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

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

1,226,985Shares held by institutions

$83,214,123Value of institutional holdings

71.32%Institutional ownership %

1.30%Shares Changed QoQ

809No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

W. P. Carey Inc. (NYSE:WPC) showed up in the 13F filings of 833 institutional investors as of December 2025.

Collectively, these holders controlled 74.0% of W. P. Carey's outstanding shares in December 2025, up from 73.5% in September 2025.
They increased total shares held in W. P. Carey by 3.32% from the prior quarter, while the number of investors in WPC increased 8.75% year over year.
Activity in WPC broke down as 389 buyers, 299 sellers, and 145 unchanged among 833 total holders.
The aggregate institutional position in W. P. Carey amounted to 163.61Mn shares as of December 2025, up by 5.25Mn shares quarter on quarter, and up 7.13Mn shares year over year.
VANGUARD GROUP INC leads ownership in WPC with 30.44Mn shares as of December 31, 2025, equal to 13.77% of outstanding shares.
The most significant purchases of WPC for the quarter ending December 2025 came from NORGES BANK (2.86Mn), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (2.16Mn), JUPITER ASSET MANAGEMENT LTD (646.95K), CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (592.14K), SCHRODER INVESTMENT MANAGEMENT GROUP (585.92K).
The largest sales of WPC for the quarter ending December 2025 came from Jpmorgan Chase & Co (6.04Mn), Bank Of America Corp /De/ (1.36Mn), MILLENNIUM MANAGEMENT LLC (566.29K), Rakuten Investment Management, Inc. (203.17K), VANGUARD GROUP INC (188.48K).
Per Business Quant, the top 10 investors in WPC for the quarter ending December 2025 include VANGUARD GROUP INC (30.44Mn), BlackRock, Inc. (28.36Mn), State Street Corp (12.25Mn), GEODE CAPITAL MANAGEMENT, LLC (4.8Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (4.21Mn), Invesco Ltd. (3.9Mn), Jpmorgan Chase & Co (3.3Mn), DIMENSIONAL FUND ADVISORS LP (3.19Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.95Mn), NORGES BANK (2.86Mn).

834 Institutional Holders

1,226,985 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	300,995	1.07%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-188,480	-0.62%	$0.00
EQUITY INVESTMENT CORP	31 Dec, 2025	43,668	2.76%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	994,003	116.79%	$0.00
State Street Corp	31 Dec, 2025	-77,935	-0.63%	$0.00
UBS Group AG	31 Dec, 2025	-148,550	-9.60%	$0.00
Barclays Plc	31 Dec, 2025	-453,336	-37.30%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	110,306	2.35%	$0.00
Nuveen, LLC	31 Dec, 2025	252,901	79.98%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	41,037	117.47%	$0.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	441,526	11.71%	$0.00
Arbejdsmarkedets Tillaegspension	31 Dec, 2025	357,610	0.00%	$0.00
World Investment Advisors	31 Dec, 2025	16,783	205.80%	$0.00
Invesco Ltd.	31 Dec, 2025	12,305	0.32%	$0.00
KLP KAPITALFORVALTNING AS	31 Dec, 2025	75,900	27.16%	$0.00
Osbon Capital Management LLC	31 Dec, 2025	447	0.00%	$0.00
Jpmorgan Chase & Co	31 Dec, 2025	-6,044,871	-64.70%	$0.00
Cetera Investment Advisers	31 Dec, 2025	-4,808	-1.36%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	20,585	0.65%	$0.00
TruWealth Advisors, LLC	31 Dec, 2025	6,717	2.29%	$0.00

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