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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.

Q4 2025 vs. Q3 2025

How the institutions holding W. P. Carey Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of WPC: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders81917857+55
Shares156.5M446.6K164.8M+8.72M (+5.6%)
Value$10.6B$30.2M$10.6B+$52.0M (+0.5%)

17 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (119)

Institutions that held W. P. Carey Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 119 by value.

Institutions new to WPC in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank2,859,460$184.0M0.02%
Jupiter Asset Management Ltd646,950$41.6M0.33%
Connor, Clark & Lunn Investment Management Ltd.500,987$32.2M0.08%
Arbejdsmarkedets Tillaegspension357,610$23.0M0.59%
Kempen Capital Management N.V.171,804$11.1M0.09%
Kepler Cheuvreux (Suisse) SA124,784$8.03M0.45%
CIBC World Markets Corp124,517$8.01M0.04%
Edgestream Partners, L.P.107,243$6.90M0.19%
Qube Research & Technologies Ltd99,396$6.40M0.01%
Citadel Advisors LLC79,541$5.12M0.00%
Westwood Holdings Group Inc.70,726$4.55M0.04%
LMR Partners LLP57,558$3.70M0.04%
Engineers Gate Manager LP56,054$3.61M0.04%
Point72 Asset Management, L.P.53,017$3.41M0.01%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund46,934$3.02M0.03%
Oak Thistle LLC45,404$2.92M0.41%
Dark Forest Capital Management LP42,707$2.75M0.13%
Y-Intercept (Hong Kong) Ltd37,695$2.43M0.05%
Nomura Asset Management International Inc.37,387$2.41M0.00%
Osmosis Investment Management UK Ltd34,822$2.27M0.06%
Bridgewater Associates, LP33,703$2.17M0.01%
Generali Asset Management SPA SGR29,524$1.90M0.04%
XTX Topco Ltd25,086$1.61M0.04%
Laurel Oak Wealth Management, LLC24,026$1.55M0.26%
Campbell & CO Investment Adviser LLC19,780$1.27M0.06%
Sienna Gestion18,182$1.18M0.07%
Friedenthal Financial14,504$933.5K0.48%
EP Wealth Advisors, LLC13,149$846.3K0.00%
Pasadena Private Wealth, LLC12,885$829.3K0.11%
Graham Capital Management, L.P.12,490$803.9K0.03%
PensionDanmark Pensionsforsikringsaktieselskab11,669$751.0K0.01%
Venture Visionary Partners LLC9,968$652.7K0.02%
Pinnacle Financial Partners, Inc.10,026$645.3K0.00%
Ticino Wealth10,000$643.6K0.24%
Cambria Investment Management, L.P.8,875$571.2K0.03%
Boothbay Fund Management, LLC8,754$563.4K0.01%
Canada Post Corp Registered Pension Plan8,653$556.9K0.02%
North Dakota State Investment Board7,616$490.2K0.02%
Glenmede Trust Co NA7,476$481.2K0.00%
Skopos Labs, Inc.7,197$466.2K0.02%
EFG International AG7,231$465.4K0.01%
Occidental Asset Management, LLC6,002$386.3K0.05%
Krane Funds Advisors LLC5,974$384.5K0.01%
Vise Technologies, Inc.5,961$383.6K0.01%
Axq Capital, LP5,945$382.6K0.09%
Stronghold Wealth Management L.L.C.5,739$369.4K0.55%
Canada Pension Plan Investment Board5,500$354.0K0.00%
Jacobs Equity LLC4,868$313.3K0.30%
Advisortrust Partners, LLC4,809$309.5K0.14%
Sagewood Asset Management LP4,758$306.2K0.11%
Jefferies Financial Group Inc.4,633$298.2K0.00%
AlphaGrep UK Ltd4,446$286.1K0.10%
Pathfinder Wealth Consulting, Inc.4,313$277.6K0.18%
Advocate Investing Services LLC4,258$274.1K0.25%
Keudell/Morrison Wealth Management4,150$267.1K0.06%
MQS Management LLC4,110$264.5K0.16%
TritonPoint Partners, LLC3,990$260.5K0.14%
Woodline Partners LP4,035$259.7K0.00%
Meeder Advisory Services, Inc.4,013$258.3K0.01%
Belvedere Trading LLC3,972$255.6K0.05%
Meridian Wealth Management, LLC3,939$253.5K0.01%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.3,933$253.1K0.01%
Summit Wealth Group LLC3,751$241.4K0.03%
Mach-1 Financial Group, Inc.3,717$239.3K0.05%
Verity Asset Management, Inc.3,526$226.9K0.10%
Titleist Asset Management, LLC3,523$226.8K0.02%
GTS Securities LLC3,509$225.8K0.01%
Evolve Private Wealth, LLC3,437$224.4K0.01%
TCW Group Inc3,417$219.9K0.00%
Mount Yale Investment Advisors, LLC3,298$215.3K0.01%
Allied Investment Advisors, LLC3,281$211.2K0.03%
Vestmark Advisory Solutions, Inc.3,272$210.6K0.00%
Syon Capital LLC3,238$208.4K0.01%
BCS Wealth Management3,200$206.0K0.02%
Horizon Investments, LLC3,193$205.5K0.00%
Flagship Harbor Advisors, LLC2,519$162.1K0.01%
Pinnacle Wealth Planning Services, Inc.2,246$144.6K0.02%
Triumph Capital Management1,375$88.5K0.02%
Joseph Group Capital Management1,117$71.9K0.02%
Oakworth Capital, Inc.969$62.4K0.00%
Navalign, LLC947$60.9K0.01%
Los Angeles Capital Management LLC927$60.5K0.00%
SHP Wealth Management729$46.9K0.00%
DV Trading LLC700$45.1K0.00%
V-Square Quantitative Management LLC642$41.3K0.00%
Roble, Belko & Company, Inc476$31.0K0.00%
Investors Portfolio Services LLC453$29.6K0.03%
Osbon Capital Management LLC447$28.8K0.03%
Olistico Wealth, LLC435$28.0K0.01%
Commonwealth Retirement Investments LLC400$25.7K0.01%
Laurel Wealth Advisors LLC396$25.5K0.00%
IFC & Insurance Marketing, Inc.354$23.0K0.02%
Hilton Head Capital Partners, LLC322$20.7K0.01%
Blueline Advisors LLC311$20.0K0.02%
Ankerstar Wealth, LLC302$19.7K0.02%
First Command Advisory Services, Inc.300$19.3K0.00%
Piscataqua Savings Bank275$17.7K0.01%
Garton & Associates Financial Advisors LLC207$13.3K0.01%
Kohmann Bosshard Financial Services, LLC189$12.2K0.00%
Basecamp Wealth Advisors LLC167$10.7K0.00%

Sold out (64)

Institutions that held W. P. Carey Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of WPC in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Schonfeld Strategic Advisors LLC456,623$30.9M
Gillson Capital LP367,367$24.8M
Greenland Capital Management LP180,815$11.8M
Waterfront Capital Partners, LLC114,000$7.70M
Verition Fund Management LLC102,977$6.96M
Healthcare of Ontario Pension Plan Trust Fund74,000$5.00M
CIBC World Markets Inc.66,186$4.47M
Ieq Capital, LLC57,876$3.91M
Balyasny Asset Management LLC45,353$3.06M
Signet Financial Management, LLC39,551$2.67M
Graham Capital Wealth Management, LLC33,624$2.27M
Consolidated Portfolio Review Corp28,899$1.99M
Inceptionr LLC22,665$1.53M
Quantbot Technologies LP19,627$1.33M
Cbre Clarion Securities LLC14,747$996.5K
Jane Street Group, LLC14,269$964.2K
WESPAC Advisors, LLC9,898$668.8K
Atom Investors LP8,345$563.9K
Crestwood Advisors Group LLC7,283$492.1K
Bridgefront Capital, LLC6,284$424.6K
H&H Retirement Design & Management INC5,494$367.3K
Applied Finance Capital Management, LLC4,517$305.2K
Catalytic Wealth RIA, LLC4,461$301.4K
Empower Advisory Group, LLC4,407$297.8K
Squarepoint Ops LLC4,289$289.8K
Symphony Financial, Ltd. Co.4,257$286.3K
Peachtree Investment Partners, LLC4,218$285.0K
Tritonpoint Wealth, LLC3,992$273.4K
Paradigm Financial Partners, LLC3,777$255.2K
HBW Advisory Services LLC3,588$242.4K
TownSquare Capital, LLC3,420$231.1K
Aptus Capital Advisors, LLC3,403$230.2K
Journey Strategic Wealth LLC3,120$210.8K
Change Path, LLC3,090$208.8K
Exencial Wealth Advisors, LLC3,068$207.3K
Jaffetilchin Investment Partners, LLC3,056$206.5K
Intelligence Driven Advisers, LLC3,000$202.7K
Adapt Wealth Advisors, LLC2,994$202.3K
Valmark Advisers, Inc.2,994$202.3K
Principal Securities, Inc.2,538$171.5K
Ci Investments Inc.2,399$162.0K
Rise Advisors, LLC1,724$116.5K
Catalyst Capital Advisors LLC1,303$88.0K
Vision Financial Markets LLC1,200$81.1K
Tortoise Investment Management, LLC715$48.3K
Pathway Financial Advisers, LLC703$47.4K
Caitong International Asset Management Co., Ltd620$41.9K
Wealth Watch Advisors, INC491$33.2K
ESL Trust Services, LLC400$27.0K
Pension & Wealth Management Advisors, Inc.237$16.0K
Beacon Capital Management, Inc.224$15.1K
JPL Wealth Management, LLC181$12.2K
Proffitt & Goodson Inc158$10.7K
First Community Trust NA120$8.11K
Meeder Asset Management Inc103$6.96K
Marquette Asset Management, LLC41$2.77K
Mather Group, LLC.34$2.29K
Family Legacy Financial Solutions, LLC26$1.76K
Heartwood Wealth Advisors LLC21$1.42K
Quest 10 Wealth Builders, Inc.17$1.15K
Winnow Wealth LLC6$408
Palisade Asset Management, LLC5$338
Activest Wealth Management1$68
Cloud Capital Management, LLC3$0

Not filed for Q4 2025 yet (17)

Institutions that held W. P. Carey Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WPC in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Sonora Investment Management Group, LLC182,282$12.3M
AXA Investment Managers S.A.151,885$10.3M
CIBC Bancorp USA Inc.65,407$4.42M
Pinnacle Financial Partners Inc9,710$656.1K
Shell Asset Management Co6,959$470.0K
Glenmede Investment Management, LP6,176$417.3K
Wetherby Asset Management Inc6,140$414.9K
LexAurum Advisors, LLC3,602$243.4K
Corton Capital Inc.3,434$232.0K
Wolverine Trading, LLC3,407$231.9K
Optimum Investment Advisors3,370$227.7K
AllSquare Wealth Management LLC2,440$164.9K
FSA Wealth Management LLC1,298$87.7K
Creekmur Asset Management LLC473$31.9K
Hemington Wealth Management21$1.00K
Guerra Advisors Inc10$676
Binnacle Investments Inc8$541