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

Institutions by Trading Activity

Ownership Statistics

221,371,642Shares Outstanding

1,536,309Shares held by institutions

$113,932,675Value of institutional holdings

71.07%Institutional ownership %

7.23%Shares Changed QoQ

806No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, W. P. Carey Inc. (NYSE:WPC) is held by 806 institutional firms.

Institutional ownership in W. P. Carey edged down to 71.1% in December 2025, compared to 71.1% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 7.23%, with a year-over-year an increase of 5.08% in the count of filers.
Among the 806 institutional holders of W. P. Carey, 372 added to their stakes while 292 trimmed their positions and 142 held steady.
The aggregate institutional position in W. P. Carey now stands at 157.32Mn shares as of December 2025, after investors increased their holdings (up by 10.60Mn shares quarter on quarter which is up 6.72Mn shares year over year).
VANGUARD GROUP INC's holding of 30.44Mn shares as of December 31, 2025 makes it the primary institutional investor in W. P. Carey, owning 13.75% of the stock.
Among the most significant buyers of W. P. Carey during December 2025 were 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).
Leading sellers of W. P. Carey stock in December 2025 included JPMORGAN CHASE & CO (1.37Mn), MILLENNIUM MANAGEMENT LLC (566.29K), Twin Tree Management, LP (236.10K), Rakuten Investment Management, Inc. (203.17K), VANGUARD GROUP INC (188.48K).
The top 10 institutional holders of W. P. Carey for the quarter ending December 2025 included VANGUARD GROUP INC (30.44Mn), BlackRock, Inc. (28.36Mn), STATE STREET CORP (12.25Mn), GEODE CAPITAL MANAGEMENT, LLC (4.80Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (4.21Mn), JPMORGAN CHASE & CO (3.30Mn), DIMENSIONAL FUND ADVISORS LP (3.19Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (2.95Mn), NORGES BANK (2.86Mn), Legal & General Group Plc (2.70Mn).

806 Institutional Holders

1,536,309 Total Shares Held

Rows:

Download Data

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
JPMORGAN CHASE & CO	31 Dec, 2025	3,298,513	-1,373,179	-29.39%	$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
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	-12,242	-0.91%	$85,872,224.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,219,541	89,139	7.89%	$78,489,659.00
CAPTRUST FINANCIAL ADVISORS	31 Dec, 2025	1,030,365	188,259	22.36%	$66,314,310.00
Advisors Capital Management, LLC	31 Dec, 2025	966,856	51,887	5.67%	$62,226,865.00

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