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 |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 4,983 | $336.7K | 0.08% | +14+0.3% | Added |
| CIBC Private Wealth Group, LLC | 4,984 | $336.7K | 0.00% | +1,950+64.3% | Added |
| Family Legacy, Inc. | 5,032 | $340.0K | 0.10% | +24+0.5% | Added |
| Woodward Diversified Capital, LLC | 5,045 | $340.9K | 0.16% | −49−1.0% | Reduced |
| Kestra Investment Management, LLC | 5,088 | $343.8K | 0.01% | −7,832−60.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,090 | $344.0K | 0.10% | +7+0.1% | Added |
| Benjamin Edwards Inc | 5,141 | $347.6K | 0.00% | −10.0% | Reduced |
| Flagship Private Wealth, LLC | 5,183 | $350.2K | 0.14% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 5,233 | $354.0K | 0.04% | +5,233 | New |
| NWF Advisory Services Inc. | 5,271 | $356.2K | 0.04% | +5,271 | New |
| Carret Asset Management, LLC | 5,282 | $356.9K | 0.03% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,289 | $357.3K | 0.03% | −74−1.4% | Reduced |
| Regions Financial Corp | 5,317 | $359.3K | 0.00% | −383−6.7% | Reduced |
| Tiaa Trust, National Association | 5,327 | $359.9K | 0.00% | −541−9.2% | Reduced |
| Herold Advisors, Inc. | 5,357 | $362.0K | 0.08% | −559−9.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,390 | $364.2K | 0.19% | −1,732−24.3% | Reduced |
| Western Wealth Management, LLC | 5,407 | $365.4K | 0.02% | −73−1.3% | Reduced |
| Savant Capital, LLC | 5,415 | $365.9K | 0.00% | −54−1.0% | Reduced |
| Sawyer & Company, Inc | 5,885 | $367.0K | 0.14% | +2,715+85.6% | Added |
| H&H Retirement Design & Management INC | 5,494 | $367.3K | 0.20% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,464 | $369.2K | 0.00% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,546 | $374.7K | 0.04% | −148−2.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,569 | $376.3K | 0.07% | −93−1.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,575 | $376.7K | 0.00% | −145−2.5% | Reduced |
| Gutierrez Wealth Advisory, LLC | 5,576 | $376.8K | 0.24% | −4,265−43.3% | Reduced |
| Abn Amro Investment Solutions | 5,614 | $379.3K | 0.01% | +5,614 | New |
| Basepoint Wealth LLC | 5,634 | $380.7K | 0.27% | +80+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $381.4K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,658 | $382.3K | 0.01% | +82+1.5% | Added |
| True North Advisors, LLC | 5,660 | $382.4K | 0.06% | −199−3.4% | Reduced |
| Allen Capital Group, LLC | 5,700 | $385.1K | 0.04% | −8−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $385.4K | 0.03% | −187−3.2% | Reduced |
| Jacobi Capital Management LLC | 5,741 | $387.9K | 0.02% | −549−8.7% | Reduced |
| Octavia Wealth Advisors, LLC | 5,674 | $388.6K | 0.04% | +5,674 | New |
| Centaurus Financial, Inc. | 5,774 | $390.0K | 0.02% | +4+0.1% | Added |
| Sigma Planning Corp | 5,793 | $391.4K | 0.01% | −832−12.6% | Reduced |
| Gilbert & Cook, Inc. | 5,979 | $404.0K | 0.05% | +127+2.2% | Added |
| Virtus ETF Advisers LLC | 6,000 | $405.4K | 0.22% | +6,000 | New |
| Laraway Financial Inc | 6,056 | $409.2K | 0.28% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,083 | $411.0K | 0.00% | +276+4.8% | Added |
| National Pension Service | 6,083 | $411.0K | 0.00% | +2,507+70.1% | Added |
| Ethos Financial Group, LLC | 6,138 | $414.7K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,140 | $414.9K | 0.02% | −52−0.8% | Reduced |
| Glenmede Investment Management, LP | 6,176 | $417.3K | 0.00% | +27+0.4% | Added |
| International Assets Investment Management, LLC | 6,666 | $419.9K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6,216 | $420.0K | 0.03% | +1,137+22.4% | Added |
| Farther Finance Advisors, LLC | 6,221 | $420.4K | 0.01% | +104+1.7% | Added |
| Rockport Wealth LLC | 6,271 | $423.7K | 0.09% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,284 | $424.6K | 0.12% | +6,284 | New |
| Park Avenue Securities LLC | 6,297 | $425.0K | 0.00% | −2,026−24.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,393 | $432.0K | 0.17% | −8−0.1% | Reduced |
| Avion Wealth | 6,418 | $433.0K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 6,429 | $434.4K | 0.06% | −737−10.3% | Reduced |
| RFG Advisory, LLC | 6,444 | $435.4K | 0.01% | −1,078−14.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,490 | $438.6K | 0.03% | −48−0.7% | Reduced |
| Ignite Planners, LLC | 6,610 | $446.6K | 0.07% | +15+0.2% | Added |
| D.A. Davidson & Co. | 6,691 | $452.2K | 0.00% | +169+2.6% | Added |
| Peddock Capital Advisors, LLC | 6,706 | $453.1K | 0.10% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 6,818 | $460.7K | 0.00% | −2,561,014−99.7% | Reduced |
| MKT Advisors LLC | 6,744 | $461.8K | 0.17% | 00.0% | Unchanged |
| Credit Agricole S A | 6,885 | $465.2K | 0.00% | +6,885 | New |
| Silver Oak Securities, Inc | 6,936 | $468.7K | 0.04% | +359+5.5% | Added |
| Shell Asset Management Co | 6,959 | $470.0K | 0.05% | −3,873−35.8% | Reduced |
| WealthPLAN Partners, LLC | 6,975 | $471.3K | 0.07% | +30.0% | Added |
| Fisher Asset Management, LLC | 7,044 | $476.0K | 0.00% | +3,448+95.9% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,111 | $480.5K | 0.36% | +97+1.4% | Added |
| Dynamic Advisor Solutions LLC | 7,187 | $485.6K | 0.01% | +1,874+35.3% | Added |
| Eldridge Investment Advisors, Inc. | 7,188 | $485.7K | 0.11% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,283 | $492.1K | 0.01% | +118+1.6% | Added |
| GeoWealth Management, LLC | 7,343 | $496.2K | 0.02% | +2,954+67.3% | Added |
| Teamwork Financial Advisors, LLC | 7,352 | $496.6K | 0.05% | −96−1.3% | Reduced |
| FLC Capital Advisors | 7,362 | $497.4K | 0.10% | −500−6.4% | Reduced |
| Apella Capital, LLC | 7,332 | $499.9K | 0.01% | +7,332 | New |
| Axis Wealth Partners, LLC | 7,406 | $500.4K | 0.29% | −260−3.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,407 | $500.5K | 0.24% | −708−8.7% | Reduced |
| Gen-Wealth Partners Inc | 7,426 | $501.8K | 0.17% | +4,444+149.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,484 | $505.7K | 0.02% | −155−2.0% | Reduced |
| FNY Investment Advisers, LLC | 7,500 | $506.0K | 0.16% | +7,500 | New |
| Per Stirling Capital Management, LLC. | 7,499 | $506.7K | 0.06% | −1,477−16.5% | Reduced |
| DRW Securities, LLC | 7,529 | $507.8K | 0.03% | +7,529 | New |
| Ballentine Partners, LLC | 7,573 | $511.7K | 0.01% | +122+1.6% | Added |
| Round Rock Advisors, LLC | 7,634 | $515.8K | 0.08% | +274+3.7% | Added |
| Austin Private Wealth, LLC | 7,654 | $517.2K | 0.04% | +161+2.1% | Added |
| CX Institutional | 7,711 | $521.0K | 0.02% | +7,711 | New |
| GWM Advisors LLC | 7,774 | $525.3K | 0.00% | +1,631+26.6% | Added |
| Focus Financial Network, Inc. | 7,779 | $525.6K | 0.02% | −155−2.0% | Reduced |
| Allstate Corp | 7,799 | $527.0K | 0.01% | +7,799 | New |
| Omers Administration Corp | 7,836 | $529.5K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 7,840 | $529.7K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,034 | $542.9K | 0.00% | −14,788−64.8% | Reduced |
| Commerce Bank | 8,097 | $547.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 8,130 | $549.3K | 0.02% | −5,623−40.9% | Reduced |
| Pensionmark Financial Group, LLC | 8,155 | $551.0K | 0.01% | +1,252+18.1% | Added |
| Hudson Portfolio Management LLC | 8,167 | $551.8K | 0.49% | 00.0% | Unchanged |
| Archer Investment Corp | 8,168 | $551.9K | 0.12% | +1,100+15.6% | Added |
| Bradley Foster & Sargent Inc | 8,210 | $554.8K | 0.01% | −580−6.6% | Reduced |
| NBC Securities, Inc. | 8,210 | $554.8K | 0.04% | −546−6.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,216 | $555.2K | 0.02% | +485+6.3% | Added |
| Commerzbank Aktiengesellschaft | 8,280 | $560.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,237 | $563.7K | 0.01% | +1,506+22.4% | Added |