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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 9,600 | $648.7K | 0.02% | 00.0% | Unchanged |
| Old Port Advisors | 9,477 | $640.4K | 0.16% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 9,444 | $638.1K | 0.06% | +9,444 | New |
| Hilltop Holdings Inc. | 9,387 | $634.3K | 0.03% | +1,862+24.7% | Added |
| Fifth Third Wealth Advisors LLC | 9,367 | $632.9K | 0.02% | +30.0% | Added |
| ProShare Advisors LLC | 9,315 | $629.4K | 0.00% | −393−4.0% | Reduced |
| Spirit of America Management Corp | 9,200 | $621.6K | 0.12% | 00.0% | Unchanged |
| Intrua Financial, LLC | 9,185 | $620.6K | 0.07% | +1,008+12.3% | Added |
| Prosperity Consulting Group, LLC | 9,155 | $618.6K | 0.03% | +9,155 | New |
| Wellington Shields & Co., LLC | 8,890 | $600.7K | 0.16% | −340−3.7% | Reduced |
| Modern Wealth Management, LLC | 8,822 | $596.1K | 0.01% | −450−4.9% | Reduced |
| Brookwood Investment Group LLC | 8,787 | $593.7K | 0.08% | −386−4.2% | Reduced |
| Evergreen Capital Management LLC | 8,666 | $592.5K | 0.01% | +2,974+52.2% | Added |
| Family Wealth Partners, LLC | 8,747 | $591.1K | 0.22% | +2,819+47.6% | Added |
| Roof Eidam & Maycock | 8,745 | $590.9K | 0.14% | −375−4.1% | Reduced |
| We Are One Seven, LLC | 8,722 | $589.4K | 0.01% | +1,557+21.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 8,710 | $588.5K | 0.00% | −4,353−33.3% | Reduced |
| Capital Investment Advisory Services, LLC | 8,636 | $583.6K | 0.05% | +303+3.6% | Added |
| Atom Investors LP | 8,345 | $563.9K | 0.04% | +8,345 | New |
| RSM US Wealth Management LLC | 8,237 | $563.7K | 0.01% | +1,506+22.4% | Added |
| Commerzbank Aktiengesellschaft | 8,280 | $560.0K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 8,216 | $555.2K | 0.02% | +485+6.3% | Added |
| NBC Securities, Inc. | 8,210 | $554.8K | 0.04% | −546−6.2% | Reduced |
| Bradley Foster & Sargent Inc | 8,210 | $554.8K | 0.01% | −580−6.6% | Reduced |
| Archer Investment Corp | 8,168 | $551.9K | 0.12% | +1,100+15.6% | Added |
| Hudson Portfolio Management LLC | 8,167 | $551.8K | 0.49% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 8,155 | $551.0K | 0.01% | +1,252+18.1% | Added |
| Quadrant Capital Group LLC | 8,130 | $549.3K | 0.02% | −5,623−40.9% | Reduced |
| Commerce Bank | 8,097 | $547.1K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,034 | $542.9K | 0.00% | −14,788−64.8% | Reduced |
| Shelton Capital Management | 7,840 | $529.7K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 7,836 | $529.5K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 7,799 | $527.0K | 0.01% | +7,799 | New |
| Focus Financial Network, Inc. | 7,779 | $525.6K | 0.02% | −155−2.0% | Reduced |
| GWM Advisors LLC | 7,774 | $525.3K | 0.00% | +1,631+26.6% | Added |
| CX Institutional | 7,711 | $521.0K | 0.02% | +7,711 | New |
| Austin Private Wealth, LLC | 7,654 | $517.2K | 0.04% | +161+2.1% | Added |
| Round Rock Advisors, LLC | 7,634 | $515.8K | 0.08% | +274+3.7% | Added |
| Ballentine Partners, LLC | 7,573 | $511.7K | 0.01% | +122+1.6% | Added |
| DRW Securities, LLC | 7,529 | $507.8K | 0.03% | +7,529 | New |
| Per Stirling Capital Management, LLC. | 7,499 | $506.7K | 0.06% | −1,477−16.5% | Reduced |
| FNY Investment Advisers, LLC | 7,500 | $506.0K | 0.16% | +7,500 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,484 | $505.7K | 0.02% | −155−2.0% | Reduced |
| Gen-Wealth Partners Inc | 7,426 | $501.8K | 0.17% | +4,444+149.0% | Added |
| Armstrong, Fleming & Moore, Inc | 7,407 | $500.5K | 0.24% | −708−8.7% | Reduced |
| Axis Wealth Partners, LLC | 7,406 | $500.4K | 0.29% | −260−3.4% | Reduced |
| Apella Capital, LLC | 7,332 | $499.9K | 0.01% | +7,332 | New |
| FLC Capital Advisors | 7,362 | $497.4K | 0.10% | −500−6.4% | Reduced |
| Teamwork Financial Advisors, LLC | 7,352 | $496.6K | 0.05% | −96−1.3% | Reduced |
| GeoWealth Management, LLC | 7,343 | $496.2K | 0.02% | +2,954+67.3% | Added |
| Crestwood Advisors Group LLC | 7,283 | $492.1K | 0.01% | +118+1.6% | Added |
| Eldridge Investment Advisors, Inc. | 7,188 | $485.7K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,187 | $485.6K | 0.01% | +1,874+35.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,111 | $480.5K | 0.36% | +97+1.4% | Added |
| Fisher Asset Management, LLC | 7,044 | $476.0K | 0.00% | +3,448+95.9% | Added |
| WealthPLAN Partners, LLC | 6,975 | $471.3K | 0.07% | +30.0% | Added |
| Shell Asset Management Co | 6,959 | $470.0K | 0.05% | −3,873−35.8% | Reduced |
| Silver Oak Securities, Inc | 6,936 | $468.7K | 0.04% | +359+5.5% | Added |
| Credit Agricole S A | 6,885 | $465.2K | 0.00% | +6,885 | New |
| MKT Advisors LLC | 6,744 | $461.8K | 0.17% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 6,818 | $460.7K | 0.00% | −2,561,014−99.7% | Reduced |
| Peddock Capital Advisors, LLC | 6,706 | $453.1K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,691 | $452.2K | 0.00% | +169+2.6% | Added |
| Ignite Planners, LLC | 6,610 | $446.6K | 0.07% | +15+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 6,490 | $438.6K | 0.03% | −48−0.7% | Reduced |
| RFG Advisory, LLC | 6,444 | $435.4K | 0.01% | −1,078−14.3% | Reduced |
| Colonial Trust Co | 6,429 | $434.4K | 0.06% | −737−10.3% | Reduced |
| Avion Wealth | 6,418 | $433.0K | 0.09% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,393 | $432.0K | 0.17% | −8−0.1% | Reduced |
| Park Avenue Securities LLC | 6,297 | $425.0K | 0.00% | −2,026−24.3% | Reduced |
| Bridgefront Capital, LLC | 6,284 | $424.6K | 0.12% | +6,284 | New |
| Rockport Wealth LLC | 6,271 | $423.7K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,221 | $420.4K | 0.01% | +104+1.7% | Added |
| Sunbelt Securities, Inc. | 6,216 | $420.0K | 0.03% | +1,137+22.4% | Added |
| International Assets Investment Management, LLC | 6,666 | $419.9K | 0.03% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 6,176 | $417.3K | 0.00% | +27+0.4% | Added |
| Wetherby Asset Management Inc | 6,140 | $414.9K | 0.02% | −52−0.8% | Reduced |
| Ethos Financial Group, LLC | 6,138 | $414.7K | 0.03% | 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 |
| Laraway Financial Inc | 6,056 | $409.2K | 0.28% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,000 | $405.4K | 0.22% | +6,000 | New |
| Gilbert & Cook, Inc. | 5,979 | $404.0K | 0.05% | +127+2.2% | Added |
| Sigma Planning Corp | 5,793 | $391.4K | 0.01% | −832−12.6% | Reduced |
| Centaurus Financial, Inc. | 5,774 | $390.0K | 0.02% | +4+0.1% | Added |
| Octavia Wealth Advisors, LLC | 5,674 | $388.6K | 0.04% | +5,674 | New |
| Jacobi Capital Management LLC | 5,741 | $387.9K | 0.02% | −549−8.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $385.4K | 0.03% | −187−3.2% | Reduced |
| Allen Capital Group, LLC | 5,700 | $385.1K | 0.04% | −8−0.1% | Reduced |
| True North Advisors, LLC | 5,660 | $382.4K | 0.06% | −199−3.4% | Reduced |
| Valeo Financial Advisors, LLC | 5,658 | $382.3K | 0.01% | +82+1.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $381.4K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 5,634 | $380.7K | 0.27% | +80+1.4% | Added |
| Abn Amro Investment Solutions | 5,614 | $379.3K | 0.01% | +5,614 | New |
| Gutierrez Wealth Advisory, LLC | 5,576 | $376.8K | 0.24% | −4,265−43.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,575 | $376.7K | 0.00% | −145−2.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,569 | $376.3K | 0.07% | −93−1.6% | Reduced |
| Quadcap Wealth Management, LLC | 5,546 | $374.7K | 0.04% | −148−2.6% | Reduced |
| DF Dent & Co Inc | 5,464 | $369.2K | 0.00% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 5,494 | $367.3K | 0.20% | 00.0% | Unchanged |