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 |
|---|---|---|---|---|---|
| Kempen Capital Management N.V. | 171,804 | $11.1M | 0.09% | +171,804 | New |
| Macquarie Group Ltd | 167,095 | $10.8M | 0.05% | −93,171−35.8% | Reduced |
| Renaissance Technologies LLC | 164,000 | $10.6M | 0.02% | −21,800−11.7% | Reduced |
| Manufacturers Life Insurance Company, The | 163,336 | $10.5M | 0.01% | −3,909−2.3% | Reduced |
| Lighthouse Investment Partners, LLC | 160,000 | $10.3M | 0.34% | −50,000−23.8% | Reduced |
| Davenport & Co LLC | 151,718 | $9.77M | 0.05% | −3,872−2.5% | Reduced |
| Nomura Holdings Inc | 150,772 | $9.70M | 0.03% | +145,977+3,044.4% | Added |
| Sequoia Financial Advisors, LLC | 150,519 | $9.69M | 0.05% | +4,557+3.1% | Added |
| Illinois Municipal Retirement Fund | 145,534 | $9.37M | 0.12% | +6,887+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 145,371 | $9.36M | 0.02% | −2,117−1.4% | Reduced |
| Janney Montgomery Scott LLC | 145,212 | $9.35M | 0.02% | +2,512+1.8% | Added |
| State of Wisconsin Investment Board | 139,294 | $8.96M | 0.02% | +24,922+21.8% | Added |
| Creative Planning | 138,652 | $8.92M | 0.01% | +28,302+25.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 137,166 | $8.83M | 0.23% | +2,218+1.6% | Added |
| Standard Life Aberdeen plc | 136,625 | $8.79M | 0.01% | −10,213−7.0% | Reduced |
| DekaBank Deutsche Girozentrale | 143,926 | $8.76M | 0.02% | 00.0% | Unchanged |
| Swedbank AB | 135,849 | $8.74M | 0.01% | +75,253+124.2% | Added |
| Storebrand Asset Management AS | 135,798 | $8.74M | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 135,038 | $8.69M | 0.02% | +20,500+17.9% | Added |
| Cullen/Frost Bankers, Inc. | 132,482 | $8.53M | 0.09% | −3,049−2.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,951 | $8.48M | 0.01% | −9,259−6.6% | Reduced |
| Van Eck Associates Corp | 131,098 | $8.44M | 0.01% | +8,960+7.3% | Added |
| Allworth Financial LP | 129,753 | $8.35M | 0.03% | +1,286+1.0% | Added |
| State of Alaska, Department of Revenue | 128,864 | $8.29M | 0.09% | −865−0.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 127,571 | $8.21M | 0.03% | +53,096+71.3% | Added |
| Kestra Advisory Services, LLC | 126,787 | $8.16M | 0.03% | +773+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 126,042 | $8.11M | 0.01% | +11,019+9.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 125,728 | $8.09M | 0.04% | −1,583−1.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 124,784 | $8.03M | 0.45% | +124,784 | New |
| Resona Asset Management Co.,Ltd. | 124,065 | $8.02M | 0.04% | −3,797−3.0% | Reduced |
| CIBC World Markets Corp | 124,517 | $8.01M | 0.04% | +124,517 | New |
| Stony Point Wealth Management Inc. | 123,483 | $7.95M | 2.97% | +2,120+1.7% | Added |
| Crawford Investment Counsel Inc | 122,502 | $7.88M | 0.13% | +4,280+3.6% | Added |
| MML Investors Services, LLC | 116,581 | $7.50M | 0.02% | −3,405−2.8% | Reduced |
| Verdence Capital Advisors LLC | 116,221 | $7.48M | 0.44% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 115,438 | $7.43M | 0.01% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 113,292 | $7.29M | 1.83% | +302+0.3% | Added |
| MetLife Investment Management | 113,136 | $7.28M | 0.04% | −5,513−4.6% | Reduced |
| Ontario Teachers Pension Plan Board | 110,488 | $7.11M | 0.16% | −12,056−9.8% | Reduced |
| SG Americas Securities, LLC | 110,255 | $7.10M | 0.01% | +92,037+505.2% | Added |
| SEI Investments Co | 109,295 | $7.03M | 0.01% | +4,509+4.3% | Added |
| Edgestream Partners, L.P. | 107,243 | $6.90M | 0.19% | +107,243 | New |
| Russell Investments Group, Ltd. | 107,034 | $6.89M | 0.01% | +4,331+4.2% | Added |
| Daiwa Securities Group Inc. | 104,056 | $6.70M | 0.02% | +4,320+4.3% | Added |
| Pacer Advisors, Inc. | 103,889 | $6.69M | 0.02% | −9,946−8.7% | Reduced |
| CIBC Asset Management Inc | 101,080 | $6.51M | 0.02% | +90,174+826.8% | Added |
| Qube Research & Technologies Ltd | 99,396 | $6.40M | 0.01% | +99,396 | New |
| Royal London Asset Management Ltd | 99,268 | $6.39M | 0.01% | +694+0.7% | Added |
| Prairiewood Capital, LLC | 97,927 | $6.30M | 1.96% | +12,432+14.5% | Added |
| Neuberger Berman Group LLC | 97,187 | $6.25M | 0.00% | +42,282+77.0% | Added |
| Mercer Global Advisors Inc | 96,900 | $6.24M | 0.01% | +668+0.7% | Added |
| Amalgamated Bank | 96,437 | $6.21M | 0.04% | −3,800−3.8% | Reduced |
| APG Asset Management N.V. | 110,089 | $6.03M | 0.02% | −10,611−8.8% | Reduced |
| Thrivent Financial for Lutherans | 93,500 | $6.03M | 0.01% | +35,642+61.6% | Added |
| Mutual of America Capital Management LLC | 91,203 | $5.87M | 0.06% | −9,933−9.8% | Reduced |
| State of Tennessee, Treasury Department | 81,829 | $5.71M | 0.02% | −3,505−4.1% | Reduced |
| Teacher Retirement System of Texas | 88,609 | $5.70M | 0.02% | +59,916+208.8% | Added |
| Dupree Financial Group, LLC | 88,502 | $5.70M | 2.08% | +2,113+2.4% | Added |
| Advocate Group LLC | 87,383 | $5.62M | 0.91% | +9,367+12.0% | Added |
| Wealthfront Advisers LLC | 84,959 | $5.47M | 0.01% | −2,403−2.8% | Reduced |
| Sheets Smith Wealth Management | 83,420 | $5.37M | 0.59% | −2,090−2.4% | Reduced |
| Yousif Capital Management, LLC | 76,711 | $5.36M | 0.06% | −1,372−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 82,561 | $5.31M | 0.01% | +21,208+34.6% | Added |
| Citadel Advisors LLC | 79,541 | $5.12M | 0.00% | +79,541 | New |
| Te Ahumairangi Investment Management Ltd | 79,297 | $5.10M | 0.91% | −200−0.3% | Reduced |
| IFM Investors Pty Ltd | 78,536 | $5.05M | 0.04% | +240.0% | Added |
| Meritage Portfolio Management | 73,770 | $4.75M | 0.32% | −40−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,636 | $4.74M | 0.04% | +2,588+3.6% | Added |
| Adams Asset Advisors, LLC | 73,318 | $4.72M | 0.62% | +1,880+2.6% | Added |
| Westwood Holdings Group Inc. | 70,726 | $4.55M | 0.04% | +70,726 | New |
| Cohen Capital Management, Inc. | 70,141 | $4.51M | 0.68% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 68,618 | $4.42M | 0.44% | +22,037+47.3% | Added |
| Teachers Retirement System of the State of Kentucky | 68,120 | $4.38M | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 65,544 | $4.22M | 0.02% | +8,063+14.0% | Added |
| Exchange Traded Concepts, LLC | 65,475 | $4.21M | 0.04% | +3,874+6.3% | Added |
| New Age Alpha Advisors, LLC | 64,743 | $4.17M | 0.18% | +19,887+44.3% | Added |
| Forsta Ap-Fonden | 64,500 | $4.15M | 0.02% | +300+0.5% | Added |
| State of New Jersey Common Pension Fund D | 62,826 | $4.04M | 0.01% | −4,999−7.4% | Reduced |
| State of Michigan Retirement System | 62,700 | $4.04M | 0.02% | +2,900+4.8% | Added |
| Nissay Asset Management Corp | 61,750 | $3.97M | 0.02% | +1,358+2.2% | Added |
| Louisiana State Employees Retirement System | 60,600 | $3.90M | 0.07% | −400−0.7% | Reduced |
| Arizona State Retirement System | 60,171 | $3.87M | 0.02% | −4,363−6.8% | Reduced |
| Beacon Pointe Advisors, LLC | 59,571 | $3.83M | 0.03% | −7,387−11.0% | Reduced |
| Handelsbanken Fonder AB | 58,800 | $3.78M | 0.01% | 00.0% | Unchanged |
| Andra AP-fonden | 58,000 | $3.73M | 0.05% | −25,200−30.3% | Reduced |
| LMR Partners LLP | 57,558 | $3.70M | 0.04% | +57,558 | New |
| Cresset Asset Management, LLC | 55,897 | $3.65M | 0.02% | +1,311+2.4% | Added |
| Engineers Gate Manager LP | 56,054 | $3.61M | 0.04% | +56,054 | New |
| Brown, Lisle/Cummings, Inc. | 55,794 | $3.59M | 0.88% | +2,193+4.1% | Added |
| Metis Global Partners, LLC | 54,076 | $3.48M | 0.08% | +2,256+4.4% | Added |
| Millennium Management LLC | 54,015 | $3.48M | 0.00% | −566,289−91.3% | Reduced |
| Point72 Asset Management, L.P. | 53,017 | $3.41M | 0.01% | +53,017 | New |
| Alpha Omega Wealth Management LLC | 51,420 | $3.31M | 0.55% | −418−0.8% | Reduced |
| HighPoint Advisor Group LLC | 50,238 | $3.23M | 0.07% | +5,050+11.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 49,630 | $3.19M | 2.07% | −2,025−3.9% | Reduced |
| HighTower Advisors, LLC | 49,540 | $3.19M | 0.00% | +2,720+5.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 49,199 | $3.17M | 0.01% | −1,726−3.4% | Reduced |
| Baird Financial Group, Inc. | 49,135 | $3.16M | 0.00% | −400−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 49,030 | $3.16M | 0.04% | +218+0.4% | Added |
| Romano Brothers and Company | 48,910 | $3.15M | 0.36% | −1,325−2.6% | Reduced |