W. P. Carey Inc.
W. P. Carey Inc. (WPC) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WPC · as of Sep 30, 2025
Ownership Breakdown
835
Institutional Holders
▼ 5 vs Q2
$10.59B
Total Inst. Value
▲ $799.68M vs Q2
222.74M
Shares Outstanding
freeFloat 98.85%
156.41M
13F Shares Held
▼ 738,471 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WPC largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC real estate investment trusts | 30.63M | 13.88% | 13.88% | $2.07T | Nov 7, 2025 | ▼ 153.5K |
BLACKROCK, INC. real estate investment trusts | 28.06M | 12.72% | 12.72% | $1.90T | Nov 12, 2025 | ▲ 311.6K |
STATE STREET CORP real estate investment trusts | 12.33M | 5.59% | 5.59% | $844.07B | Nov 14, 2025 | ▲ 119.8K |
GEODE CAPITAL MANAGEMENT, LLC real estate investment trusts | 4.69M | 2.12% | 2.12% | $315.79B | Nov 12, 2025 | ▲ 79.3K |
JPMORGAN CHASE & CO real estate investment trusts | 4.67M | 2.12% | 2.12% | $315.67B | Nov 26, 2025 | ▼ 429.4K |
INVESCO LTD. real estate investment trusts | 3.89M | 1.76% | 1.76% | $263.01B | Nov 13, 2025 | ▲ 3.14M |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ real estate investment trusts | 3.77M | 1.71% | 1.71% | $254.84B | Oct 29, 2025 | ▲ 55.4K |
DIMENSIONAL FUND ADVISORS LP real estate investment trusts | 3.17M | 1.44% | 1.44% | $214.31B | Nov 12, 2025 | ▲ 50.0K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC real estate investment trusts | 2.80M | 1.27% | 1.27% | $189.45B | Nov 10, 2025 | ▲ 34.5K |
NORTHERN TRUST CORP real estate investment trusts | 2.63M | 1.19% | 1.19% | $177.48B | Nov 14, 2025 | ▼ 96.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
28
Increased
+7.33M shares1
New Positions
first time holders21
Decreased
−1.66M shares0
Sold Out
fully exitedNet shares change (top 50)
+5.67M
+7.33M / −1.66M
Net new holders
+8
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WPC insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
1
Sell transactions
1.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Zander Brian H Chief Accounting Officer | May 6, 2026 | Sale | 433 | $74.00 | $32.0K | 13.9K | Form 4 ↗ |
GASS RHONDA director | Apr 1, 2026 | Award | 396 | $69.39 | $27.5K | 11.4K | Form 4 ↗ |
Zander Brian H Chief Accounting Officer | Feb 15, 2026 | Tax Withhold | 159 | $74.20 | $11.8K | 14.8K | Form 4 ↗ |
Zander Brian H Chief Accounting Officer | Feb 15, 2026 | Tax Withhold | 476 | $74.20 | $35.3K | 14.3K | Form 4 ↗ |
Gordon Brooks G. Managing Director | Feb 15, 2026 | Tax Withhold | 648 | $74.20 | $48.1K | 172.5K | Form 4 ↗ |
Gordon Brooks G. Managing Director | Feb 15, 2026 | Tax Withhold | 517 | $74.20 | $38.4K | 172.0K | Form 4 ↗ |
Gordon Brooks G. Managing Director | Feb 15, 2026 | Tax Withhold | 868 | $74.20 | $64.4K | 171.1K | Form 4 ↗ |
Gordon Brooks G. Managing Director | Feb 15, 2026 | Tax Withhold | 992 | $74.20 | $73.6K | 170.1K | Form 4 ↗ |
Gregory Jeremiah Managing Director | Feb 15, 2026 | Tax Withhold | 771 | $74.20 | $57.2K | 95.9K | Form 4 ↗ |
Gregory Jeremiah Managing Director | Feb 15, 2026 | Tax Withhold | 14 | $74.20 | $1.0K | 95.9K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
W. P. Carey Inc. (WPC) is primarily owned by institutional investors, who hold approximately 70.2% of total shares outstanding. Company insiders own approximately 1.15%, while retail and public investors account for the remaining 28.63%.
The largest institutional shareholder of W. P. Carey Inc. is VANGUARD GROUP INC, holding approximately 30.63 million shares — equal to 13.88% of outstanding shares — as of September 30, 2025.
A total of 835 institutional investors currently hold WPC stock, with a combined institutional value of approximately $10.59 billion as of the most recent 13F filing period.
Frequently asked questions
WPC ownershipW. P. Carey Inc. (WPC) is primarily owned by institutional investors, who hold approximately 70.2% of shares. The largest shareholder is VANGUARD GROUP INC with a 13.88% stake. Company insiders hold 1.15%. Data sourced from SEC Form 13F as of September 30, 2025.