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.
13F holders, Q3 2025
Institutional positions in W. P. Carey Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 819
- +12 vs. Q2 2025
- Shares held
- 156.5M
- +2.43M (+1.6%) vs. Q2 2025
- Total value
- $10.6B
- +$972.6M (+10.1%) vs. Q2 2025
- New holders
- 80
- 300 more added
- Sold out
- 68
- 281 more reduced
13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 905 | $12.8B |
| Q1 2026 | 869 | $11.7B |
| Q4 2025 | 857 | $10.6B |
| Q3 2025 | 819 | $10.6B |
| Q2 2025 | 820 | $9.79B |
| Q1 2025 | 823 | $9.82B |
| Q4 2024 | 782 | $8.16B |
| Q3 2024 | 805 | $9.17B |
| Q2 2024 | 784 | $8.16B |
| Q1 2024 | 773 | $8.71B |
| Q4 2023 | 782 | $10.5B |
| Q3 2023 | 746 | $7.59B |
| Q2 2023 | 820 | $9.21B |
| Q1 2023 | 838 | $10.6B |
| Q4 2022 | 855 | $10.6B |
| Q3 2022 | 798 | $9.36B |
| Q2 2022 | 813 | $10.4B |
| Q1 2022 | 785 | $9.37B |
| Q4 2021 | 768 | $9.31B |
| Q3 2021 | 717 | $8.15B |
| Q2 2021 | 699 | $8.09B |
| Q1 2021 | 653 | $7.25B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Activest Wealth Management | 1 | $68 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $203 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3 | $203 | 0.00% | +3 | New |
| Scarborough Advisors, LLC | 4 | $270 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 5 | $338 | 0.00% | +5 | New |
| Glen Eagle Advisors, LLC | 6 | $405 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $408 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 7 | $473 | 0.00% | +3+75.0% | Added |
| Quaker Wealth Management, LLC | 8 | $541 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $541 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 8 | $541 | 0.00% | +8 | New |
| Legacy Wealth Managment, LLC | 9 | $584 | 0.00% | +9 | New |
| Guerra Advisors Inc | 10 | $676 | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 11 | $754 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $878 | 0.00% | +5+62.5% | Added |
| Raffa Wealth Management, LLC | 14 | $946 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 14 | $946 | 0.00% | +14 | New |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +21 | New |
| Mountain Hill Investment Partners Corp. | 17 | $1.13K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $1.15K | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 21 | $1.42K | 0.00% | +21 | New |
| MV Capital Management, Inc. | 22 | $1.49K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 25 | $1.69K | 0.00% | +25 | New |
| Caitlin John, LLC | 25 | $1.69K | 0.00% | +25 | New |
| Family Legacy Financial Solutions, LLC | 26 | $1.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 32 | $2.16K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 33 | $2.26K | 0.00% | −108−76.6% | Reduced |
| Mather Group, LLC. | 34 | $2.29K | 0.00% | +34 | New |
| Highline Wealth Partners LLC | 36 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 36 | $2.47K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 37 | $2.50K | 0.00% | −8−17.8% | Reduced |
| Marquette Asset Management, LLC | 41 | $2.77K | 0.00% | +41 | New |
| Cohen & Steers, Inc. | 40 | $3.00K | 0.00% | −31−43.7% | Reduced |
| Insight Financial Services | 48 | $3.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 64 | $4.32K | 0.00% | −300−82.4% | Reduced |
| Sachetta, LLC | 67 | $4.53K | 0.00% | +5+8.1% | Added |
| ASR Vermogensbeheer N.V. | 79 | $5.34K | 0.00% | −1−1.3% | Reduced |
| Birchbrook, Inc. | 80 | $5.41K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 87 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 90 | $6.08K | 0.00% | −25−21.7% | Reduced |
| Signature Resources Capital Management, LLC | 91 | $6.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 91 | $6.15K | 0.00% | +1+1.1% | Added |
| Country Trust Bank | 95 | $6.42K | 0.00% | +95 | New |
| Bogart Wealth, LLC | 100 | $6.76K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 103 | $6.96K | 0.00% | −102−49.8% | Reduced |
| HHM Wealth Advisors, LLC | 104 | $7.03K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 109 | $7.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 91 | $7.42K | 0.00% | −34−27.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 112 | $7.57K | 0.00% | −758−87.1% | Reduced |
| First Community Trust NA | 120 | $8.11K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 130 | $8.79K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 134 | $9.05K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 142 | $9.58K | 0.00% | +28+24.6% | Added |
| SJS Investment Consulting Inc. | 142 | $9.60K | 0.00% | +142 | New |
| Tidemark, LLC | 144 | $9.73K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 160 | $10.4K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 158 | $10.7K | 0.00% | +158 | New |
| JPL Wealth Management, LLC | 181 | $12.2K | 0.00% | +181 | New |
| Farmers & Merchants Investments Inc | 190 | $12.8K | 0.00% | +10+5.6% | Added |
| Davis Capital Management | 191 | $12.9K | 0.01% | +191 | New |
| Smithfield Trust Co | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 210 | $14.2K | 0.00% | −197−48.4% | Reduced |
| Paladin Advisory Group, LLC | 220 | $14.9K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 219 | $15.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 222 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 223 | $15.1K | 0.00% | −70−23.9% | Reduced |
| Beacon Capital Management, Inc. | 224 | $15.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $15.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 224 | $15.3K | 0.00% | +112+100.0% | Added |
| Ameliora Wealth Management Ltd. | 230 | $15.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 232 | $15.7K | 0.00% | +220+1,833.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 237 | $16.0K | 0.01% | +237 | New |
| Raiffeisen Bank International AG | 245 | $16.7K | 0.00% | +245 | New |
| Rosenberg Matthew Hamilton | 250 | $16.9K | 0.00% | +142+131.5% | Added |
| Tompkins Financial Corp | 270 | $18.2K | 0.00% | −3,450−92.7% | Reduced |
| TD Private Client Wealth LLC | 281 | $19.0K | 0.00% | −16−5.4% | Reduced |
| GHP Investment Advisors, Inc. | 285 | $19.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 284 | $19.7K | 0.00% | +43+17.8% | Added |
| Caldwell Trust Co | 300 | $20.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 319 | $21.6K | 0.00% | +27+9.2% | Added |
| Atlantic Trust, LLC | 334 | $22.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 333 | $23.0K | 0.01% | −73−18.0% | Reduced |
| Robbins Farley LLC | 345 | $23.3K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 349 | $23.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 370 | $25.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 383 | $26.2K | 0.01% | +35+10.1% | Added |
| Nemes Rush Group LLC | 391 | $26.4K | 0.00% | +5+1.3% | Added |
| ESL Trust Services, LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 402 | $27.2K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 415 | $28.0K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 460 | $31.1K | 0.01% | +5+1.1% | Added |
| Richardson Financial Services Inc. | 463 | $31.3K | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 473 | $31.9K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 488 | $33.0K | 0.01% | −61−11.1% | Reduced |