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 |
|---|---|---|---|---|---|
| Atom Investors LP | 8,345 | $563.9K | 0.04% | +8,345 | New |
| Capital Investment Advisory Services, LLC | 8,636 | $583.6K | 0.05% | +303+3.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,710 | $588.5K | 0.00% | −4,353−33.3% | Reduced |
| We Are One Seven, LLC | 8,722 | $589.4K | 0.01% | +1,557+21.7% | Added |
| Roof Eidam & Maycock | 8,745 | $590.9K | 0.14% | −375−4.1% | Reduced |
| Family Wealth Partners, LLC | 8,747 | $591.1K | 0.22% | +2,819+47.6% | Added |
| Evergreen Capital Management LLC | 8,666 | $592.5K | 0.01% | +2,974+52.2% | Added |
| Brookwood Investment Group LLC | 8,787 | $593.7K | 0.08% | −386−4.2% | Reduced |
| Modern Wealth Management, LLC | 8,822 | $596.1K | 0.01% | −450−4.9% | Reduced |
| Wellington Shields & Co., LLC | 8,890 | $600.7K | 0.16% | −340−3.7% | Reduced |
| Prosperity Consulting Group, LLC | 9,155 | $618.6K | 0.03% | +9,155 | New |
| Intrua Financial, LLC | 9,185 | $620.6K | 0.07% | +1,008+12.3% | Added |
| Spirit of America Management Corp | 9,200 | $621.6K | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,315 | $629.4K | 0.00% | −393−4.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,367 | $632.9K | 0.02% | +30.0% | Added |
| Hilltop Holdings Inc. | 9,387 | $634.3K | 0.03% | +1,862+24.7% | Added |
| Signal Advisors Wealth, LLC | 9,444 | $638.1K | 0.06% | +9,444 | New |
| Old Port Advisors | 9,477 | $640.4K | 0.16% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 9,600 | $648.7K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 9,611 | $649.4K | 0.00% | −3,082−24.3% | Reduced |
| Machina Capital S.A.S. | 9,676 | $653.8K | 0.12% | +3,663+60.9% | Added |
| Pinnacle Financial Partners Inc | 9,710 | $656.1K | 0.02% | +19+0.2% | Added |
| C2C Wealth Management, LLC | 9,720 | $656.8K | 0.56% | −1,443−12.9% | Reduced |
| Toroso Investments, LLC | 9,768 | $660.0K | 0.00% | −1,710−14.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $662.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,865 | $666.6K | 0.00% | +1,359+16.0% | Added |
| IHT Wealth Management, LLC | 9,880 | $667.6K | 0.02% | +841+9.3% | Added |
| WESPAC Advisors, LLC | 9,898 | $668.8K | 0.39% | +9,898 | New |
| Demars Financial Group, LLC | 9,951 | $672.4K | 0.23% | −8,077−44.8% | Reduced |
| Global Retirement Partners, LLC | 10,074 | $680.7K | 0.02% | −91−0.9% | Reduced |
| Maryland State Retirement & Pension System | 10,127 | $684.3K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 10,175 | $687.5K | 0.31% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 10,202 | $689.3K | 0.21% | −929−8.3% | Reduced |
| Atomi Financial Group, Inc. | 10,235 | $691.5K | 0.02% | +699+7.3% | Added |
| Investment Management Corp of Ontario | 10,242 | $692.1K | 0.01% | +4,913+92.2% | Added |
| Accel Wealth Management | 10,243 | $692.1K | 0.20% | +83+0.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $696.0K | 0.15% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 10,390 | $702.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 10,431 | $705.4K | 0.00% | −19,937−65.7% | Reduced |
| Norinchukin Bank, The | 10,452 | $706.2K | 0.01% | −67−0.6% | Reduced |
| AE Wealth Management LLC | 10,549 | $712.8K | 0.00% | +200+1.9% | Added |
| Summit Trail Advisors, LLC | 10,525 | $719.8K | 0.01% | +6,217+144.3% | Added |
| Orion Capital Management LLC | 10,680 | $721.6K | 0.25% | +10,680 | New |
| Applied Capital LLC | 10,799 | $729.7K | 0.52% | +371+3.6% | Added |
| D. E. Shaw & Co., Inc. | 10,818 | $731.0K | 0.00% | −4,467−29.2% | Reduced |
| WealthPlan Investment Management, LLC | 10,829 | $731.7K | 0.05% | −729−6.3% | Reduced |
| Diligent Investors, LLC | 10,864 | $734.1K | 0.19% | +71+0.7% | Added |
| Gallacher Capital Management LLC | 10,882 | $735.3K | 0.29% | +10,882 | New |
| MAI Capital Management | 10,893 | $736.0K | 0.00% | +1,109+11.3% | Added |
| CIBC Asset Management Inc | 10,906 | $736.9K | 0.00% | +67+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,974 | $742.0K | 0.01% | +14+0.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,984 | $742.2K | 0.10% | +395+3.7% | Added |
| BLB&B Advisors, LLC | 11,047 | $746.4K | 0.03% | +10.0% | Added |
| Invst, LLC | 11,083 | $748.9K | 0.09% | −217−1.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 11,094 | $749.6K | 0.16% | −13−0.1% | Reduced |
| Client 1st Advisory Group, LLC | 11,208 | $757.3K | 0.25% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,221 | $758.2K | 0.01% | +1,262+12.7% | Added |
| Cornercap Investment Counsel Inc | 11,283 | $762.4K | 0.38% | −190−1.7% | Reduced |
| Advisory Services Network, LLC | 11,399 | $770.2K | 0.01% | −346−2.9% | Reduced |
| Wealthspire Advisors, LLC | 11,725 | $792.3K | 0.00% | −228−1.9% | Reduced |
| Bank of Nova Scotia | 11,732 | $792.7K | 0.00% | +3,568+43.7% | Added |
| Cooper Financial Group | 11,788 | $796.5K | 0.09% | −217−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,220 | $825.7K | 0.00% | +2,006+19.6% | Added |
| Sofos Investments, Inc. | 12,271 | $829.2K | 0.16% | +12,271 | New |
| Everstar Asset Management, LLC | 12,298 | $831.0K | 0.47% | +4,433+56.4% | Added |
| Merit Financial Group, LLC | 12,299 | $831.0K | 0.01% | +4,821+64.5% | Added |
| Liberty One Investment Management, LLC | 12,329 | $833.1K | 0.05% | +1,070+9.5% | Added |
| Stephens Inc | 12,515 | $845.6K | 0.01% | −1,389−10.0% | Reduced |
| Founders Financial Alliance, LLC | 12,541 | $847.4K | 0.16% | +73+0.6% | Added |
| Picton Mahoney Asset Management | 12,735 | $861.0K | 0.01% | +12,735 | New |
| Assetmark, Inc | 12,827 | $866.7K | 0.00% | +861+7.2% | Added |
| Perigon Wealth Management, LLC | 13,022 | $879.9K | 0.02% | +888+7.3% | Added |
| RB Capital Management, LLC | 13,072 | $883.3K | 0.18% | +125+1.0% | Added |
| Vident Advisory, LLC | 13,131 | $887.3K | 0.01% | +293+2.3% | Added |
| Howe & Rusling Inc | 13,302 | $898.8K | 0.06% | +84+0.6% | Added |
| Sterling Capital Management LLC | 13,401 | $905.5K | 0.01% | −1,026−7.1% | Reduced |
| Stratos Wealth Partners, LTD. | 13,506 | $912.6K | 0.01% | +65+0.5% | Added |
| Kentucky Retirement Systems | 13,608 | $919.5K | 0.03% | −274−2.0% | Reduced |
| DoubleLine ETF Adviser LP | 13,658 | $922.9K | 0.28% | +789+6.1% | Added |
| Vista Investment Management | 13,701 | $925.8K | 0.32% | −20.0% | Reduced |
| NewEdge Wealth, LLC | 13,970 | $928.9K | 0.01% | +9,011+181.7% | Added |
| Atria Investments LLC | 13,809 | $933.1K | 0.01% | −531−3.7% | Reduced |
| Bahl & Gaynor Inc | 13,843 | $935.4K | 0.00% | −339−2.4% | Reduced |
| Cullen Capital Management LLC | 13,847 | $935.6K | 0.01% | +3,380+32.3% | Added |
| Susquehanna International Group, LLP | 13,951 | $942.7K | 0.00% | −14,188−50.4% | Reduced |
| Texas Yale Capital Corp. | 14,026 | $947.8K | 0.03% | +50.0% | Added |
| Nicholas Hoffman & Company, LLC. | 14,037 | $948.5K | 0.02% | −126−0.9% | Reduced |
| Independent Advisor Alliance | 14,102 | $952.9K | 0.02% | +3,817+37.1% | Added |
| Independent Financial Group, LLC | 14,258 | $963.4K | 0.02% | +235+1.7% | Added |
| Jane Street Group, LLC | 14,269 | $964.2K | 0.00% | −79,989−84.9% | Reduced |
| Jones Financial Companies LLLP | 14,098 | $965.0K | 0.00% | +4,296+43.8% | Added |
| LRI Investments, LLC | 14,309 | $966.9K | 0.08% | −609−4.1% | Reduced |
| PFG Investments, LLC | 14,344 | $969.2K | 0.05% | +2,805+24.3% | Added |
| Intech Investment Management LLC | 14,555 | $983.5K | 0.01% | −3,884−21.1% | Reduced |
| Cbre Clarion Securities LLC | 14,747 | $996.5K | 0.01% | −90,583−86.0% | Reduced |
| Concurrent Investment Advisors, LLC | 14,772 | $998.2K | 0.02% | −2,119−12.5% | Reduced |
| Vanderbilt University | 15,076 | $1.02M | 0.17% | +15,076 | New |
| Crossmark Global Holdings, Inc. | 15,181 | $1.03M | 0.02% | −140−0.9% | Reduced |
| Wealthstar Advisors, LLC | 15,357 | $1.04M | 0.41% | +67+0.4% | Added |
| Janus Henderson Group PLC | 15,391 | $1.04M | 0.00% | −18,744−54.9% | Reduced |