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 |
|---|---|---|---|---|---|
| Wealth Watch Advisors, INC | 491 | $33.2K | 0.01% | +491 | New |
| LGT Financial Advisors LLC | 500 | $33.8K | 0.07% | +500 | New |
| City State Bank | 518 | $35.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 568 | $38.4K | 0.00% | −182−24.3% | Reduced |
| New England Capital Financial Advisors LLC | 583 | $39.4K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 608 | $40.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 608 | $41.1K | 0.00% | −24−3.8% | Reduced |
| Pin Oak Investment Advisors Inc | 600 | $41.1K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 614 | $41.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 620 | $41.9K | 0.03% | +580+1,450.0% | Added |
| Salem Investment Counselors Inc | 613 | $42.0K | 0.00% | +563+1,126.0% | Added |
| Clearstead Advisors, LLC | 646 | $43.7K | 0.00% | +273+73.2% | Added |
| Wolff Wiese Magana LLC | 648 | $43.8K | 0.02% | +4+0.6% | Added |
| Ronald Blue Trust, Inc. | 655 | $44.3K | 0.00% | −264−28.7% | Reduced |
| Truvestments Capital LLC | 661 | $44.7K | 0.01% | −1−0.2% | Reduced |
| True Wealth Design, LLC | 661 | $44.7K | 0.01% | +282+74.4% | Added |
| Millstone Evans Group, LLC | 672 | $45.4K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 694 | $46.9K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 703 | $47.4K | 0.01% | −36,870−98.1% | Reduced |
| Financial Management Professionals, Inc. | 696 | $47.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 714 | $48.2K | 0.01% | +56+8.5% | Added |
| Tortoise Investment Management, LLC | 715 | $48.3K | 0.00% | +7+1.0% | Added |
| REAP Financial Group, LLC | 721 | $48.7K | 0.01% | +61+9.2% | Added |
| Quent Capital, LLC | 770 | $52.0K | 0.00% | +770 | New |
| Essential Partners LLC | 799 | $54.0K | 0.02% | +714+840.0% | Added |
| Fourth Dimension Wealth, LLC | 800 | $54.1K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 865 | $58.4K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 877 | $58.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 880 | $59.5K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 887 | $59.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 891 | $60.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 919 | $62.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 912 | $62.1K | 0.00% | +365+66.7% | Added |
| Armstrong Advisory Group, Inc | 951 | $64.3K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 961 | $64.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 984 | $67.4K | 0.01% | −7−0.7% | Reduced |
| Huntington National Bank | 1,011 | $68.3K | 0.00% | +13+1.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,032 | $70.6K | 0.01% | +1,032 | New |
| Bessemer Group Inc | 1,048 | $71.0K | 0.00% | +14+1.4% | Added |
| Capital Analysts, LLC | 1,085 | $73.0K | 0.00% | +121+12.6% | Added |
| Hurley Capital, LLC | 1,082 | $73.1K | 0.04% | +15+1.4% | Added |
| Walleye Capital LLC | 1,099 | $74.3K | 0.00% | −28,304−96.3% | Reduced |
| Addison Advisors LLC | 1,100 | $74.3K | 0.02% | −36−3.2% | Reduced |
| Central Trust Co | 1,120 | $75.7K | 0.00% | −927−45.3% | Reduced |
| Proathlete Wealth Management LLC | 1,129 | $76.3K | 0.02% | +16+1.4% | Added |
| Missouri Trust & Investment Co | 1,135 | $76.7K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,200 | $81.1K | 0.07% | −600−33.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,217 | $82.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,232 | $83.2K | 0.01% | −823−40.0% | Reduced |
| North Star Investment Management Corp. | 1,249 | $84.4K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,298 | $87.7K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,303 | $88.0K | 0.00% | −510−28.1% | Reduced |
| Bangor Savings Bank | 1,305 | $88.2K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,306 | $88.2K | 0.00% | −125−8.7% | Reduced |
| Winch Advisory Services, LLC | 1,326 | $89.6K | 0.02% | +19+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,405 | $94.9K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,420 | $95.9K | 0.02% | +250+21.4% | Added |
| Bruce G. Allen Investments, LLC | 1,435 | $97.0K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,436 | $97.0K | 0.00% | +102+7.6% | Added |
| IFP Advisors, Inc | 1,464 | $98.9K | 0.00% | −47−3.1% | Reduced |
| National Bank of Canada | 1,469 | $99.3K | 0.00% | +88+6.4% | Added |
| Pillar Financial Advisors, LLC | 1,489 | $100.6K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,470 | $101.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,527 | $103.4K | 0.02% | +20+1.3% | Added |
| Asset Planning,Inc | 1,540 | $104.1K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,595 | $107.8K | 0.00% | −581−26.7% | Reduced |
| Fairscale Capital, LLC | 1,600 | $109.6K | 0.08% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,636 | $110.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,724 | $116.5K | 0.04% | +9+0.5% | Added |
| Hanson & Doremus Investment Management | 1,810 | $122.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,948 | $133.4K | 0.01% | +1,182+154.3% | Added |
| AdvisorNet Financial, Inc | 1,985 | $134.1K | 0.01% | +20+1.0% | Added |
| Westend Capital Management, LLC | 2,000 | $135.1K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,070 | $139.9K | 0.01% | +245+13.4% | Added |
| St Germain D J Co Inc | 2,301 | $155.5K | 0.01% | −299−11.5% | Reduced |
| Spire Wealth Management | 2,316 | $156.5K | 0.01% | −681−22.7% | Reduced |
| Turning Point Benefit Group, Inc. | 2,363 | $161.8K | 0.10% | +2,363 | New |
| Ci Investments Inc. | 2,399 | $162.0K | 0.00% | −1,203−33.4% | Reduced |
| Larson Financial Group LLC | 2,420 | $163.6K | 0.01% | −53−2.1% | Reduced |
| SOA Wealth Advisors, LLC. | 2,430 | $164.2K | 0.03% | +14+0.6% | Added |
| AllSquare Wealth Management LLC | 2,440 | $164.9K | 0.09% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,443 | $165.1K | 0.02% | −56−2.2% | Reduced |
| Principal Securities, Inc. | 2,538 | $171.5K | 0.00% | −1,695−40.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,629 | $177.6K | 0.01% | +17+0.7% | Added |
| Group One Trading, L.P. | 2,644 | $178.7K | 0.01% | −3,147−54.3% | Reduced |
| BFSG, LLC | 2,673 | $180.6K | 0.02% | −130−4.6% | Reduced |
| Harbour Investments, Inc. | 2,691 | $181.8K | 0.00% | −77−2.8% | Reduced |
| Trust Co of Vermont | 2,691 | $181.8K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,925 | $197.6K | 0.08% | −262−8.2% | Reduced |
| Ameriflex Group, Inc. | 2,965 | $200.3K | 0.08% | +2,590+690.7% | Added |
| HM Payson & Co | 2,990 | $202.0K | 0.00% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,994 | $202.3K | 0.00% | +2,994 | New |
| Adapt Wealth Advisors, LLC | 2,994 | $202.3K | 0.07% | +2,994 | New |
| Intelligence Driven Advisers, LLC | 3,000 | $202.7K | 0.03% | +3,000 | New |
| Jaffetilchin Investment Partners, LLC | 3,056 | $206.5K | 0.01% | +3,056 | New |
| Exencial Wealth Advisors, LLC | 3,068 | $207.3K | 0.01% | +3,068 | New |
| Siemens Fonds Invest GmbH | 3,076 | $207.8K | 0.01% | −34−1.1% | Reduced |
| Change Path, LLC | 3,090 | $208.8K | 0.01% | −579−15.8% | Reduced |
| Sound Income Strategies, LLC | 3,132 | $210.0K | 0.01% | −755−19.4% | Reduced |
| Journey Strategic Wealth LLC | 3,120 | $210.8K | 0.01% | +3,120 | New |