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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 15,259 | $1.04M | 0.02% | +3,032+24.8% | Added |
| Ossiam | 15,511 | $1.05M | 0.01% | −2,842−15.5% | Reduced |
| Samalin Investment Counsel, LLC | 15,696 | $1.06M | 0.37% | +1,325+9.2% | Added |
| Royal Fund Management, LLC | 15,930 | $1.08M | 0.13% | −374−2.3% | Reduced |
| Colonial Trust Advisors | 16,021 | $1.08M | 0.08% | −1,928−10.7% | Reduced |
| FineMark National Bank & Trust | 16,196 | $1.09M | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 16,201 | $1.09M | 0.00% | −3,551−18.0% | Reduced |
| Integrated Wealth Concepts LLC | 16,211 | $1.10M | 0.01% | +453+2.9% | Added |
| Securian Asset Management, Inc | 16,401 | $1.11M | 0.03% | −275−1.6% | Reduced |
| Carnegie Lake Advisors LLC | 16,526 | $1.12M | 0.43% | +10.0% | Added |
| Oppenheimer & Co Inc | 16,603 | $1.12M | 0.01% | +140+0.9% | Added |
| Clear Street Markets LLC | 17,000 | $1.15M | 0.38% | +17,000 | New |
| Harbor Investment Advisory, LLC | 17,147 | $1.16M | 0.10% | +50.0% | Added |
| Tower Research Capital LLC (TRC) | 17,166 | $1.16M | 0.03% | +10,260+148.6% | Added |
| HORAN Wealth, LLC | 17,224 | $1.16M | 0.18% | −725−4.0% | Reduced |
| Entropy Technologies, LP | 17,269 | $1.17M | 0.09% | +83+0.5% | Added |
| Quest Partners LLC | 17,357 | $1.17M | 0.08% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 17,408 | $1.18M | 0.07% | −928−5.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,871 | $1.21M | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 17,663 | $1.21M | 0.14% | +127+0.7% | Added |
| SG Americas Securities, LLC | 18,218 | $1.23M | 0.00% | −9,150−33.4% | Reduced |
| FJ Capital Management LLC | 18,255 | $1.23M | 0.13% | +14,779+425.2% | Added |
| SRS Capital Advisors, Inc. | 18,496 | $1.25M | 0.02% | +7,975+75.8% | Added |
| J.W. Cole Advisors, Inc. | 18,926 | $1.28M | 0.02% | +394+2.1% | Added |
| Hancock Whitney Corp | 19,104 | $1.29M | 0.02% | +32+0.2% | Added |
| Avanza Fonder AB | 19,199 | $1.30M | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 19,366 | $1.31M | 0.03% | −2,641−12.0% | Reduced |
| Quantbot Technologies LP | 19,627 | $1.33M | 0.04% | +19,627 | New |
| Moors & Cabot, Inc. | 19,825 | $1.34M | 0.06% | −1,240−5.9% | Reduced |
| NorthRock Partners, LLC | 20,029 | $1.35M | 0.02% | +20,029 | New |
| Nordea Investment Management AB | 20,112 | $1.35M | 0.00% | +3,636+22.1% | Added |
| Public Employees Retirement Association of Colorado | 20,336 | $1.37M | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 20,200 | $1.38M | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 20,946 | $1.42M | 0.01% | +9,918+89.9% | Added |
| Ethic Inc. | 21,108 | $1.43M | 0.02% | +3,816+22.1% | Added |
| NEOS Investment Management LLC | 21,158 | $1.43M | 0.01% | +10,723+102.8% | Added |
| Clarion Wealth Managment Partners, LLC | 21,213 | $1.43M | 1.41% | +129+0.6% | Added |
| Summit Financial, LLC | 21,279 | $1.44M | 0.02% | +302+1.4% | Added |
| ExodusPoint Capital Management, LP | 21,641 | $1.46M | 0.02% | +21,641 | New |
| Jeppson Wealth Management, LLC | 21,671 | $1.46M | 0.47% | −369−1.7% | Reduced |
| 1832 Asset Management L.P. | 21,851 | $1.48M | 0.00% | −5,148−19.1% | Reduced |
| Kestra Private Wealth Services, LLC | 22,269 | $1.50M | 0.02% | −1,010−4.3% | Reduced |
| Frank, Rimerman Advisors LLC | 22,384 | $1.51M | 0.10% | −47−0.2% | Reduced |
| New York Life Investment Management LLC | 22,488 | $1.52M | 0.01% | −745−3.2% | Reduced |
| Inceptionr LLC | 22,665 | $1.53M | 0.37% | +11,920+110.9% | Added |
| Tredje AP-fonden | 22,678 | $1.53M | 0.01% | −11,299−33.3% | Reduced |
| Cornerstone Wealth Management, LLC | 22,714 | $1.53M | 0.08% | +909+4.2% | Added |
| Penserra Capital Management LLC | 22,800 | $1.54M | 0.02% | +730+3.3% | Added |
| Horizon Kinetics Asset Management LLC | 23,250 | $1.57M | 0.02% | −11,500−33.1% | Reduced |
| Guggenheim Capital LLC | 23,260 | $1.57M | 0.01% | +168+0.7% | Added |
| Belpointe Asset Management LLC | 23,810 | $1.61M | 0.06% | +42+0.2% | Added |
| Buckingham Strategic Partners | 24,212 | $1.62M | 0.02% | +11,531+90.9% | Added |
| Hilltop Partners LLC | 24,026 | $1.62M | 0.49% | −2,221−8.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,163 | $1.63M | 0.01% | +2,466+11.4% | Added |
| Diversify Advisory Services, LLC | 24,809 | $1.64M | 0.05% | −1,680−6.3% | Reduced |
| Pathstone Holdings, LLC | 24,577 | $1.66M | 0.01% | +1,730+7.6% | Added |
| Federated Hermes, Inc. | 24,698 | $1.67M | 0.00% | +989+4.2% | Added |
| CWM Advisors, LLC | 24,720 | $1.67M | 0.16% | −685−2.7% | Reduced |
| TD Asset Management Inc | 24,785 | $1.67M | 0.00% | −17,308−41.1% | Reduced |
| Fiduciary Alliance LLC | 25,455 | $1.72M | 0.12% | +518+2.1% | Added |
| Cozad Asset Management Inc | 25,637 | $1.73M | 0.14% | −104−0.4% | Reduced |
| OP Asset Management Ltd | 25,737 | $1.74M | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 26,278 | $1.78M | 0.03% | −507−1.9% | Reduced |
| Voya Investment Management LLC | 26,428 | $1.79M | 0.00% | −7,836−22.9% | Reduced |
| Excalibur Management Corp | 26,541 | $1.79M | 0.65% | −30−0.1% | Reduced |
| KBC Group NV | 26,730 | $1.81M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 27,044 | $1.83M | 0.00% | +2,874+11.9% | Added |
| Mutual Advisors, LLC | 27,900 | $1.89M | 0.04% | +5,122+22.5% | Added |
| Griffin Asset Management, Inc. | 28,109 | $1.90M | 0.21% | −4,127−12.8% | Reduced |
| Gradient Capital Advisors, LLC | 28,200 | $1.91M | 0.51% | −352−1.2% | Reduced |
| BridgePort Financial Solutions, LLC | 28,354 | $1.92M | 0.51% | −327−1.1% | Reduced |
| Teacher Retirement System of Texas | 28,693 | $1.94M | 0.01% | −4,562−13.7% | Reduced |
| Consolidated Portfolio Review Corp | 28,899 | $1.99M | 0.25% | −330−1.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,962 | $1.99M | 0.01% | +1,514+5.3% | Added |
| New Insight Wealth Advisors | 29,762 | $2.01M | 0.76% | −8,533−22.3% | Reduced |
| Sanctuary Advisors, LLC | 30,197 | $2.04M | 0.01% | −5,181−14.6% | Reduced |
| Waldron Private Wealth LLC | 30,074 | $2.06M | 0.08% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 30,590 | $2.07M | 0.01% | −62,034−67.0% | Reduced |
| British Columbia Investment Management Corp | 31,472 | $2.13M | 0.01% | −2,970−8.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 34,179 | $2.13M | 0.30% | +10,300+43.1% | Added |
| Wellington Shields Capital Management, LLC | 31,777 | $2.15M | 0.33% | 00.0% | Unchanged |
| US Bancorp | 32,602 | $2.20M | 0.00% | −926−2.8% | Reduced |
| Apollon Wealth Management, LLC | 32,673 | $2.21M | 0.04% | +10,804+49.4% | Added |
| XML Financial, LLC | 32,949 | $2.23M | 0.18% | −2,178−6.2% | Reduced |
| Nisa Investment Advisors, LLC | 32,849 | $2.26M | 0.01% | −6,197−15.9% | Reduced |
| Graham Capital Wealth Management, LLC | 33,624 | $2.27M | 2.31% | −2,840−7.8% | Reduced |
| Weaver Consulting Group | 34,208 | $2.31M | 0.59% | +390+1.2% | Added |
| Wealthcare Advisory Partners LLC | 34,246 | $2.31M | 0.05% | −1,518−4.2% | Reduced |
| Cerity Partners LLC | 34,363 | $2.32M | 0.00% | +3,487+11.3% | Added |
| Rockefeller Capital Management L.P. | 34,933 | $2.36M | 0.00% | +4,551+15.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 34,937 | $2.36M | 0.02% | +2,283+7.0% | Added |
| JustInvest LLC | 34,957 | $2.36M | 0.02% | +234+0.7% | Added |
| Investmark Advisory Group LLC | 35,297 | $2.39M | 1.03% | +751+2.2% | Added |
| Toronto Dominion Bank | 35,588 | $2.40M | 0.00% | −4,126−10.4% | Reduced |
| Utah Retirement Systems | 35,703 | $2.41M | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 36,430 | $2.46M | 0.06% | +485+1.3% | Added |
| Meixler Investment Management, Ltd. | 36,698 | $2.48M | 1.52% | −808−2.2% | Reduced |
| Xponance, Inc. | 38,183 | $2.58M | 0.02% | +389+1.0% | Added |
| SFMG, LLC | 38,498 | $2.60M | 0.18% | +250+0.7% | Added |
| DnB Asset Management AS | 38,987 | $2.63M | 0.01% | +1,454+3.9% | Added |