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WPC in the 13F filings

WP Carey Inc · CUSIP 92936U109

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed
12,409,245
combined, among listed positions
Reported value
$799m
combined, at the quarter end

Among the 92 comparable managers: 17 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -674,757.

Managers listing WPC in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
MFS Investment Management4,213,013$271m0.09%Added+441,52622 Jan 2026 (the filing on sec.gov)
Invesco Ltd3,904,767$251munder 0.1%Added+12,30519 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP1,219,541$78munder 0.1%Added+89,13917 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP683,985$44munder 0.1%Added+175,82713 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP417,995$27munder 0.1%Added+165,11217 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)358,768$23munder 0.1%Trimmed-12,54317 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC324,722$21munder 0.1%Trimmed-159,19017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP320,324$21munder 0.1%Added+38817 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP218,700$14munder 0.1%Added+88,10017 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc183,298$12munder 0.1%Trimmed-468,51817 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC164,000$11munder 0.1%Trimmed-21,80012 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC97,187$6.3munder 0.1%Added+42,28227 Oct 2026 (the filing on sec.gov)
Citadel Advisors LLC79,541$5.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC54,015$3.5munder 0.1%Trimmed-566,28917 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP53,017$3.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP33,703$2.2munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP29,947$1.9munder 0.1%Added+8,30617 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd20,691$1.3munder 0.1%Added+5,30017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP18,022$1.2munder 0.1%Added+4,07117 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP5,022$323kunder 0.1%Added+1,03417 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.4,797$309kunder 0.1%Trimmed-6,02117 Feb 2026 (the filing on sec.gov)
Woodline Partners LP4,035$260kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC96$6kunder 0.1%Trimmed-1,00313 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC59$4kunder 0.1%Newnew4 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

024682014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WPC by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$63mn.a.n.a.
Q3 20131$62mn.a.n.a.
Q4 20131$58mn.a.n.a.
Q1 20144$142mn.a.n.a.
Q2 20144$70mn.a.n.a.
Q3 20146$420mn.a.n.a.
Q4 20143$419mn.a.n.a.
Q1 20155$424mn.a.n.a.
Q2 20153$77mn.a.n.a.
Q3 20152$55mn.a.n.a.
Q4 20151$56mn.a.n.a.
Q1 20162$390mn.a.n.a.
Q2 20164$394mn.a.n.a.
Q3 20165$99mn.a.n.a.
Q4 20164$94mn.a.n.a.
Q1 20173$90mn.a.n.a.
Q2 20173$87mn.a.n.a.
Q3 20171$64mn.a.n.a.
Q4 20171$65mn.a.n.a.
Q1 20183$60mn.a.n.a.
Q2 20184$117mn.a.n.a.
Q3 20182$112mn.a.n.a.
Q4 20183$177mn.a.n.a.
Q1 20194$185mn.a.n.a.
Q2 20192$186mn.a.n.a.
Q3 20194$276mn.a.n.a.
Q4 20192$260mn.a.n.a.
Q1 20205$158mn.a.n.a.
Q2 20205$229mn.a.n.a.
Q3 20207$296mn.a.n.a.
Q4 20205$264mn.a.n.a.
Q1 20216$163mn.a.n.a.
Q2 20216$169mn.a.n.a.
Q3 20215$164mn.a.n.a.
Q4 20213$176mn.a.n.a.
Q1 20223$141mn.a.n.a.
Q2 20224$402mn.a.n.a.
Q3 20223$342mn.a.n.a.
Q4 20225$434mn.a.n.a.
Q1 20235$387mn.a.n.a.
Q2 20237$225mn.a.n.a.
Q3 20234$239mn.a.n.a.
Q4 20233$247m12
Q1 20243$240m30
Q2 20245$293m41
Q3 20245$290m23
Q4 20241$219m11
Q1 20254$307m40
Q2 20253$291m12
Q3 20253$320m30
Q4 20254$329m1713
Q1 20266$413m1710
Q2 20266$391m1715

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WPC and WELL →WPC and EQIX →WPC and PLD →Choose a stock to compare with WPC →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WPC, latest filings →Back to the 13F Explorer →