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 |
|---|---|---|---|---|---|
| Pensionfund DSM Netherlands | 46,300 | $3.13M | 2.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 45,938 | $3.10M | 0.14% | +7,208+18.6% | Added |
| Freedom Financial Partners LLC | 45,757 | $3.09M | 1.18% | +130+0.3% | Added |
| Balyasny Asset Management LLC | 45,353 | $3.06M | 0.01% | −785,190−94.5% | Reduced |
| HighPoint Advisor Group LLC | 45,188 | $3.05M | 0.15% | +5,210+13.0% | Added |
| New Age Alpha Advisors, LLC | 44,856 | $3.03M | 0.13% | −1,527−3.3% | Reduced |
| Hantz Financial Services, Inc. | 44,160 | $2.98M | 0.05% | −526−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 44,119 | $2.98M | 0.04% | −700−1.6% | Reduced |
| Pensionfund Sabic | 43,804 | $2.96M | 0.81% | −2,000−4.4% | Reduced |
| Capital Square, LLC | 43,771 | $2.96M | 1.51% | −1,469−3.2% | Reduced |
| Stifel Financial Corp | 43,517 | $2.94M | 0.00% | +2,652+6.5% | Added |
| New Mexico Educational Retirement Board | 43,400 | $2.93M | 0.09% | 00.0% | Unchanged |
| Presima Inc. | 42,862 | $2.90M | 0.80% | +9,028+26.7% | Added |
| Private Advisor Group, LLC | 42,752 | $2.89M | 0.01% | −2,920−6.4% | Reduced |
| QRG Capital Management, Inc. | 42,120 | $2.85M | 0.03% | −95,270−69.3% | Reduced |
| Natixis Advisors, L.P. | 41,478 | $2.80M | 0.00% | +2,366+6.0% | Added |
| Ameritas Investment Partners, Inc. | 41,050 | $2.77M | 0.08% | −1,466−3.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 40,040 | $2.71M | 0.15% | +9,489+31.1% | Added |
| Signet Financial Management, LLC | 39,551 | $2.67M | 0.31% | +58+0.1% | Added |
| DnB Asset Management AS | 38,987 | $2.63M | 0.01% | +1,454+3.9% | Added |
| SFMG, LLC | 38,498 | $2.60M | 0.18% | +250+0.7% | Added |
| Xponance, Inc. | 38,183 | $2.58M | 0.02% | +389+1.0% | Added |
| Meixler Investment Management, Ltd. | 36,698 | $2.48M | 1.52% | −808−2.2% | Reduced |
| Arkadios Wealth Advisors | 36,430 | $2.46M | 0.06% | +485+1.3% | Added |
| Utah Retirement Systems | 35,703 | $2.41M | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 35,588 | $2.40M | 0.00% | −4,126−10.4% | Reduced |
| Investmark Advisory Group LLC | 35,297 | $2.39M | 1.03% | +751+2.2% | Added |
| JustInvest LLC | 34,957 | $2.36M | 0.02% | +234+0.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 34,937 | $2.36M | 0.02% | +2,283+7.0% | Added |
| Rockefeller Capital Management L.P. | 34,933 | $2.36M | 0.00% | +4,551+15.0% | Added |
| Cerity Partners LLC | 34,363 | $2.32M | 0.00% | +3,487+11.3% | Added |
| Wealthcare Advisory Partners LLC | 34,246 | $2.31M | 0.05% | −1,518−4.2% | Reduced |
| Weaver Consulting Group | 34,208 | $2.31M | 0.59% | +390+1.2% | Added |
| Graham Capital Wealth Management, LLC | 33,624 | $2.27M | 2.31% | −2,840−7.8% | Reduced |
| Nisa Investment Advisors, LLC | 32,849 | $2.26M | 0.01% | −6,197−15.9% | Reduced |
| XML Financial, LLC | 32,949 | $2.23M | 0.18% | −2,178−6.2% | Reduced |
| Apollon Wealth Management, LLC | 32,673 | $2.21M | 0.04% | +10,804+49.4% | Added |
| US Bancorp | 32,602 | $2.20M | 0.00% | −926−2.8% | Reduced |
| Wellington Shields Capital Management, LLC | 31,777 | $2.15M | 0.33% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 34,179 | $2.13M | 0.30% | +10,300+43.1% | Added |
| British Columbia Investment Management Corp | 31,472 | $2.13M | 0.01% | −2,970−8.6% | Reduced |
| Swiss Life Asset Management Ltd | 30,590 | $2.07M | 0.01% | −62,034−67.0% | Reduced |
| Waldron Private Wealth LLC | 30,074 | $2.06M | 0.08% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 30,197 | $2.04M | 0.01% | −5,181−14.6% | Reduced |
| New Insight Wealth Advisors | 29,762 | $2.01M | 0.76% | −8,533−22.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,962 | $1.99M | 0.01% | +1,514+5.3% | Added |
| Consolidated Portfolio Review Corp | 28,899 | $1.99M | 0.25% | −330−1.1% | Reduced |
| Teacher Retirement System of Texas | 28,693 | $1.94M | 0.01% | −4,562−13.7% | Reduced |
| BridgePort Financial Solutions, LLC | 28,354 | $1.92M | 0.51% | −327−1.1% | Reduced |
| Gradient Capital Advisors, LLC | 28,200 | $1.91M | 0.51% | −352−1.2% | Reduced |
| Griffin Asset Management, Inc. | 28,109 | $1.90M | 0.21% | −4,127−12.8% | Reduced |
| Mutual Advisors, LLC | 27,900 | $1.89M | 0.04% | +5,122+22.5% | Added |
| The PNC Financial Services Group, Inc. | 27,044 | $1.83M | 0.00% | +2,874+11.9% | Added |
| KBC Group NV | 26,730 | $1.81M | 0.00% | 00.0% | Unchanged |
| Excalibur Management Corp | 26,541 | $1.79M | 0.65% | −30−0.1% | Reduced |
| Voya Investment Management LLC | 26,428 | $1.79M | 0.00% | −7,836−22.9% | Reduced |
| Flputnam Investment Management Co | 26,278 | $1.78M | 0.03% | −507−1.9% | Reduced |
| OP Asset Management Ltd | 25,737 | $1.74M | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 25,637 | $1.73M | 0.14% | −104−0.4% | Reduced |
| Fiduciary Alliance LLC | 25,455 | $1.72M | 0.12% | +518+2.1% | Added |
| TD Asset Management Inc | 24,785 | $1.67M | 0.00% | −17,308−41.1% | Reduced |
| CWM Advisors, LLC | 24,720 | $1.67M | 0.16% | −685−2.7% | Reduced |
| Federated Hermes, Inc. | 24,698 | $1.67M | 0.00% | +989+4.2% | Added |
| Pathstone Holdings, LLC | 24,577 | $1.66M | 0.01% | +1,730+7.6% | Added |
| Diversify Advisory Services, LLC | 24,809 | $1.64M | 0.05% | −1,680−6.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,163 | $1.63M | 0.01% | +2,466+11.4% | Added |
| Hilltop Partners LLC | 24,026 | $1.62M | 0.49% | −2,221−8.5% | Reduced |
| Buckingham Strategic Partners | 24,212 | $1.62M | 0.02% | +11,531+90.9% | Added |
| Belpointe Asset Management LLC | 23,810 | $1.61M | 0.06% | +42+0.2% | Added |
| Guggenheim Capital LLC | 23,260 | $1.57M | 0.01% | +168+0.7% | Added |
| Horizon Kinetics Asset Management LLC | 23,250 | $1.57M | 0.02% | −11,500−33.1% | Reduced |
| Penserra Capital Management LLC | 22,800 | $1.54M | 0.02% | +730+3.3% | Added |
| Cornerstone Wealth Management, LLC | 22,714 | $1.53M | 0.08% | +909+4.2% | Added |
| Tredje AP-fonden | 22,678 | $1.53M | 0.01% | −11,299−33.3% | Reduced |
| Inceptionr LLC | 22,665 | $1.53M | 0.37% | +11,920+110.9% | Added |
| New York Life Investment Management LLC | 22,488 | $1.52M | 0.01% | −745−3.2% | Reduced |
| Frank, Rimerman Advisors LLC | 22,384 | $1.51M | 0.10% | −47−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 22,269 | $1.50M | 0.02% | −1,010−4.3% | Reduced |
| 1832 Asset Management L.P. | 21,851 | $1.48M | 0.00% | −5,148−19.1% | Reduced |
| Jeppson Wealth Management, LLC | 21,671 | $1.46M | 0.47% | −369−1.7% | Reduced |
| ExodusPoint Capital Management, LP | 21,641 | $1.46M | 0.02% | +21,641 | New |
| Summit Financial, LLC | 21,279 | $1.44M | 0.02% | +302+1.4% | Added |
| Clarion Wealth Managment Partners, LLC | 21,213 | $1.43M | 1.41% | +129+0.6% | Added |
| NEOS Investment Management LLC | 21,158 | $1.43M | 0.01% | +10,723+102.8% | Added |
| Ethic Inc. | 21,108 | $1.43M | 0.02% | +3,816+22.1% | Added |
| HB Wealth Management, LLC | 20,946 | $1.42M | 0.01% | +9,918+89.9% | Added |
| Erste Asset Management GmbH | 20,200 | $1.38M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,336 | $1.37M | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 20,112 | $1.35M | 0.00% | +3,636+22.1% | Added |
| NorthRock Partners, LLC | 20,029 | $1.35M | 0.02% | +20,029 | New |
| Moors & Cabot, Inc. | 19,825 | $1.34M | 0.06% | −1,240−5.9% | Reduced |
| Quantbot Technologies LP | 19,627 | $1.33M | 0.04% | +19,627 | New |
| Associated Banc-Corp | 19,366 | $1.31M | 0.03% | −2,641−12.0% | Reduced |
| Avanza Fonder AB | 19,199 | $1.30M | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 19,104 | $1.29M | 0.02% | +32+0.2% | Added |
| J.W. Cole Advisors, Inc. | 18,926 | $1.28M | 0.02% | +394+2.1% | Added |
| SRS Capital Advisors, Inc. | 18,496 | $1.25M | 0.02% | +7,975+75.8% | Added |
| FJ Capital Management LLC | 18,255 | $1.23M | 0.13% | +14,779+425.2% | Added |
| SG Americas Securities, LLC | 18,218 | $1.23M | 0.00% | −9,150−33.4% | Reduced |
| Naviter Wealth, LLC | 17,663 | $1.21M | 0.14% | +127+0.7% | Added |