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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 3,420 | $231.1K | 0.03% | −428−11.1% | Reduced |
| NorthStar Asset Management LLC | 3,420 | $231.1K | 0.11% | +3,420 | New |
| Procyon Private Wealth Partners, LLC | 3,410 | $230.4K | 0.01% | −400−10.5% | Reduced |
| Aptus Capital Advisors, LLC | 3,403 | $230.2K | 0.00% | +75+2.3% | Added |
| LVW Advisors, LLC | 3,406 | $230.1K | 0.02% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 3,400 | $229.7K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 3,398 | $229.6K | 0.02% | +32+1.0% | Added |
| Optimum Investment Advisors | 3,370 | $227.7K | 0.09% | −537−13.7% | Reduced |
| VestGen Advisors, LLC | 3,370 | $227.7K | 0.01% | +3,370 | New |
| SWP Financial LLC | 3,352 | $226.5K | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,345 | $226.0K | 0.01% | +3,345 | New |
| Clearview Wealth Advisors LLC | 3,305 | $223.3K | 0.14% | −94−2.8% | Reduced |
| Bryn Mawr Trust Co | 3,300 | $223.0K | 0.01% | −913−21.7% | Reduced |
| Bourgeon Capital Management LLC | 3,300 | $223.0K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 3,249 | $219.5K | 0.00% | +38+1.2% | Added |
| Callan Family Office, LLC | 3,161 | $213.6K | 0.01% | +3,161 | New |
| GW Henssler & Associates Ltd | 3,156 | $213.3K | 0.01% | −818−20.6% | Reduced |
| Gateway Investment Advisers LLC | 3,140 | $212.2K | 0.00% | −48,095−93.9% | Reduced |
| Motco | 3,139 | $212.1K | 0.02% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,120 | $210.8K | 0.01% | +3,120 | New |
| Sound Income Strategies, LLC | 3,132 | $210.0K | 0.01% | −755−19.4% | Reduced |
| Change Path, LLC | 3,090 | $208.8K | 0.01% | −579−15.8% | Reduced |
| Siemens Fonds Invest GmbH | 3,076 | $207.8K | 0.01% | −34−1.1% | Reduced |
| Exencial Wealth Advisors, LLC | 3,068 | $207.3K | 0.01% | +3,068 | New |
| Jaffetilchin Investment Partners, LLC | 3,056 | $206.5K | 0.01% | +3,056 | New |
| Intelligence Driven Advisers, LLC | 3,000 | $202.7K | 0.03% | +3,000 | New |
| Adapt Wealth Advisors, LLC | 2,994 | $202.3K | 0.07% | +2,994 | New |
| Valmark Advisers, Inc. | 2,994 | $202.3K | 0.00% | +2,994 | New |
| HM Payson & Co | 2,990 | $202.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,965 | $200.3K | 0.08% | +2,590+690.7% | Added |
| Raleigh Capital Management Inc. | 2,925 | $197.6K | 0.08% | −262−8.2% | Reduced |
| Trust Co of Vermont | 2,691 | $181.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,691 | $181.8K | 0.00% | −77−2.8% | Reduced |
| BFSG, LLC | 2,673 | $180.6K | 0.02% | −130−4.6% | Reduced |
| Group One Trading, L.P. | 2,644 | $178.7K | 0.01% | −3,147−54.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,629 | $177.6K | 0.01% | +17+0.7% | Added |
| Principal Securities, Inc. | 2,538 | $171.5K | 0.00% | −1,695−40.0% | Reduced |
| IAG Wealth Partners, LLC | 2,443 | $165.1K | 0.02% | −56−2.2% | Reduced |
| AllSquare Wealth Management LLC | 2,440 | $164.9K | 0.09% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,430 | $164.2K | 0.03% | +14+0.6% | Added |
| Larson Financial Group LLC | 2,420 | $163.6K | 0.01% | −53−2.1% | Reduced |
| Ci Investments Inc. | 2,399 | $162.0K | 0.00% | −1,203−33.4% | Reduced |
| Turning Point Benefit Group, Inc. | 2,363 | $161.8K | 0.10% | +2,363 | New |
| Spire Wealth Management | 2,316 | $156.5K | 0.01% | −681−22.7% | Reduced |
| St Germain D J Co Inc | 2,301 | $155.5K | 0.01% | −299−11.5% | Reduced |
| CoreCap Advisors, LLC | 2,070 | $139.9K | 0.01% | +245+13.4% | Added |
| Westend Capital Management, LLC | 2,000 | $135.1K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,985 | $134.1K | 0.01% | +20+1.0% | Added |
| Johnson Financial Group, Inc. | 1,948 | $133.4K | 0.01% | +1,182+154.3% | Added |
| Hanson & Doremus Investment Management | 1,810 | $122.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,724 | $116.5K | 0.04% | +9+0.5% | Added |
| Golden State Wealth Management, LLC | 1,636 | $110.6K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,600 | $109.6K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,595 | $107.8K | 0.00% | −581−26.7% | Reduced |
| Asset Planning,Inc | 1,540 | $104.1K | 0.08% | 00.0% | Unchanged |
| ORG Partners LLC | 1,527 | $103.4K | 0.02% | +20+1.3% | Added |
| Whittier Trust Co | 1,470 | $101.7K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 1,489 | $100.6K | 0.06% | 00.0% | Unchanged |
| National Bank of Canada | 1,469 | $99.3K | 0.00% | +88+6.4% | Added |
| IFP Advisors, Inc | 1,464 | $98.9K | 0.00% | −47−3.1% | Reduced |
| Brown Brothers Harriman & Co | 1,436 | $97.0K | 0.00% | +102+7.6% | Added |
| Bruce G. Allen Investments, LLC | 1,435 | $97.0K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,420 | $95.9K | 0.02% | +250+21.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,405 | $94.9K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,326 | $89.6K | 0.02% | +19+1.5% | Added |
| South State Corp. | 1,306 | $88.2K | 0.00% | −125−8.7% | Reduced |
| Bangor Savings Bank | 1,305 | $88.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,303 | $88.0K | 0.00% | −510−28.1% | Reduced |
| FSA Wealth Management LLC | 1,298 | $87.7K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,249 | $84.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,232 | $83.2K | 0.01% | −823−40.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,217 | $82.2K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,200 | $81.1K | 0.07% | −600−33.3% | Reduced |
| Missouri Trust & Investment Co | 1,135 | $76.7K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,129 | $76.3K | 0.02% | +16+1.4% | Added |
| Central Trust Co | 1,120 | $75.7K | 0.00% | −927−45.3% | Reduced |
| Addison Advisors LLC | 1,100 | $74.3K | 0.02% | −36−3.2% | Reduced |
| Walleye Capital LLC | 1,099 | $74.3K | 0.00% | −28,304−96.3% | Reduced |
| Hurley Capital, LLC | 1,082 | $73.1K | 0.04% | +15+1.4% | Added |
| Capital Analysts, LLC | 1,085 | $73.0K | 0.00% | +121+12.6% | Added |
| Bessemer Group Inc | 1,048 | $71.0K | 0.00% | +14+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 1,032 | $70.6K | 0.01% | +1,032 | New |
| Huntington National Bank | 1,011 | $68.3K | 0.00% | +13+1.3% | Added |
| Key Financial Inc | 984 | $67.4K | 0.01% | −7−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 961 | $64.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 951 | $64.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 912 | $62.1K | 0.00% | +365+66.7% | Added |
| Eastern Bank | 919 | $62.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 891 | $60.7K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 887 | $59.9K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 880 | $59.5K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 877 | $58.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 865 | $58.4K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 800 | $54.1K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 799 | $54.0K | 0.02% | +714+840.0% | Added |
| Quent Capital, LLC | 770 | $52.0K | 0.00% | +770 | New |
| REAP Financial Group, LLC | 721 | $48.7K | 0.01% | +61+9.2% | Added |
| Tortoise Investment Management, LLC | 715 | $48.3K | 0.00% | +7+1.0% | Added |
| Versant Capital Management, Inc | 714 | $48.2K | 0.01% | +56+8.5% | Added |
| Financial Management Professionals, Inc. | 696 | $47.7K | 0.00% | 00.0% | Unchanged |