Also trades as: 0LS8.L (LSE) · $vol 0M
WPC Institutional Ownership
W. P. Carey Inc.
1W: +0.8%
1M: -3.0%
3M: -14.8%
YTD: -2.7%
1Y: -5.6%
3Y: +37.3%
5Y: +4.9%
$63.08
-0.43 (-0.68%)
Weekly Expected Move ±3.1%
$60
$62
$64
$66
$68
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $211.2M held by 252 funds, 78 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — WPC
964
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
$13B
Total Invested
110
New Positions
346
Increased
359
Reduced
60
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1026 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 33,172,035 | $2.1B | +3,062,946 | +10.2% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19,241,915 | $1.2B | +90,739 | +0.5% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 12,356,050 | $779M | +17,455 | +0.1% | 46Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 10,026,079 | $632M | +32,889 | +0.3% | 2Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 5,029,277 | $317M | +115,366 | +2.3% | 55Q | SEC ↗ |
| 6 | Invesco Ltd. | 4,535,606 | $286M | +43,785 | +1.0% | 55Q | SEC ↗ |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 4,467,099 | $282M | +276,166 | +6.6% | 33Q | SEC ↗ |
| 8 | NORTHERN TRUST CORP | 3,404,655 | $215M | +745,115 | +28.0% | 55Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3,346,564 | $211M | -1,568 | -0.0% | 52Q | SEC ↗ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 3,262,016 | $206M | +215,790 | +7.1% | 15Q | SEC ↗ |
| 11 | Sixth Street Partners Management Compa NEW | 3,262,016 | $206M | — | +0.0% | 1Q | SEC ↗ |
| 12 | NORGES BANK NEW | 2,847,221 | $180M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Legal & General Group Plc | 2,647,763 | $167M | -95,409 | -3.5% | 27Q | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 2,305,639 | $145M | -48,305 | -2.1% | 55Q | SEC ↗ |
| 15 | UBS AM, a distinct business unit of UB | 2,270,499 | $143M | +65,284 | +3.0% | 54Q | SEC ↗ |
| 16 | Nuveen, LLC | 2,096,115 | $132M | -30,030 | -1.4% | 6Q | SEC ↗ |
| 17 | MORGAN STANLEY | 2,047,971 | $129M | +56,614 | +2.8% | 55Q | SEC ↗ |
| 18 | UBS Group AG | 2,019,951 | $127M | +354,694 | +21.3% | 47Q | SEC ↗ |
| 19 | BANK OF AMERICA CORP /DE | 1,790,679 | $113M | +424,955 | +31.1% | 15Q | SEC ↗ |
| 20 | DEUTSCHE BANK AG | 1,787,749 | $113M | +1,322,414 | +284.2% | 52Q | SEC ↗ |
| 21 | EQUITY INVESTMENT CORP | 1,512,565 | $95M | -70,265 | -4.4% | 10Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 1,481,307 | $93M | -1,877,568 | -55.9% | 55Q | SEC ↗ |
| 23 | VANGUARD FIDUCIARY TRUST CO | 1,407,605 | $89M | +45,660 | +3.4% | 2Q | SEC ↗ |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 1,260,182 | $79M | -165,811 | -11.6% | 23Q | SEC ↗ |
| 25 | Caisse de depot et placement du Quebec | 1,075,671 | $68M | +589,938 | +121.5% | 7Q | SEC ↗ |
| 26 | Advisors Capital Management, LLC | 1,031,277 | $65M | +14,666 | +1.4% | 34Q | SEC ↗ |
| 27 | CAPTRUST FINANCIAL ADVISORS | 941,268 | $59M | -153,894 | -14.1% | 17Q | SEC ↗ |
| 28 | HSBC HOLDINGS PLC | 938,424 | $59M | +9,986 | +1.1% | 53Q | SEC ↗ |
| 29 | Amundi | 905,905 | $57M | +5,711 | +0.6% | 21Q | SEC ↗ |
| 30 | Robeco Institutional Asset Management | 833,413 | $53M | -31,959 | -3.7% | 41Q | SEC ↗ |
| 31 | AMERIPRISE FINANCIAL INC | 809,338 | $51M | -34,442 | -4.1% | 16Q | SEC ↗ |
| 32 | LPL Financial LLC | 793,572 | $50M | -11,462 | -1.4% | 55Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 775,610 | $49M | -17,337 | -2.2% | 35Q | SEC ↗ |
| 34 | TWO SIGMA INVESTMENTS, LP | 771,150 | $49M | -30,554 | -3.8% | 10Q | SEC ↗ |
| 35 | ZACKS INVESTMENT MANAGEMENT | 685,305 | $43M | +117,286 | +20.6% | 26Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 683,922 | $43M | +115,285 | +20.3% | 7Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 675,909 | $43M | +52,962 | +8.5% | 42Q | SEC ↗ |
| 38 | FIRST TRUST ADVISORS LP | 671,883 | $42M | +21,686 | +3.3% | 55Q | SEC ↗ |
| 39 | RHUMBLINE ADVISERS | 651,460 | $41M | +18,561 | +2.9% | 53Q | SEC ↗ |
| 40 | Sumitomo Mitsui Trust Group, Inc. | 620,940 | $39M | -15,191 | -2.4% | 55Q | SEC ↗ |
| 41 | Swiss National Bank | 618,351 | $39M | -24,800 | -3.9% | 53Q | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 602,485 | $38M | +436,355 | +262.7% | 39Q | SEC ↗ |
| 43 | BANK OF MONTREAL /CAN | 582,527 | $37M | +537,830 | +1203.3% | 53Q | SEC ↗ |
| 44 | VIRGINIA RETIREMENT SYSTEMS ET Al | 581,377 | $37M | +57,468 | +11.0% | 6Q | SEC ↗ |
| 45 | APG Asset Management US Inc. | 580,007 | $37M | — | +0.0% | 22Q | SEC ↗ |
| 46 | SCHRODER INVESTMENT MANAGEMENT GROUP | 570,366 | $36M | -50,519 | -8.1% | 37Q | SEC ↗ |
| 47 | VICTORY CAPITAL MANAGEMENT INC | 567,335 | $36M | +22,212 | +4.1% | 28Q | SEC ↗ |
| 48 | CANADA LIFE ASSURANCE Co | 519,702 | $33M | +11,044 | +2.2% | 52Q | SEC ↗ |
| 49 | BARCLAYS PLC | 511,612 | $32M | -165,127 | -24.4% | 55Q | SEC ↗ |
| 50 | PRINCIPAL FINANCIAL GROUP INC | 505,692 | $32M | +16,719 | +3.4% | 53Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 3,262,016 | $206M |
| NORGES BANK | 2,847,221 | $180M |
| CBRE INVESTMENT MANAGEMENT LISTED R | 339,978 | $21M |
| JANE STREET GROUP, LLC | 196,613 | $12M |
| MIZUHO MARKETS AMERICAS LLC | 183,000 | $12M |
| Quantbot Technologies LP | 84,662 | $5M |
| Nykredit A/S | 80,333 | $5M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 77,339 | $5M |
| Fideuram Asset Management (Ireland) | 52,559 | $3M |
| GSI Capital Advisors LLC | 50,570 | $3M |
| Lansforsakringar Fondforvaltning AB | 49,108 | $3M |
| Squarepoint Ops LLC | 45,110 | $3M |
| SummitTX Capital, L.P. | 40,395 | $3M |
| Hazelview Securities Inc. | 39,407 | $2M |
| Jump Financial, LLC | 32,800 | $2M |
| Machina Capital S.A.S. | 20,843 | $1M |
| Dockside LLC | 19,838 | $1M |
| Jupiter Topco LLC | 16,652 | $1M |
| Kentucky Retirement Systems | 13,683 | $863K |
| Redhawk Wealth Advisors, Inc. | 12,271 | $774K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alyeska Investment Group, L.P. | 664,468 | $42M |
| JUPITER ASSET MANAGEMENT LTD | 646,950 | $41M |
| Qube Research & Technologies Ltd | 346,578 | $22M |
| VAN LANSCHOT KEMPEN INVESTMENT MANA | 155,149 | $10M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 153,462 | $10M |
| SEVEN GRAND MANAGERS, LLC | 150,000 | $9M |
| LMR Partners LLP | 138,518 | $9M |
| Skandinaviska Enskilda Banken AB (p | 127,571 | $8M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 69,721 | $4M |
| Cohen Capital Management, Inc. | 69,189 | $4M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 65,618 | $4M |
| ACADIAN ASSET MANAGEMENT LLC | 58,193 | $4M |
| Point72 Asset Management, L.P. | 53,017 | $3M |
| Mariner, LLC | 43,622 | $3M |
| DARK FOREST CAPITAL MANAGEMENT LP | 42,707 | $3M |
| XML Financial, LLC | 32,027 | $2M |
| ExodusPoint Capital Management, LP | 29,947 | $2M |
| Brummer Multi-Strategy AB | 28,508 | $2M |
| Edgestream Partners, L.P. | 27,964 | $2M |
| XTX Topco Ltd | 25,086 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +3,062,946 | +10.2% | 33,172,035 |
| DEUTSCHE BANK AG | +1,322,414 | +284.2% | 1,787,749 |
| NORTHERN TRUST CORP | +745,115 | +28.0% | 3,404,655 |
| Caisse de depot et placement du Que | +589,938 | +121.5% | 1,075,671 |
| BANK OF MONTREAL /CAN | +537,830 | +1203.3% | 582,527 |
| Russell Investments Group, Ltd. | +436,355 | +262.7% | 602,485 |
| BANK OF AMERICA CORP /DE | +424,955 | +31.1% | 1,790,679 |
| UBS Group AG | +354,694 | +21.3% | 2,019,951 |
| Waverly Advisors, LLC | +318,735 | +2367.1% | 332,200 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +276,166 | +6.6% | 4,467,099 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +249,743 | +12696.6% | 251,710 |
| Mitsubishi UFJ Trust & Banking Corp | +232,096 | +198.4% | 349,083 |
| RENAISSANCE TECHNOLOGIES LLC | +220,900 | +309.8% | 292,200 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +215,790 | +7.1% | 3,262,016 |
| BNP PARIBAS FINANCIAL MARKETS | +191,866 | +91.5% | 401,495 |
| Universal- Beteiligungs- und Servic | +190,929 | +132.3% | 335,248 |
| Susquehanna Portfolio Strategies, L | +186,706 | +190.2% | 284,847 |
| Heitman Real Estate Securities LLC | +176,005 | +190.3% | 268,473 |
| Arax Advisory Partners | +156,370 | +1692.5% | 165,609 |
| STOREBRAND ASSET MANAGEMENT AS | +145,246 | +51.5% | 427,394 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -1,877,568 | -55.9% | 1,481,307 |
| CITADEL ADVISORS LLC | -973,801 | -66.2% | 497,875 |
| MARSHALL WACE, LLP | -323,438 | -39.9% | 487,289 |
| Candriam S.C.A. | -273,121 | -50.8% | 264,066 |
| Jefferies Financial Group Inc. | -263,813 | -91.8% | 23,437 |
| MILLENNIUM MANAGEMENT LLC | -259,194 | -49.3% | 266,214 |
| Gillson Capital LP | -259,118 | -55.0% | 211,582 |
| AMERICAN CENTURY COMPANIES INC | -234,897 | -34.6% | 444,334 |
| D. E. Shaw & Co., Inc. | -227,103 | -43.8% | 291,651 |
| Brookfield Corp /ON | -215,426 | -97.9% | 4,588 |
| NATIXIS | -211,654 | -98.6% | 3,100 |
| SG Americas Securities, LLC | -202,051 | -86.7% | 31,107 |
| WELLINGTON MANAGEMENT GROUP LLP | -165,811 | -11.6% | 1,260,182 |
| BARCLAYS PLC | -165,127 | -24.4% | 511,612 |
| CAPTRUST FINANCIAL ADVISORS | -153,894 | -14.1% | 941,268 |
| FRANKLIN RESOURCES INC | -111,664 | -54.5% | 93,184 |
| California Public Employees Retirem | -106,085 | -19.3% | 444,792 |
| Legal & General Group Plc | -95,409 | -3.5% | 2,647,763 |
| GOLDMAN SACHS GROUP INC | -93,041 | -16.1% | 484,741 |
| CIBC Asset Management Inc | -88,309 | -87.8% | 12,325 |