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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 914,969 | $61.8M | 0.77% | +38,981+4.4% | Added |
| APG Asset Management US Inc. | 916,606 | $62.8M | 0.46% | +104,365+12.8% | Added |
| Wellington Management Group LLP | 1,130,402 | $76.4M | 0.01% | +1,042,334+1,183.6% | Added |
| Bank of America Corp | 1,346,490 | $91.0M | 0.01% | +218,500+19.4% | Added |
| UBS Group AG | 1,546,982 | $104.5M | 0.02% | +97,614+6.7% | Added |
| Equity Investment Corp | 1,582,443 | $106.9M | 2.24% | −224,196−12.4% | Reduced |
| Morgan Stanley | 1,816,629 | $122.7M | 0.01% | −27,361−1.5% | Reduced |
| Bank of New York Mellon Corp | 2,154,890 | $145.6M | 0.03% | −82,296−3.7% | Reduced |
| Legal & General Group Plc | 2,570,295 | $173.7M | 0.04% | +19,044+0.7% | Added |
| Northern Trust Corp | 2,626,609 | $177.5M | 0.02% | −96,572−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,803,719 | $189.4M | 0.03% | +34,530+1.2% | Added |
| Dimensional Fund Advisors LP | 3,171,690 | $214.3M | 0.05% | +49,992+1.6% | Added |
| Massachusetts Financial Services Co | 3,771,487 | $254.8M | 0.08% | +55,437+1.5% | Added |
| Invesco Ltd. | 3,892,462 | $263.0M | 0.04% | +3,139,266+416.8% | Added |
| JPMorgan Chase & Co | 4,671,692 | $315.7M | 0.02% | −429,369−8.4% | Reduced |
| Geode Capital Management, LLC | 4,685,298 | $315.8M | 0.02% | +79,280+1.7% | Added |
| State Street Corp | 12,329,159 | $844.1M | 0.03% | +119,817+1.0% | Added |
| BlackRock, Inc. | 28,055,931 | $1.90B | 0.03% | +311,555+1.1% | Added |
| Vanguard Group Inc | 30,625,541 | $2.07B | 0.03% | −153,500−0.5% | Reduced |
| GEM Realty Capital | 0 | $0 | 0.00% | −604,270−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −182,938−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −126,000−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −121,998−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −100,402−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −70,176−100.0% | Sold out |
| Aew Capital Management L P | 0 | $0 | 0.00% | −61,560−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −56,534−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −56,007−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −39,102−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −37,300−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −27,156−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −23,514−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,277−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −12,899−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,515−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −9,628−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,548−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −9,023−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,650−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,666−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −5,323−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −4,920−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −4,573−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,429−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −3,843−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,598−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −3,584−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −3,423−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,355−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −3,219−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2,441−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Avondale Wealth Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Roxbury Financial LLC | 0 | $0 | 0.00% | −1,031−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Monetary Management Group Inc | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| TFG Advisers LLC | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |
| Aurora Private Wealth, Inc. | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| Keudell/Morrison Wealth Management | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| Iron Horse Wealth Management, LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |