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 156 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
30,779,041
shares
|
$2.01 Billion
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
26,789,725
shares
|
$1.75 Billion
0.03% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,209,342
shares
|
$799 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,112,190
shares
|
$335 Million
0.03% of portfolio
|
Q1 2025
Added 274.71%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
4,606,018
shares
|
$302 Million
0.02% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
3,716,050
shares
|
$243 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,121,698
shares
|
$204 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,769,189
shares
|
$181 Million
0.03% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,723,181
shares
|
$178 Million
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,567,832
shares
|
$168 Million
0.03% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
2,551,251
shares
|
$167 Million
0.04% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
2,427,234
shares
|
$159 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,843,990
shares
|
$121 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Equity Investment Corp
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,806,639
shares
|
$118 Million
2.61% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,449,368
shares
|
$94.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,127,990
shares
|
$73.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
1,026,143
shares
|
$67.2 Million
3.01% of portfolio
|
Q2 2025
Added 1783.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
984,484
shares
|
$64.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
875,988
shares
|
$57.3 Million
0.79% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
859,273
shares
|
$56.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
830,543
shares
|
$54.4 Million
0.08% of portfolio
|
Q2 2025
Added 165.61%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
824,734
shares
|
$54 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
812,241
shares
|
$53.2 Million
0.39% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
784,333
shares
|
$51.3 Million
0.01% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
771,534
shares
|
$50.5 Million
0.11% of portfolio
|
Q2 2025
Added 2712.02%
|