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, Q4 2025
Institutional positions in W. P. Carey Inc. as of Dec 31, 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
- 857
- +55 vs. Q3 2025
- Shares held
- 164.8M
- +8.72M (+5.6%) vs. Q3 2025
- Total value
- $10.6B
- +$52.0M (+0.5%) vs. Q3 2025
- New holders
- 119
- 278 more added
- Sold out
- 64
- 310 more reduced
17 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,437,061 | $1.96B | 0.03% | −188,480−0.6% | Reduced |
| BlackRock, Inc. | 28,356,926 | $1.83B | 0.03% | +300,995+1.1% | Added |
| State Street Corp | 12,251,224 | $799.5M | 0.03% | −77,935−0.6% | Reduced |
| Geode Capital Management, LLC | 4,795,604 | $307.9M | 0.02% | +110,306+2.4% | Added |
| Massachusetts Financial Services Co | 4,213,013 | $271.1M | 0.09% | +441,526+11.7% | Added |
| Invesco Ltd. | 3,904,767 | $251.3M | 0.02% | +12,305+0.3% | Added |
| JPMorgan Chase & Co | 3,298,513 | $212.3M | 0.01% | −1,373,179−29.4% | Reduced |
| Dimensional Fund Advisors LP | 3,192,275 | $205.5M | 0.04% | +20,585+0.6% | Added |
| Charles Schwab Investment Management Inc | 2,947,595 | $189.7M | 0.03% | +143,876+5.1% | Added |
| Norges Bank | 2,859,460 | $184.0M | 0.02% | +2,859,460 | New |
| Legal & General Group Plc | 2,699,056 | $173.7M | 0.04% | +128,761+5.0% | Added |
| Northern Trust Corp | 2,610,136 | $168.0M | 0.02% | −16,473−0.6% | Reduced |
| Bank of New York Mellon Corp | 2,316,295 | $149.1M | 0.03% | +161,405+7.5% | Added |
| UBS Asset Management Americas Inc | 2,163,285 | $139.2M | 0.03% | +2,156,467+31,629.0% | Added |
| Morgan Stanley | 1,997,345 | $128.5M | 0.01% | +180,716+9.9% | Added |
| Equity Investment Corp | 1,626,111 | $104.7M | 2.11% | +43,668+2.8% | Added |
| UBS Group AG | 1,398,432 | $90.0M | 0.02% | −148,550−9.6% | Reduced |
| Bank of America Corp | 1,334,248 | $85.9M | 0.01% | −12,242−0.9% | Reduced |
| Wellington Management Group LLP | 1,219,541 | $78.5M | 0.01% | +89,139+7.9% | Added |
| Captrust Financial Advisors | 1,030,365 | $66.3M | 0.13% | +188,259+22.4% | Added |
| Advisors Capital Management, LLC | 966,856 | $62.2M | 0.73% | +51,887+5.7% | Added |
| HSBC Holdings PLC | 922,540 | $59.4M | 0.03% | +71,463+8.4% | Added |
| APG Asset Management US Inc. | 875,667 | $56.4M | 0.44% | −40,939−4.5% | Reduced |
| LPL Financial LLC | 842,642 | $54.2M | 0.01% | +14,853+1.8% | Added |
| Commonwealth Equity Services, LLC | 835,931 | $53.8M | 0.07% | −36,450−4.2% | Reduced |
| Ameriprise Financial Inc | 835,698 | $53.8M | 0.01% | +10,936+1.3% | Added |
| Amundi | 796,310 | $51.3M | 0.01% | +349,358+78.2% | Added |
| Barclays PLC | 762,002 | $49.0M | 0.02% | −99,428−11.5% | Reduced |
| Victory Capital Management Inc | 756,622 | $48.7M | 0.03% | +24,682+3.4% | Added |
| Caisse de Depot Et Placement du Quebec | 704,038 | $45.3M | 0.08% | +592,142+529.2% | Added |
| Marshall Wace, LLP | 683,985 | $44.0M | 0.04% | +175,827+34.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 666,924 | $42.9M | 0.03% | −8,452−1.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 664,382 | $42.8M | 0.06% | −47,750−6.7% | Reduced |
| Jupiter Asset Management Ltd | 646,950 | $41.6M | 0.33% | +646,950 | New |
| First Trust Advisors LP | 638,788 | $41.1M | 0.03% | −18,104−2.8% | Reduced |
| Schroder Investment Management Group | 634,225 | $40.8M | 0.03% | +585,923+1,213.0% | Added |
| Rhumbline Advisers | 627,010 | $40.4M | 0.03% | −28,361−4.3% | Reduced |
| Raymond James Financial Inc | 625,738 | $40.3M | 0.01% | +29,575+5.0% | Added |
| Envestnet Asset Management Inc | 601,635 | $38.7M | 0.01% | −6,033−1.0% | Reduced |
| Swiss National Bank | 600,251 | $38.6M | 0.02% | −30,900−4.9% | Reduced |
| California Public Employees Retirement System | 594,856 | $38.3M | 0.02% | −131,799−18.1% | Reduced |
| Nuveen, LLC | 569,095 | $36.6M | 0.01% | +252,901+80.0% | Added |
| Zacks Investment Management | 559,326 | $36.0M | 0.28% | −12,612−2.2% | Reduced |
| Candriam Luxembourg S.C.A. | 541,223 | $34.8M | 0.17% | +389,918+257.7% | Added |
| American Century Companies Inc | 533,108 | $34.3M | 0.02% | +321,122+151.5% | Added |
| Great West Life Assurance Co | 508,893 | $32.8M | 0.06% | −37,532−6.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 500,987 | $32.2M | 0.08% | +500,987 | New |
| Principal Financial Group Inc | 471,161 | $30.3M | 0.02% | −15,112−3.1% | Reduced |
| Asset Management One Co.,Ltd. | 444,008 | $28.8M | 0.08% | −13,586−3.0% | Reduced |
| Alyeska Investment Group, L.P. | 441,646 | $28.4M | 0.08% | −29,163−6.2% | Reduced |
| Two Sigma Investments, LP | 417,995 | $26.9M | 0.04% | +165,112+65.3% | Added |
| Nomura Asset Management Co Ltd | 399,948 | $25.7M | 0.07% | +11,035+2.8% | Added |
| Wells Fargo & Company | 399,652 | $25.7M | 0.01% | +15,303+4.0% | Added |
| Citigroup Inc | 396,108 | $25.5M | 0.02% | +91,428+30.0% | Added |
| California State Teachers Retirement System | 394,418 | $25.4M | 0.03% | −30,472−7.2% | Reduced |
| Deutsche Bank AG | 386,512 | $24.9M | 0.01% | +27,905+7.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 378,799 | $24.6M | 0.02% | +6,587+1.8% | Added |
| Public Employees Retirement System of Ohio | 369,948 | $23.8M | 0.07% | −12,437−3.3% | Reduced |
| Private Management Group Inc | 363,183 | $23.4M | 0.68% | −114,326−23.9% | Reduced |
| Brown Advisory Inc | 362,128 | $23.3M | 0.03% | −1,873−0.5% | Reduced |
| KLP Kapitalforvaltning AS | 355,400 | $23.2M | 0.09% | +75,900+27.2% | Added |
| FMR LLC | 358,768 | $23.1M | 0.00% | −12,543−3.4% | Reduced |
| Arbejdsmarkedets Tillaegspension | 357,610 | $23.0M | 0.59% | +357,610 | New |
| CWM, LLC | 354,209 | $22.8M | 0.06% | −16,971−4.6% | Reduced |
| Cetera Investment Advisers | 349,914 | $22.5M | 0.02% | −4,808−1.4% | Reduced |
| Berkshire Asset Management LLC | 328,144 | $21.1M | 0.93% | −1,382−0.4% | Reduced |
| AQR Capital Management LLC | 324,722 | $20.9M | 0.01% | −159,190−32.9% | Reduced |
| Alliancebernstein L.P. | 320,324 | $20.6M | 0.01% | +388+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 318,588 | $20.5M | 0.04% | +6,747+2.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 317,530 | $20.4M | 0.03% | +7,330+2.4% | Added |
| Goldman Sachs Group Inc | 307,019 | $19.8M | 0.00% | −13,161−4.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 300,943 | $19.4M | 0.05% | +17,898+6.3% | Added |
| TruWealth Advisors, LLC | 300,021 | $19.3M | 0.94% | +6,717+2.3% | Added |
| Treasurer of the State of North Carolina | 288,953 | $18.6M | 0.06% | −7,000−2.4% | Reduced |
| Pictet Asset Management Holding SA | 286,333 | $18.4M | 0.02% | +84,903+42.2% | Added |
| CSM Advisors, LLC | 278,779 | $17.9M | 0.49% | +67,690+32.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 272,311 | $17.5M | 0.02% | +142,274+109.4% | Added |
| Allianz Asset Management GmbH | 269,999 | $17.4M | 0.02% | +39,887+17.3% | Added |
| Geneos Wealth Management Inc. | 267,504 | $17.2M | 0.42% | −15,561−5.5% | Reduced |
| Retirement Systems of Alabama | 263,010 | $16.9M | 0.05% | −1,764−0.7% | Reduced |
| Franklin Resources Inc | 262,354 | $16.9M | 0.00% | −43,113−14.1% | Reduced |
| Virginia Retirement Systems Et Al | 258,690 | $16.6M | 0.10% | 00.0% | Unchanged |
| Toronto Dominion Bank | 252,327 | $16.2M | 0.03% | +216,739+609.0% | Added |
| Jain Global LLC | 243,027 | $15.6M | 0.15% | +7,596+3.2% | Added |
| Royal Bank of Canada | 234,398 | $15.1M | 0.00% | +7,154+3.1% | Added |
| Korea Investment CORP | 225,634 | $14.5M | 0.03% | +51,904+29.9% | Added |
| Colony Group, LLC | 219,935 | $14.2M | 0.02% | +150,887+218.5% | Added |
| Two Sigma Advisers, LP | 218,700 | $14.1M | 0.03% | +88,100+67.5% | Added |
| BNP Paribas Arbitrage, SA | 211,176 | $13.6M | 0.01% | +28,614+15.7% | Added |
| Carnegie Capital Asset Management, LLC | 207,574 | $13.4M | 0.25% | −1,064−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 207,303 | $13.3M | 0.02% | −30,741−12.9% | Reduced |
| Aviva PLC | 183,916 | $11.8M | 0.02% | +9,655+5.5% | Added |
| Price T Rowe Associates Inc | 183,298 | $11.8M | 0.00% | −468,518−71.9% | Reduced |
| State Board of Administration of Florida Retirement System | 181,007 | $11.6M | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 179,209 | $11.5M | 0.03% | +152,479+570.4% | Added |
| New York State Teachers Retirement System | 178,165 | $11.5M | 0.02% | +15,817+9.7% | Added |
| Truist Financial Corp | 175,152 | $11.3M | 0.02% | +9,874+6.0% | Added |
| Tectonic Advisors LLC | 174,498 | $11.2M | 0.59% | +11,467+7.0% | Added |
| Quantinno Capital Management LP | 174,441 | $11.2M | 0.02% | +12,536+7.7% | Added |
| Achmea Investment Management B.V. | 173,202 | $11.1M | 0.28% | −40,161−18.8% | Reduced |