | Added |
| California State Teachers Retirement System | 424,890 | $28.7M | 0.03% | +47,982+12.7% | Added |
| Amundi | 446,952 | $30.5M | 0.01% | +60,301+15.6% | Added |
| Schonfeld Strategic Advisors LLC | 456,623 | $30.9M | 0.22% | +438,078+2,362.2% | Added |
| Asset Management One Co.,Ltd. | 457,594 | $30.9M | 0.09% | −6,120−1.3% | Reduced |
| Alyeska Investment Group, L.P. | 470,809 | $31.8M | 0.10% | −49,484−9.5% | Reduced |
| Private Management Group Inc | 477,509 | $32.3M | 0.96% | −6,756−1.4% | Reduced |
| AQR Capital Management LLC | 483,912 | $32.6M | 0.02% | +247,867+105.0% | Added |
| Principal Financial Group Inc | 486,273 | $32.9M | 0.02% | −10,142−2.0% | Reduced |
| Marshall Wace, LLP | 508,158 | $34.3M | 0.04% | +508,158 | New |
| Great West Life Assurance Co | 546,425 | $37.2M | 0.05% | +52,261+10.6% | Added |
| Zacks Investment Management | 571,938 | $38.6M | 0.31% | +2,288+0.4% | Added |
| Raymond James Financial Inc | 596,163 | $40.3M | 0.01% | −6,045−1.0% | Reduced |
| Envestnet Asset Management Inc | 607,668 | $41.1M | 0.01% | −8,616−1.4% | Reduced |
| Millennium Management LLC | 620,304 | $41.9M | 0.03% | −52,378−7.8% | Reduced |
| Swiss National Bank | 631,151 | $42.6M | 0.02% | −31,700−4.8% | Reduced |
| Price T Rowe Associates Inc | 651,816 | $44.0M | 0.00% | +11,311+1.8% | Added |
| Rhumbline Advisers | 655,371 | $44.3M | 0.04% | −18,911−2.8% | Reduced |
| First Trust Advisors LP | 656,892 | $44.4M | 0.03% | −79,545−10.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 675,376 | $45.6M | 0.03% | +4,931+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 712,132 | $48.1M | 0.07% | −112,602−13.7% | Reduced |
| California Public Employees Retirement System | 726,655 | $49.1M | 0.03% | −132,618−15.4% | Reduced |
| Victory Capital Management Inc | 731,940 | $49.5M | 0.03% | −18,650−2.5% | Reduced |
| Ameriprise Financial Inc | 824,762 | $55.8M | 0.01% | +40,429+5.2% | Added |
| LPL Financial LLC | 827,789 | $55.9M | 0.02% | +71,490+9.5% | Added |
| Captrust Financial Advisors | 842,106 | $56.9M | 0.12% | +70,572+9.1% | Added |
| HSBC Holdings PLC | 851,077 | $57.5M | 0.03% | +291,671+52.1% | Added |
| Barclays PLC | 861,430 | $58.2M | 0.02% | +661,572+331.0% | Added |
| Commonwealth Equity Services, LLC | 872,381 | $58.9M | 0.08% | −112,103−11.4% | Reduced |