WP CareyWPC
13F holders, Q1 2026 (March 31)870holders +12
77new positions
65sold out
9famous investors
$68.05avg. 13F price*
At the end of Q1 2026, 870 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 12 from Q4 2025. 77 opened new positions and 65 sold out. The largest holders were BlackRock, Inc. ($2.0B), Vanguard Portfolio Management LLC ($1.3B) and State Street Corp. ($849.7M). 9 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $144.9M |
| Exits | 65 | $73.6M |
All 13F filers, Q4 2025 → Q1 2026: 14,077,518 shares bought and 4,766,784 shares sold, net +9,310,734 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 870 holders
| BlackRock, Inc. | 0.04% | Add +6.2% | 30,109,089 | $2.0B |
| Vanguard Portfolio Management LLC | 0.07% | — | 19,151,176 | $1.3B |
| State Street Corp. | 0.03% | Add +0.7% | 12,338,595 | $849.7M |
| Vanguard Capital Management LLC | 0.02% | — | 9,993,190 | $679.1M |
| Geode Capital Management, LLC | 0.02% | Add +2.5% | 4,913,911 | $333.2M |
| Invesco Ltd. | 0.03% | Add +15.0% | 4,491,821 | $305.3M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -0.5% | 4,190,933 | $289.8M |
| JPMorgan Chase & Co. | 0.02% | Add +1.8% | 3,358,875 | $228.1M |
| Dimensional Fund Advisors LP | 0.05% | Add +4.9% | 3,348,132 | $227.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.4% | 3,046,226 | $207.0M |
| Legal & General Group Plc | 0.04% | Add +1.6% | 2,743,172 | $186.4M |
| Northern Trust Corp. | 0.02% | Add +1.9% | 2,659,540 | $180.7M |
| Bank of New York Mellon Corp | 0.03% | Add +1.6% | 2,353,944 | $160.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +1.9% | 2,205,215 | $149.9M |
| Nuveen, LLC | 0.04% | Add +273.6% | 2,126,145 | $144.5M |
| Morgan Stanley | 0.01% | Reduce -0.3% | 1,991,357 | $135.3M |
| UBS Group AG | 0.02% | Add +19.1% | 1,665,257 | $113.2M |
| Equity Investment Corp. | 2.11% | Reduce -2.7% | 1,582,830 | $107.6M |
| Citadel Advisors | 0.07% | Add +1750.2% | 1,471,676 | $100.0M |
| Wellington Management Group LLP | 0.02% | Add +16.9% | 1,425,993 | $96.9M |
| Bank of America Corp. | 0.01% | Add +2.4% | 1,365,724 | $92.8M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 1,361,945 | $92.6M |
| Captrust Financial Advisors | 0.13% | Add +6.3% | 1,095,162 | $74.4M |
| Advisors Capital Management, LLC | 0.82% | Add +5.2% | 1,016,611 | $69.1M |
| HSBC Holdings PLC | 0.04% | Add +0.6% | 928,438 | $63.1M |
| Amundi | 0.02% | Add +13.1% | 900,194 | $61.2M |
| Robeco Institutional Asset Management B.V. | 0.08% | Add +30.3% | 865,372 | $58.8M |
| Ameriprise Financial Inc. | 0.01% | Add +1.0% | 843,780 | $57.4M |
| Marshall Wace, LLP | 0.06% | Add +18.5% | 810,727 | $55.1M |
| LPL Financial LLC | 0.01% | Reduce -4.5% | 805,034 | $54.7M |
| Two Sigma Investments, LP | 0.05% | Add +91.8% | 801,704 | $54.5M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -5.1% | 792,947 | $53.9M |
| American Century Companies Inc. | 0.02% | Add +27.4% | 679,231 | $46.2M |
| Barclays PLC | 0.02% | Reduce -11.2% | 676,739 | $46.0M |
| Alyeska Investment Group, L.P. | 0.13% | Add +50.5% | 664,468 | $45.2M |
| First Trust Advisors LP | 0.03% | Add +1.8% | 650,197 | $44.2M |
| Swiss National Bank | 0.03% | Add +7.2% | 643,151 | $43.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -4.6% | 636,131 | $43.2M |
| Rhumbline Advisers | 0.04% | Add +0.9% | 632,899 | $43.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.5% | 622,947 | $42.3M |
| Schroder Investment Management Group | 0.03% | Reduce -2.1% | 620,885 | $41.6M |
| APG Asset Management US Inc. | 0.31% | Reduce -33.8% | 580,007 | $40.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +88.2% | 577,782 | $39.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.1% | 568,637 | $38.6M |
| Zacks Investment Management | 0.31% | Add +1.6% | 568,019 | $38.6M |
| California Public Employees Retirement System | 0.02% | Reduce -7.4% | 550,877 | $37.4M |
| Victory Capital Management Inc. | 0.02% | Reduce -27.9% | 545,123 | $37.0M |
| Candriam S.C.A. | 0.19% | Reduce -0.8% | 537,187 | $36.5M |
| Millennium Management | 0.03% | Add +872.7% | 525,408 | $35.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.26% | Add +102.5% | 523,909 | $35.6M |
| D. E. Shaw & Co. | 0.03% | Add +10714.1% | 518,754 | $35.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Reduce -0.1% | 508,658 | $34.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | Add +0.8% | 505,240 | $34.3M |
| Principal Financial Group Inc. | 0.02% | Add +3.8% | 488,973 | $33.2M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -31.0% | 485,733 | $33.0M |
| Gillson Capital LP | 2.62% | New | 470,700 | $32.0M |
| Deutsche Bank AG | 0.01% | Add +20.4% | 465,335 | $31.6M |
| Citigroup Inc. | 0.02% | Add +6.5% | 421,740 | $28.7M |
| Asset Management One Co., Ltd. | 0.08% | Reduce -5.6% | 419,021 | $28.5M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +2.5% | 409,762 | $27.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +6.8% | 404,518 | $27.5M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 401,266 | $27.3M |
| California State Teachers Retirement System | 0.03% | Reduce -0.6% | 391,940 | $26.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | — | 384,974 | $26.2M |
| Arbejdsmarkedets Tillaegspension | 0.64% | Add +5.1% | 375,914 | $25.5M |
| Brown Advisory Inc. | 0.04% | Add +0.3% | 363,294 | $24.7M |
| KLP Kapitalforvaltning As | 0.10% | No change | 355,400 | $24.4M |
| FMR LLC | 0.00% | Reduce -0.2% | 358,176 | $24.3M |
| Qube Research & Technologies Ltd | 0.03% | Add +248.7% | 346,578 | $23.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Add +8.6% | 345,828 | $23.5M |
| Cwm, LLC | 0.06% | Reduce -3.2% | 342,841 | $23.3M |
| Cetera Investment Advisers | 0.02% | Reduce -4.0% | 335,880 | $22.8M |
| Jain Global LLC | 0.31% | Add +36.8% | 332,363 | $22.6M |
| Berkshire Asset Management LLC | 0.96% | Add +0.8% | 330,788 | $22.5M |
| Private Management Group Inc. | 0.64% | Reduce -9.9% | 327,259 | $22.2M |
| Public Employees Retirement System of Ohio | 0.07% | Reduce -14.0% | 318,317 | $21.6M |
| TruWealth Advisors, LLC | 1.03% | Add +5.0% | 314,898 | $21.4M |
| Treasurer of the State of North Carolina | 0.07% | Add +8.1% | 312,295 | $21.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.9% | 314,106 | $20.2M |
| AQR Capital Management | 0.01% | Reduce -11.0% | 289,067 | $19.5M |
| Jefferies Financial Group Inc. | 0.25% | Add +6100.1% | 287,250 | $19.5M |
| Storebrand Asset Management As | 0.06% | Add +107.8% | 282,148 | $19.2M |
| Quantinno Capital Management LP | 0.03% | Add +61.0% | 280,897 | $19.1M |
| SEB Asset Management AB | 0.08% | — | 277,169 | $18.8M |
| Allianz Asset Management GmbH | 0.02% | Add +0.3% | 270,724 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 270,488 | $18.4M |
| Retirement Systems of Alabama | 0.06% | Add +2.1% | 268,661 | $18.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -3.8% | 262,048 | $17.8M |
| Vanguard Investments Australia, Ltd. | 0.05% | — | 252,395 | $17.2M |
| Geneos Wealth Management Inc. | 0.39% | Reduce -8.3% | 245,228 | $16.7M |
| SG Americas Securities, LLC | 0.02% | Add +111.5% | 233,158 | $15.8M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -19.7% | 229,879 | $15.6M |
| Brookfield Corp | 0.02% | New | 220,014 | $15.0M |
| Carnegie Investment Counsel | 0.28% | Add +3.6% | 215,152 | $14.6M |
| Natixis | 0.06% | New | 214,754 | $14.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -0.7% | 209,629 | $14.2M |
| Focus Partners Wealth | 0.02% | Reduce -5.4% | 208,143 | $14.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.5% | 206,181 | $14.0M |
| Franklin Resources Inc. | 0.00% | Reduce -21.9% | 204,848 | $13.9M |
| CSM Advisors, LLC | 0.34% | Reduce -27.8% | 201,206 | $13.7M |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.