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 |
|---|---|---|---|---|---|
| Motco | 3,139 | $212.1K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,140 | $212.2K | 0.00% | −48,095−93.9% | Reduced |
| GW Henssler & Associates Ltd | 3,156 | $213.3K | 0.01% | −818−20.6% | Reduced |
| Callan Family Office, LLC | 3,161 | $213.6K | 0.01% | +3,161 | New |
| Umb Bank N A | 3,249 | $219.5K | 0.00% | +38+1.2% | Added |
| Bryn Mawr Trust Co | 3,300 | $223.0K | 0.01% | −913−21.7% | Reduced |
| Bourgeon Capital Management LLC | 3,300 | $223.0K | 0.04% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3,305 | $223.3K | 0.14% | −94−2.8% | Reduced |
| Aaron Wealth Advisors | 3,345 | $226.0K | 0.01% | +3,345 | New |
| SWP Financial LLC | 3,352 | $226.5K | 0.12% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,370 | $227.7K | 0.09% | −537−13.7% | Reduced |
| VestGen Advisors, LLC | 3,370 | $227.7K | 0.01% | +3,370 | New |
| Focused Wealth Management, Inc | 3,398 | $229.6K | 0.02% | +32+1.0% | Added |
| Detalus Advisors, LLC | 3,400 | $229.7K | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,406 | $230.1K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,403 | $230.2K | 0.00% | +75+2.3% | Added |
| Procyon Private Wealth Partners, LLC | 3,410 | $230.4K | 0.01% | −400−10.5% | Reduced |
| NorthStar Asset Management LLC | 3,420 | $231.1K | 0.11% | +3,420 | New |
| TownSquare Capital, LLC | 3,420 | $231.1K | 0.03% | −428−11.1% | Reduced |
| Wolverine Trading, LLC | 3,407 | $231.9K | 0.00% | +3,407 | New |
| Corton Capital Inc. | 3,434 | $232.0K | 0.57% | +3,434 | New |
| Sage Rhino Capital LLC | 3,445 | $232.8K | 0.05% | +103+3.1% | Added |
| Cary Street Partners Financial LLC | 3,452 | $233.2K | 0.01% | +1,609+87.3% | Added |
| King Wealth | 3,495 | $236.0K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,536 | $238.9K | 0.02% | −2,243−38.8% | Reduced |
| Kingsview Wealth Management, LLC | 3,558 | $240.4K | 0.00% | +19+0.5% | Added |
| Inspire Advisors, LLC | 3,564 | $240.8K | 0.02% | −1,238−25.8% | Reduced |
| HBW Advisory Services LLC | 3,588 | $242.4K | 0.03% | +3,588 | New |
| LexAurum Advisors, LLC | 3,602 | $243.4K | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,627 | $245.1K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,643 | $246.1K | 0.00% | −72−1.9% | Reduced |
| Capital Planning Advisors, LLC | 3,649 | $246.6K | 0.03% | +2+0.1% | Added |
| Atlantic Union Bankshares Corp | 3,664 | $247.6K | 0.00% | +1,194+48.3% | Added |
| GF Fund Management Co. Ltd. | 3,672 | $248.1K | 0.00% | −190−4.9% | Reduced |
| UMA Financial Services, Inc. | 3,696 | $249.8K | 0.04% | +20+0.5% | Added |
| Battery Global Advisors, LLC | 3,655 | $250.3K | 0.12% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,710 | $250.7K | 0.15% | 00.0% | Unchanged |
| Columbia Asset Management | 3,725 | $251.7K | 0.05% | −300−7.5% | Reduced |
| Clear Creek Financial Management, LLC | 3,747 | $253.2K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,753 | $253.6K | 0.01% | +3,753 | New |
| New Wave Wealth Advisors LLC | 3,709 | $253.8K | 0.10% | −503−11.9% | Reduced |
| High Net Worth Advisory Group LLC | 3,770 | $254.7K | 0.06% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,777 | $255.2K | 0.03% | +16+0.4% | Added |
| Rafferty Asset Management, LLC | 3,784 | $255.7K | 0.00% | −38−1.0% | Reduced |
| Insigneo Advisory Services, LLC | 3,796 | $256.5K | 0.02% | +2+0.1% | Added |
| Prospera Financial Services Inc | 3,814 | $257.8K | 0.00% | −792−17.2% | Reduced |
| Capital Investment Advisors, LLC | 3,828 | $258.7K | 0.00% | +268+7.5% | Added |
| Insight Wealth Partners, LLC | 3,856 | $260.6K | 0.12% | 00.0% | Unchanged |
| Wealth Management Strategies, Inc. | 3,862 | $261.0K | 0.13% | +54+1.4% | Added |
| Private Trust Co NA | 3,900 | $263.5K | 0.02% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 3,907 | $264.0K | 0.08% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,924 | $265.1K | 0.02% | −47−1.2% | Reduced |
| Parallel Advisors, LLC | 3,950 | $266.9K | 0.00% | +245+6.6% | Added |
| United Capital Financial Advisers, LLC | 3,951 | $266.9K | 0.00% | +31+0.8% | Added |
| Sovereign Financial Group, Inc. | 3,980 | $268.9K | 0.05% | −12−0.3% | Reduced |
| Brevan Howard Capital Management LP | 3,988 | $269.5K | 0.00% | −1,576−28.3% | Reduced |
| Philadelphia Trust Co | 4,000 | $270.0K | 0.02% | −3,500−46.7% | Reduced |
| BancorpSouth Bank | 4,001 | $270.3K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,001 | $270.3K | 0.01% | +714+21.7% | Added |
| Tritonpoint Wealth, LLC | 3,992 | $273.4K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,068 | $275.0K | 0.02% | +4,068 | New |
| Main Street Financial Solutions, LLC | 4,073 | $275.2K | 0.02% | −208−4.9% | Reduced |
| D.B. Root & Company, LLC | 4,091 | $276.5K | 0.07% | +20.0% | Added |
| Lazard Asset Management LLC | 4,149 | $280.3K | 0.00% | −9,919−70.5% | Reduced |
| Fifth Third Bancorp | 4,157 | $280.9K | 0.00% | +178+4.5% | Added |
| Chicago Partners Investment Group LLC | 4,296 | $284.0K | 0.01% | +559+15.0% | Added |
| Coppell Advisory Solutions LLC | 4,176 | $284.3K | 0.03% | −51−1.2% | Reduced |
| Barlow Wealth Partners, Inc. | 4,206 | $284.5K | 0.03% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 4,218 | $285.0K | 0.10% | +39+0.9% | Added |
| Symphony Financial, Ltd. Co. | 4,257 | $286.3K | 0.03% | −25−0.6% | Reduced |
| Greenleaf Trust | 4,253 | $287.4K | 0.00% | +46+1.1% | Added |
| Squarepoint Ops LLC | 4,289 | $289.8K | 0.00% | +4,289 | New |
| TCG Advisory Services, LLC | 4,309 | $291.2K | 0.01% | +4,309 | New |
| Strathmore Capital Advisors, Inc. | 4,327 | $292.4K | 0.12% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 4,342 | $293.4K | 0.01% | +63+1.5% | Added |
| Signaturefd, LLC | 4,355 | $294.3K | 0.00% | +63+1.5% | Added |
| Aster Capital Management (DIFC) Ltd | 4,356 | $294.3K | 0.15% | +523+13.6% | Added |
| Ameritas Advisory Services, LLC | 4,365 | $294.9K | 0.02% | −7,286−62.5% | Reduced |
| Empower Advisory Group, LLC | 4,407 | $297.8K | 0.00% | −312−6.6% | Reduced |
| Accurate Wealth Management, LLC | 4,409 | $298.4K | 0.04% | −377−7.9% | Reduced |
| Mystic Asset Management, Inc. | 4,426 | $299.1K | 0.07% | −84−1.9% | Reduced |
| Vestcor Inc | 4,437 | $300.0K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 4,460 | $301.4K | 0.00% | −124−2.7% | Reduced |
| Catalytic Wealth RIA, LLC | 4,461 | $301.4K | 0.01% | +1,078+31.9% | Added |
| Everence Capital Management Inc | 4,480 | $303.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 4,492 | $303.5K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,500 | $304.1K | 0.05% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,517 | $305.2K | 0.02% | +4,517 | New |
| Widmann Financial Services, Inc. | 4,618 | $312.0K | 0.20% | 00.0% | Unchanged |
| Burney Co | 4,695 | $317.2K | 0.01% | +20.0% | Added |
| Cherry Tree Wealth Management, LLC | 4,707 | $318.1K | 0.07% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4,762 | $321.8K | 0.02% | +4,762 | New |
| Daymark Wealth Partners, LLC | 4,762 | $321.8K | 0.01% | +559+13.3% | Added |
| Nomura Holdings Inc | 4,795 | $324.0K | 0.00% | +4,795 | New |
| Claris Financial LLC | 4,803 | $324.5K | 0.18% | +67+1.4% | Added |
| Profund Advisors LLC | 4,887 | $330.2K | 0.01% | +479+10.9% | Added |
| KPP Advisory Services LLC | 4,895 | $330.8K | 0.05% | −11−0.2% | Reduced |
| Apollon Financial, LLC | 4,964 | $335.4K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,971 | $335.9K | 0.00% | −116−2.3% | Reduced |
| Seeds Investor LLC | 4,973 | $336.0K | 0.07% | −286−5.4% | Reduced |