WPC W. P. Carey Inc.
W. P. Carey Inc. (WPC) Institutional Ownership
What the institutions did with WPC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 5.1M | 13.7% |
| DIMENSIONAL FUND ADVISORS LP | 3.4M | 9.2% |
| Nuveen, LLC | 2.7M | 7.2% |
| Bank of New York Mellon Corp | 2.3M | 6.2% |
| EQUITY INVESTMENT CORP | 1.6M | 4.4% |
| DEUTSCHE BANK AG\ | 833.4K | 2.2% |
| LPL Financial LLC | 827.3K | 2.2% |
| BARCLAYS PLC | 821.7K | 2.2% |
| Robeco Institutional Asset Management B.V. | 737.7K | 2.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 713.7K | 1.9% |
| MIZUHO MARKETS AMERICAS LLC | 663.1K | 1.8% |
| BANK OF MONTREAL /CAN/ | 596.9K | 1.6% |
| Amundi | 591.4K | 1.6% |
| Sumitomo Mitsui Trust Group, Inc. | 589.8K | 1.6% |
| PRINCIPAL FINANCIAL GROUP INC | 523.2K | 1.4% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 514.6K | 1.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 490.6K | 1.3% |
| Asset Management One Co., Ltd. | 466.1K | 1.3% |
| SEB Asset Management AB | 427.6K | 1.1% |
| STOREBRAND ASSET MANAGEMENT AS | 424.4K | 1.1% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 390.5K | 1.0% |
| Arbejdsmarkedets Tillaegspension | 367.7K | 1.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 347.1K | 0.9% |
| FMR LLC | 345.1K | 0.9% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 335.8K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DEUTSCHE BANK AG\ | Reduced | 1.8M | 833.4K | -954.4K |
| Nuveen, LLC | Increased | 2.1M | 2.7M | +574.3K |
| MIZUHO MARKETS AMERICAS LLC | Increased | 183.0K | 663.1K | +480.1K |
| Russell Investments Group, Ltd. | Reduced | 602.5K | 198.0K | -404.4K |
| Amundi | Reduced | 905.9K | 591.4K | -314.5K |
| BARCLAYS PLC | Increased | 511.6K | 821.7K | +310.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | New | 0 | 222.3K | +222.3K |
| Candriam S.C.A. | Reduced | 264.1K | 86.4K | -177.7K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 283.7K | 147.2K | -136.5K |
| STRS OHIO | New | 0 | 124.0K | +124.0K |
| EQUITY INVESTMENT CORP | Increased | 1.5M | 1.6M | +122.9K |
| CITIGROUP INC | Reduced | 448.2K | 326.2K | -122.0K |
| Aberdeen Group plc | Increased | 104.0K | 215.4K | +111.3K |
| Robeco Institutional Asset Management B.V. | Reduced | 833.4K | 737.7K | -95.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 257.2K | 347.1K | +90.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 3.3M | 3.4M | +88.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 5.0M | 5.1M | +70.5K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 581.4K | 514.6K | -66.8K |
| Creative Planning | Increased | 170.0K | 236.7K | +66.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 775.6K | 713.7K | -61.9K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 335.2K | 390.5K | +55.2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 440.5K | 490.6K | +50.0K |
| Knights of Columbus Asset Advisors LLC | Reduced | 139.5K | 90.3K | -49.3K |
| Achmea Investment Management B.V. | Increased | 170.3K | 214.9K | +44.6K |
| Paralel Advisors LLC | New | 0 | 42.5K | +42.5K |
| Fideuram Asset Management (Ireland) dac | Reduced | 52.6K | 12.2K | -40.3K |
| LPL Financial LLC | Increased | 793.6K | 827.3K | +33.7K |
| SEB Asset Management AB | Increased | 394.3K | 427.6K | +33.4K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 620.9K | 589.8K | -31.2K |
| Pictet Asset Management Holding SA | Reduced | 228.0K | 197.7K | -30.3K |
| ASR Vermogensbeheer N.V. | Increased | 8.6K | 38.8K | +30.2K |
| Asset Management One Co., Ltd. | Increased | 436.1K | 466.1K | +30.0K |
| Wellington Shields Capital Management, LLC | Sold Out | 29.1K | 0 | -29.1K |
| Illinois Municipal Retirement Fund | Increased | 164.8K | 190.1K | +25.3K |
| Jefferies Financial Group Inc. | Sold Out | 23.4K | 0 | -23.4K |
| Carnegie Investment Counsel | Increased | 224.3K | 247.4K | +23.1K |
| DANSKE BANK A/S | Increased | 133.2K | 155.1K | +21.9K |
| Kepler Cheuvreux (Suisse) SA | Sold Out | 19.6K | 0 | -19.6K |
| Squarepoint Ops LLC | Increased | 45.1K | 63.5K | +18.4K |
| TT Capital Management LLC | Reduced | 26.1K | 7.9K | -18.2K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 505.7K | 523.2K | +17.5K |
| CMH Wealth Management LLC | Reduced | 23.7K | 6.9K | -16.7K |
| Farther Finance Advisors, LLC | Reduced | 32.1K | 16.7K | -15.5K |
| TECTONIC ADVISORS LLC | Increased | 193.7K | 209.0K | +15.3K |
| BANK OF MONTREAL /CAN/ | Increased | 582.5K | 596.9K | +14.4K |
| Stordahl Capital Management, Inc. | Reduced | 26.2K | 12.5K | -13.7K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 3.4K | 15.5K | +12.1K |
| Oak Thistle LLC | Sold Out | 11.8K | 0 | -11.8K |
| B. Metzler seel. Sohn & Co. AG | Increased | 7.9K | 19.3K | +11.4K |
| Meixler Investment Management, Ltd. | Increased | 40.8K | 52.0K | +11.2K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 70.9K | 81.7K | +10.8K |
| Nykredit A/S | Increased | 80.3K | 90.8K | +10.4K |
| FIRST CITIZENS BANK & TRUST CO | New | 0 | 10.3K | +10.3K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 7.5K | 17.7K | +10.2K |
| Machina Capital S.A.S. | Increased | 20.8K | 30.7K | +9.9K |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | Increased | 100.1K | 109.8K | +9.7K |
| Geneos Wealth Management Inc. | Reduced | 240.3K | 231.2K | -9.1K |
| Edgestream Partners, L.P. | New | 0 | 8.9K | +8.9K |
| Ninety One UK Ltd | New | 0 | 8.9K | +8.9K |
| HANTZ FINANCIAL SERVICES, INC. | Reduced | 47.4K | 38.7K | -8.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.