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 | 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, 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 |
|---|---|---|---|---|---|
| Generali Asset Management SPA SGR | 29,524 | $1.90M | 0.04% | +29,524 | New |
| ExodusPoint Capital Management, LP | 29,947 | $1.93M | 0.02% | +8,306+38.4% | Added |
| Waldron Private Wealth LLC | 30,074 | $1.94M | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 30,127 | $1.94M | 0.01% | +19,696+188.8% | Added |
| Wellington Shields Capital Management, LLC | 30,177 | $1.94M | 0.28% | −1,600−5.0% | Reduced |
| NEOS Investment Management LLC | 30,288 | $1.95M | 0.01% | +9,130+43.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 30,292 | $1.95M | 0.01% | +330+1.1% | Added |
| The PNC Financial Services Group, Inc. | 30,758 | $1.98M | 0.00% | +3,714+13.7% | Added |
| US Bancorp | 31,954 | $2.06M | 0.00% | −648−2.0% | Reduced |
| XML Financial, LLC | 32,027 | $2.06M | 0.17% | −922−2.8% | Reduced |
| Vestcor Inc | 32,611 | $2.10M | 0.06% | +28,174+635.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 33,025 | $2.13M | 0.02% | −1,912−5.5% | Reduced |
| Bridgewater Associates, LP | 33,703 | $2.17M | 0.01% | +33,703 | New |
| Weaver Consulting Group | 33,927 | $2.18M | 0.53% | −281−0.8% | Reduced |
| Apollon Wealth Management, LLC | 34,127 | $2.20M | 0.04% | +1,454+4.5% | Added |
| Xponance, Inc. | 34,159 | $2.20M | 0.02% | −4,024−10.5% | Reduced |
| Prudential Financial Inc | 34,288 | $2.21M | 0.00% | −60,044−63.7% | Reduced |
| Wealthcare Advisory Partners LLC | 34,381 | $2.21M | 0.04% | +135+0.4% | Added |
| Ostrum Asset Management | 34,507 | $2.22M | 0.11% | −11,431−24.9% | Reduced |
| Prudential PLC | 34,563 | $2.22M | 0.02% | −50,185−59.2% | Reduced |
| Investmark Advisory Group LLC | 34,957 | $2.25M | 0.96% | −340−1.0% | Reduced |
| JustInvest LLC | 35,137 | $2.26M | 0.02% | +180+0.5% | Added |
| Osmosis Investment Management UK Ltd | 34,822 | $2.27M | 0.06% | +34,822 | New |
| Utah Retirement Systems | 35,703 | $2.30M | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 36,357 | $2.34M | 0.03% | −5,763−13.7% | Reduced |
| SFMG, LLC | 36,748 | $2.37M | 0.16% | −1,750−4.5% | Reduced |
| Heitman Real Estate Securities LLC | 36,987 | $2.38M | 0.17% | −42,416−53.4% | Reduced |
| Royal Fund Management, LLC | 37,262 | $2.40M | 0.22% | +21,332+133.9% | Added |
| Nomura Asset Management International Inc. | 37,387 | $2.41M | 0.00% | +37,387 | New |
| Y-Intercept (Hong Kong) Ltd | 37,695 | $2.43M | 0.05% | +37,695 | New |
| Meixler Investment Management, Ltd. | 37,844 | $2.44M | 1.48% | +1,146+3.1% | Added |
| Arkadios Wealth Advisors | 37,954 | $2.44M | 0.05% | +1,524+4.2% | Added |
| Rockefeller Capital Management L.P. | 37,985 | $2.44M | 0.00% | +3,052+8.7% | Added |
| Capital Square, LLC | 38,193 | $2.46M | 1.25% | −5,578−12.7% | Reduced |
| British Columbia Investment Management Corp | 38,794 | $2.50M | 0.01% | +7,322+23.3% | Added |
| DnB Asset Management AS | 38,987 | $2.51M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 40,162 | $2.58M | 0.08% | −888−2.2% | Reduced |
| Private Advisor Group, LLC | 40,277 | $2.59M | 0.01% | −2,475−5.8% | Reduced |
| Bank of Montreal | 40,740 | $2.62M | 0.00% | −6,226−13.3% | Reduced |
| Hantz Financial Services, Inc. | 40,843 | $2.63M | 0.04% | −3,317−7.5% | Reduced |
| Natixis Advisors, L.P. | 41,428 | $2.67M | 0.00% | −50−0.1% | Reduced |
| Dark Forest Capital Management LP | 42,707 | $2.75M | 0.13% | +42,707 | New |
| Pensionfund Sabic | 42,804 | $2.75M | 0.75% | −1,000−2.3% | Reduced |
| Coldstream Capital Management Inc | 43,119 | $2.78M | 0.04% | −4,122−8.7% | Reduced |
| Presima Inc. | 43,207 | $2.78M | 1.60% | +345+0.8% | Added |
| New Mexico Educational Retirement Board | 43,400 | $2.79M | 0.08% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 43,619 | $2.81M | 0.04% | −500−1.1% | Reduced |
| Mariner, LLC | 43,789 | $2.82M | 0.00% | −39,171−47.2% | Reduced |
| Stifel Financial Corp | 44,014 | $2.83M | 0.00% | +497+1.1% | Added |
| Freedom Financial Partners LLC | 44,288 | $2.85M | 1.04% | −1,469−3.2% | Reduced |
| Pensionfund DSM Netherlands | 44,300 | $2.85M | 1.88% | −2,000−4.3% | Reduced |
| CI Private Wealth, LLC | 44,677 | $2.88M | 0.00% | −2,165−4.6% | Reduced |
| Oak Thistle LLC | 45,404 | $2.92M | 0.41% | +45,404 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 46,934 | $3.02M | 0.03% | +46,934 | New |
| TT Capital Management LLC | 48,214 | $3.10M | 2.47% | −13,778−22.2% | Reduced |
| UniSuper Management Pty Ltd | 48,500 | $3.12M | 0.02% | −16,900−25.8% | Reduced |
| NewSquare Capital LLC | 48,897 | $3.15M | 0.28% | −19,776−28.8% | Reduced |
| Romano Brothers and Company | 48,910 | $3.15M | 0.36% | −1,325−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 49,030 | $3.16M | 0.04% | +218+0.4% | Added |
| Baird Financial Group, Inc. | 49,135 | $3.16M | 0.00% | −400−0.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 49,199 | $3.17M | 0.01% | −1,726−3.4% | Reduced |
| HighTower Advisors, LLC | 49,540 | $3.19M | 0.00% | +2,720+5.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 49,630 | $3.19M | 2.07% | −2,025−3.9% | Reduced |
| HighPoint Advisor Group LLC | 50,238 | $3.23M | 0.07% | +5,050+11.2% | Added |
| Alpha Omega Wealth Management LLC | 51,420 | $3.31M | 0.55% | −418−0.8% | Reduced |
| Point72 Asset Management, L.P. | 53,017 | $3.41M | 0.01% | +53,017 | New |
| Millennium Management LLC | 54,015 | $3.48M | 0.00% | −566,289−91.3% | Reduced |
| Metis Global Partners, LLC | 54,076 | $3.48M | 0.08% | +2,256+4.4% | Added |
| Brown, Lisle/Cummings, Inc. | 55,794 | $3.59M | 0.88% | +2,193+4.1% | Added |
| Engineers Gate Manager LP | 56,054 | $3.61M | 0.04% | +56,054 | New |
| Cresset Asset Management, LLC | 55,897 | $3.65M | 0.02% | +1,311+2.4% | Added |
| LMR Partners LLP | 57,558 | $3.70M | 0.04% | +57,558 | New |
| Andra AP-fonden | 58,000 | $3.73M | 0.05% | −25,200−30.3% | Reduced |
| Handelsbanken Fonder AB | 58,800 | $3.78M | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 59,571 | $3.83M | 0.03% | −7,387−11.0% | Reduced |
| Arizona State Retirement System | 60,171 | $3.87M | 0.02% | −4,363−6.8% | Reduced |
| Louisiana State Employees Retirement System | 60,600 | $3.90M | 0.07% | −400−0.7% | Reduced |
| Nissay Asset Management Corp | 61,750 | $3.97M | 0.02% | +1,358+2.2% | Added |
| State of Michigan Retirement System | 62,700 | $4.04M | 0.02% | +2,900+4.8% | Added |
| State of New Jersey Common Pension Fund D | 62,826 | $4.04M | 0.01% | −4,999−7.4% | Reduced |
| Forsta Ap-Fonden | 64,500 | $4.15M | 0.02% | +300+0.5% | Added |
| New Age Alpha Advisors, LLC | 64,743 | $4.17M | 0.18% | +19,887+44.3% | Added |
| Exchange Traded Concepts, LLC | 65,475 | $4.21M | 0.04% | +3,874+6.3% | Added |
| Federation des caisses Desjardins du Quebec | 65,544 | $4.22M | 0.02% | +8,063+14.0% | Added |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.38M | 0.03% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 68,618 | $4.42M | 0.44% | +22,037+47.3% | Added |
| Cohen Capital Management, Inc. | 70,141 | $4.51M | 0.68% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 70,726 | $4.55M | 0.04% | +70,726 | New |
| Adams Asset Advisors, LLC | 73,318 | $4.72M | 0.62% | +1,880+2.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,636 | $4.74M | 0.04% | +2,588+3.6% | Added |
| Meritage Portfolio Management | 73,770 | $4.75M | 0.32% | −40−0.1% | Reduced |
| IFM Investors Pty Ltd | 78,536 | $5.05M | 0.04% | +240.0% | Added |
| Te Ahumairangi Investment Management Ltd | 79,297 | $5.10M | 0.91% | −200−0.3% | Reduced |
| Citadel Advisors LLC | 79,541 | $5.12M | 0.00% | +79,541 | New |
| Ensign Peak Advisors, Inc | 82,561 | $5.31M | 0.01% | +21,208+34.6% | Added |
| Yousif Capital Management, LLC | 76,711 | $5.36M | 0.06% | −1,372−1.8% | Reduced |
| Sheets Smith Wealth Management | 83,420 | $5.37M | 0.59% | −2,090−2.4% | Reduced |
| Wealthfront Advisers LLC | 84,959 | $5.47M | 0.01% | −2,403−2.8% | Reduced |
| Advocate Group LLC | 87,383 | $5.62M | 0.91% | +9,367+12.0% | Added |
| Dupree Financial Group, LLC | 88,502 | $5.70M | 2.08% | +2,113+2.4% | Added |