WP CareyWPC
13F holders, Q1 2025 (March 31)823holders +41
103new positions
62sold out
8famous investors
$63.15avg. 13F price*
At the end of Q1 2025, 823 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 41 from Q4 2024. 103 opened new positions and 62 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.7B) and State Street Corp. ($796.7M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $203.5M |
| Exits | 62 | $53.3M |
All 13F filers, Q4 2024 → Q1 2025: 13,674,389 shares bought and 8,021,851 shares sold, net +5,652,538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 823 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.2% | 30,746,852 | $1.9B |
| BlackRock, Inc. | 0.04% | Reduce -0.6% | 27,360,987 | $1.7B |
| State Street Corp. | 0.03% | Add +3.0% | 12,455,317 | $796.7M |
| JPMorgan Chase & Co. | 0.02% | Add +274.7% | 5,112,190 | $322.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -4.0% | 4,518,868 | $284.6M |
| Massachusetts Financial Services Co. | 0.09% | Add +4.9% | 4,218,419 | $266.2M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.1% | 3,173,965 | $200.3M |
| Northern Trust Corp. | 0.03% | Add +2.1% | 2,696,844 | $170.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.8% | 2,662,310 | $168.0M |
| Legal & General Group Plc | 0.04% | Add +3.5% | 2,430,753 | $153.4M |
| Norges Bank | 0.02% | Reduce -7.1% | 2,376,226 | $150.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +3.1% | 2,257,017 | $142.4M |
| Bank of New York Mellon Corp | 0.03% | Add +0.5% | 2,248,019 | $141.9M |
| Morgan Stanley | 0.01% | Reduce -3.1% | 2,024,900 | $127.8M |
| Equity Investment Corp. | 2.75% | Add +4.2% | 1,949,395 | $123.0M |
| Pacer Advisors, Inc. | 0.29% | Add +1016.8% | 1,751,921 | $110.6M |
| UBS Group AG | 0.02% | Reduce -16.2% | 1,603,479 | $101.2M |
| Bank of America Corp. | 0.01% | Add +41.3% | 1,137,559 | $71.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +2.3% | 1,082,219 | $68.3M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -0.6% | 1,060,172 | $66.9M |
| California Public Employees Retirement System | 0.04% | Reduce -3.0% | 995,500 | $62.8M |
| Robeco Institutional Asset Management B.V. | 0.11% | Add +74.5% | 872,496 | $55.1M |
| Advisors Capital Management, LLC | 0.81% | Add +46.3% | 823,328 | $52.0M |
| APG Asset Management US Inc. | 0.37% | No change | 760,019 | $47.9M |
| Invesco Ltd. | 0.01% | Reduce -1.1% | 741,561 | $46.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.8% | 724,836 | $45.8M |
| Victory Capital Management Inc. | 0.05% | Add +4.2% | 691,083 | $43.6M |
| Caisse de depot et placement du Quebec | 0.09% | Add +20.1% | 686,142 | $43.3M |
| LPL Financial LLC | 0.02% | Reduce -2.7% | 680,868 | $43.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -0.2% | 668,987 | $42.2M |
| Rhumbline Advisers | 0.04% | Add +0.3% | 663,748 | $41.9M |
| Swiss National Bank | 0.03% | Reduce -0.2% | 617,251 | $39.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 606,427 | $38.3M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 585,621 | $37.0M |
| Zacks Investment Management | 0.33% | Add +9.2% | 562,397 | $35.5M |
| Principal Financial Group Inc. | 0.02% | Add +0.3% | 503,334 | $31.8M |
| FMR LLC | 0.00% | Add +32.1% | 486,674 | $30.7M |
| Nuveen, LLC | 0.01% | — | 478,434 | $30.2M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +4.6% | 475,475 | $30.0M |
| Private Management Group Inc. | 1.07% | New | 474,144 | $29.9M |
| Asset Management One Co., Ltd. | 0.10% | Add +1.4% | 439,346 | $27.7M |
| Alliancebernstein L.P. | 0.01% | Add +0.5% | 423,687 | $26.7M |
| HSBC Holdings PLC | 0.02% | Add +48.9% | 404,702 | $25.5M |
| Public Employees Retirement System of Ohio | 0.09% | Reduce -2.5% | 379,386 | $23.9M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 374,707 | $23.6M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +3.6% | 368,293 | $23.2M |
| Brown Advisory Inc. | 0.03% | Reduce -5.0% | 367,107 | $23.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +9.8% | 331,548 | $20.9M |
| Lighthouse Investment Partners, LLC | 0.94% | Add +71.6% | 326,100 | $20.6M |
| ExodusPoint Capital Management, LP | 0.27% | New | 319,647 | $20.2M |
| Berkshire Asset Management LLC | 0.96% | Add +1.7% | 328,204 | $19.9M |
| California State Teachers Retirement System | 0.02% | Add +0.8% | 315,885 | $19.9M |
| Balyasny Asset Management L.P. | 0.05% | New | 312,688 | $19.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.4% | 308,729 | $19.5M |
| Allianz Asset Management GmbH | 0.03% | Add +71.9% | 294,249 | $18.6M |
| Jain Global LLC | 0.38% | New | 292,185 | $18.4M |
| Deutsche Bank AG | 0.01% | Add +2.0% | 291,308 | $18.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.09% | Add +35.6% | 287,845 | $18.2M |
| Cetera Investment Advisers | 0.04% | Add +12.8% | 286,043 | $18.1M |
| KLP Kapitalforvaltning As | 0.09% | Add +140.5% | 272,500 | $17.4M |
| Waterfront Capital Partners, LLC | 2.93% | New | 270,772 | $17.1M |
| Amundi | 0.01% | Add +1.8% | 276,671 | $17.0M |
| Retirement Systems of Alabama | 0.07% | Add +0.1% | 266,366 | $16.8M |
| Schroder Investment Management Group | 0.02% | Reduce -5.5% | 266,958 | $16.5M |
| Two Sigma Investments, LP | 0.04% | Add +433.1% | 254,818 | $16.1M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 252,264 | $15.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.12% | — | 248,990 | $15.7M |
| TruWealth Advisors, LLC | 0.95% | Add +2.5% | 248,281 | $15.7M |
| Franklin Resources Inc. | 0.00% | Add +34.1% | 248,142 | $15.7M |
| Corebridge Financial, Inc. | 0.09% | Reduce -2.4% | 241,712 | $15.3M |
| Candriam S.C.A. | 0.09% | New | 236,875 | $14.9M |
| Barclays PLC | 0.01% | Reduce -39.4% | 235,129 | $14.8M |
| Foundry Partners, LLC | 0.78% | Add +11.4% | 234,344 | $14.8M |
| New York State Teachers Retirement System | 0.03% | Add +0.2% | 223,833 | $14.1M |
| Citigroup Inc. | 0.01% | Reduce -16.3% | 216,522 | $13.7M |
| Illinois Municipal Retirement Fund | 0.20% | No change | 215,332 | $13.6M |
| Millennium Management | 0.01% | Reduce -60.4% | 213,194 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.0% | 207,509 | $13.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -24.1% | 207,345 | $13.1M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 203,135 | $12.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.4% | 179,329 | $11.3M |
| Two Sigma Advisers, LP | 0.03% | Add +2027.4% | 178,700 | $11.3M |
| Sonora Investment Management Group, LLC | 0.90% | Add +12.3% | 178,005 | $11.2M |
| State of Wisconsin Investment Board | 0.03% | Add +2.6% | 174,724 | $11.0M |
| Achmea Investment Management B.V. | 0.16% | Add +10.6% | 173,202 | $10.9M |
| AXA S.A. | 0.04% | Add +225.5% | 170,941 | $10.8M |
| Treasurer of the State of North Carolina | 0.04% | Add +13.7% | 169,009 | $10.7M |
| Truist Financial Corp. | 0.02% | Add +6.3% | 168,757 | $10.7M |
| AQR Capital Management | 0.01% | Add +225.3% | 165,632 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +8.7% | 161,431 | $10.2M |
| Korea Investment CORP | 0.02% | Add +146.4% | 161,423 | $10.2M |
| DAVENPORT & Co LLC | 0.06% | Add +30.6% | 157,359 | $9.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +35.3% | 156,194 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.8% | 153,497 | $9.7M |
| Aviva PLC | 0.02% | Add +12.6% | 150,740 | $9.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +20.9% | 150,468 | $9.5M |
| Eisler Capital Management Ltd. | 0.28% | New | 149,123 | $9.4M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.7% | 148,226 | $9.4M |
| Carnegie Investment Counsel | 0.22% | Add +1.1% | 162,913 | $9.3M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -1.8% | 146,276 | $9.2M |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.