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 |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 7,572 | $487.3K | 0.16% | +146+2.0% | Added |
| Apella Capital, LLC | 7,603 | $489.3K | 0.01% | +271+3.7% | Added |
| North Dakota State Investment Board | 7,616 | $490.2K | 0.02% | +7,616 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,624 | $490.7K | 0.02% | +140+1.9% | Added |
| Round Rock Advisors, LLC | 7,634 | $491.3K | 0.07% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,780 | $500.7K | 0.02% | +10.0% | Added |
| Fifth Third Wealth Advisors LLC | 7,826 | $503.7K | 0.02% | −1,541−16.5% | Reduced |
| Omers Administration Corp | 7,836 | $504.3K | 0.00% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 7,867 | $506.3K | 0.44% | −300−3.7% | Reduced |
| RSM US Wealth Management LLC | 7,952 | $519.1K | 0.01% | −285−3.5% | Reduced |
| Colonial Trust Co | 8,072 | $519.5K | 0.07% | +1,643+25.6% | Added |
| NBC Securities, Inc. | 8,103 | $521.6K | 0.04% | −107−1.3% | Reduced |
| Archer Investment Corp | 8,168 | $525.7K | 0.12% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,201 | $527.8K | 0.01% | +628+8.3% | Added |
| Commerzbank Aktiengesellschaft | 8,280 | $533.0K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,286 | $533.3K | 0.06% | −899−9.8% | Reduced |
| 1832 Asset Management L.P. | 8,452 | $544.0K | 0.00% | −13,399−61.3% | Reduced |
| Commerce Bank | 8,522 | $548.5K | 0.00% | +425+5.2% | Added |
| Family Wealth Partners, LLC | 8,539 | $549.5K | 0.20% | −208−2.4% | Reduced |
| Ossiam | 8,593 | $553.0K | 0.01% | −6,918−44.6% | Reduced |
| WealthPlan Investment Management, LLC | 8,600 | $553.5K | 0.04% | −2,229−20.6% | Reduced |
| We Are One Seven, LLC | 8,615 | $554.4K | 0.01% | −107−1.2% | Reduced |
| Liberty One Investment Management, LLC | 8,647 | $556.5K | 0.07% | −3,682−29.9% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,653 | $556.9K | 0.02% | +8,653 | New |
| Wellington Shields & Co., LLC | 8,660 | $557.4K | 0.14% | −230−2.6% | Reduced |
| Bradley Foster & Sargent Inc | 8,682 | $558.8K | 0.01% | +472+5.7% | Added |
| Tokio Marine Asset Management Co Ltd | 8,725 | $561.5K | 0.02% | +509+6.2% | Added |
| Boothbay Fund Management, LLC | 8,754 | $563.4K | 0.01% | +8,754 | New |
| ProShare Advisors LLC | 8,787 | $565.5K | 0.00% | −528−5.7% | Reduced |
| Capital Investment Advisory Services, LLC | 8,829 | $568.3K | 0.04% | +193+2.2% | Added |
| Cambria Investment Management, L.P. | 8,875 | $571.2K | 0.03% | +8,875 | New |
| Brookwood Investment Group LLC | 8,936 | $575.1K | 0.07% | +149+1.7% | Added |
| GWM Advisors LLC | 9,072 | $583.9K | 0.00% | +1,298+16.7% | Added |
| National Pension Service | 9,096 | $585.4K | 0.00% | +3,013+49.5% | Added |
| Prosperity Consulting Group, LLC | 9,184 | $591.1K | 0.03% | +29+0.3% | Added |
| Spirit of America Management Corp | 9,200 | $592.1K | 0.13% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 9,201 | $592.2K | 0.04% | −186−2.0% | Reduced |
| Laraway Financial Inc | 9,251 | $595.4K | 0.39% | +3,195+52.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,318 | $599.7K | 0.00% | −293−3.0% | Reduced |
| Gallacher Capital Management LLC | 9,329 | $600.4K | 0.23% | −1,553−14.3% | Reduced |
| Old Port Advisors | 9,336 | $600.9K | 0.15% | −141−1.5% | Reduced |
| Rakuten Investment Management, Inc. | 9,277 | $601.0K | 0.00% | −203,168−95.6% | Reduced |
| C2C Wealth Management, LLC | 9,570 | $615.9K | 0.52% | −150−1.5% | Reduced |
| E. Ohman J:or Asset Management AB | 9,600 | $617.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 9,837 | $633.1K | 0.00% | −2,383−19.5% | Reduced |
| Liberty Square Wealth Partners LLC | 9,901 | $637.2K | 0.18% | −301−3.0% | Reduced |
| Accel Wealth Management | 9,921 | $638.5K | 0.17% | −322−3.1% | Reduced |
| Demars Financial Group, LLC | 9,935 | $639.4K | 0.21% | −16−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,957 | $640.8K | 0.00% | +92+0.9% | Added |
| Global Retirement Partners, LLC | 9,981 | $642.4K | 0.01% | −93−0.9% | Reduced |
| Ticino Wealth | 10,000 | $643.6K | 0.24% | +10,000 | New |
| IHT Wealth Management, LLC | 10,004 | $643.8K | 0.02% | +124+1.3% | Added |
| Pinnacle Financial Partners, Inc. | 10,026 | $645.3K | 0.00% | +10,026 | New |
| Maryland State Retirement & Pension System | 10,127 | $651.8K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 9,968 | $652.7K | 0.02% | +9,968 | New |
| MAI Capital Management | 10,144 | $652.9K | 0.00% | −749−6.9% | Reduced |
| Norinchukin Bank, The | 10,152 | $653.4K | 0.01% | −300−2.9% | Reduced |
| Buckingham Strategic Partners | 10,157 | $653.7K | 0.01% | −14,055−58.0% | Reduced |
| Dudley Capital Management, LLC | 10,175 | $654.9K | 0.29% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $662.9K | 0.14% | 00.0% | Unchanged |
| Invst, LLC | 10,379 | $668.0K | 0.07% | −704−6.4% | Reduced |
| Gulf International Bank (UK) Ltd | 10,390 | $669.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $674.9K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 10,527 | $677.5K | 0.02% | +292+2.9% | Added |
| Toroso Investments, LLC | 10,561 | $679.7K | 0.00% | +793+8.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,596 | $682.0K | 0.01% | −378−3.4% | Reduced |
| DRW Securities, LLC | 10,835 | $697.3K | 0.05% | +3,306+43.9% | Added |
| AE Wealth Management LLC | 11,044 | $710.8K | 0.00% | +495+4.7% | Added |
| BLB&B Advisors, LLC | 11,048 | $711.0K | 0.03% | +10.0% | Added |
| Cornercap Investment Counsel Inc | 11,131 | $716.4K | 0.35% | −152−1.3% | Reduced |
| Client 1st Advisory Group, LLC | 11,208 | $721.3K | 0.23% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 11,367 | $731.6K | 0.16% | +273+2.5% | Added |
| Stephens Inc | 11,454 | $737.2K | 0.01% | −1,061−8.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 11,669 | $751.0K | 0.01% | +11,669 | New |
| McGlone Suttner Wealth Management, Inc. | 11,692 | $752.5K | 0.10% | +708+6.4% | Added |
| Cooper Financial Group | 11,709 | $753.6K | 0.08% | −79−0.7% | Reduced |
| Founders Financial Alliance, LLC | 11,819 | $760.7K | 0.14% | −722−5.8% | Reduced |
| Independent Advisor Alliance | 11,926 | $767.5K | 0.02% | −2,176−15.4% | Reduced |
| Advisory Services Network, LLC | 11,943 | $768.7K | 0.01% | +544+4.8% | Added |
| Wealthspire Advisors, LLC | 12,058 | $776.1K | 0.01% | +333+2.8% | Added |
| Picton Mahoney Asset Management | 12,134 | $780.9K | 0.01% | −601−4.7% | Reduced |
| Sofos Investments, Inc. | 12,271 | $789.8K | 0.15% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,291 | $791.0K | 0.02% | −4,875−28.4% | Reduced |
| Merit Financial Group, LLC | 12,335 | $793.9K | 0.01% | +36+0.3% | Added |
| Signal Advisors Wealth, LLC | 12,379 | $796.7K | 0.06% | +2,935+31.1% | Added |
| Vident Advisory, LLC | 12,419 | $799.3K | 0.01% | −712−5.4% | Reduced |
| Pensionmark Financial Group, LLC | 12,469 | $802.5K | 0.01% | +4,314+52.9% | Added |
| Graham Capital Management, L.P. | 12,490 | $803.9K | 0.03% | +12,490 | New |
| RB Capital Management, LLC | 12,513 | $805.3K | 0.16% | −559−4.3% | Reduced |
| Perigon Wealth Management, LLC | 12,723 | $818.9K | 0.01% | −299−2.3% | Reduced |
| Everstar Asset Management, LLC | 12,735 | $819.6K | 0.44% | +437+3.6% | Added |
| Sterling Capital Management LLC | 12,850 | $827.0K | 0.01% | −551−4.1% | Reduced |
| Pasadena Private Wealth, LLC | 12,885 | $829.3K | 0.11% | +12,885 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,108 | $843.6K | 0.00% | +4,398+50.5% | Added |
| EP Wealth Advisors, LLC | 13,149 | $846.3K | 0.00% | +13,149 | New |
| Howe & Rusling Inc | 13,153 | $846.5K | 0.06% | −149−1.1% | Reduced |
| Abn Amro Investment Solutions | 13,188 | $848.8K | 0.01% | +7,574+134.9% | Added |
| Vista Investment Management | 13,201 | $849.6K | 0.28% | −500−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 13,235 | $851.8K | 0.01% | −271−2.0% | Reduced |
| PFG Investments, LLC | 13,436 | $864.7K | 0.04% | −908−6.3% | Reduced |