WP CareyWPC
13F holders, Q2 2025 (June 30)821holders −2
70new positions
75sold out
9famous investors
$62.45avg. 13F price*
At the end of Q2 2025, 821 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, down 2 from Q1 2025. 70 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.7B) and State Street Corp. ($772.4M). 9 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $149.8M |
| Exits | 75 | $83.2M |
All 13F filers, Q1 2025 → Q2 2025: 9,017,773 shares bought and 7,599,310 shares sold, net +1,418,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 821 holders
| Vanguard Group Inc. | 0.03% | Add +0.1% | 30,779,041 | $1.9B |
| BlackRock, Inc. | 0.03% | Add +1.4% | 27,744,376 | $1.7B |
| State Street Corp. | 0.03% | Reduce -2.0% | 12,209,342 | $772.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -0.2% | 5,101,061 | $318.2M |
| Geode Capital Management, LLC | 0.02% | Add +1.9% | 4,606,018 | $286.6M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -11.9% | 3,716,050 | $231.8M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -1.6% | 3,121,698 | $194.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.0% | 2,769,189 | $172.7M |
| Northern Trust Corp. | 0.02% | Add +1.0% | 2,723,181 | $169.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +13.8% | 2,567,832 | $160.2M |
| Legal & General Group Plc | 0.04% | Add +5.0% | 2,551,251 | $159.1M |
| Norges Bank | 0.02% | Add +2.1% | 2,427,234 | $151.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.5% | 2,237,186 | $139.6M |
| Morgan Stanley | 0.01% | Reduce -8.9% | 1,843,990 | $115.0M |
| Equity Investment Corp. | 2.47% | Reduce -7.3% | 1,806,639 | $112.7M |
| UBS Group AG | 0.02% | Reduce -9.6% | 1,449,368 | $90.4M |
| Bank of America Corp. | 0.01% | Reduce -0.8% | 1,127,990 | $70.4M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -7.1% | 984,484 | $61.4M |
| Advisors Capital Management, LLC | 0.76% | Add +6.4% | 875,988 | $54.6M |
| California Public Employees Retirement System | 0.03% | Reduce -13.7% | 859,273 | $53.6M |
| Balyasny Asset Management L.P. | 0.12% | Add +165.6% | 830,543 | $51.8M |
| Robeco Institutional Asset Management B.V. | 0.08% | Reduce -5.5% | 824,734 | $51.4M |
| APG Asset Management US Inc. | 0.38% | Add +6.9% | 812,241 | $51.2M |
| Ameriprise Financial Inc. | 0.01% | Add +8.2% | 784,333 | $48.9M |
| Captrust Financial Advisors | 0.11% | Add +2712.0% | 771,534 | $48.1M |
| LPL Financial LLC | 0.02% | Add +11.1% | 756,299 | $47.2M |
| Invesco Ltd. | 0.01% | Add +1.6% | 753,196 | $47.0M |
| Victory Capital Management Inc. | 0.03% | Add +8.6% | 750,590 | $46.8M |
| First Trust Advisors LP | 0.04% | Add +422.2% | 736,437 | $45.9M |
| Rhumbline Advisers | 0.04% | Add +1.6% | 674,282 | $42.1M |
| Millennium Management | 0.04% | Add +215.5% | 672,682 | $42.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.2% | 670,445 | $41.8M |
| Swiss National Bank | 0.02% | Add +7.4% | 662,851 | $41.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -40.8% | 640,505 | $40.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.6% | 616,284 | $38.4M |
| GRS Advisors, LLC | 3.62% | New | 604,270 | $37.7M |
| Raymond James Financial Inc. | 0.01% | Add +2.8% | 602,208 | $37.6M |
| Zacks Investment Management | 0.30% | Add +1.3% | 569,650 | $35.5M |
| HSBC Holdings PLC | 0.02% | Add +38.2% | 559,406 | $34.9M |
| FMR LLC | 0.00% | Add +13.2% | 550,870 | $34.4M |
| Alyeska Investment Group, L.P. | 0.12% | New | 520,293 | $32.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -1.4% | 496,415 | $31.0M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +3.9% | 494,164 | $30.8M |
| Private Management Group Inc. | 0.98% | Add +2.1% | 484,265 | $30.2M |
| Asset Management One Co., Ltd. | 0.09% | Add +5.5% | 463,714 | $28.9M |
| Gillson Capital LP | 2.09% | New | 437,945 | $27.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.8% | 395,036 | $24.6M |
| Amundi | 0.01% | Add +39.8% | 386,651 | $24.5M |
| Public Employees Retirement System of Ohio | 0.08% | Add +1.3% | 384,328 | $24.0M |
| Wells Fargo & Company | 0.01% | Add +1.9% | 381,755 | $23.8M |
| California State Teachers Retirement System | 0.03% | Add +19.3% | 376,908 | $23.5M |
| Nomura Asset Management Co. Ltd. | 0.06% | Add +1.9% | 375,443 | $23.4M |
| Brown Advisory Inc. | 0.03% | Reduce -0.7% | 364,590 | $22.7M |
| Jain Global LLC | 0.36% | Add +20.9% | 353,240 | $22.0M |
| Deutsche Bank AG | 0.01% | Add +21.1% | 352,853 | $22.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +1.3% | 336,007 | $21.0M |
| Berkshire Asset Management LLC | 0.93% | Add +0.0% | 328,306 | $20.5M |
| Nuveen, LLC | 0.01% | Reduce -33.0% | 320,551 | $20.0M |
| Allianz Asset Management GmbH | 0.03% | Add +5.8% | 311,346 | $19.4M |
| KLP Kapitalforvaltning As | 0.08% | Add +12.8% | 307,300 | $19.4M |
| Franklin Resources Inc. | 0.01% | Add +22.4% | 303,660 | $18.9M |
| Treasurer of the State of North Carolina | 0.06% | Add +77.5% | 299,915 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.1% | 299,000 | $18.7M |
| Citigroup Inc. | 0.01% | Add +38.0% | 298,701 | $18.6M |
| Geneos Wealth Management Inc. | 0.44% | Add +1522.4% | 291,828 | $18.2M |
| Cetera Investment Advisers | 0.03% | Reduce -2.9% | 277,660 | $17.3M |
| Retirement Systems of Alabama | 0.06% | Add +0.5% | 267,639 | $16.7M |
| Lighthouse Investment Partners, LLC | 0.72% | Reduce -18.7% | 265,000 | $16.5M |
| Skandinaviska Enskilda Banken AB (publ) | 0.07% | Reduce -8.3% | 263,873 | $16.5M |
| TruWealth Advisors, LLC | 0.87% | Add +2.3% | 253,957 | $15.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.11% | Add +1.3% | 252,290 | $15.7M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 252,053 | $15.7M |
| AQR Capital Management | 0.01% | Add +42.5% | 236,045 | $14.5M |
| CSM Advisors, LLC | 0.42% | New | 232,513 | $14.5M |
| STRS Ohio | 0.05% | Add +93.1% | 231,337 | $14.4M |
| Osaic Holdings, Inc. | 0.02% | Add +4.7% | 217,051 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.9% | 211,494 | $13.4M |
| Achmea Investment Management B.V. | 0.17% | Add +23.2% | 213,363 | $13.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +0.3% | 203,775 | $12.7M |
| Barclays PLC | 0.01% | Reduce -15.0% | 199,858 | $12.5M |
| Waterfront Capital Partners, LLC | 3.04% | Reduce -27.6% | 196,015 | $12.2M |
| Carnegie Investment Counsel | 0.24% | Add +17.1% | 190,795 | $11.9M |
| AXA S.A. | 0.03% | Add +7.0% | 182,938 | $11.4M |
| Sonora Investment Management Group, LLC | 0.85% | Add +2.7% | 182,822 | $11.4M |
| BNP Paribas Financial Markets | 0.01% | Add +83.4% | 181,372 | $11.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.2% | 175,378 | $10.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +13.9% | 171,379 | $10.7M |
| American Century Companies Inc. | 0.01% | Add +135.4% | 169,692 | $10.6M |
| Truist Financial Corp. | 0.02% | Reduce -2.4% | 164,739 | $10.3M |
| Aviva PLC | 0.02% | Add +8.1% | 162,924 | $10.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +13.2% | 162,207 | $10.1M |
| Andra AP-fonden | 0.14% | Add +27.9% | 160,700 | $10.0M |
| Caisse de depot et placement du Quebec | 0.02% | Reduce -76.7% | 159,637 | $10.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -28.8% | 159,423 | $9.9M |
| DAVENPORT & Co LLC | 0.05% | Reduce -1.1% | 155,630 | $9.7M |
| MML Investors Services, LLC | 0.03% | Reduce -5.6% | 152,324 | $9.5M |
| Two Sigma Investments, LP | 0.02% | Reduce -40.6% | 151,352 | $9.4M |
| Two Sigma Advisers, LP | 0.02% | Reduce -15.3% | 151,301 | $9.4M |
| Illinois Municipal Retirement Fund | 0.13% | Reduce -29.8% | 151,092 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.3% | 147,833 | $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.