Institutional Ownership W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC). We have compiled data on the 931 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
30,625,541
shares
|
$2.07 Billion
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
26,789,725
shares
|
$1.81 Billion
0.03% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,329,159
shares
|
$834 Million
0.03% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,685,298
shares
|
$317 Million
0.02% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,671,692
shares
|
$316 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
3,892,462
shares
|
$263 Million
0.04% of portfolio
|
Q3 2025
Added 416.79%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
3,771,487
shares
|
$255 Million
0.08% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
3,171,690
shares
|
$215 Million
0.05% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,803,719
shares
|
$190 Million
0.03% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,626,609
shares
|
$178 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
2,570,295
shares
|
$174 Million
0.04% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,816,629
shares
|
$123 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
1,582,443
shares
|
$107 Million
2.48% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,546,982
shares
|
$105 Million
0.02% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,346,490
shares
|
$91.1 Million
0.01% of portfolio
|
Q3 2025
Added 19.37%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,130,402
shares
|
$76.5 Million
0.01% of portfolio
|
Q3 2025
Added 1183.56%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
916,606
shares
|
$62 Million
0.47% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
914,969
shares
|
$61.9 Million
0.81% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
872,381
shares
|
$59 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
861,430
shares
|
$58.3 Million
0.01% of portfolio
|
Q3 2025
Added 331.02%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
851,077
shares
|
$57.6 Million
0.03% of portfolio
|
Q3 2025
Added 52.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
842,106
shares
|
$57 Million
0.12% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
827,789
shares
|
$56 Million
0.02% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
824,762
shares
|
$55.8 Million
0.01% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
731,940
shares
|
$49.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.48%
|
|