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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 147,488 | $9.97M | 0.03% | +7,970+5.7% | Added |
| Standard Life Aberdeen plc | 146,838 | $9.87M | 0.02% | +3,906+2.7% | Added |
| Sequoia Financial Advisors, LLC | 145,962 | $9.86M | 0.06% | +1,027+0.7% | Added |
| DekaBank Deutsche Girozentrale | 143,926 | $9.67M | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 142,700 | $9.64M | 0.02% | −5,133−3.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 140,210 | $9.47M | 0.02% | −21,997−13.6% | Reduced |
| Illinois Municipal Retirement Fund | 138,647 | $9.37M | 0.12% | −12,445−8.2% | Reduced |
| Storebrand Asset Management AS | 135,798 | $9.18M | 0.02% | +54,502+67.0% | Added |
| Cullen/Frost Bankers, Inc. | 135,531 | $9.16M | 0.11% | −1,952−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 134,948 | $9.12M | 0.25% | +2,955+2.2% | Added |
| Two Sigma Advisers, LP | 130,600 | $8.82M | 0.02% | −20,701−13.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 130,037 | $8.79M | 0.02% | +6,744+5.5% | Added |
| State of Alaska, Department of Revenue | 129,729 | $8.77M | 0.09% | −928−0.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 127,862 | $8.69M | 0.04% | +6,957+5.8% | Added |
| Allworth Financial LP | 128,467 | $8.68M | 0.04% | −3,208−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 127,311 | $8.60M | 0.04% | +828+0.7% | Added |
| Kestra Advisory Services, LLC | 126,014 | $8.51M | 0.04% | +48,446+62.5% | Added |
| Ontario Teachers Pension Plan Board | 122,544 | $8.28M | 0.19% | +23,225+23.4% | Added |
| Van Eck Associates Corp | 122,138 | $8.25M | 0.01% | +9,809+8.7% | Added |
| Stony Point Wealth Management Inc. | 121,363 | $8.20M | 3.31% | +3,009+2.5% | Added |
| MML Investors Services, LLC | 119,986 | $8.11M | 0.02% | −32,338−21.2% | Reduced |
| MetLife Investment Management | 118,649 | $8.02M | 0.04% | −5,439−4.4% | Reduced |
| Crawford Investment Counsel Inc | 118,222 | $7.99M | 0.13% | +1,355+1.2% | Added |
| New York State Common Retirement Fund | 115,438 | $7.80M | 0.01% | +600+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 115,023 | $7.77M | 0.01% | +2,461+2.2% | Added |
| Verdence Capital Advisors LLC | 116,221 | $7.77M | 0.45% | 00.0% | Unchanged |
| Danske Bank A/S | 114,538 | $7.74M | 0.02% | +5,900+5.4% | Added |
| State of Wisconsin Investment Board | 114,372 | $7.73M | 0.02% | −4,347−3.7% | Reduced |
| Waterfront Capital Partners, LLC | 114,000 | $7.70M | 5.04% | −82,015−41.8% | Reduced |
| Pacer Advisors, Inc. | 113,835 | $7.69M | 0.02% | +14,098+14.1% | Added |
| Rock Point Advisors, LLC | 112,990 | $7.63M | 2.02% | −730−0.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 111,896 | $7.56M | 0.01% | −47,741−29.9% | Reduced |
| Creative Planning | 110,350 | $7.46M | 0.01% | +22,785+26.0% | Added |
| SEI Investments Co | 104,786 | $7.08M | 0.01% | +7,803+8.0% | Added |
| Verition Fund Management LLC | 102,977 | $6.96M | 0.04% | +102,977 | New |
| Russell Investments Group, Ltd. | 102,703 | $6.94M | 0.01% | +15,509+17.8% | Added |
| APG Asset Management N.V. | 120,700 | $6.94M | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 101,136 | $6.83M | 0.07% | −7,761−7.1% | Reduced |
| Amalgamated Bank | 100,237 | $6.77M | 0.05% | −420.0% | Reduced |
| Daiwa Securities Group Inc. | 99,736 | $6.74M | 0.02% | +2,761+2.8% | Added |
| Royal London Asset Management Ltd | 98,574 | $6.66M | 0.01% | −9,403−8.7% | Reduced |
| Mercer Global Advisors Inc | 96,232 | $6.50M | 0.01% | −11,761−10.9% | Reduced |
| Prudential Financial Inc | 94,332 | $6.37M | 0.01% | −20,324−17.7% | Reduced |
| Wealthfront Advisers LLC | 87,362 | $5.90M | 0.01% | −13,341−13.2% | Reduced |
| Dupree Financial Group, LLC | 86,389 | $5.84M | 2.22% | +2,933+3.5% | Added |
| Sheets Smith Wealth Management | 85,510 | $5.78M | 0.65% | −6,208−6.8% | Reduced |
| Prairiewood Capital, LLC | 85,495 | $5.78M | 1.92% | +6,567+8.3% | Added |
| State of Tennessee, Treasury Department | 85,334 | $5.77M | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 84,748 | $5.73M | 0.04% | +84,748 | New |
| Andra AP-fonden | 83,200 | $5.62M | 0.07% | −77,500−48.2% | Reduced |
| Mariner, LLC | 82,960 | $5.61M | 0.01% | +18,322+28.3% | Added |
| STRS Ohio | 80,883 | $5.47M | 0.02% | −150,454−65.0% | Reduced |
| IFM Investors Pty Ltd | 78,512 | $5.37M | 0.05% | +481+0.6% | Added |
| Te Ahumairangi Investment Management Ltd | 79,497 | $5.37M | 0.91% | +950+1.2% | Added |
| Heitman Real Estate Securities LLC | 79,403 | $5.37M | 0.37% | +15,469+24.2% | Added |
| Yousif Capital Management, LLC | 78,083 | $5.28M | 0.06% | −5,083−6.1% | Reduced |
| Advocate Group LLC | 78,016 | $5.27M | 0.87% | +337+0.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 74,475 | $5.03M | 0.02% | −189,398−71.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 74,000 | $5.00M | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 73,810 | $4.99M | 0.33% | −1,227−1.6% | Reduced |
| Adams Asset Advisors, LLC | 71,438 | $4.83M | 0.62% | −537−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,048 | $4.80M | 0.04% | −78−0.1% | Reduced |
| Cohen Capital Management, Inc. | 70,141 | $4.74M | 0.74% | +10.0% | Added |
| Colony Group, LLC | 69,048 | $4.67M | 0.01% | −228−0.3% | Reduced |
| NewSquare Capital LLC | 68,673 | $4.64M | 0.31% | +280+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.60M | 0.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 67,825 | $4.58M | 0.02% | +4,087+6.4% | Added |
| Beacon Pointe Advisors, LLC | 66,958 | $4.52M | 0.04% | −7,446−10.0% | Reduced |
| CIBC World Markets Inc. | 66,186 | $4.47M | 0.01% | +1,901+3.0% | Added |
| CIBC Bancorp USA Inc. | 65,407 | $4.42M | 0.03% | +65,407 | New |
| UniSuper Management Pty Ltd | 65,400 | $4.42M | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 64,534 | $4.36M | 0.02% | +532+0.8% | Added |
| Forsta Ap-Fonden | 64,200 | $4.34M | 0.03% | +4,500+7.5% | Added |
| TT Capital Management LLC | 61,992 | $4.19M | 3.20% | −4,401−6.6% | Reduced |
| Exchange Traded Concepts, LLC | 61,601 | $4.16M | 0.04% | −2,326−3.6% | Reduced |
| Ensign Peak Advisors, Inc | 61,353 | $4.15M | 0.01% | −14,467−19.1% | Reduced |
| Louisiana State Employees Retirement System | 61,000 | $4.12M | 0.07% | −600−1.0% | Reduced |
| Swedbank AB | 60,596 | $4.09M | 0.00% | +11,821+24.2% | Added |
| Nissay Asset Management Corp | 60,392 | $4.08M | 0.02% | −376−0.6% | Reduced |
| State of Michigan Retirement System | 59,800 | $4.04M | 0.02% | −600−1.0% | Reduced |
| Handelsbanken Fonder AB | 58,800 | $3.97M | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 57,876 | $3.91M | 0.01% | +53,340+1,175.9% | Added |
| Thrivent Financial for Lutherans | 57,858 | $3.91M | 0.01% | −6,694−10.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 57,481 | $3.88M | 0.02% | +43,850+321.7% | Added |
| Cresset Asset Management, LLC | 54,586 | $3.74M | 0.02% | +1,059+2.0% | Added |
| Neuberger Berman Group LLC | 54,905 | $3.71M | 0.00% | +16,203+41.9% | Added |
| Brown, Lisle/Cummings, Inc. | 53,601 | $3.62M | 0.93% | +5,454+11.3% | Added |
| Alpha Omega Wealth Management LLC | 51,838 | $3.50M | 0.58% | −925−1.8% | Reduced |
| Metis Global Partners, LLC | 51,820 | $3.50M | 0.08% | +12,888+33.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 51,655 | $3.49M | 2.25% | −5,370−9.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 50,925 | $3.44M | 0.01% | −669−1.3% | Reduced |
| Romano Brothers and Company | 50,235 | $3.39M | 0.39% | −1,700−3.3% | Reduced |
| Baird Financial Group, Inc. | 49,535 | $3.35M | 0.01% | +531+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,812 | $3.30M | 0.05% | −79−0.2% | Reduced |
| Schroder Investment Management Group | 48,302 | $3.24M | 0.00% | +16,580+52.3% | Added |
| Coldstream Capital Management Inc | 47,241 | $3.19M | 0.04% | −3,916−7.7% | Reduced |
| Bank of Montreal | 46,966 | $3.17M | 0.00% | +2,270+5.1% | Added |
| CI Private Wealth, LLC | 46,842 | $3.17M | 0.01% | +140.0% | Added |
| HighTower Advisors, LLC | 46,820 | $3.16M | 0.00% | −90.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 46,581 | $3.15M | 0.31% | +46,581 | New |