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 |
|---|---|---|---|---|---|
| Burney Co | 4,510 | $290.2K | 0.01% | −185−3.9% | Reduced |
| Fifth Third Bancorp | 4,626 | $297.7K | 0.00% | +469+11.3% | Added |
| Jefferies Financial Group Inc. | 4,633 | $298.2K | 0.00% | +4,633 | New |
| Per Stirling Capital Management, LLC. | 4,670 | $300.6K | 0.03% | −2,829−37.7% | Reduced |
| Profund Advisors LLC | 4,684 | $301.5K | 0.01% | −203−4.2% | Reduced |
| Tiaa Trust, National Association | 4,709 | $303.1K | 0.00% | −618−11.6% | Reduced |
| Kestra Investment Management, LLC | 4,713 | $303.3K | 0.01% | −375−7.4% | Reduced |
| Sagewood Asset Management LP | 4,758 | $306.2K | 0.11% | +4,758 | New |
| Daymark Wealth Partners, LLC | 4,762 | $306.5K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4,773 | $307.2K | 0.02% | +11+0.2% | Added |
| Claris Financial LLC | 4,784 | $307.9K | 0.16% | −19−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 4,797 | $308.7K | 0.00% | −6,021−55.7% | Reduced |
| Advisortrust Partners, LLC | 4,809 | $309.5K | 0.14% | +4,809 | New |
| Miracle Mile Advisors, LLC | 4,815 | $309.9K | 0.00% | +1,172+32.2% | Added |
| Park Avenue Securities LLC | 4,837 | $311.0K | 0.00% | −1,460−23.2% | Reduced |
| Chicago Partners Investment Group LLC | 4,496 | $311.9K | 0.01% | +200+4.7% | Added |
| Credit Agricole S A | 4,861 | $312.9K | 0.00% | −2,024−29.4% | Reduced |
| Seeds Investor LLC | 4,862 | $312.9K | 0.06% | −111−2.2% | Reduced |
| Jacobs Equity LLC | 4,868 | $313.3K | 0.30% | +4,868 | New |
| Plato Investment Management Ltd | 4,853 | $313.9K | 0.02% | +3,976+453.4% | Added |
| Resources Investment Advisors, LLC. | 4,885 | $314.4K | 0.00% | −86−1.7% | Reduced |
| KPP Advisory Services LLC | 4,892 | $314.8K | 0.05% | −3−0.1% | Reduced |
| Apollon Financial, LLC | 4,910 | $316.0K | 0.05% | −54−1.1% | Reduced |
| Accurate Wealth Management, LLC | 4,788 | $318.4K | 0.04% | +379+8.6% | Added |
| Widmann Financial Services, Inc. | 4,985 | $320.8K | 0.20% | +367+7.9% | Added |
| Summit Wealth Group, LLC | 4,996 | $321.6K | 0.08% | +13+0.3% | Added |
| Benjamin Edwards Inc | 4,996 | $321.6K | 0.00% | −145−2.8% | Reduced |
| Brevan Howard Capital Management LP | 5,022 | $323.2K | 0.01% | +1,034+25.9% | Added |
| Family Legacy, Inc. | 5,063 | $325.8K | 0.10% | +31+0.6% | Added |
| Western Wealth Management, LLC | 5,094 | $327.8K | 0.02% | −313−5.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 5,098 | $328.1K | 0.09% | +8+0.2% | Added |
| VestGen Advisors, LLC | 5,159 | $332.0K | 0.01% | +1,789+53.1% | Added |
| Flagship Private Wealth, LLC | 5,183 | $333.6K | 0.13% | 00.0% | Unchanged |
| STRS Ohio | 5,192 | $334.2K | 0.00% | −75,691−93.6% | Reduced |
| Jackson Wealth Management, LLC | 5,233 | $337.0K | 0.03% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,243 | $337.4K | 0.15% | +198+3.9% | Added |
| Fisher Asset Management, LLC | 5,262 | $338.7K | 0.00% | −1,782−25.3% | Reduced |
| NWF Advisory Services Inc. | 5,271 | $339.2K | 0.04% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,326 | $342.9K | 0.03% | +37+0.7% | Added |
| United Capital Financial Advisers, LLC | 5,342 | $343.8K | 0.00% | +1,391+35.2% | Added |
| Herold Advisors, Inc. | 5,373 | $345.8K | 0.08% | +16+0.3% | Added |
| International Assets Investment Management, LLC | 5,391 | $346.9K | 0.02% | −1,275−19.1% | Reduced |
| Savant Capital, LLC | 5,393 | $347.1K | 0.00% | −22−0.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,419 | $348.7K | 0.17% | +29+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,446 | $350.5K | 0.00% | −129−2.3% | Reduced |
| DF Dent & Co Inc | 5,464 | $351.6K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,469 | $352.0K | 0.04% | −77−1.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,500 | $354.0K | 0.07% | −69−1.2% | Reduced |
| Canada Pension Plan Investment Board | 5,500 | $354.0K | 0.00% | +5,500 | New |
| True North Advisors, LLC | 5,528 | $355.8K | 0.05% | −132−2.3% | Reduced |
| Gutierrez Wealth Advisory, LLC | 5,606 | $360.8K | 0.23% | +30+0.5% | Added |
| Centaurus Financial, Inc. | 5,612 | $361.0K | 0.02% | −162−2.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,635 | $362.7K | 0.02% | −855−13.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $363.3K | 0.00% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 5,693 | $366.4K | 0.03% | −7−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $367.1K | 0.02% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 5,739 | $369.4K | 0.55% | +5,739 | New |
| Ethos Financial Group, LLC | 5,751 | $370.1K | 0.03% | −387−6.3% | Reduced |
| Integrated Wealth Concepts LLC | 5,764 | $371.0K | 0.00% | −10,447−64.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,809 | $373.8K | 0.15% | −584−9.1% | Reduced |
| Sigma Planning Corp | 5,806 | $373.9K | 0.01% | +13+0.2% | Added |
| Jacobi Capital Management LLC | 5,886 | $378.9K | 0.02% | +145+2.5% | Added |
| Valeo Financial Advisors, LLC | 5,939 | $382.2K | 0.01% | +281+5.0% | Added |
| Evergreen Capital Management LLC | 5,901 | $382.3K | 0.01% | −2,765−31.9% | Reduced |
| Axq Capital, LP | 5,945 | $382.6K | 0.09% | +5,945 | New |
| Vise Technologies, Inc. | 5,961 | $383.6K | 0.01% | +5,961 | New |
| Krane Funds Advisors LLC | 5,974 | $384.5K | 0.01% | +5,974 | New |
| Occidental Asset Management, LLC | 6,002 | $386.3K | 0.05% | +6,002 | New |
| Equitable Holdings, Inc. | 6,058 | $389.9K | 0.00% | −25−0.4% | Reduced |
| Gilbert & Cook, Inc. | 6,060 | $390.0K | 0.05% | +81+1.4% | Added |
| Ameritas Advisory Services, LLC | 6,068 | $390.5K | 0.01% | +1,703+39.0% | Added |
| Machina Capital S.A.S. | 6,102 | $392.7K | 0.07% | −3,574−36.9% | Reduced |
| Virtus ETF Advisers LLC | 6,103 | $392.8K | 0.19% | +103+1.7% | Added |
| D.A. Davidson & Co. | 6,197 | $398.8K | 0.00% | −494−7.4% | Reduced |
| RFG Advisory, LLC | 6,258 | $402.8K | 0.01% | −186−2.9% | Reduced |
| Rockport Wealth LLC | 6,271 | $403.6K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,281 | $404.3K | 0.01% | −906−12.6% | Reduced |
| Austin Private Wealth, LLC | 6,287 | $404.6K | 0.03% | −1,367−17.9% | Reduced |
| Peddock Capital Advisors, LLC | 6,356 | $409.1K | 0.09% | −350−5.2% | Reduced |
| Kovack Advisors, Inc. | 6,379 | $410.6K | 0.02% | +2,843+80.4% | Added |
| Avion Wealth | 6,426 | $413.0K | 0.09% | +8+0.1% | Added |
| CIBC Private Wealth Group, LLC | 6,474 | $416.6K | 0.00% | +1,490+29.9% | Added |
| MKT Advisors LLC | 6,665 | $427.2K | 0.15% | −79−1.2% | Reduced |
| Silver Oak Securities, Inc | 6,661 | $434.8K | 0.03% | −275−4.0% | Reduced |
| GeoWealth Management, LLC | 6,947 | $447.1K | 0.02% | −396−5.4% | Reduced |
| Teamwork Financial Advisors, LLC | 6,949 | $447.3K | 0.05% | −403−5.5% | Reduced |
| Orion Capital Management LLC | 7,000 | $450.5K | 0.15% | −3,680−34.5% | Reduced |
| Axis Wealth Partners, LLC | 7,030 | $452.5K | 0.25% | −376−5.1% | Reduced |
| FJ Capital Management LLC | 7,091 | $456.4K | 0.05% | −11,164−61.2% | Reduced |
| WealthPLAN Partners, LLC | 7,169 | $461.4K | 0.07% | +194+2.8% | Added |
| Ignite Planners, LLC | 6,630 | $462.4K | 0.07% | +20+0.3% | Added |
| Eldridge Investment Advisors, Inc. | 7,188 | $462.6K | 0.10% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 7,204 | $463.6K | 0.33% | +93+1.3% | Added |
| EFG International AG | 7,231 | $465.4K | 0.01% | +7,231 | New |
| Skopos Labs, Inc. | 7,197 | $466.2K | 0.02% | +7,197 | New |
| Diligent Investors, LLC | 7,250 | $466.6K | 0.11% | −3,614−33.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,327 | $471.6K | 0.22% | −80−1.1% | Reduced |
| FLC Capital Advisors | 7,362 | $473.8K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 7,410 | $476.9K | 0.01% | −430−5.5% | Reduced |
| Glenmede Trust Co NA | 7,476 | $481.2K | 0.00% | +7,476 | New |