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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding W. P. Carey Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Investment Management, Inc. | 349 | $22.5K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 356 | $22.9K | 0.00% | −35−9.0% | Reduced |
| IFC & Insurance Marketing, Inc. | 354 | $23.0K | 0.02% | +354 | New |
| Rossby Financial, LCC | 358 | $23.0K | 0.01% | −25−6.5% | Reduced |
| Covestor Ltd | 363 | $24.0K | 0.01% | +30+9.0% | Added |
| Montag A & Associates Inc | 390 | $25.5K | 0.00% | +20+5.4% | Added |
| Laurel Wealth Advisors LLC | 396 | $25.5K | 0.00% | +396 | New |
| Commonwealth Retirement Investments LLC | 400 | $25.7K | 0.01% | +400 | New |
| Heritage Wealth Advisors | 402 | $25.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 409 | $26.3K | 0.00% | +90+28.2% | Added |
| First United Bank Trust | 415 | $26.7K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 435 | $28.0K | 0.01% | +435 | New |
| Osbon Capital Management LLC | 447 | $28.8K | 0.03% | +447 | New |
| Investors Portfolio Services LLC | 453 | $29.6K | 0.03% | +453 | New |
| MTM Investment Management, LLC | 466 | $30.0K | 0.01% | +6+1.3% | Added |
| Roble, Belko & Company, Inc | 476 | $31.0K | 0.00% | +476 | New |
| Strengthening Families & Communities, LLC | 493 | $31.7K | 0.01% | +5+1.0% | Added |
| LGT Financial Advisors LLC | 500 | $32.2K | 0.20% | 00.0% | Unchanged |
| City State Bank | 518 | $33.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 536 | $34.5K | 0.00% | −119−18.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 545 | $35.1K | 0.03% | −672−55.2% | Reduced |
| Truvestments Capital LLC | 549 | $35.3K | 0.01% | −112−16.9% | Reduced |
| Ancora Advisors, LLC | 572 | $36.8K | 0.00% | +4+0.7% | Added |
| New England Capital Financial Advisors LLC | 583 | $37.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 597 | $38.4K | 0.00% | −11−1.8% | Reduced |
| McIlrath & Eck, LLC | 614 | $39.5K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 608 | $41.3K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 642 | $41.3K | 0.00% | +642 | New |
| Wolff Wiese Magana LLC | 649 | $41.8K | 0.02% | +1+0.2% | Added |
| True Wealth Design, LLC | 666 | $42.9K | 0.01% | +5+0.8% | Added |
| Pin Oak Investment Advisors Inc | 600 | $43.0K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 672 | $43.3K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 694 | $44.7K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 700 | $45.1K | 0.00% | +700 | New |
| Financial Management Professionals, Inc. | 696 | $45.4K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 729 | $46.9K | 0.00% | +729 | New |
| Johnson Financial Group, Inc. | 766 | $50.0K | 0.00% | −1,182−60.7% | Reduced |
| Versant Capital Management, Inc | 788 | $50.7K | 0.01% | +74+10.4% | Added |
| Fourth Dimension Wealth, LLC | 800 | $51.5K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 800 | $51.5K | 0.00% | +30+3.9% | Added |
| REAP Financial Group, LLC | 839 | $54.0K | 0.01% | +118+16.4% | Added |
| Bare Financial Services, Inc | 865 | $55.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 866 | $56.6K | 0.00% | −46−5.0% | Reduced |
| Independence Bank of Kentucky | 880 | $56.6K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 887 | $57.1K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 918 | $59.1K | 0.00% | −1−0.1% | Reduced |
| Clearstead Advisors, LLC | 939 | $60.4K | 0.00% | +293+45.4% | Added |
| Los Angeles Capital Management LLC | 927 | $60.5K | 0.00% | +927 | New |
| Navalign, LLC | 947 | $60.9K | 0.01% | +947 | New |
| Armstrong Advisory Group, Inc | 951 | $61.2K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 961 | $61.9K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 969 | $62.4K | 0.00% | +969 | New |
| Key Financial Inc | 984 | $63.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,032 | $66.4K | 0.00% | +21+2.1% | Added |
| Clear Street Markets LLC | 1,100 | $70.8K | 0.01% | −15,900−93.5% | Reduced |
| Addison Advisors LLC | 1,100 | $70.8K | 0.02% | 00.0% | Unchanged |
| Joseph Group Capital Management | 1,117 | $71.9K | 0.02% | +1,117 | New |
| Central Trust Co | 1,120 | $72.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,135 | $73.0K | 0.02% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,144 | $73.7K | 0.02% | +15+1.3% | Added |
| Capital Analysts, LLC | 1,146 | $74.0K | 0.00% | +61+5.6% | Added |
| Concord Wealth Partners | 1,232 | $79.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,269 | $81.7K | 0.01% | +20+1.6% | Added |
| South State Corp. | 1,296 | $83.4K | 0.00% | −10−0.8% | Reduced |
| Bangor Savings Bank | 1,305 | $84.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,344 | $86.5K | 0.02% | +18+1.4% | Added |
| Ameriflex Group, Inc. | 1,363 | $87.7K | 0.05% | −1,602−54.0% | Reduced |
| Triumph Capital Management | 1,375 | $88.5K | 0.02% | +1,375 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,420 | $91.4K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,426 | $91.8K | 0.02% | +21+1.5% | Added |
| Bruce G. Allen Investments, LLC | 1,437 | $92.5K | 0.06% | +2+0.1% | Added |
| IFP Advisors, Inc | 1,468 | $94.5K | 0.00% | +4+0.3% | Added |
| Whittier Trust Co | 1,470 | $94.7K | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 1,489 | $95.8K | 0.06% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,540 | $99.1K | 0.07% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,545 | $100.8K | 0.01% | +513+49.7% | Added |
| Advisors Asset Management, Inc. | 1,568 | $100.9K | 0.00% | −27−1.7% | Reduced |
| MCF Advisors LLC | 1,561 | $101.5K | 0.01% | +670+75.2% | Added |
| Fairscale Capital, LLC | 1,600 | $104.4K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,636 | $105.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,646 | $105.9K | 0.00% | −670−28.9% | Reduced |
| Hanson & Doremus Investment Management | 1,810 | $116.0K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 2,000 | $128.7K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,020 | $130.0K | 0.01% | +35+1.8% | Added |
| CoreCap Advisors, LLC | 2,059 | $132.5K | 0.00% | −11−0.5% | Reduced |
| St Germain D J Co Inc | 2,143 | $137.9K | 0.01% | −158−6.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,246 | $144.6K | 0.02% | +2,246 | New |
| Quarry LP | 2,349 | $151.2K | 0.02% | +2,139+1,018.6% | Added |
| Bessemer Group Inc | 2,380 | $153.0K | 0.00% | +1,332+127.1% | Added |
| IAG Wealth Partners, LLC | 2,382 | $153.3K | 0.02% | −61−2.5% | Reduced |
| BFSG, LLC | 2,393 | $154.0K | 0.01% | −280−10.5% | Reduced |
| SOA Wealth Advisors, LLC. | 2,420 | $155.7K | 0.03% | −10−0.4% | Reduced |
| Larson Financial Group LLC | 2,439 | $157.0K | 0.01% | +19+0.8% | Added |
| Atlantic Union Bankshares Corp | 2,470 | $159.0K | 0.00% | −1,194−32.6% | Reduced |
| Turning Point Benefit Group, Inc. | 2,511 | $161.6K | 0.08% | +148+6.3% | Added |
| Flagship Harbor Advisors, LLC | 2,519 | $162.1K | 0.01% | +2,519 | New |
| Group One Trading, L.P. | 2,578 | $165.9K | 0.00% | −66−2.5% | Reduced |
| ASR Vermogensbeheer N.V. | 2,625 | $168.9K | 0.00% | +2,546+3,222.8% | Added |
| EverSource Wealth Advisors, LLC | 2,677 | $172.3K | 0.01% | +48+1.8% | Added |
| Trust Co of Vermont | 2,691 | $173.2K | 0.01% | 00.0% | Unchanged |