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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 703 | $47.4K | 0.01% | −36,870−98.1% | Reduced |
| Hilltop National Bank | 694 | $46.9K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 672 | $45.4K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 661 | $44.7K | 0.01% | −1−0.2% | Reduced |
| True Wealth Design, LLC | 661 | $44.7K | 0.01% | +282+74.4% | Added |
| Ronald Blue Trust, Inc. | 655 | $44.3K | 0.00% | −264−28.7% | Reduced |
| Wolff Wiese Magana LLC | 648 | $43.8K | 0.02% | +4+0.6% | Added |
| Clearstead Advisors, LLC | 646 | $43.7K | 0.00% | +273+73.2% | Added |
| Salem Investment Counselors Inc | 613 | $42.0K | 0.00% | +563+1,126.0% | Added |
| Caitong International Asset Management Co., Ltd | 620 | $41.9K | 0.03% | +580+1,450.0% | Added |
| McIlrath & Eck, LLC | 614 | $41.5K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $41.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 608 | $41.1K | 0.00% | −24−3.8% | Reduced |
| Cheviot Value Management, LLC | 608 | $40.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 583 | $39.4K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 568 | $38.4K | 0.00% | −182−24.3% | Reduced |
| City State Bank | 518 | $35.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 500 | $33.8K | 0.07% | +500 | New |
| Wealth Watch Advisors, INC | 491 | $33.2K | 0.01% | +491 | New |
| Strengthening Families & Communities, LLC | 488 | $33.0K | 0.01% | −61−11.1% | Reduced |
| Creekmur Asset Management LLC | 473 | $31.9K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 463 | $31.3K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 460 | $31.1K | 0.01% | +5+1.1% | Added |
| First United Bank Trust | 415 | $28.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 402 | $27.2K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 391 | $26.4K | 0.00% | +5+1.3% | Added |
| Rossby Financial, LCC | 383 | $26.2K | 0.01% | +35+10.1% | Added |
| Montag A & Associates Inc | 370 | $25.3K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 349 | $23.6K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $23.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 333 | $23.0K | 0.01% | −73−18.0% | Reduced |
| Atlantic Trust, LLC | 334 | $22.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 319 | $21.6K | 0.00% | +27+9.2% | Added |
| Caldwell Trust Co | 300 | $20.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 284 | $19.7K | 0.00% | +43+17.8% | Added |
| GHP Investment Advisors, Inc. | 285 | $19.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 281 | $19.0K | 0.00% | −16−5.4% | Reduced |
| Tompkins Financial Corp | 270 | $18.2K | 0.00% | −3,450−92.7% | Reduced |
| Rosenberg Matthew Hamilton | 250 | $16.9K | 0.00% | +142+131.5% | Added |
| Raiffeisen Bank International AG | 245 | $16.7K | 0.00% | +245 | New |
| Pension & Wealth Management Advisors, Inc. | 237 | $16.0K | 0.01% | +237 | New |
| Rothschild Investment LLC | 232 | $15.7K | 0.00% | +220+1,833.3% | Added |
| Ameliora Wealth Management Ltd. | 230 | $15.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 224 | $15.3K | 0.00% | +112+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 227 | $15.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 224 | $15.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 223 | $15.1K | 0.00% | −70−23.9% | Reduced |
| GoalVest Advisory LLC | 222 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 219 | $15.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 220 | $14.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 210 | $14.2K | 0.00% | −197−48.4% | Reduced |
| Smithfield Trust Co | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 191 | $12.9K | 0.01% | +191 | New |
| Farmers & Merchants Investments Inc | 190 | $12.8K | 0.00% | +10+5.6% | Added |
| JPL Wealth Management, LLC | 181 | $12.2K | 0.00% | +181 | New |
| Proffitt & Goodson Inc | 158 | $10.7K | 0.00% | +158 | New |
| Byrne Asset Management LLC | 160 | $10.4K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 144 | $9.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 142 | $9.60K | 0.00% | +142 | New |
| Dogwood Wealth Management LLC | 142 | $9.58K | 0.00% | +28+24.6% | Added |
| Blume Capital Management, Inc. | 134 | $9.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 130 | $8.79K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 120 | $8.11K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 112 | $7.57K | 0.00% | −758−87.1% | Reduced |
| Cornerstone Planning Group LLC | 91 | $7.42K | 0.00% | −34−27.2% | Reduced |
| MPWM Advisory Solutions, LLC | 109 | $7.37K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 104 | $7.03K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 103 | $6.96K | 0.00% | −102−49.8% | Reduced |
| Bogart Wealth, LLC | 100 | $6.76K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 95 | $6.42K | 0.00% | +95 | New |
| Signature Resources Capital Management, LLC | 91 | $6.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 91 | $6.15K | 0.00% | +1+1.1% | Added |
| Bell Investment Advisors, Inc | 90 | $6.08K | 0.00% | −25−21.7% | Reduced |
| Wealth Preservation Advisors, LLC | 87 | $5.88K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 80 | $5.41K | 0.00% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 79 | $5.34K | 0.00% | −1−1.3% | Reduced |
| Sachetta, LLC | 67 | $4.53K | 0.00% | +5+8.1% | Added |
| Fortitude Family Office, LLC | 64 | $4.32K | 0.00% | −300−82.4% | Reduced |
| Insight Financial Services | 48 | $3.24K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 40 | $3.00K | 0.00% | −31−43.7% | Reduced |
| Marquette Asset Management, LLC | 41 | $2.77K | 0.00% | +41 | New |
| Financial Network Wealth Advisors LLC | 37 | $2.50K | 0.00% | −8−17.8% | Reduced |
| Cromwell Holdings LLC | 36 | $2.47K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 36 | $2.43K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 34 | $2.29K | 0.00% | +34 | New |
| Retirement Wealth Solutions LLC | 33 | $2.26K | 0.00% | −108−76.6% | Reduced |
| Red Tortoise LLC | 32 | $2.16K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 26 | $1.76K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $1.69K | 0.00% | +25 | New |
| Aspect Partners, LLC | 25 | $1.69K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 22 | $1.49K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 21 | $1.42K | 0.00% | +21 | New |
| CVA Family Office, LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $1.20K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $1.15K | 0.00% | +17 | New |
| Mountain Hill Investment Partners Corp. | 17 | $1.13K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 14 | $946 | 0.00% | 00.0% | Unchanged |