Security record · archived quarter
WPC
W. P. Carey Inc. · Real Estate · REIT - Diversified
147Tracked holders
+3Δ holders
142.63MShares held
$9.18BReported value
+4New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.1% ·
share flow -4.3% ·
net new positions +2.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | +2 | 133.30M | $9.55B | +9 | −6 |
| Q1 2026 | 148 | 0 | 127.34M | $8.67B | +7 | −8 |
| Q4 2025 | 147 | +3 | 142.63M | $9.18B | +4 | — |
| Q3 2025 | 17 | -2 | 91.40M | $6.19B | +1 | −4 |
| Q2 2025 | 17 | +1 | 80.29M | $5.02B | +1 | — |
| Q1 2025 | 13 | 0 | 21.31M | $1.35B | +1 | −1 |
| Q4 2024 | 13 | 0 | 22.76M | $1.25B | — | — |
| Q3 2024 | 12 | 0 | 9.80M | $609.88M | +1 | −1 |
| Q2 2024 | 12 | — | 7.46M | $410.23M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 30.44M | -0.6% | $1.96B | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passive) | 12.25M | -0.6% | $799.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 4.80M | +2.4% | $307.91M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 6 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 7 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 8 | Dimensional Fund Advisors Lp | 3.19M | — | $205.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | Charles Schwab Investment… | 2.95M | — | $189.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Norges Bank ✦ (passive) | 2.86M | New | $184.03M | 0.0% | New | 1 | SEC ↗ |
| 11 | Legal & General Group Plc | 2.70M | — | $173.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 13 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 14 | UBS AM, a distinct business unit of… | 2.16M | — | $139.23M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 15 | Morgan Stanley ✦ | 2.00M | +9.9% | $128.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 16 | Hsbc Holdings Plc | 1.85M | — | $118.74M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 17 | UBS Group AG | 1.40M | — | $90.00M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 18 | Bank Of America Corp /De/ | 1.33M | — | $85.87M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 19 | Wellington Management ✦ | 1.22M | +7.9% | $78.49M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 20 | Captrust Financial Advisors | 1.03M | — | $66.31M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 842.64K | — | $54.23M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 835.93K | — | $53.80M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 835.70K | — | $53.76M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 24 | Amundi | 796.31K | — | $51.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Barclays Plc | 762.00K | — | $49.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Victory Capital Management Inc | 756.62K | — | $48.70M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Caisse De Depot Et Placement Du… | 704.04K | — | $45.31M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 683.99K | +34.6% | $44.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Sumitomo Mitsui Trust Group, Inc. | 666.92K | — | $42.92M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Robeco Institutional Asset… | 664.38K | — | $42.76M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | First Trust Advisors Lp | 638.79K | — | $41.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Rhumbline Advisers | 627.01K | — | $40.35M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Raymond James Financial Inc | 625.74K | — | $40.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Envestnet Asset Management Inc | 601.63K | — | $38.72M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Swiss National Bank | 600.25K | — | $38.63M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | California Public Employees… | 594.86K | — | $38.28M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Nuveen, LLC | 569.10K | — | $36.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | American Century Companies Inc | 533.11K | — | $34.31M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Connor, Clark & Lunn Investment… | 500.99K | — | $32.24M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Principal Financial Group Inc | 471.16K | — | $30.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Asset Management One Co., Ltd. | 444.01K | — | $28.76M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Alyeska Investment Group, L.P. | 441.65K | — | $28.42M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Two Sigma Investments ✦ | 418.00K | +65.3% | $26.90M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 44 | Nomura Asset Management Co Ltd | 399.95K | — | $25.74M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 399.65K | — | $25.72M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 46 | Citigroup Inc | 396.11K | — | $25.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | California State Teachers… | 394.42K | — | $25.38M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 386.51K | — | $24.88M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 49 | Mitsubishi UFJ Asset Management… | 378.80K | — | $24.57M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Brown Advisory Inc | 362.13K | — | $23.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Fidelity (FMR) ✦ | 358.77K | -3.4% | $23.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 52 | Cwm, Llc | 354.21K | — | $22.80M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Cetera Investment Advisers | 349.91K | — | $22.52M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 324.72K | -32.9% | $20.90M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 55 | Alliancebernstein L.P. | 320.32K | — | $20.62M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Zurcher Kantonalbank (Zurich… | 318.59K | — | $20.50M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 317.53K | — | $20.45M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 307.02K | -4.1% | $19.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Mitsubishi UFJ Trust & Banking Corp | 300.94K | — | $19.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Pictet Asset Management Holding SA | 286.33K | — | $18.43M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | BNP Paribas Asset Management… | 272.31K | — | $17.53M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 62 | Allianz Asset Management GmbH | 270.00K | — | $17.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Franklin Resources Inc | 262.35K | — | $16.89M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 64 | Toronto Dominion Bank | 252.33K | — | $16.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Royal Bank Of Canada | 234.40K | — | $15.09M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 66 | Korea Investment CORP | 225.63K | — | $14.52M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Focus Partners Wealth | 219.94K | — | $14.16M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 211.18K | — | $13.59M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Osaic Holdings, Inc. | 207.30K | — | $13.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 70 | Aviva Plc | 183.92K | — | $11.84M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | T. Rowe Price ✦ | 183.30K | -71.9% | $11.80M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 72 | State Board Of Administration Of… | 181.01K | — | $11.65M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Truist Financial Corp | 175.15K | — | $11.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 74 | Quantinno Capital Management LP | 174.44K | — | $11.23M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Renaissance Technologies ✦ | 164.00K | -11.7% | $10.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 76 | Manufacturers Life Insurance… | 163.34K | — | $10.51M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Nomura Holdings Inc | 150.77K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | State Of Wisconsin Investment Board | 139.29K | — | $8.96M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Creative Planning | 138.65K | — | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Aberdeen Group plc | 136.62K | — | $8.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Swedbank AB | 135.85K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Storebrand Asset Management As | 135.80K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Danske Bank A/S | 135.04K | — | $8.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Universal- Beteiligungs- und… | 130.95K | — | $8.48M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 126.04K | — | $8.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Mml Investors Services, Llc | 116.58K | — | $7.50M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | New York State Common Retirement… | 115.44K | — | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Sei Investments Co | 109.30K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 89 | Russell Investments Group, Ltd. | 107.03K | — | $6.89M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 90 | Daiwa Securities Group Inc. | 104.06K | — | $6.70M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Pacer Advisors, Inc. | 103.89K | — | $6.69M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | CIBC Asset Management Inc | 101.08K | — | $6.51M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Qube Research & Technologies Ltd | 99.40K | — | $6.40M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Royal London Asset Management Ltd | 99.27K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Neuberger Berman Group LLC | 97.19K | — | $6.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | Mercer Global Advisors Inc /Adv | 96.90K | — | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Wealthfront Advisers LLC | 84.96K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Ensign Peak Advisors, Inc | 82.56K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Citadel Advisors ✦ | 79.54K | New | $5.12M | 0.0% | New | 1 | SEC ↗ ×2 |
| 100 | Corient Private Wealth LP | 202.61K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $184.03M | 0.0% |
| Citadel Advisors | $5.12M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 861 holders, 167.86M shares, $11.16B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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