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Livermore
Livermore
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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.

13F holders, Q4 2025

Institutional positions in W. P. Carey Inc. as of Dec 31, 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
857
+55 vs. Q3 2025
Shares held
164.8M
+8.72M (+5.6%) vs. Q3 2025
Total value
$10.6B
+$52.0M (+0.5%) vs. Q3 2025
New holders
119
278 more added
Sold out
64
310 more reduced

17 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 857 institutions
Q1 2021: 653 institutionsQ2 2021: 699 institutionsQ3 2021: 717 institutionsQ4 2021: 768 institutionsQ1 2022: 785 institutionsQ2 2022: 813 institutionsQ3 2022: 798 institutionsQ4 2022: 855 institutionsQ1 2023: 838 institutionsQ2 2023: 820 institutionsQ3 2023: 746 institutionsQ4 2023: 782 institutionsQ1 2024: 773 institutionsQ2 2024: 784 institutionsQ3 2024: 805 institutionsQ4 2024: 782 institutionsQ1 2025: 823 institutionsQ2 2025: 820 institutionsQ3 2025: 819 institutionsQ4 2025: 857 institutionsQ1 2026: 869 institutionsQ2 2026: 905 institutions
Value heldQ4 2025: $10.6B
Q1 2021: $7.25BQ2 2021: $8.09BQ3 2021: $8.15BQ4 2021: $9.31BQ1 2022: $9.37BQ2 2022: $10.4BQ3 2022: $9.36BQ4 2022: $10.6BQ1 2023: $10.6BQ2 2023: $9.21BQ3 2023: $7.59BQ4 2023: $10.5BQ1 2024: $8.71BQ2 2024: $8.16BQ3 2024: $9.17BQ4 2024: $8.16BQ1 2025: $9.82BQ2 2025: $9.79BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $11.7BQ2 2026: $12.8B
Institutions holding WPC and their total value by quarter
QuarterHoldersValue
Q2 2026905$12.8B
Q1 2026869$11.7B
Q4 2025857$10.6B
Q3 2025819$10.6B
Q2 2025820$9.79B
Q1 2025823$9.82B
Q4 2024782$8.16B
Q3 2024805$9.17B
Q2 2024784$8.16B
Q1 2024773$8.71B
Q4 2023782$10.5B
Q3 2023746$7.59B
Q2 2023820$9.21B
Q1 2023838$10.6B
Q4 2022855$10.6B
Q3 2022798$9.36B
Q2 2022813$10.4B
Q1 2022785$9.37B
Q4 2021768$9.31B
Q3 2021717$8.15B
Q2 2021699$8.09B
Q1 2021653$7.25B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2025.

Institutions holding WPC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners14$00.00%00.0%Unchanged
Scarborough Advisors, LLC2$1290.00%−2−50.0%Reduced
TFC Financial Management2$1290.00%00.0%Unchanged
Private Wealth Asset Management, LLC3$1930.00%00.0%Unchanged
NorthAvenue LLC3$1940.00%+3New
Glen Eagle Advisors, LLC6$3860.00%00.0%Unchanged
American Capital Advisory, LLC7$4510.00%00.0%Unchanged
Quaker Wealth Management, LLC8$5150.00%00.0%Unchanged
Rialto Wealth Management, LLC8$5150.00%00.0%Unchanged
Legacy Wealth Managment, LLC9$5640.00%00.0%Unchanged
Manning & Napier Advisors LLC11$7180.00%+11New
Valued Wealth Advisors LLC11$7190.00%00.0%Unchanged
Dunhill Financial, LLC12$7860.00%+12New
Principia Wealth Advisory, LLC13$8370.00%00.0%Unchanged
Raffa Wealth Management, LLC14$9010.00%00.0%Unchanged
Financial Consulate, Inc14$9020.00%00.0%Unchanged
Acumen Wealth Advisors, LLC14$9140.00%+14New
Optima Capital LLC16$1.04K0.00%+16New
Richardson Financial Services Inc.463$1.05K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.17$1.09K0.00%00.0%Unchanged
Elyxium Wealth, LLC17$1.09K0.00%+17New
Keating Financial Advisory Services, Inc.18$1.16K0.00%+18New
CVA Family Office, LLC20$1.29K0.00%00.0%Unchanged
Hughes Financial Services, LLC21$1.35K0.00%+3+16.7%Added
MV Capital Management, Inc.22$1.42K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC23$1.51K0.00%−10−30.3%Reduced
Aspect Partners, LLC25$1.61K0.00%00.0%Unchanged
Cornerstone Financial Management LLC25$1.61K0.00%+25New
Caitlin John, LLC25$1.64K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC31$2.00K0.00%00.0%Unchanged
Red Tortoise LLC32$2.06K0.00%00.0%Unchanged
Highline Wealth Partners LLC36$2.32K0.00%00.0%Unchanged
Cromwell Holdings LLC36$2.35K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC37$2.38K0.00%00.0%Unchanged
Optiver Holding B.V.37$2.38K0.00%+37New
Wilkerson Advisory Group LLC40$2.57K0.00%+40New
Cohen & Steers, Inc.40$3.00K0.00%00.0%Unchanged
WealthCollab, LLC47$3.02K0.00%+47New
Insight Financial Services48$3.09K0.00%00.0%Unchanged
Luken Investment Analytics, LLC48$3.09K0.00%+48New
Bell Investment Advisors, Inc49$3.15K0.00%−41−45.6%Reduced
MidFirst Bank58$3.73K0.00%+58New
McGuire Capital Advisors Inc58$3.73K0.00%+58New
First Eagle Investment Management, LLC59$3.80K0.00%+59New
Fortitude Family Office, LLC64$4.12K0.00%00.0%Unchanged
Sachetta, LLC67$4.31K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.68$4.38K0.00%+68New
ZRC Wealth Management, LLC70$4.51K0.00%+70New
Birchbrook, Inc.80$5.15K0.00%00.0%Unchanged
High Note Wealth, LLC86$5.54K0.00%−5−5.5%Reduced
Wealth Preservation Advisors, LLC87$5.60K0.00%00.0%Unchanged
Country Trust Bank95$6.11K0.00%00.0%Unchanged
Walleye Capital LLC96$6.18K0.00%−1,003−91.3%Reduced
Signature Resources Capital Management, LLC97$6.24K0.00%+6+6.6%Added
Bogart Wealth, LLC100$6.44K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC104$6.69K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC109$7.01K0.00%00.0%Unchanged
Atlas Capital Advisors LLC112$7.21K0.00%+112New
Dogwood Wealth Management LLC116$7.45K0.00%−26−18.3%Reduced
Private Wealth Management Group, LLC130$8.37K0.00%00.0%Unchanged
Blume Capital Management, Inc.134$8.63K0.00%00.0%Unchanged
SJS Investment Consulting Inc.142$9.14K0.00%00.0%Unchanged
Tidemark, LLC144$9.27K0.00%00.0%Unchanged
Byrne Asset Management LLC160$9.91K0.01%00.0%Unchanged
Fideuram Asset Management (Ireland) dac187$9.98K0.00%+187New
Basecamp Wealth Advisors LLC167$10.7K0.00%+167New
Kohmann Bosshard Financial Services, LLC189$12.2K0.00%+189New
Farmers & Merchants Investments Inc190$12.2K0.00%00.0%Unchanged
Davis Capital Management191$12.3K0.01%00.0%Unchanged
Smithfield Trust Co200$13.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC192$13.0K0.00%+101+111.0%Added
Garton & Associates Financial Advisors LLC207$13.3K0.01%+207New
TD Waterhouse Canada Inc.219$14.1K0.00%00.0%Unchanged
Paladin Advisory Group, LLC220$14.2K0.01%00.0%Unchanged
GoalVest Advisory LLC222$14.3K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC223$14.4K0.00%00.0%Unchanged
Westside Investment Management, Inc.224$14.5K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.227$14.6K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.230$14.8K0.00%00.0%Unchanged
Raiffeisen Bank International AG245$16.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton250$16.1K0.00%00.0%Unchanged
Tompkins Financial Corp270$17.4K0.00%00.0%Unchanged
Piscataqua Savings Bank275$17.7K0.01%+275New
Hurley Capital, LLC280$18.0K0.01%−802−74.1%Reduced
Salomon & Ludwin, LLC285$18.3K0.00%+1+0.4%Added
GHP Investment Advisors, Inc.285$18.3K0.00%00.0%Unchanged
Rothschild Investment LLC287$18.5K0.00%+55+23.7%Added
TD Private Client Wealth LLC293$18.9K0.00%+12+4.3%Added
FNY Investment Advisers, LLC300$19.0K0.01%−7,200−96.0%Reduced
Caldwell Trust Co300$19.3K0.00%00.0%Unchanged
First Command Advisory Services, Inc.300$19.3K0.00%+300New
Essential Partners LLC303$19.5K0.01%−496−62.1%Reduced
Beaird Harris Wealth Management, LLC303$19.5K0.00%+300+10,000.0%Added
Ankerstar Wealth, LLC302$19.7K0.02%+302New
Blueline Advisors LLC311$20.0K0.02%+311New
Hilton Head Capital Partners, LLC322$20.7K0.01%+322New
Brown Brothers Harriman & Co334$21.5K0.00%−1,102−76.7%Reduced
Atlantic Trust, LLC334$21.5K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.345$22.2K0.00%+233+208.0%Added
Robbins Farley LLC345$22.2K0.01%00.0%Unchanged