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 925 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
30,746,852
shares
|
$1.88 Billion
0.04% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
26,789,725
shares
|
$1.64 Billion
0.03% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
12,455,317
shares
|
$763 Million
0.03% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,112,190
shares
|
$313 Million
0.03% of portfolio
|
Q1 2025
Added 274.71%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,518,868
shares
|
$277 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
4,218,419
shares
|
$259 Million
0.09% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
3,173,965
shares
|
$195 Million
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
2,696,844
shares
|
$165 Million
0.03% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,662,310
shares
|
$163 Million
0.03% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,430,753
shares
|
$149 Million
0.04% of portfolio
|
Q4 2023
Added 22.03%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
2,257,017
shares
|
$138 Million
0.04% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,024,900
shares
|
$124 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Equity Investment Corp
Atlanta, GA |
May 02, 2025 Q1 2025 |
1,949,395
shares
|
$119 Million
2.94% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
1,751,921
shares
|
$107 Million
0.31% of portfolio
|
Q1 2025
Added 1016.76%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,603,479
shares
|
$98.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,137,559
shares
|
$69.7 Million
0.01% of portfolio
|
Q1 2025
Added 41.31%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
1,082,219
shares
|
$66.3 Million
0.01% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Demars Financial Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,060,816
shares
|
$65 Million
0.48% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,060,172
shares
|
$65 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
995,500
shares
|
$61 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jul 18, 2025 Q2 2025 |
824,734
shares
|
$50.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
823,328
shares
|
$50.5 Million
0.84% of portfolio
|
Q1 2025
Added 46.33%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
760,019
shares
|
$46.6 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
741,561
shares
|
$45.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
724,836
shares
|
$44.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|