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W. P. Carey Inc.

WPC
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001025378

No open-market purchases or sales by W. P. Carey Inc. insiders were filed in the last 90 days; 905 institutions reported holding it in 13F filings for Q2 2026, worth $12.8B in total; no superinvestor holds it.

Q3 2025 vs. Q2 2025

How the institutions holding W. P. Carey Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of WPC: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders82013819+12
Shares156.7M2.65M156.5M+2.43M (+1.6%)
Value$9.79B$165.2M$10.6B+$972.6M (+10.1%)

13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held W. P. Carey Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to WPC in Q3 2025
InstitutionSharesValue% of portfolio
Marshall Wace, LLP508,158$34.3M0.04%
Rakuten Investment Management, Inc.212,445$24.4M0.09%
Tectonic Advisors LLC163,031$11.0M0.60%
AXA Investment Managers S.A.151,885$10.3M0.03%
Verition Fund Management LLC102,977$6.96M0.04%
Prudential PLC84,748$5.73M0.04%
CIBC Bancorp USA Inc.65,407$4.42M0.03%
Uniplan Investment Counsel, Inc.46,581$3.15M0.31%
ExodusPoint Capital Management, LP21,641$1.46M0.02%
NorthRock Partners, LLC20,029$1.35M0.02%
Quantbot Technologies LP19,627$1.33M0.04%
Clear Street Markets LLC17,000$1.15M0.38%
Vanderbilt University15,076$1.02M0.17%
Picton Mahoney Asset Management12,735$861.0K0.01%
Sofos Investments, Inc.12,271$829.2K0.16%
Gallacher Capital Management LLC10,882$735.3K0.29%
Orion Capital Management LLC10,680$721.6K0.25%
WESPAC Advisors, LLC9,898$668.8K0.39%
Signal Advisors Wealth, LLC9,444$638.1K0.06%
Prosperity Consulting Group, LLC9,155$618.6K0.03%
Atom Investors LP8,345$563.9K0.04%
Allstate Corp7,799$527.0K0.01%
CX Institutional7,711$521.0K0.02%
DRW Securities, LLC7,529$507.8K0.03%
FNY Investment Advisers, LLC7,500$506.0K0.16%
Apella Capital, LLC7,332$499.9K0.01%
Credit Agricole S A6,885$465.2K0.00%
Bridgefront Capital, LLC6,284$424.6K0.12%
Virtus ETF Advisers LLC6,000$405.4K0.22%
Octavia Wealth Advisors, LLC5,674$388.6K0.04%
Abn Amro Investment Solutions5,614$379.3K0.01%
NWF Advisory Services Inc.5,271$356.2K0.04%
Jackson Wealth Management, LLC5,233$354.0K0.04%
Nomura Holdings Inc4,795$324.0K0.00%
Root Financial Partners, LLC4,762$321.8K0.02%
Applied Finance Capital Management, LLC4,517$305.2K0.02%
TCG Advisory Services, LLC4,309$291.2K0.01%
Squarepoint Ops LLC4,289$289.8K0.00%
Virtu Financial LLC4,068$275.0K0.02%
Savvy Advisors, Inc.3,753$253.6K0.01%
HBW Advisory Services LLC3,588$242.4K0.03%
Corton Capital Inc.3,434$232.0K0.57%
Wolverine Trading, LLC3,407$231.9K0.00%
NorthStar Asset Management LLC3,420$231.1K0.11%
VestGen Advisors, LLC3,370$227.7K0.01%
Aaron Wealth Advisors3,345$226.0K0.01%
Callan Family Office, LLC3,161$213.6K0.01%
Journey Strategic Wealth LLC3,120$210.8K0.01%
Exencial Wealth Advisors, LLC3,068$207.3K0.01%
Jaffetilchin Investment Partners, LLC3,056$206.5K0.01%
Intelligence Driven Advisers, LLC3,000$202.7K0.03%
Adapt Wealth Advisors, LLC2,994$202.3K0.07%
Valmark Advisers, Inc.2,994$202.3K0.00%
Turning Point Benefit Group, Inc.2,363$161.8K0.10%
Transamerica Financial Advisors, Inc.1,032$70.6K0.01%
Quent Capital, LLC770$52.0K0.00%
LGT Financial Advisors LLC500$33.8K0.07%
Wealth Watch Advisors, INC491$33.2K0.01%
Raiffeisen Bank International AG245$16.7K0.00%
Pension & Wealth Management Advisors, Inc.237$16.0K0.01%
Davis Capital Management191$12.9K0.01%
JPL Wealth Management, LLC181$12.2K0.00%
Proffitt & Goodson Inc158$10.7K0.00%
SJS Investment Consulting Inc.142$9.60K0.00%
Country Trust Bank95$6.42K0.00%
Marquette Asset Management, LLC41$2.77K0.00%
Mather Group, LLC.34$2.29K0.00%
Caitlin John, LLC25$1.69K0.00%
Aspect Partners, LLC25$1.69K0.00%
Heartwood Wealth Advisors LLC21$1.42K0.00%
Quest 10 Wealth Builders, Inc.17$1.15K0.00%
Hemington Wealth Management21$1.00K0.00%
Financial Consulate, Inc14$9460.00%
Guerra Advisors Inc10$6760.00%
Legacy Wealth Managment, LLC9$5840.00%
Binnacle Investments Inc8$5410.00%
Winnow Wealth LLC6$4080.00%
Palisade Asset Management, LLC5$3380.00%
Beaird Harris Wealth Management, LLC3$2030.00%
Cloud Capital Management, LLC3$00.00%

Sold out (68)

Institutions that held W. P. Carey Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of WPC in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
GEM Realty Capital604,270$37.7M
AXA S.A.182,938$11.4M
Employees Retirement System of Texas126,000$7.86M
Eisler Capital Management Ltd.121,998$7.61M
Boothbay Fund Management, LLC100,402$6.26M
Westwood Holdings Group Inc.70,176$4.38M
Aew Capital Management L P61,560$3.84M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund56,534$3.53M
Qube Research & Technologies Ltd56,007$3.49M
Dark Forest Capital Management LP39,102$2.44M
Susquehanna Fundamental Investments, LLC37,300$2.33M
Citadel Advisors LLC27,156$1.69M
Natixis23,514$1.47M
Elo Mutual Pension Insurance Co15,277$953.0K
Gamco Investors, Inc. Et Al12,899$804.6K
Nebula Research & Development LLC10,515$655.9K
First National Trust Co9,628$600.6K
Campbell & CO Investment Adviser LLC9,548$595.6K
Versor Investments LP9,023$562.9K
Simplex Trading, LLC7,650$477.0K
Y-Intercept (Hong Kong) Ltd5,666$353.4K
Creative Financial Designs Inc5,323$332.0K
GWN Securities Inc.4,920$308.6K
Engineers Gate Manager LP4,800$299.4K
Joel Isaacson & Co., LLC4,573$285.3K
Bridgewater Associates, LP4,429$276.3K
HBK Sorce Advisory LLC3,843$239.7K
XTX Topco Ltd3,686$229.9K
Meeder Advisory Services, Inc.3,686$229.9K
111 Capital3,598$224.4K
iA Global Asset Management Inc.3,584$224.0K
Venture Visionary Partners LLC3,520$219.6K
OneAscent Financial Services LLC3,423$216.0K
Private Advisory Group LLC3,400$212.1K
Perbak Capital Partners LLP3,370$210.2K
National Asset Management, Inc.3,355$209.3K
Martingale Asset Management L P3,291$205.3K
Summit Wealth Group LLC3,219$203.7K
Avantax Planning Partners, Inc.3,260$203.4K
Farringdon Capital, Ltd.3,210$200.2K
American National Bank3,100$193.4K
Skopos Labs, Inc.2,441$152.3K
Globeflex Capital L P2,432$151.7K
Avondale Wealth Management1,500$93.6K
Roxbury Financial LLC1,031$64.3K
Kiker Wealth Management, LLC1,021$63.7K
Olistico Wealth, LLC735$45.8K
V-Square Quantitative Management LLC642$40.0K
Ridgewood Investments LLC600$37.4K
Headlands Technologies LLC477$29.8K
Mount Yale Investment Advisors, LLC348$21.7K
Monetary Management Group Inc305$19.0K
Thurston, Springer, Miller, Herd & Titak, Inc.246$15.4K
Hoese & Co LLP160$9.98K
Beacon Capital Management, LLC133$8.30K
Atticus Wealth Management, LLC124$7.74K
Transce3nd, LLC122$7.59K
Sierra Ocean, LLC115$7.17K
Briaud Financial Planning, Inc113$7.00K
Park Square Financial Group, LLC110$6.86K
Provenance Wealth Advisors, LLC100$6.24K
Twin Peaks Wealth Advisors, LLC87$5.70K
Bokf, NA68$4.24K
Evolution Wealth Management Inc.31$1.93K
Horizon Investments, LLC24$1.50K
Total Investment Management Inc18$1.10K
Stephens Consulting, LLC6$375
Crewe Advisors LLC5$312

Not filed for Q3 2025 yet (13)

Institutions that held W. P. Carey Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank2,427,234$151.4M
Avantax Advisory Services, Inc.68,981$4.30M
CIBC World Markets Corp67,417$4.21M
TFG Advisers LLC22,523$1.40M
Atria Wealth Solutions, Inc.15,381$970.8K
Financial Gravity Companies, Inc.12,120$756.0K
Aurora Private Wealth, Inc.10,149$633.0K
EP Wealth Advisors, LLC10,080$628.8K
Congress Wealth Management LLC9,144$570.5K
Keudell/Morrison Wealth Management4,128$257.5K
Atlas Capital Advisors LLC201$12.5K
Iron Horse Wealth Management, LLC150$9.36K
Parkworth Wealth Management, Inc.4$250