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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,871 | $1.21M | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 17,408 | $1.18M | 0.07% | −928−5.1% | Reduced |
| Quest Partners LLC | 17,357 | $1.17M | 0.08% | 00.0% | Unchanged |
| Entropy Technologies, LP | 17,269 | $1.17M | 0.09% | +83+0.5% | Added |
| HORAN Wealth, LLC | 17,224 | $1.16M | 0.18% | −725−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 17,166 | $1.16M | 0.03% | +10,260+148.6% | Added |
| Harbor Investment Advisory, LLC | 17,147 | $1.16M | 0.10% | +50.0% | Added |
| Clear Street Markets LLC | 17,000 | $1.15M | 0.38% | +17,000 | New |
| Oppenheimer & Co Inc | 16,603 | $1.12M | 0.01% | +140+0.9% | Added |
| Carnegie Lake Advisors LLC | 16,526 | $1.12M | 0.43% | +10.0% | Added |
| Securian Asset Management, Inc | 16,401 | $1.11M | 0.03% | −275−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 16,211 | $1.10M | 0.01% | +453+2.9% | Added |
| Blair William & Co | 16,201 | $1.09M | 0.00% | −3,551−18.0% | Reduced |
| FineMark National Bank & Trust | 16,196 | $1.09M | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 16,021 | $1.08M | 0.08% | −1,928−10.7% | Reduced |
| Royal Fund Management, LLC | 15,930 | $1.08M | 0.13% | −374−2.3% | Reduced |
| Samalin Investment Counsel, LLC | 15,696 | $1.06M | 0.37% | +1,325+9.2% | Added |
| Ossiam | 15,511 | $1.05M | 0.01% | −2,842−15.5% | Reduced |
| RMB Capital Management, LLC | 15,259 | $1.04M | 0.02% | +3,032+24.8% | Added |
| Janus Henderson Group PLC | 15,391 | $1.04M | 0.00% | −18,744−54.9% | Reduced |
| Wealthstar Advisors, LLC | 15,357 | $1.04M | 0.41% | +67+0.4% | Added |
| Crossmark Global Holdings, Inc. | 15,181 | $1.03M | 0.02% | −140−0.9% | Reduced |
| Vanderbilt University | 15,076 | $1.02M | 0.17% | +15,076 | New |
| Concurrent Investment Advisors, LLC | 14,772 | $998.2K | 0.02% | −2,119−12.5% | Reduced |
| Cbre Clarion Securities LLC | 14,747 | $996.5K | 0.01% | −90,583−86.0% | Reduced |
| Intech Investment Management LLC | 14,555 | $983.5K | 0.01% | −3,884−21.1% | Reduced |
| PFG Investments, LLC | 14,344 | $969.2K | 0.05% | +2,805+24.3% | Added |
| LRI Investments, LLC | 14,309 | $966.9K | 0.08% | −609−4.1% | Reduced |
| Jones Financial Companies LLLP | 14,098 | $965.0K | 0.00% | +4,296+43.8% | Added |
| Jane Street Group, LLC | 14,269 | $964.2K | 0.00% | −79,989−84.9% | Reduced |
| Independent Financial Group, LLC | 14,258 | $963.4K | 0.02% | +235+1.7% | Added |
| Independent Advisor Alliance | 14,102 | $952.9K | 0.02% | +3,817+37.1% | Added |
| Nicholas Hoffman & Company, LLC. | 14,037 | $948.5K | 0.02% | −126−0.9% | Reduced |
| Texas Yale Capital Corp. | 14,026 | $947.8K | 0.03% | +50.0% | Added |
| Susquehanna International Group, LLP | 13,951 | $942.7K | 0.00% | −14,188−50.4% | Reduced |
| Cullen Capital Management LLC | 13,847 | $935.6K | 0.01% | +3,380+32.3% | Added |
| Bahl & Gaynor Inc | 13,843 | $935.4K | 0.00% | −339−2.4% | Reduced |
| Atria Investments LLC | 13,809 | $933.1K | 0.01% | −531−3.7% | Reduced |
| NewEdge Wealth, LLC | 13,970 | $928.9K | 0.01% | +9,011+181.7% | Added |
| Vista Investment Management | 13,701 | $925.8K | 0.32% | −20.0% | Reduced |
| DoubleLine ETF Adviser LP | 13,658 | $922.9K | 0.28% | +789+6.1% | Added |
| Kentucky Retirement Systems | 13,608 | $919.5K | 0.03% | −274−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 13,506 | $912.6K | 0.01% | +65+0.5% | Added |
| Sterling Capital Management LLC | 13,401 | $905.5K | 0.01% | −1,026−7.1% | Reduced |
| Howe & Rusling Inc | 13,302 | $898.8K | 0.06% | +84+0.6% | Added |
| Vident Advisory, LLC | 13,131 | $887.3K | 0.01% | +293+2.3% | Added |
| RB Capital Management, LLC | 13,072 | $883.3K | 0.18% | +125+1.0% | Added |
| Perigon Wealth Management, LLC | 13,022 | $879.9K | 0.02% | +888+7.3% | Added |
| Assetmark, Inc | 12,827 | $866.7K | 0.00% | +861+7.2% | Added |
| Picton Mahoney Asset Management | 12,735 | $861.0K | 0.01% | +12,735 | New |
| Founders Financial Alliance, LLC | 12,541 | $847.4K | 0.16% | +73+0.6% | Added |
| Stephens Inc | 12,515 | $845.6K | 0.01% | −1,389−10.0% | Reduced |
| Liberty One Investment Management, LLC | 12,329 | $833.1K | 0.05% | +1,070+9.5% | Added |
| Merit Financial Group, LLC | 12,299 | $831.0K | 0.01% | +4,821+64.5% | Added |
| Everstar Asset Management, LLC | 12,298 | $831.0K | 0.47% | +4,433+56.4% | Added |
| Sofos Investments, Inc. | 12,271 | $829.2K | 0.16% | +12,271 | New |
| Steward Partners Investment Advisory, LLC | 12,220 | $825.7K | 0.00% | +2,006+19.6% | Added |
| Cooper Financial Group | 11,788 | $796.5K | 0.09% | −217−1.8% | Reduced |
| Bank of Nova Scotia | 11,732 | $792.7K | 0.00% | +3,568+43.7% | Added |
| Wealthspire Advisors, LLC | 11,725 | $792.3K | 0.00% | −228−1.9% | Reduced |
| Advisory Services Network, LLC | 11,399 | $770.2K | 0.01% | −346−2.9% | Reduced |
| Cornercap Investment Counsel Inc | 11,283 | $762.4K | 0.38% | −190−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 11,221 | $758.2K | 0.01% | +1,262+12.7% | Added |
| Client 1st Advisory Group, LLC | 11,208 | $757.3K | 0.25% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 11,094 | $749.6K | 0.16% | −13−0.1% | Reduced |
| Invst, LLC | 11,083 | $748.9K | 0.09% | −217−1.9% | Reduced |
| BLB&B Advisors, LLC | 11,047 | $746.4K | 0.03% | +10.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 10,984 | $742.2K | 0.10% | +395+3.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,974 | $742.0K | 0.01% | +14+0.1% | Added |
| CIBC Asset Management Inc | 10,906 | $736.9K | 0.00% | +67+0.6% | Added |
| MAI Capital Management | 10,893 | $736.0K | 0.00% | +1,109+11.3% | Added |
| Gallacher Capital Management LLC | 10,882 | $735.3K | 0.29% | +10,882 | New |
| Diligent Investors, LLC | 10,864 | $734.1K | 0.19% | +71+0.7% | Added |
| WealthPlan Investment Management, LLC | 10,829 | $731.7K | 0.05% | −729−6.3% | Reduced |
| D. E. Shaw & Co., Inc. | 10,818 | $731.0K | 0.00% | −4,467−29.2% | Reduced |
| Applied Capital LLC | 10,799 | $729.7K | 0.52% | +371+3.6% | Added |
| Orion Capital Management LLC | 10,680 | $721.6K | 0.25% | +10,680 | New |
| Summit Trail Advisors, LLC | 10,525 | $719.8K | 0.01% | +6,217+144.3% | Added |
| AE Wealth Management LLC | 10,549 | $712.8K | 0.00% | +200+1.9% | Added |
| Norinchukin Bank, The | 10,452 | $706.2K | 0.01% | −67−0.6% | Reduced |
| M&T Bank Corp | 10,431 | $705.4K | 0.00% | −19,937−65.7% | Reduced |
| Gulf International Bank (UK) Ltd | 10,390 | $702.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $696.0K | 0.15% | 00.0% | Unchanged |
| Accel Wealth Management | 10,243 | $692.1K | 0.20% | +83+0.8% | Added |
| Investment Management Corp of Ontario | 10,242 | $692.1K | 0.01% | +4,913+92.2% | Added |
| Atomi Financial Group, Inc. | 10,235 | $691.5K | 0.02% | +699+7.3% | Added |
| Liberty Square Wealth Partners LLC | 10,202 | $689.3K | 0.21% | −929−8.3% | Reduced |
| Dudley Capital Management, LLC | 10,175 | $687.5K | 0.31% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,127 | $684.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,074 | $680.7K | 0.02% | −91−0.9% | Reduced |
| Demars Financial Group, LLC | 9,951 | $672.4K | 0.23% | −8,077−44.8% | Reduced |
| WESPAC Advisors, LLC | 9,898 | $668.8K | 0.39% | +9,898 | New |
| IHT Wealth Management, LLC | 9,880 | $667.6K | 0.02% | +841+9.3% | Added |
| Northwestern Mutual Wealth Management Co | 9,865 | $666.6K | 0.00% | +1,359+16.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $662.4K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 9,768 | $660.0K | 0.00% | −1,710−14.9% | Reduced |
| C2C Wealth Management, LLC | 9,720 | $656.8K | 0.56% | −1,443−12.9% | Reduced |
| Pinnacle Financial Partners Inc | 9,710 | $656.1K | 0.02% | +19+0.2% | Added |
| Machina Capital S.A.S. | 9,676 | $653.8K | 0.12% | +3,663+60.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,611 | $649.4K | 0.00% | −3,082−24.3% | Reduced |