WP CareyWPC
13F holders, Q4 2025 (December 31)858holders +38
75new positions
63sold out
9famous investors
$64.43avg. 13F price*
At the end of Q4 2025, 858 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 38 from Q3 2025. 75 opened new positions and 63 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.8B) and State Street Corp. ($799.5M). 9 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $158.3M |
| Exits | 63 | $110.5M |
All 13F filers, Q3 2025 → Q4 2025: 12,025,865 shares bought and 6,745,263 shares sold, net +5,280,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 858 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.6% | 30,437,061 | $2.0B |
| BlackRock, Inc. | 0.03% | Add +1.1% | 28,356,926 | $1.8B |
| State Street Corp. | 0.03% | Reduce -0.6% | 12,251,224 | $799.5M |
| Geode Capital Management, LLC | 0.02% | Add +2.4% | 4,795,604 | $307.9M |
| Massachusetts Financial Services Co. | 0.09% | Add +11.7% | 4,213,013 | $271.1M |
| Invesco Ltd. | 0.02% | Add +0.3% | 3,904,767 | $251.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -29.4% | 3,298,513 | $212.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.7% | 3,192,275 | $205.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +5.1% | 2,947,595 | $189.7M |
| Norges Bank | 0.02% | — | 2,859,460 | $184.0M |
| Legal & General Group Plc | 0.04% | Add +5.0% | 2,699,056 | $173.7M |
| Northern Trust Corp. | 0.02% | Reduce -0.6% | 2,610,136 | $168.0M |
| Bank of New York Mellon Corp | 0.03% | Add +7.5% | 2,316,295 | $149.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +31629.0% | 2,163,285 | $139.2M |
| Morgan Stanley | 0.01% | Add +9.9% | 1,997,345 | $128.5M |
| Equity Investment Corp. | 2.11% | Add +2.8% | 1,626,111 | $104.7M |
| UBS Group AG | 0.02% | Reduce -9.6% | 1,398,432 | $90.0M |
| Bank of America Corp. | 0.01% | Reduce -0.9% | 1,334,248 | $85.9M |
| Wellington Management Group LLP | 0.01% | Add +7.9% | 1,219,541 | $78.5M |
| Captrust Financial Advisors | 0.13% | Add +22.4% | 1,030,365 | $66.3M |
| Advisors Capital Management, LLC | 0.74% | Add +5.7% | 966,856 | $62.2M |
| HSBC Holdings PLC | 0.03% | Add +8.4% | 922,540 | $59.4M |
| APG Asset Management US Inc. | 0.44% | Reduce -4.5% | 875,667 | $56.4M |
| LPL Financial LLC | 0.01% | Add +1.8% | 842,642 | $54.2M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -4.2% | 835,931 | $53.8M |
| Ameriprise Financial Inc. | 0.01% | Add +1.3% | 835,698 | $53.8M |
| Amundi | 0.02% | Add +78.2% | 796,310 | $51.3M |
| Barclays PLC | 0.02% | Reduce -11.5% | 762,002 | $49.0M |
| Victory Capital Management Inc. | 0.03% | Add +3.4% | 756,622 | $48.7M |
| Caisse de depot et placement du Quebec | 0.08% | Add +529.2% | 704,038 | $45.3M |
| Marshall Wace, LLP | 0.04% | Add +34.6% | 683,985 | $44.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.3% | 666,924 | $42.9M |
| Robeco Institutional Asset Management B.V. | 0.06% | Reduce -6.7% | 664,382 | $42.8M |
| Jupiter Asset Management Ltd. | 0.33% | New | 646,950 | $41.6M |
| First Trust Advisors LP | 0.03% | Reduce -2.8% | 638,788 | $41.1M |
| Schroder Investment Management Group | 0.03% | Add +1213.0% | 634,225 | $40.8M |
| Rhumbline Advisers | 0.03% | Reduce -4.3% | 627,010 | $40.4M |
| Raymond James Financial Inc. | 0.01% | Add +5.0% | 625,738 | $40.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.0% | 601,635 | $38.7M |
| Swiss National Bank | 0.02% | Reduce -4.9% | 600,251 | $38.6M |
| California Public Employees Retirement System | 0.02% | Reduce -18.1% | 594,856 | $38.3M |
| Nuveen, LLC | 0.01% | Add +80.0% | 569,095 | $36.6M |
| Zacks Investment Management | 0.28% | Reduce -2.2% | 559,326 | $36.0M |
| Candriam S.C.A. | 0.17% | Add +257.7% | 541,223 | $34.8M |
| American Century Companies Inc. | 0.02% | Add +151.5% | 533,108 | $34.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -6.9% | 508,893 | $32.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | New | 500,987 | $32.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -3.1% | 471,161 | $30.3M |
| Asset Management One Co., Ltd. | 0.08% | Reduce -3.0% | 444,008 | $28.8M |
| Alyeska Investment Group, L.P. | 0.08% | Reduce -6.2% | 441,646 | $28.4M |
| Two Sigma Investments, LP | 0.04% | Add +65.3% | 417,995 | $26.9M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +2.8% | 399,948 | $25.7M |
| Wells Fargo & Company | 0.01% | Add +4.0% | 399,652 | $25.7M |
| Citigroup Inc. | 0.02% | Add +30.0% | 396,108 | $25.5M |
| California State Teachers Retirement System | 0.03% | Reduce -7.2% | 394,418 | $25.4M |
| Deutsche Bank AG | 0.01% | Add +7.8% | 386,512 | $24.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +1.8% | 378,799 | $24.6M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -3.3% | 369,948 | $23.8M |
| Private Management Group Inc. | 0.68% | Reduce -23.9% | 363,183 | $23.4M |
| Brown Advisory Inc. | 0.03% | Reduce -0.5% | 362,128 | $23.3M |
| KLP Kapitalforvaltning As | 0.09% | Add +27.2% | 355,400 | $23.2M |
| FMR LLC | 0.00% | Reduce -3.4% | 358,768 | $23.1M |
| Arbejdsmarkedets Tillaegspension | 0.59% | — | 357,610 | $23.0M |
| Cwm, LLC | 0.06% | Reduce -4.6% | 354,209 | $22.8M |
| Cetera Investment Advisers | 0.02% | Reduce -1.4% | 349,914 | $22.5M |
| Berkshire Asset Management LLC | 0.93% | Reduce -0.4% | 328,144 | $21.1M |
| AQR Capital Management | 0.01% | Reduce -32.9% | 324,722 | $20.9M |
| Alliancebernstein L.P. | 0.01% | Add +0.1% | 320,324 | $20.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +2.2% | 318,588 | $20.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.4% | 317,530 | $20.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.1% | 307,019 | $19.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +6.3% | 300,943 | $19.4M |
| TruWealth Advisors, LLC | 0.94% | Add +2.3% | 300,021 | $19.3M |
| Treasurer of the State of North Carolina | 0.06% | Reduce -2.4% | 288,953 | $18.6M |
| Pictet Asset Management Holding SA | 0.02% | Add +42.1% | 286,333 | $18.4M |
| CSM Advisors, LLC | 0.49% | Add +32.1% | 278,779 | $17.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +109.4% | 272,311 | $17.5M |
| Allianz Asset Management GmbH | 0.02% | Add +17.3% | 269,999 | $17.4M |
| Geneos Wealth Management Inc. | 0.42% | Reduce -5.5% | 267,504 | $17.2M |
| Retirement Systems of Alabama | 0.06% | Reduce -0.7% | 263,010 | $16.9M |
| Franklin Resources Inc. | 0.00% | Reduce -14.1% | 262,354 | $16.9M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.10% | No change | 258,690 | $16.6M |
| Toronto Dominion Bank | 0.03% | Add +609.0% | 252,327 | $16.2M |
| Jain Global LLC | 0.16% | Add +3.2% | 243,027 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +3.1% | 234,398 | $15.1M |
| Korea Investment CORP | 0.03% | Add +29.9% | 225,634 | $14.5M |
| Focus Partners Wealth | 0.02% | Add +218.5% | 219,935 | $14.2M |
| Two Sigma Advisers, LP | 0.03% | Add +67.5% | 218,700 | $14.1M |
| BNP Paribas Financial Markets | 0.01% | Add +15.7% | 211,176 | $13.6M |
| Carnegie Investment Counsel | 0.25% | Reduce -0.5% | 207,574 | $13.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -12.9% | 207,303 | $13.3M |
| Aviva PLC | 0.02% | Add +5.5% | 183,916 | $11.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -71.9% | 183,298 | $11.8M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 181,007 | $11.6M |
| KBC Group NV | 0.03% | Add +570.4% | 179,209 | $11.5M |
| New York State Teachers Retirement System | 0.02% | Add +9.7% | 178,165 | $11.5M |
| Truist Financial Corp. | 0.02% | Add +6.0% | 175,152 | $11.3M |
| Tectonic Advisors LLC | 0.59% | Add +7.0% | 174,498 | $11.2M |
| Quantinno Capital Management LP | 0.02% | Add +7.7% | 174,441 | $11.2M |
| Achmea Investment Management B.V. | 0.28% | Reduce -18.8% | 173,202 | $11.1M |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.