W. P. Carey Inc. (WPC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

221,112,343Shares Outstanding

164,888,103Shares held by institutions

$12,178,635,288Value of institutional holdings

74.57%Institutional ownership %

3.27%Shares Changed QoQ

835No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

W. P. Carey Inc. (NYSE:WPC) has 833 institutional investors that have filed 13F reports for the period ending December 2025.

These investors collectively held 74.0% of W. P. Carey's outstanding shares in December 2025, up from 73.5% in September 2025.
Their total shares held in WPC increased 3.32% from the prior quarter, while the number of investors in W. P. Carey increased 8.75% year over year.
Among the 833 funds, 389 bought more W. P. Carey shares, 299 sold down, and 145 held their ground.
Combined, these investors held 163.61Mn shares in WPC for December 2025, up by 5.25Mn shares quarter on quarter, and up 7.13Mn shares year over year.
Pensionfund PDN is the top holder of W. P. Carey as of December 31, 2025, with 44.3K shares representing 0.02% of outstanding stock.
The largest sales of WPC for the quarter ending December 2025 came from Pensionfund Sabic (20.5K).
W. P. Carey's 6 largest shareholders as of December 2025 include Pensionfund PDN (44.3K), Pensionfund Sabic (22.3K), Bangor Savings Bank (1.3K), Hilltop National Bank (694), Byrne Asset Management LLC (160), Aspect Partners, LLC (25) per Business Quant data.

836 Institutional Holders

164,888,103 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	30,437,061	-188,480	-0.62%	$1,958,929,245.00
BlackRock, Inc.	31 Dec, 2025	28,356,926	300,995	1.07%	$1,825,051,740.00
State Street Corp	31 Dec, 2025	12,251,224	-77,935	-0.63%	$799,490,856.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	4,795,604	110,306	2.35%	$307,913,341.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	4,213,013	441,526	11.71%	$271,149,518.00
Invesco Ltd.	31 Dec, 2025	3,904,767	12,305	0.32%	$251,310,828.00
Jpmorgan Chase & Co	31 Dec, 2025	3,298,513	-6,044,871	-64.70%	$212,292,377.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,192,275	20,585	0.65%	$205,461,583.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	2,947,595	143,876	5.13%	$189,707,214.00
NORGES BANK	31 Dec, 2025	2,859,460	2,859,460	0.00%	$184,034,846.00
Legal & General Group Plc	31 Dec, 2025	2,699,056	128,761	5.01%	$173,711,246.00
Northern Trust Corp	31 Dec, 2025	2,610,136	-16,473	-0.63%	$167,988,352.00
Bank of New York Mellon Corp	31 Dec, 2025	2,316,295	161,405	7.49%	$149,076,734.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	2,163,285	2,156,467	31,629.03%	$139,229,023.00
Morgan Stanley	31 Dec, 2025	1,997,345	180,716	9.95%	$128,549,296.00
HSBC HOLDINGS PLC	31 Dec, 2025	1,845,080	994,003	116.79%	$118,740,010.00
EQUITY INVESTMENT CORP	31 Dec, 2025	1,626,111	43,668	2.76%	$104,656,484.00
UBS Group AG	31 Dec, 2025	1,398,432	-148,550	-9.60%	$90,003,083.00
Bank Of America Corp /De/	31 Dec, 2025	1,334,248	-1,358,732	-50.45%	$85,872,224.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,219,541	89,139	7.89%	$78,489,659.00

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