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 |
|---|---|---|---|---|---|
| Sawyer & Company, Inc | 5,885 | $367.0K | 0.14% | +2,715+85.6% | Added |
| Savant Capital, LLC | 5,415 | $365.9K | 0.00% | −54−1.0% | Reduced |
| Western Wealth Management, LLC | 5,407 | $365.4K | 0.02% | −73−1.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,390 | $364.2K | 0.19% | −1,732−24.3% | Reduced |
| Herold Advisors, Inc. | 5,357 | $362.0K | 0.08% | −559−9.4% | Reduced |
| Tiaa Trust, National Association | 5,327 | $359.9K | 0.00% | −541−9.2% | Reduced |
| Regions Financial Corp | 5,317 | $359.3K | 0.00% | −383−6.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,289 | $357.3K | 0.03% | −74−1.4% | Reduced |
| Carret Asset Management, LLC | 5,282 | $356.9K | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 5,271 | $356.2K | 0.04% | +5,271 | New |
| Jackson Wealth Management, LLC | 5,233 | $354.0K | 0.04% | +5,233 | New |
| Flagship Private Wealth, LLC | 5,183 | $350.2K | 0.14% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,141 | $347.6K | 0.00% | −10.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,090 | $344.0K | 0.10% | +7+0.1% | Added |
| Kestra Investment Management, LLC | 5,088 | $343.8K | 0.01% | −7,832−60.6% | Reduced |
| Woodward Diversified Capital, LLC | 5,045 | $340.9K | 0.16% | −49−1.0% | Reduced |
| Family Legacy, Inc. | 5,032 | $340.0K | 0.10% | +24+0.5% | Added |
| CIBC Private Wealth Group, LLC | 4,984 | $336.7K | 0.00% | +1,950+64.3% | Added |
| Summit Wealth Group, LLC | 4,983 | $336.7K | 0.08% | +14+0.3% | Added |
| Seeds Investor LLC | 4,973 | $336.0K | 0.07% | −286−5.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,971 | $335.9K | 0.00% | −116−2.3% | Reduced |
| Apollon Financial, LLC | 4,964 | $335.4K | 0.06% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 4,895 | $330.8K | 0.05% | −11−0.2% | Reduced |
| Profund Advisors LLC | 4,887 | $330.2K | 0.01% | +479+10.9% | Added |
| Claris Financial LLC | 4,803 | $324.5K | 0.18% | +67+1.4% | Added |
| Nomura Holdings Inc | 4,795 | $324.0K | 0.00% | +4,795 | New |
| Daymark Wealth Partners, LLC | 4,762 | $321.8K | 0.01% | +559+13.3% | Added |
| Root Financial Partners, LLC | 4,762 | $321.8K | 0.02% | +4,762 | New |
| Cherry Tree Wealth Management, LLC | 4,707 | $318.1K | 0.07% | 00.0% | Unchanged |
| Burney Co | 4,695 | $317.2K | 0.01% | +20.0% | Added |
| Widmann Financial Services, Inc. | 4,618 | $312.0K | 0.20% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,517 | $305.2K | 0.02% | +4,517 | New |
| Dividend Assets Capital, LLC | 4,500 | $304.1K | 0.05% | 00.0% | Unchanged |
| AIA Group Ltd | 4,492 | $303.5K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,480 | $303.0K | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 4,461 | $301.4K | 0.01% | +1,078+31.9% | Added |
| FIL Ltd | 4,460 | $301.4K | 0.00% | −124−2.7% | Reduced |
| Vestcor Inc | 4,437 | $300.0K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,426 | $299.1K | 0.07% | −84−1.9% | Reduced |
| Accurate Wealth Management, LLC | 4,409 | $298.4K | 0.04% | −377−7.9% | Reduced |
| Empower Advisory Group, LLC | 4,407 | $297.8K | 0.00% | −312−6.6% | Reduced |
| Ameritas Advisory Services, LLC | 4,365 | $294.9K | 0.02% | −7,286−62.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,356 | $294.3K | 0.15% | +523+13.6% | Added |
| Signaturefd, LLC | 4,355 | $294.3K | 0.00% | +63+1.5% | Added |
| SageView Advisory Group, LLC | 4,342 | $293.4K | 0.01% | +63+1.5% | Added |
| Strathmore Capital Advisors, Inc. | 4,327 | $292.4K | 0.12% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,309 | $291.2K | 0.01% | +4,309 | New |
| Squarepoint Ops LLC | 4,289 | $289.8K | 0.00% | +4,289 | New |
| Greenleaf Trust | 4,253 | $287.4K | 0.00% | +46+1.1% | Added |
| Symphony Financial, Ltd. Co. | 4,257 | $286.3K | 0.03% | −25−0.6% | Reduced |
| Peachtree Investment Partners, LLC | 4,218 | $285.0K | 0.10% | +39+0.9% | Added |
| Barlow Wealth Partners, Inc. | 4,206 | $284.5K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4,176 | $284.3K | 0.03% | −51−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,296 | $284.0K | 0.01% | +559+15.0% | Added |
| Fifth Third Bancorp | 4,157 | $280.9K | 0.00% | +178+4.5% | Added |
| Lazard Asset Management LLC | 4,149 | $280.3K | 0.00% | −9,919−70.5% | Reduced |
| D.B. Root & Company, LLC | 4,091 | $276.5K | 0.07% | +20.0% | Added |
| Main Street Financial Solutions, LLC | 4,073 | $275.2K | 0.02% | −208−4.9% | Reduced |
| Virtu Financial LLC | 4,068 | $275.0K | 0.02% | +4,068 | New |
| Tritonpoint Wealth, LLC | 3,992 | $273.4K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,001 | $270.3K | 0.01% | +714+21.7% | Added |
| BancorpSouth Bank | 4,001 | $270.3K | 0.02% | 00.0% | Unchanged |
| Philadelphia Trust Co | 4,000 | $270.0K | 0.02% | −3,500−46.7% | Reduced |
| Brevan Howard Capital Management LP | 3,988 | $269.5K | 0.00% | −1,576−28.3% | Reduced |
| Sovereign Financial Group, Inc. | 3,980 | $268.9K | 0.05% | −12−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 3,951 | $266.9K | 0.00% | +31+0.8% | Added |
| Parallel Advisors, LLC | 3,950 | $266.9K | 0.00% | +245+6.6% | Added |
| Kathmere Capital Management, LLC | 3,924 | $265.1K | 0.02% | −47−1.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,907 | $264.0K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 3,900 | $263.5K | 0.02% | 00.0% | Unchanged |
| Wealth Management Strategies, Inc. | 3,862 | $261.0K | 0.13% | +54+1.4% | Added |
| Insight Wealth Partners, LLC | 3,856 | $260.6K | 0.12% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,828 | $258.7K | 0.00% | +268+7.5% | Added |
| Prospera Financial Services Inc | 3,814 | $257.8K | 0.00% | −792−17.2% | Reduced |
| Insigneo Advisory Services, LLC | 3,796 | $256.5K | 0.02% | +2+0.1% | Added |
| Rafferty Asset Management, LLC | 3,784 | $255.7K | 0.00% | −38−1.0% | Reduced |
| Paradigm Financial Partners, LLC | 3,777 | $255.2K | 0.03% | +16+0.4% | Added |
| High Net Worth Advisory Group LLC | 3,770 | $254.7K | 0.06% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 3,709 | $253.8K | 0.10% | −503−11.9% | Reduced |
| Savvy Advisors, Inc. | 3,753 | $253.6K | 0.01% | +3,753 | New |
| Clear Creek Financial Management, LLC | 3,747 | $253.2K | 0.02% | 00.0% | Unchanged |
| Columbia Asset Management | 3,725 | $251.7K | 0.05% | −300−7.5% | Reduced |
| Keynote Financial Services LLC | 3,710 | $250.7K | 0.15% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,655 | $250.3K | 0.12% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3,696 | $249.8K | 0.04% | +20+0.5% | Added |
| GF Fund Management Co. Ltd. | 3,672 | $248.1K | 0.00% | −190−4.9% | Reduced |
| Atlantic Union Bankshares Corp | 3,664 | $247.6K | 0.00% | +1,194+48.3% | Added |
| Capital Planning Advisors, LLC | 3,649 | $246.6K | 0.03% | +2+0.1% | Added |
| Miracle Mile Advisors, LLC | 3,643 | $246.1K | 0.00% | −72−1.9% | Reduced |
| Fiera Capital Corp | 3,627 | $245.1K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,602 | $243.4K | 0.03% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,588 | $242.4K | 0.03% | +3,588 | New |
| Inspire Advisors, LLC | 3,564 | $240.8K | 0.02% | −1,238−25.8% | Reduced |
| Kingsview Wealth Management, LLC | 3,558 | $240.4K | 0.00% | +19+0.5% | Added |
| Kovack Advisors, Inc. | 3,536 | $238.9K | 0.02% | −2,243−38.8% | Reduced |
| King Wealth | 3,495 | $236.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 3,452 | $233.2K | 0.01% | +1,609+87.3% | Added |
| Sage Rhino Capital LLC | 3,445 | $232.8K | 0.05% | +103+3.1% | Added |
| Corton Capital Inc. | 3,434 | $232.0K | 0.57% | +3,434 | New |
| Wolverine Trading, LLC | 3,407 | $231.9K | 0.00% | +3,407 | New |