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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 88,609 | $5.70M | 0.02% | +59,916+208.8% | Added |
| State of Tennessee, Treasury Department | 81,829 | $5.71M | 0.02% | −3,505−4.1% | Reduced |
| Mutual of America Capital Management LLC | 91,203 | $5.87M | 0.06% | −9,933−9.8% | Reduced |
| Thrivent Financial for Lutherans | 93,500 | $6.03M | 0.01% | +35,642+61.6% | Added |
| APG Asset Management N.V. | 110,089 | $6.03M | 0.02% | −10,611−8.8% | Reduced |
| Amalgamated Bank | 96,437 | $6.21M | 0.04% | −3,800−3.8% | Reduced |
| Mercer Global Advisors Inc | 96,900 | $6.24M | 0.01% | +668+0.7% | Added |
| Neuberger Berman Group LLC | 97,187 | $6.25M | 0.00% | +42,282+77.0% | Added |
| Prairiewood Capital, LLC | 97,927 | $6.30M | 1.96% | +12,432+14.5% | Added |
| Royal London Asset Management Ltd | 99,268 | $6.39M | 0.01% | +694+0.7% | Added |
| Qube Research & Technologies Ltd | 99,396 | $6.40M | 0.01% | +99,396 | New |
| CIBC Asset Management Inc | 101,080 | $6.51M | 0.02% | +90,174+826.8% | Added |
| Pacer Advisors, Inc. | 103,889 | $6.69M | 0.02% | −9,946−8.7% | Reduced |
| Daiwa Securities Group Inc. | 104,056 | $6.70M | 0.02% | +4,320+4.3% | Added |
| Russell Investments Group, Ltd. | 107,034 | $6.89M | 0.01% | +4,331+4.2% | Added |
| Edgestream Partners, L.P. | 107,243 | $6.90M | 0.19% | +107,243 | New |
| SEI Investments Co | 109,295 | $7.03M | 0.01% | +4,509+4.3% | Added |
| SG Americas Securities, LLC | 110,255 | $7.10M | 0.01% | +92,037+505.2% | Added |
| Ontario Teachers Pension Plan Board | 110,488 | $7.11M | 0.16% | −12,056−9.8% | Reduced |
| MetLife Investment Management | 113,136 | $7.28M | 0.04% | −5,513−4.6% | Reduced |
| Rock Point Advisors, LLC | 113,292 | $7.29M | 1.83% | +302+0.3% | Added |
| New York State Common Retirement Fund | 115,438 | $7.43M | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 116,221 | $7.48M | 0.44% | 00.0% | Unchanged |
| MML Investors Services, LLC | 116,581 | $7.50M | 0.02% | −3,405−2.8% | Reduced |
| Crawford Investment Counsel Inc | 122,502 | $7.88M | 0.13% | +4,280+3.6% | Added |
| Stony Point Wealth Management Inc. | 123,483 | $7.95M | 2.97% | +2,120+1.7% | Added |
| CIBC World Markets Corp | 124,517 | $8.01M | 0.04% | +124,517 | New |
| Resona Asset Management Co.,Ltd. | 124,065 | $8.02M | 0.04% | −3,797−3.0% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 124,784 | $8.03M | 0.45% | +124,784 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 125,728 | $8.09M | 0.04% | −1,583−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 126,042 | $8.11M | 0.01% | +11,019+9.6% | Added |
| Kestra Advisory Services, LLC | 126,787 | $8.16M | 0.03% | +773+0.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 127,571 | $8.21M | 0.03% | +53,096+71.3% | Added |
| State of Alaska, Department of Revenue | 128,864 | $8.29M | 0.09% | −865−0.7% | Reduced |
| Allworth Financial LP | 129,753 | $8.35M | 0.03% | +1,286+1.0% | Added |
| Van Eck Associates Corp | 131,098 | $8.44M | 0.01% | +8,960+7.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,951 | $8.48M | 0.01% | −9,259−6.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 132,482 | $8.53M | 0.09% | −3,049−2.2% | Reduced |
| Danske Bank A/S | 135,038 | $8.69M | 0.02% | +20,500+17.9% | Added |
| Storebrand Asset Management AS | 135,798 | $8.74M | 0.02% | 00.0% | Unchanged |
| Swedbank AB | 135,849 | $8.74M | 0.01% | +75,253+124.2% | Added |
| DekaBank Deutsche Girozentrale | 143,926 | $8.76M | 0.02% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 136,625 | $8.79M | 0.01% | −10,213−7.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 137,166 | $8.83M | 0.23% | +2,218+1.6% | Added |
| Creative Planning | 138,652 | $8.92M | 0.01% | +28,302+25.6% | Added |
| State of Wisconsin Investment Board | 139,294 | $8.96M | 0.02% | +24,922+21.8% | Added |
| Janney Montgomery Scott LLC | 145,212 | $9.35M | 0.02% | +2,512+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 145,371 | $9.36M | 0.02% | −2,117−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 145,534 | $9.37M | 0.12% | +6,887+5.0% | Added |
| Sequoia Financial Advisors, LLC | 150,519 | $9.69M | 0.05% | +4,557+3.1% | Added |
| Nomura Holdings Inc | 150,772 | $9.70M | 0.03% | +145,977+3,044.4% | Added |
| Davenport & Co LLC | 151,718 | $9.77M | 0.05% | −3,872−2.5% | Reduced |
| Lighthouse Investment Partners, LLC | 160,000 | $10.3M | 0.34% | −50,000−23.8% | Reduced |
| Manufacturers Life Insurance Company, The | 163,336 | $10.5M | 0.01% | −3,909−2.3% | Reduced |
| Renaissance Technologies LLC | 164,000 | $10.6M | 0.02% | −21,800−11.7% | Reduced |
| Macquarie Group Ltd | 167,095 | $10.8M | 0.05% | −93,171−35.8% | Reduced |
| Kempen Capital Management N.V. | 171,804 | $11.1M | 0.09% | +171,804 | New |
| Achmea Investment Management B.V. | 173,202 | $11.1M | 0.28% | −40,161−18.8% | Reduced |
| Quantinno Capital Management LP | 174,441 | $11.2M | 0.02% | +12,536+7.7% | Added |
| Tectonic Advisors LLC | 174,498 | $11.2M | 0.59% | +11,467+7.0% | Added |
| Truist Financial Corp | 175,152 | $11.3M | 0.02% | +9,874+6.0% | Added |
| New York State Teachers Retirement System | 178,165 | $11.5M | 0.02% | +15,817+9.7% | Added |
| KBC Group NV | 179,209 | $11.5M | 0.03% | +152,479+570.4% | Added |
| State Board of Administration of Florida Retirement System | 181,007 | $11.6M | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 183,298 | $11.8M | 0.00% | −468,518−71.9% | Reduced |
| Aviva PLC | 183,916 | $11.8M | 0.02% | +9,655+5.5% | Added |
| Advisor Group Holdings, Inc. | 207,303 | $13.3M | 0.02% | −30,741−12.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 207,574 | $13.4M | 0.25% | −1,064−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 211,176 | $13.6M | 0.01% | +28,614+15.7% | Added |
| Two Sigma Advisers, LP | 218,700 | $14.1M | 0.03% | +88,100+67.5% | Added |
| Colony Group, LLC | 219,935 | $14.2M | 0.02% | +150,887+218.5% | Added |
| Korea Investment CORP | 225,634 | $14.5M | 0.03% | +51,904+29.9% | Added |
| Royal Bank of Canada | 234,398 | $15.1M | 0.00% | +7,154+3.1% | Added |
| Jain Global LLC | 243,027 | $15.6M | 0.15% | +7,596+3.2% | Added |
| Toronto Dominion Bank | 252,327 | $16.2M | 0.03% | +216,739+609.0% | Added |
| Virginia Retirement Systems Et Al | 258,690 | $16.6M | 0.10% | 00.0% | Unchanged |
| Franklin Resources Inc | 262,354 | $16.9M | 0.00% | −43,113−14.1% | Reduced |
| Retirement Systems of Alabama | 263,010 | $16.9M | 0.05% | −1,764−0.7% | Reduced |
| Geneos Wealth Management Inc. | 267,504 | $17.2M | 0.42% | −15,561−5.5% | Reduced |
| Allianz Asset Management GmbH | 269,999 | $17.4M | 0.02% | +39,887+17.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 272,311 | $17.5M | 0.02% | +142,274+109.4% | Added |
| CSM Advisors, LLC | 278,779 | $17.9M | 0.49% | +67,690+32.1% | Added |
| Pictet Asset Management Holding SA | 286,333 | $18.4M | 0.02% | +84,903+42.2% | Added |
| Treasurer of the State of North Carolina | 288,953 | $18.6M | 0.06% | −7,000−2.4% | Reduced |
| TruWealth Advisors, LLC | 300,021 | $19.3M | 0.94% | +6,717+2.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 300,943 | $19.4M | 0.05% | +17,898+6.3% | Added |
| Goldman Sachs Group Inc | 307,019 | $19.8M | 0.00% | −13,161−4.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 317,530 | $20.4M | 0.03% | +7,330+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 318,588 | $20.5M | 0.04% | +6,747+2.2% | Added |
| Alliancebernstein L.P. | 320,324 | $20.6M | 0.01% | +388+0.1% | Added |
| AQR Capital Management LLC | 324,722 | $20.9M | 0.01% | −159,190−32.9% | Reduced |
| Berkshire Asset Management LLC | 328,144 | $21.1M | 0.93% | −1,382−0.4% | Reduced |
| Cetera Investment Advisers | 349,914 | $22.5M | 0.02% | −4,808−1.4% | Reduced |
| CWM, LLC | 354,209 | $22.8M | 0.06% | −16,971−4.6% | Reduced |
| Arbejdsmarkedets Tillaegspension | 357,610 | $23.0M | 0.59% | +357,610 | New |
| FMR LLC | 358,768 | $23.1M | 0.00% | −12,543−3.4% | Reduced |
| KLP Kapitalforvaltning AS | 355,400 | $23.2M | 0.09% | +75,900+27.2% | Added |
| Brown Advisory Inc | 362,128 | $23.3M | 0.03% | −1,873−0.5% | Reduced |
| Private Management Group Inc | 363,183 | $23.4M | 0.68% | −114,326−23.9% | Reduced |
| Public Employees Retirement System of Ohio | 369,948 | $23.8M | 0.07% | −12,437−3.3% | Reduced |