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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 13,462 | $866.4K | 0.01% | +2,241+20.0% | Added |
| Modern Wealth Management, LLC | 13,565 | $873.0K | 0.02% | +4,743+53.8% | Added |
| Kentucky Retirement Systems | 13,608 | $875.8K | 0.02% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 13,670 | $879.8K | 0.02% | −367−2.6% | Reduced |
| Atria Investments LLC | 13,779 | $886.8K | 0.01% | −30−0.2% | Reduced |
| Texas Yale Capital Corp. | 13,806 | $888.6K | 0.03% | −220−1.6% | Reduced |
| AIA Group Ltd | 13,834 | $890.4K | 0.01% | +9,342+208.0% | Added |
| Bahl & Gaynor Inc | 13,843 | $890.9K | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 13,847 | $891.2K | 0.01% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 13,883 | $893.5K | 0.20% | +5,138+58.8% | Added |
| Concurrent Investment Advisors, LLC | 13,967 | $898.9K | 0.01% | −805−5.4% | Reduced |
| LRI Investments, LLC | 14,132 | $909.6K | 0.07% | −177−1.2% | Reduced |
| Applied Capital LLC | 14,149 | $910.6K | 0.62% | +3,350+31.0% | Added |
| DoubleLine ETF Adviser LP | 14,154 | $911.0K | 0.27% | +496+3.6% | Added |
| Swiss Life Asset Management Ltd | 14,268 | $918.3K | 0.00% | −16,322−53.4% | Reduced |
| Friedenthal Financial | 14,504 | $933.5K | 0.48% | +14,504 | New |
| Farther Finance Advisors, LLC | 14,516 | $934.2K | 0.01% | +8,295+133.3% | Added |
| Vanderbilt University | 14,806 | $952.9K | 0.16% | −270−1.8% | Reduced |
| Investment Management Corp of Ontario | 14,818 | $953.7K | 0.01% | +4,576+44.7% | Added |
| Entropy Technologies, LP | 14,952 | $962.3K | 0.05% | −2,317−13.4% | Reduced |
| SRS Capital Advisors, Inc. | 15,042 | $968.1K | 0.03% | −3,454−18.7% | Reduced |
| Wealthstar Advisors, LLC | 15,393 | $990.7K | 0.54% | +36+0.2% | Added |
| Bank of Nova Scotia | 15,514 | $998.5K | 0.00% | +3,782+32.2% | Added |
| NewEdge Wealth, LLC | 15,612 | $1.00M | 0.01% | +1,642+11.8% | Added |
| Samalin Investment Counsel, LLC | 15,662 | $1.01M | 0.36% | −34−0.2% | Reduced |
| Summit Trail Advisors, LLC | 15,604 | $1.02M | 0.02% | +5,079+48.3% | Added |
| Securian Asset Management, Inc | 15,970 | $1.03M | 0.04% | −431−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 16,012 | $1.03M | 0.01% | +831+5.5% | Added |
| Blair William & Co | 16,108 | $1.04M | 0.00% | −93−0.6% | Reduced |
| Independent Financial Group, LLC | 16,161 | $1.04M | 0.02% | +1,903+13.3% | Added |
| FineMark National Bank & Trust | 16,196 | $1.04M | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 16,055 | $1.05M | 0.02% | +796+5.2% | Added |
| Carnegie Lake Advisors LLC | 16,386 | $1.05M | 0.40% | −140−0.8% | Reduced |
| Oppenheimer & Co Inc | 16,391 | $1.05M | 0.01% | −212−1.3% | Reduced |
| Naviter Wealth, LLC | 16,215 | $1.06M | 0.14% | −1,448−8.2% | Reduced |
| Siemens Fonds Invest GmbH | 16,232 | $1.06M | 0.06% | +13,156+427.7% | Added |
| Allstate Corp | 16,522 | $1.06M | 0.01% | +8,723+111.8% | Added |
| Associated Banc-Corp | 16,725 | $1.08M | 0.03% | −2,641−13.6% | Reduced |
| Jones Financial Companies LLLP | 16,925 | $1.09M | 0.00% | +2,827+20.1% | Added |
| Arete Wealth Advisors, LLC | 17,074 | $1.10M | 0.08% | −334−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 17,154 | $1.10M | 0.08% | +70.0% | Added |
| Colonial Trust Advisors | 17,666 | $1.14M | 0.09% | +1,645+10.3% | Added |
| HORAN Wealth, LLC | 17,811 | $1.15M | 0.18% | +587+3.4% | Added |
| Susquehanna International Group, LLP | 18,022 | $1.16M | 0.00% | +4,071+29.2% | Added |
| J.W. Cole Advisors, Inc. | 19,393 | $1.17M | 0.03% | +467+2.5% | Added |
| Sienna Gestion | 18,182 | $1.18M | 0.07% | +18,182 | New |
| Quadrant Capital Group LLC | 18,384 | $1.18M | 0.04% | +10,254+126.1% | Added |
| Intech Investment Management LLC | 18,500 | $1.19M | 0.01% | +3,945+27.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,608 | $1.20M | 0.00% | +737+4.1% | Added |
| O'Shaughnessy Asset Management, LLC | 18,647 | $1.20M | 0.01% | −5,516−22.8% | Reduced |
| Hancock Whitney Corp | 19,145 | $1.23M | 0.02% | +41+0.2% | Added |
| Avanza Fonder AB | 19,199 | $1.24M | 0.03% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 19,512 | $1.26M | 1.16% | −1,701−8.0% | Reduced |
| Voya Investment Management LLC | 19,676 | $1.27M | 0.00% | −6,752−25.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,780 | $1.27M | 0.06% | +19,780 | New |
| New York Life Investment Management LLC | 19,791 | $1.27M | 0.01% | −2,697−12.0% | Reduced |
| Moors & Cabot, Inc. | 20,165 | $1.30M | 0.06% | +340+1.7% | Added |
| Public Employees Retirement Association of Colorado | 20,336 | $1.31M | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 20,270 | $1.32M | 0.00% | +12,236+152.3% | Added |
| Janus Henderson Group PLC | 20,691 | $1.33M | 0.00% | +5,300+34.4% | Added |
| Summit Financial, LLC | 20,441 | $1.33M | 0.02% | −838−3.9% | Reduced |
| HB Wealth Management, LLC | 20,819 | $1.34M | 0.01% | −127−0.6% | Reduced |
| Penserra Capital Management LLC | 21,285 | $1.37M | 0.02% | −1,515−6.6% | Reduced |
| Kestra Private Wealth Services, LLC | 21,328 | $1.37M | 0.02% | −941−4.2% | Reduced |
| Jeppson Wealth Management, LLC | 21,656 | $1.39M | 0.44% | −15−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 22,000 | $1.42M | 0.02% | −1,250−5.4% | Reduced |
| Belpointe Asset Management LLC | 22,054 | $1.42M | 0.05% | −1,756−7.4% | Reduced |
| Cornerstone Wealth Management, LLC | 22,140 | $1.42M | 0.07% | −574−2.5% | Reduced |
| Frank, Rimerman Advisors LLC | 22,376 | $1.44M | 0.09% | −80.0% | Reduced |
| Erste Asset Management GmbH | 22,400 | $1.45M | 0.01% | +2,200+10.9% | Added |
| Ethic Inc. | 22,653 | $1.46M | 0.02% | +1,545+7.3% | Added |
| Nordea Investment Management AB | 22,747 | $1.46M | 0.00% | +2,635+13.1% | Added |
| Tredje AP-fonden | 22,678 | $1.46M | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 20,774 | $1.46M | 0.05% | −4,035−16.3% | Reduced |
| NorthRock Partners, LLC | 22,897 | $1.47M | 0.02% | +2,868+14.3% | Added |
| Guggenheim Capital LLC | 22,952 | $1.48M | 0.01% | −308−1.3% | Reduced |
| Pathstone Holdings, LLC | 22,949 | $1.48M | 0.01% | −1,628−6.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 23,341 | $1.50M | 0.18% | −10,838−31.7% | Reduced |
| Hilltop Partners LLC | 23,709 | $1.53M | 0.39% | −317−1.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 23,986 | $1.54M | 0.09% | −16,054−40.1% | Reduced |
| Laurel Oak Wealth Management, LLC | 24,026 | $1.55M | 0.26% | +24,026 | New |
| Nisa Investment Advisors, LLC | 23,682 | $1.55M | 0.01% | −9,167−27.9% | Reduced |
| Federated Hermes, Inc. | 24,436 | $1.57M | 0.00% | −262−1.1% | Reduced |
| XTX Topco Ltd | 25,086 | $1.61M | 0.04% | +25,086 | New |
| Fiduciary Alliance LLC | 25,330 | $1.63M | 0.11% | −125−0.5% | Reduced |
| Assetmark, Inc | 25,498 | $1.64M | 0.00% | +12,671+98.8% | Added |
| Cozad Asset Management Inc | 25,525 | $1.64M | 0.13% | −112−0.4% | Reduced |
| New Insight Wealth Advisors | 25,590 | $1.65M | 0.59% | −4,172−14.0% | Reduced |
| OP Asset Management Ltd | 25,737 | $1.66M | 0.02% | 00.0% | Unchanged |
| Excalibur Management Corp | 25,873 | $1.67M | 0.60% | −668−2.5% | Reduced |
| Cerity Partners LLC | 26,155 | $1.68M | 0.00% | −8,208−23.9% | Reduced |
| CWM Advisors, LLC | 26,298 | $1.69M | 0.15% | +1,578+6.4% | Added |
| Flputnam Investment Management Co | 26,534 | $1.71M | 0.02% | +256+1.0% | Added |
| TD Asset Management Inc | 26,862 | $1.73M | 0.00% | +2,077+8.4% | Added |
| Gradient Capital Advisors, LLC | 27,997 | $1.80M | 0.46% | −203−0.7% | Reduced |
| BridgePort Financial Solutions, LLC | 28,272 | $1.82M | 0.49% | −82−0.3% | Reduced |
| Quest Partners LLC | 28,339 | $1.82M | 0.10% | +10,982+63.3% | Added |
| Sanctuary Advisors, LLC | 28,431 | $1.83M | 0.01% | −1,766−5.8% | Reduced |
| Mutual Advisors, LLC | 29,218 | $1.88M | 0.04% | +1,318+4.7% | Added |
| Griffin Asset Management, Inc. | 29,273 | $1.88M | 0.20% | +1,164+4.1% | Added |