W.P. Carey Inc.

WPC • NYSE

W.P. Carey Inc. is a reit - diversified company in the real estate sector on NYSE, led by Jason E. Fox, with a market cap of $14.2B. As of Q3 2025, 71% of shares are held by 792 institutional investors, with VANGUARD GROUP INC as the largest holder at 13.98%.

Jason E. Fox

Market Cap$14.2B

REIT - Diversified

Real Estate

Employees197.0

Websitewpcarey.com

Country

United States of America

Overview

Overview of institutional ownership in WPC as of Q3 2025 with a market cap of $14.8B

All Institutions

Institutions: 792
Value Held: $10.5B
Shares Held: 155.7M
Avg Position: $13.3M
Median Position: $598.4K

Hedge Funds

Hedge Funds: 29
Value Held: $270.4M
Shares Held: 4.0M
Avg Position: $9.3M
Median Position: $3.0M

Ownership Breakdown

Institutional (non-HF)

69.41%

$10.3B

Hedge Funds

1.83%

$270.4M

Retail & Other

28.77%

$4.3B

Based on market cap of $14.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WPC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.1B 0.03% of portfolio	13.98% 30.6M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$1.9B 0.03% of portfolio	12.81% 28.1M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$844.1M 0.03% of portfolio	5.63% 12.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$315.8M 0.02% of portfolio	2.14% 4.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$315.7M 0.02% of portfolio	2.13% 4.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$263.0M 0.04% of portfolio	1.78% 3.9M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$254.8M 0.08% of portfolio	1.72% 3.8M shares	Q2 2018 Held for 7y 5m	$322.72B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$214.3M 0.05% of portfolio	1.45% 3.2M shares	Q3 2013 Held for 12y 2m	$466.32B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$189.4M 0.03% of portfolio	1.28% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$177.5M 0.02% of portfolio	1.20% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B

Net Capital Flow

Institutional buying and selling activity for WPC in Q3 2025

Traded: +$361.9M
Buyers: 374
Sellers: 336
Total Bought: +$761.5M
Total Sold: −$399.5M
Avg Position: $12.2M

Biggest Buyers

Institution	Net Bought	Current Position
Invesco Ltd. ETF Provider	+$212.1M +3.1M shares	$263.0M 3.9M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$70.4M +1.0M shares	$76.4M 1.1M shares
BARCLAYS PLC Institution	+$44.7M +661.6K shares	$58.2M 861.4K shares
Marshall Wace LLP Institution	+$34.3M +508.2K shares	$34.3M 508.2K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	+$29.6M +438.1K shares	$30.9M 456.6K shares
CWM, LLC RIA/Wealth	+$23.9M +353.3K shares	$25.1M 371.2K shares
R Rakuten Investment Management, Inc. Institution	+$23.7M +206.4K shares	$24.4M 212.4K shares
B BlackRock, Inc. Institution	+$21.1M +311.6K shares	$1.9B 28.1M shares
H HSBC HOLDINGS PLC Institution	+$19.7M +291.7K shares	$57.5M 851.1K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$16.7M +247.9K shares	$32.6M 483.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
GRS Advisors, LLC Real Assets	−$37.7M −604.3K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$29.0M −429.4K shares	$315.7M 4.7M shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$24.0M −385.2K shares	Sold Off 0 shares
Equity Investment Corp Acquisition Inc Long Only Manager	−$15.1M −224.2K shares	$106.9M 1.6M shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	−$14.5M −214.7K shares	$17.5M 258.7K shares
S Skandinaviska Enskilda Banken AB Institution	−$12.8M −189.4K shares	$5.0M 74.5K shares
FMR LLC Institution	−$12.1M −179.6K shares	$25.1M 371.3K shares
A AXA Institution	−$11.4M −182.9K shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$10.4M −153.5K shares	$2.1B 30.6M shares
S STRS OHIO Institution	−$10.2M −150.5K shares	$5.5M 80.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WPC in Q3 2025

New Positions: 33
New Value: $9.6M
Exited Positions: 67
Exited Value: $133.2M

New Positions

Institution	Position Value
Uniplan Investment Counsel, Inc. RIA/Wealth	$3.1M 46.6K shares
Orion Capital Management LLC RIA/Wealth	$721.6K 10.7K shares
WESPAC Advisors, LLC RIA/Wealth	$668.8K 9.9K shares
Signal Advisors Wealth, LLC RIA/Wealth	$638.1K 9.4K shares
Prosperity Consulting Group, LLC RIA/Wealth	$618.6K 9.2K shares
D DRW Securities, LLC Institution	$507.8K 7.5K shares
A Apella Capital, LLC Institution	$499.9K 7.3K shares
NWF Advisory Services Inc. RIA/Wealth	$356.2K 5.3K shares
R Root Financial Partners, LLC RIA/Wealth	$321.8K 4.8K shares
T TCG Advisory Services, LLC RIA/Wealth	$291.2K 4.3K shares

Exited Positions

Institution	Previous Position
GRS Advisors, LLC Real Assets	$37.7M 604.3K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$24.0M 385.2K shares
A AXA Institution	$11.4M 182.9K shares
E Employees Retirement System of Texas Institution	$7.9M 126.0K shares
E Eisler Capital Management Ltd. Institution	$7.6M 122.0K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$6.3M 101.4K shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$6.3M 100.4K shares
WESTWOOD HOLDINGS GROUP INC Institution	$4.4M 70.2K shares
AEW CAPITAL MANAGEMENT L P Real Assets	$3.8M 61.6K shares
F FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND Institution	$3.5M 56.5K shares

Options Activity

Institutions with the largest Call and Put options positions in WPC as of Q3 2025

Call Positions: 11
Call Value: $69.9M
Put Positions: 9
Put Value: $25.9M

Call Positions

Institution	Position Value
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$18.8M 2.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$14.6M 2.2K contracts
J JANE STREET GROUP, LLC Institution	$10.7M 1.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$10.4M 1.5K contracts
W WOLVERINE TRADING, LLC Institution	$4.6M 670.0 contracts
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$4.6M 675.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$2.2M 325.0 contracts
P PEAK6 LLC Institution	$2.2M 325.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.3M 196.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$533.8K 79.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$17.7M 2.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.6M 528.0 contracts
J JANE STREET GROUP, LLC Institution	$2.5M 376.0 contracts
W WOLVERINE TRADING, LLC Institution	$646.8K 95.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$621.6K 92.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$554.1K 82.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$297.3K 44.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	- - contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with WPC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
W Waterfront Capital Partners, LLC Hedge Fund•Long/Short	Eduardo Abush Managing Partner	5.04% $7.7M	0.05% 114.0K shares	Q3 2023 Held for 2y 2m	$152.8M
Stony Point Wealth Management Inc. RIA/Wealth	Elizabeth Ann King CCO	3.31% $8.2M	0.06% 121.4K shares	Q4 2017 Held for 7y 11m	$247.5M
T TT Capital Management LLC Institution	-	3.20% $4.2M	0.03% 62.0K shares	Q4 2024 Held for 11 months	$130.9M
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Stash John Graham Managing Partner	2.35% $2.3M	0.02% 33.6K shares	Q3 2024 Held for 1y 2m	$96.5M
Dupree Financial Group, LLC RIA/Wealth	William Martin Ambrose CFO	2.27% $5.8M	0.04% 86.4K shares	Q4 2023 Held for 1y 11m	$257.5M
Creegan & Nassoura Financial Group, LLC RIA/Wealth	Jared Corey Kushner CEO	2.25% $3.5M	0.02% 51.7K shares	Q1 2021 Held for 4y 8m	$154.8M
Equity Investment Corp Acquisition Inc Long Only Manager	Richard Terrence Irrgang CEO	2.24% $106.9M	0.72% 1.6M shares	Q1 2024 Held for 1y 8m	$4.8B
G Gillson Capital LP Hedge Fund•Long/Short	Daniel Bartlett Johnson Founder	2.15% $24.8M	0.17% 367.4K shares	Q2 2025 Held for 5 months	$1.2B
Rock Point Advisors, LLC RIA/Wealth	Todd Alan Wulfson President	2.02% $7.6M	0.05% 113.0K shares	≤ Q2 2013 Held for 12y 5m+	$377.4M
Prairiewood Capital, LLC RIA/Wealth	Steven Michael Nelson Managing Partner	1.92% $5.8M	0.04% 85.5K shares	Q3 2021 Held for 4y 2m	$301.6M

Hedge Fund Spotlight

Discover hedge funds investing in WPC

TWO SIGMA ADVISERS, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $50.0B
Positions: 2,312
Last Reported: Q3 2025

Sector Allocation

Position in W.P. Carey Inc.

Market Value: $8.8M
Shares Held: 130.6K
Portfolio Weight: 0.02%
Owned Since: 2024-Q4

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