WP CareyWPC
13F holders, Q3 2025 (September 30)820holders −1
74new positions
67sold out
6famous investors
$67.69avg. 13F price*
At the end of Q3 2025, 820 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, down 1 from Q2 2025. 74 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.9B) and State Street Corp. ($844.1M). 6 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $82.5M |
| Exits | 67 | $103.9M |
All 13F filers, Q2 2025 → Q3 2025: 10,920,704 shares bought and 8,925,286 shares sold, net +1,995,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 820 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.5% | 30,625,541 | $2.1B |
| BlackRock, Inc. | 0.03% | Add +1.1% | 28,055,931 | $1.9B |
| State Street Corp. | 0.03% | Add +1.0% | 12,329,159 | $844.1M |
| Geode Capital Management, LLC | 0.02% | Add +1.7% | 4,685,298 | $315.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -8.4% | 4,671,692 | $315.7M |
| Invesco Ltd. | 0.04% | Add +416.8% | 3,892,462 | $263.0M |
| Massachusetts Financial Services Co. | 0.08% | Add +1.5% | 3,771,487 | $254.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.6% | 3,171,690 | $214.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.3% | 2,803,719 | $189.4M |
| Northern Trust Corp. | 0.02% | Reduce -3.5% | 2,626,609 | $177.5M |
| Legal & General Group Plc | 0.04% | Add +0.8% | 2,570,295 | $173.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.7% | 2,154,890 | $145.6M |
| Morgan Stanley | 0.01% | Reduce -1.5% | 1,816,629 | $122.7M |
| Equity Investment Corp. | 2.24% | Reduce -12.4% | 1,582,443 | $106.9M |
| UBS Group AG | 0.02% | Add +6.7% | 1,546,982 | $104.5M |
| Bank of America Corp. | 0.01% | Add +19.4% | 1,346,490 | $91.0M |
| Wellington Management Group LLP | 0.01% | Add +1183.6% | 1,130,402 | $76.4M |
| APG Asset Management US Inc. | 0.46% | Add +12.8% | 916,606 | $62.8M |
| Advisors Capital Management, LLC | 0.78% | Add +4.5% | 914,969 | $61.8M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -11.4% | 872,381 | $58.9M |
| Barclays PLC | 0.02% | Add +331.0% | 861,430 | $58.2M |
| HSBC Holdings PLC | 0.03% | Add +52.1% | 851,077 | $57.5M |
| Captrust Financial Advisors | 0.12% | Add +9.2% | 842,106 | $56.9M |
| LPL Financial LLC | 0.02% | Add +9.4% | 827,789 | $55.9M |
| Ameriprise Financial Inc. | 0.01% | Add +5.2% | 824,762 | $55.8M |
| Victory Capital Management Inc. | 0.03% | Reduce -2.5% | 731,940 | $49.5M |
| California Public Employees Retirement System | 0.03% | Reduce -15.4% | 726,655 | $49.1M |
| Robeco Institutional Asset Management B.V. | 0.07% | Reduce -13.7% | 712,132 | $48.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.7% | 675,376 | $45.6M |
| First Trust Advisors LP | 0.03% | Reduce -10.8% | 656,892 | $44.4M |
| Rhumbline Advisers | 0.04% | Reduce -2.8% | 655,371 | $44.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 651,816 | $44.0M |
| Swiss National Bank | 0.02% | Reduce -4.8% | 631,151 | $42.6M |
| Millennium Management | 0.03% | Reduce -7.8% | 620,304 | $41.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.4% | 607,668 | $41.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.0% | 596,163 | $40.3M |
| Zacks Investment Management | 0.31% | Add +0.4% | 571,938 | $38.6M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +10.6% | 546,425 | $37.2M |
| Marshall Wace, LLP | 0.04% | New | 508,158 | $34.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -2.0% | 486,273 | $32.9M |
| AQR Capital Management | 0.02% | Add +105.0% | 483,912 | $32.6M |
| Private Management Group Inc. | 0.96% | Reduce -1.4% | 477,509 | $32.3M |
| Alyeska Investment Group, L.P. | 0.10% | Reduce -9.5% | 470,809 | $31.8M |
| Asset Management One Co., Ltd. | 0.09% | Reduce -1.3% | 457,594 | $30.9M |
| Schonfeld Strategic Advisors LLC | 0.22% | Add +2362.2% | 456,623 | $30.9M |
| Amundi | 0.01% | Add +15.6% | 446,952 | $30.5M |
| California State Teachers Retirement System | 0.03% | Add +12.7% | 424,890 | $28.7M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +3.6% | 388,913 | $26.3M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 384,349 | $26.0M |
| Public Employees Retirement System of Ohio | 0.08% | Reduce -0.5% | 382,385 | $25.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +10.8% | 372,212 | $25.2M |
| FMR LLC | 0.00% | Reduce -32.6% | 371,311 | $25.1M |
| Cwm, LLC | 0.08% | Add +1973.5% | 371,180 | $25.1M |
| Gillson Capital LP | 2.15% | Reduce -16.1% | 367,367 | $24.8M |
| Brown Advisory Inc. | 0.03% | Reduce -0.2% | 364,001 | $24.6M |
| Rakuten Investment Management, Inc. | 0.09% | — | 212,445 | $24.4M |
| Deutsche Bank AG | 0.01% | Add +1.6% | 358,607 | $24.2M |
| Cetera Investment Advisers | 0.03% | Add +27.8% | 354,722 | $24.0M |
| Berkshire Asset Management LLC | 0.95% | Add +0.4% | 329,526 | $22.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.1% | 320,180 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -19.0% | 319,936 | $21.6M |
| Nuveen, LLC | 0.01% | Reduce -1.4% | 316,194 | $21.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +46.7% | 310,200 | $21.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +133.6% | 311,841 | $21.1M |
| Franklin Resources Inc. | 0.01% | Add +0.6% | 305,467 | $20.6M |
| Citigroup Inc. | 0.01% | Add +2.0% | 304,680 | $20.6M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -1.3% | 295,953 | $20.0M |
| TruWealth Advisors, LLC | 1.00% | Add +15.5% | 293,304 | $19.8M |
| Geneos Wealth Management Inc. | 0.49% | Reduce -3.0% | 283,065 | $19.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +149.8% | 283,045 | $19.1M |
| KLP Kapitalforvaltning As | 0.08% | Reduce -9.1% | 279,500 | $19.1M |
| Retirement Systems of Alabama | 0.06% | Reduce -1.1% | 264,774 | $17.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.11% | Add +2.5% | 258,690 | $17.5M |
| Two Sigma Investments, LP | 0.03% | Add +67.1% | 252,883 | $17.1M |
| Macquarie Group Ltd. | 0.02% | Add +102.1% | 260,266 | $16.9M |
| Osaic Holdings, Inc. | 0.02% | Add +9.7% | 238,044 | $16.1M |
| Jain Global LLC | 0.22% | Reduce -33.4% | 235,431 | $15.9M |
| Allianz Asset Management GmbH | 0.02% | Reduce -26.1% | 230,112 | $15.5M |
| Royal Bank of Canada | 0.00% | Reduce -9.8% | 227,244 | $15.4M |
| Achmea Investment Management B.V. | 0.18% | No change | 213,363 | $14.4M |
| American Century Companies Inc. | 0.01% | Add +24.9% | 211,986 | $14.3M |
| CSM Advisors, LLC | 0.40% | Reduce -9.2% | 211,089 | $14.3M |
| Lighthouse Investment Partners, LLC | 0.51% | Reduce -20.8% | 210,000 | $14.2M |
| Carnegie Investment Counsel | 0.27% | Add +9.3% | 208,638 | $14.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +17.5% | 201,430 | $13.6M |
| Renaissance Technologies | 0.02% | Add +51.1% | 185,800 | $12.6M |
| BNP Paribas Financial Markets | 0.01% | Add +0.7% | 182,562 | $12.3M |
| Sonora Investment Management Group, LLC | 0.87% | Reduce -0.3% | 182,282 | $12.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -11.2% | 181,007 | $12.2M |
| Greenland Capital Management LP | 1.90% | Add +115.2% | 180,815 | $11.8M |
| Aviva PLC | 0.02% | Add +7.0% | 174,261 | $11.8M |
| Korea Investment CORP | 0.02% | Add +61.7% | 173,730 | $11.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.6% | 167,245 | $11.3M |
| Truist Financial Corp. | 0.02% | Add +0.3% | 165,278 | $11.2M |
| Tectonic Advisors LLC | 0.60% | New | 163,031 | $11.0M |
| New York State Teachers Retirement System | 0.02% | Add +1.8% | 162,348 | $11.0M |
| Quantinno Capital Management LP | 0.03% | Add +18.4% | 161,905 | $10.9M |
| DAVENPORT & Co LLC | 0.06% | Reduce -0.0% | 155,590 | $10.5M |
| AXA Investment Managers S.A. | 0.03% | — | 151,885 | $10.3M |
| Candriam S.C.A. | 0.05% | Add +2.5% | 151,305 | $10.2M |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.