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 |
|---|---|---|---|---|---|
| FIL Ltd | 2,704 | $174.0K | 0.00% | −1,756−39.4% | Reduced |
| HM Payson & Co | 2,890 | $186.0K | 0.00% | −100−3.3% | Reduced |
| Raleigh Capital Management Inc. | 2,898 | $186.5K | 0.07% | −27−0.9% | Reduced |
| Motco | 3,076 | $198.0K | 0.02% | −63−2.0% | Reduced |
| Clearview Wealth Advisors LLC | 3,154 | $203.0K | 0.13% | −151−4.6% | Reduced |
| GW Henssler & Associates Ltd | 3,166 | $203.8K | 0.01% | +10+0.3% | Added |
| Gateway Investment Advisers LLC | 3,190 | $205.3K | 0.00% | +50+1.6% | Added |
| Horizon Investments, LLC | 3,193 | $205.5K | 0.00% | +3,193 | New |
| BCS Wealth Management | 3,200 | $206.0K | 0.02% | +3,200 | New |
| Sovereign Financial Group, Inc. | 3,216 | $207.0K | 0.04% | −764−19.2% | Reduced |
| Salem Investment Counselors Inc | 3,181 | $207.7K | 0.01% | +2,568+418.9% | Added |
| Syon Capital LLC | 3,238 | $208.4K | 0.01% | +3,238 | New |
| National Bank of Canada | 3,263 | $209.7K | 0.00% | +1,794+122.1% | Added |
| Vestmark Advisory Solutions, Inc. | 3,272 | $210.6K | 0.00% | +3,272 | New |
| Virtu Financial LLC | 3,284 | $211.0K | 0.01% | −784−19.3% | Reduced |
| Allied Investment Advisors, LLC | 3,281 | $211.2K | 0.03% | +3,281 | New |
| Bryn Mawr Trust Co | 3,300 | $212.4K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,300 | $212.4K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,325 | $214.0K | 0.01% | −85−2.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,298 | $215.3K | 0.01% | +3,298 | New |
| SWP Financial LLC | 3,352 | $215.7K | 0.11% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 3,400 | $218.8K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,117 | $219.0K | 0.01% | −15−0.5% | Reduced |
| TCW Group Inc | 3,417 | $219.9K | 0.00% | +3,417 | New |
| LVW Advisors, LLC | 3,425 | $220.4K | 0.02% | +19+0.6% | Added |
| Focused Wealth Management, Inc | 3,428 | $220.6K | 0.02% | +30+0.9% | Added |
| NorthStar Asset Management LLC | 3,430 | $220.7K | 0.10% | +10+0.3% | Added |
| Savvy Advisors, Inc. | 3,447 | $221.9K | 0.01% | −306−8.2% | Reduced |
| Cary Street Partners Financial LLC | 3,452 | $222.1K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,454 | $222.3K | 0.02% | −110−3.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,460 | $222.7K | 0.00% | −98−2.8% | Reduced |
| Evolve Private Wealth, LLC | 3,437 | $224.4K | 0.01% | +3,437 | New |
| King Wealth | 3,495 | $225.0K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 3,509 | $225.8K | 0.01% | +3,509 | New |
| Prospera Financial Services Inc | 3,515 | $226.3K | 0.00% | −299−7.8% | Reduced |
| Umb Bank N A | 3,516 | $226.3K | 0.00% | +267+8.2% | Added |
| Sage Rhino Capital LLC | 3,518 | $226.4K | 0.04% | +73+2.1% | Added |
| Titleist Asset Management, LLC | 3,523 | $226.8K | 0.02% | +3,523 | New |
| Verity Asset Management, Inc. | 3,526 | $226.9K | 0.10% | +3,526 | New |
| Main Street Financial Solutions, LLC | 3,553 | $228.7K | 0.02% | −520−12.8% | Reduced |
| Private Trust Co NA | 3,561 | $229.2K | 0.02% | −339−8.7% | Reduced |
| D.B. Root & Company, LLC | 3,591 | $231.1K | 0.06% | −500−12.2% | Reduced |
| Sawyer & Company, Inc | 3,595 | $231.4K | 0.08% | −2,290−38.9% | Reduced |
| CX Institutional | 3,618 | $233.0K | 0.01% | −4,093−53.1% | Reduced |
| Columbia Asset Management | 3,625 | $233.3K | 0.04% | −100−2.7% | Reduced |
| Fiera Capital Corp | 3,627 | $233.4K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 3,628 | $233.5K | 0.00% | −44−1.2% | Reduced |
| TCG Advisory Services, LLC | 3,629 | $233.6K | 0.01% | −680−15.8% | Reduced |
| Rafferty Asset Management, LLC | 3,683 | $237.0K | 0.00% | −101−2.7% | Reduced |
| Capital Planning Advisors, LLC | 3,686 | $237.2K | 0.03% | +37+1.0% | Added |
| UMA Financial Services, Inc. | 3,692 | $237.6K | 0.03% | −4−0.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,707 | $238.6K | 0.07% | −200−5.1% | Reduced |
| Battery Global Advisors, LLC | 3,655 | $238.6K | 0.11% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 3,710 | $238.8K | 0.13% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,717 | $239.3K | 0.05% | +3,717 | New |
| Callan Family Office, LLC | 3,737 | $240.5K | 0.01% | +576+18.2% | Added |
| Clear Creek Financial Management, LLC | 3,747 | $241.2K | 0.02% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 3,751 | $241.4K | 0.03% | +3,751 | New |
| High Net Worth Advisory Group LLC | 3,770 | $242.6K | 0.06% | 00.0% | Unchanged |
| ORG Partners LLC | 3,771 | $242.9K | 0.04% | +2,244+147.0% | Added |
| Lazard Asset Management LLC | 3,786 | $243.7K | 0.00% | −363−8.7% | Reduced |
| Insigneo Advisory Services, LLC | 3,787 | $243.7K | 0.02% | −9−0.2% | Reduced |
| Wealth Management Strategies, Inc. | 3,793 | $244.1K | 0.11% | −69−1.8% | Reduced |
| SageView Advisory Group, LLC | 3,815 | $245.5K | 0.01% | −527−12.1% | Reduced |
| Capital Investment Advisors, LLC | 3,837 | $246.9K | 0.00% | +9+0.2% | Added |
| Aster Capital Management (DIFC) Ltd | 3,864 | $248.7K | 0.11% | −492−11.3% | Reduced |
| GAMMA Investing LLC | 3,867 | $248.9K | 0.01% | −134−3.3% | Reduced |
| Insight Wealth Partners, LLC | 3,870 | $249.1K | 0.10% | +14+0.4% | Added |
| Basepoint Wealth LLC | 3,900 | $251.0K | 0.15% | −1,734−30.8% | Reduced |
| Greenleaf Trust | 3,910 | $251.6K | 0.00% | −343−8.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,933 | $253.1K | 0.01% | +3,933 | New |
| Meridian Wealth Management, LLC | 3,939 | $253.5K | 0.01% | +3,939 | New |
| New Wave Wealth Advisors LLC | 3,917 | $255.5K | 0.09% | +208+5.6% | Added |
| Belvedere Trading LLC | 3,972 | $255.6K | 0.05% | +3,972 | New |
| Philadelphia Trust Co | 4,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4,000 | $257.4K | 0.05% | −707−15.0% | Reduced |
| BancorpSouth Bank | 4,001 | $257.5K | 0.02% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,947 | $257.6K | 0.02% | −1,727−30.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,013 | $258.3K | 0.01% | +4,013 | New |
| Woodline Partners LP | 4,035 | $259.7K | 0.00% | +4,035 | New |
| Kathmere Capital Management, LLC | 4,039 | $259.9K | 0.02% | +115+2.9% | Added |
| TritonPoint Partners, LLC | 3,990 | $260.5K | 0.14% | +3,990 | New |
| Regions Financial Corp | 4,067 | $261.8K | 0.00% | −1,250−23.5% | Reduced |
| MQS Management LLC | 4,110 | $264.5K | 0.16% | +4,110 | New |
| Keudell/Morrison Wealth Management | 4,150 | $267.1K | 0.06% | +4,150 | New |
| Parallel Advisors, LLC | 4,166 | $268.1K | 0.00% | +216+5.5% | Added |
| Coppell Advisory Solutions LLC | 4,136 | $270.0K | 0.03% | −40−1.0% | Reduced |
| Aaron Wealth Advisors | 4,234 | $272.5K | 0.02% | +889+26.6% | Added |
| Advocate Investing Services LLC | 4,258 | $274.1K | 0.25% | +4,258 | New |
| Pathfinder Wealth Consulting, Inc. | 4,313 | $277.6K | 0.18% | +4,313 | New |
| Strathmore Capital Advisors, Inc. | 4,327 | $278.5K | 0.09% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,332 | $278.8K | 0.03% | −950−18.0% | Reduced |
| Sunbelt Securities, Inc. | 4,346 | $279.7K | 0.02% | −1,870−30.1% | Reduced |
| Barlow Wealth Partners, Inc. | 4,206 | $279.7K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,419 | $284.4K | 0.00% | +64+1.5% | Added |
| Mystic Asset Management, Inc. | 4,426 | $284.9K | 0.06% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 4,446 | $286.1K | 0.10% | +4,446 | New |
| Everence Capital Management Inc | 4,480 | $288.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,479 | $288.3K | 0.01% | +1,788+66.4% | Added |
| Dividend Assets Capital, LLC | 4,500 | $289.6K | 0.06% | 00.0% | Unchanged |