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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 378,799 | $24.6M | 0.02% | +6,587+1.8% | Added |
| Deutsche Bank AG | 386,512 | $24.9M | 0.01% | +27,905+7.8% | Added |
| California State Teachers Retirement System | 394,418 | $25.4M | 0.03% | −30,472−7.2% | Reduced |
| Citigroup Inc | 396,108 | $25.5M | 0.02% | +91,428+30.0% | Added |
| Wells Fargo & Company | 399,652 | $25.7M | 0.01% | +15,303+4.0% | Added |
| Nomura Asset Management Co Ltd | 399,948 | $25.7M | 0.07% | +11,035+2.8% | Added |
| Two Sigma Investments, LP | 417,995 | $26.9M | 0.04% | +165,112+65.3% | Added |
| Alyeska Investment Group, L.P. | 441,646 | $28.4M | 0.08% | −29,163−6.2% | Reduced |
| Asset Management One Co.,Ltd. | 444,008 | $28.8M | 0.08% | −13,586−3.0% | Reduced |
| Principal Financial Group Inc | 471,161 | $30.3M | 0.02% | −15,112−3.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 500,987 | $32.2M | 0.08% | +500,987 | New |
| Great West Life Assurance Co | 508,893 | $32.8M | 0.06% | −37,532−6.9% | Reduced |
| American Century Companies Inc | 533,108 | $34.3M | 0.02% | +321,122+151.5% | Added |
| Candriam Luxembourg S.C.A. | 541,223 | $34.8M | 0.17% | +389,918+257.7% | Added |
| Zacks Investment Management | 559,326 | $36.0M | 0.28% | −12,612−2.2% | Reduced |
| Nuveen, LLC | 569,095 | $36.6M | 0.01% | +252,901+80.0% | Added |
| California Public Employees Retirement System | 594,856 | $38.3M | 0.02% | −131,799−18.1% | Reduced |
| Swiss National Bank | 600,251 | $38.6M | 0.02% | −30,900−4.9% | Reduced |
| Envestnet Asset Management Inc | 601,635 | $38.7M | 0.01% | −6,033−1.0% | Reduced |
| Raymond James Financial Inc | 625,738 | $40.3M | 0.01% | +29,575+5.0% | Added |
| Rhumbline Advisers | 627,010 | $40.4M | 0.03% | −28,361−4.3% | Reduced |
| Schroder Investment Management Group | 634,225 | $40.8M | 0.03% | +585,923+1,213.0% | Added |
| First Trust Advisors LP | 638,788 | $41.1M | 0.03% | −18,104−2.8% | Reduced |
| Jupiter Asset Management Ltd | 646,950 | $41.6M | 0.33% | +646,950 | New |
| Robeco Institutional Asset Management B.V. | 664,382 | $42.8M | 0.06% | −47,750−6.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 666,924 | $42.9M | 0.03% | −8,452−1.3% | Reduced |
| Marshall Wace, LLP | 683,985 | $44.0M | 0.04% | +175,827+34.6% | Added |
| Caisse de Depot Et Placement du Quebec | 704,038 | $45.3M | 0.08% | +592,142+529.2% | Added |
| Victory Capital Management Inc | 756,622 | $48.7M | 0.03% | +24,682+3.4% | Added |
| Barclays PLC | 762,002 | $49.0M | 0.02% | −99,428−11.5% | Reduced |
| Amundi | 796,310 | $51.3M | 0.01% | +349,358+78.2% | Added |
| Ameriprise Financial Inc | 835,698 | $53.8M | 0.01% | +10,936+1.3% | Added |
| Commonwealth Equity Services, LLC | 835,931 | $53.8M | 0.07% | −36,450−4.2% | Reduced |
| LPL Financial LLC | 842,642 | $54.2M | 0.01% | +14,853+1.8% | Added |
| APG Asset Management US Inc. | 875,667 | $56.4M | 0.44% | −40,939−4.5% | Reduced |
| HSBC Holdings PLC | 922,540 | $59.4M | 0.03% | +71,463+8.4% | Added |
| Advisors Capital Management, LLC | 966,856 | $62.2M | 0.73% | +51,887+5.7% | Added |
| Captrust Financial Advisors | 1,030,365 | $66.3M | 0.13% | +188,259+22.4% | Added |
| Wellington Management Group LLP | 1,219,541 | $78.5M | 0.01% | +89,139+7.9% | Added |
| Bank of America Corp | 1,334,248 | $85.9M | 0.01% | −12,242−0.9% | Reduced |
| UBS Group AG | 1,398,432 | $90.0M | 0.02% | −148,550−9.6% | Reduced |
| Equity Investment Corp | 1,626,111 | $104.7M | 2.11% | +43,668+2.8% | Added |
| Morgan Stanley | 1,997,345 | $128.5M | 0.01% | +180,716+9.9% | Added |
| UBS Asset Management Americas Inc | 2,163,285 | $139.2M | 0.03% | +2,156,467+31,629.0% | Added |
| Bank of New York Mellon Corp | 2,316,295 | $149.1M | 0.03% | +161,405+7.5% | Added |
| Northern Trust Corp | 2,610,136 | $168.0M | 0.02% | −16,473−0.6% | Reduced |
| Legal & General Group Plc | 2,699,056 | $173.7M | 0.04% | +128,761+5.0% | Added |
| Norges Bank | 2,859,460 | $184.0M | 0.02% | +2,859,460 | New |
| Charles Schwab Investment Management Inc | 2,947,595 | $189.7M | 0.03% | +143,876+5.1% | Added |
| Dimensional Fund Advisors LP | 3,192,275 | $205.5M | 0.04% | +20,585+0.6% | Added |
| JPMorgan Chase & Co | 3,298,513 | $212.3M | 0.01% | −1,373,179−29.4% | Reduced |
| Invesco Ltd. | 3,904,767 | $251.3M | 0.02% | +12,305+0.3% | Added |
| Massachusetts Financial Services Co | 4,213,013 | $271.1M | 0.09% | +441,526+11.7% | Added |
| Geode Capital Management, LLC | 4,795,604 | $307.9M | 0.02% | +110,306+2.4% | Added |
| State Street Corp | 12,251,224 | $799.5M | 0.03% | −77,935−0.6% | Reduced |
| BlackRock, Inc. | 28,356,926 | $1.83B | 0.03% | +300,995+1.1% | Added |
| Vanguard Group Inc | 30,437,061 | $1.96B | 0.03% | −188,480−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −456,623−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −367,367−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −180,815−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −114,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −102,977−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −66,186−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −57,876−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −45,353−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −39,551−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −33,624−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −28,899−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −22,665−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,627−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −14,747−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,269−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −9,898−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −8,345−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −7,283−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,284−100.0% | Sold out |
| H&H Retirement Design & Management INC | 0 | $0 | 0.00% | −5,494−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −4,517−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −4,461−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −4,407−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −4,257−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −4,218−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −3,992−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −3,588−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,420−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −3,056−100.0% | Sold out |
| Intelligence Driven Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Adapt Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,538−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,399−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |