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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 48,897 | $3.15M | 0.28% | −19,776−28.8% | Reduced |
| UniSuper Management Pty Ltd | 48,500 | $3.12M | 0.02% | −16,900−25.8% | Reduced |
| TT Capital Management LLC | 48,214 | $3.10M | 2.47% | −13,778−22.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 46,934 | $3.02M | 0.03% | +46,934 | New |
| Oak Thistle LLC | 45,404 | $2.92M | 0.41% | +45,404 | New |
| CI Private Wealth, LLC | 44,677 | $2.88M | 0.00% | −2,165−4.6% | Reduced |
| Pensionfund DSM Netherlands | 44,300 | $2.85M | 1.88% | −2,000−4.3% | Reduced |
| Freedom Financial Partners LLC | 44,288 | $2.85M | 1.04% | −1,469−3.2% | Reduced |
| Stifel Financial Corp | 44,014 | $2.83M | 0.00% | +497+1.1% | Added |
| Mariner, LLC | 43,789 | $2.82M | 0.00% | −39,171−47.2% | Reduced |
| Oregon Public Employees Retirement Fund | 43,619 | $2.81M | 0.04% | −500−1.1% | Reduced |
| New Mexico Educational Retirement Board | 43,400 | $2.79M | 0.08% | 00.0% | Unchanged |
| Presima Inc. | 43,207 | $2.78M | 1.60% | +345+0.8% | Added |
| Coldstream Capital Management Inc | 43,119 | $2.78M | 0.04% | −4,122−8.7% | Reduced |
| Pensionfund Sabic | 42,804 | $2.75M | 0.75% | −1,000−2.3% | Reduced |
| Dark Forest Capital Management LP | 42,707 | $2.75M | 0.13% | +42,707 | New |
| Natixis Advisors, L.P. | 41,428 | $2.67M | 0.00% | −50−0.1% | Reduced |
| Hantz Financial Services, Inc. | 40,843 | $2.63M | 0.04% | −3,317−7.5% | Reduced |
| Bank of Montreal | 40,740 | $2.62M | 0.00% | −6,226−13.3% | Reduced |
| Private Advisor Group, LLC | 40,277 | $2.59M | 0.01% | −2,475−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 40,162 | $2.58M | 0.08% | −888−2.2% | Reduced |
| DnB Asset Management AS | 38,987 | $2.51M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 38,794 | $2.50M | 0.01% | +7,322+23.3% | Added |
| Capital Square, LLC | 38,193 | $2.46M | 1.25% | −5,578−12.7% | Reduced |
| Rockefeller Capital Management L.P. | 37,985 | $2.44M | 0.00% | +3,052+8.7% | Added |
| Arkadios Wealth Advisors | 37,954 | $2.44M | 0.05% | +1,524+4.2% | Added |
| Meixler Investment Management, Ltd. | 37,844 | $2.44M | 1.48% | +1,146+3.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,695 | $2.43M | 0.05% | +37,695 | New |
| Nomura Asset Management International Inc. | 37,387 | $2.41M | 0.00% | +37,387 | New |
| Royal Fund Management, LLC | 37,262 | $2.40M | 0.22% | +21,332+133.9% | Added |
| Heitman Real Estate Securities LLC | 36,987 | $2.38M | 0.17% | −42,416−53.4% | Reduced |
| SFMG, LLC | 36,748 | $2.37M | 0.16% | −1,750−4.5% | Reduced |
| QRG Capital Management, Inc. | 36,357 | $2.34M | 0.03% | −5,763−13.7% | Reduced |
| Utah Retirement Systems | 35,703 | $2.30M | 0.02% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 34,822 | $2.27M | 0.06% | +34,822 | New |
| JustInvest LLC | 35,137 | $2.26M | 0.02% | +180+0.5% | Added |
| Investmark Advisory Group LLC | 34,957 | $2.25M | 0.96% | −340−1.0% | Reduced |
| Prudential PLC | 34,563 | $2.22M | 0.02% | −50,185−59.2% | Reduced |
| Ostrum Asset Management | 34,507 | $2.22M | 0.11% | −11,431−24.9% | Reduced |
| Wealthcare Advisory Partners LLC | 34,381 | $2.21M | 0.04% | +135+0.4% | Added |
| Prudential Financial Inc | 34,288 | $2.21M | 0.00% | −60,044−63.7% | Reduced |
| Xponance, Inc. | 34,159 | $2.20M | 0.02% | −4,024−10.5% | Reduced |
| Apollon Wealth Management, LLC | 34,127 | $2.20M | 0.04% | +1,454+4.5% | Added |
| Weaver Consulting Group | 33,927 | $2.18M | 0.53% | −281−0.8% | Reduced |
| Bridgewater Associates, LP | 33,703 | $2.17M | 0.01% | +33,703 | New |
| Police & Firemen's Retirement System of New Jersey | 33,025 | $2.13M | 0.02% | −1,912−5.5% | Reduced |
| Vestcor Inc | 32,611 | $2.10M | 0.06% | +28,174+635.0% | Added |
| XML Financial, LLC | 32,027 | $2.06M | 0.17% | −922−2.8% | Reduced |
| US Bancorp | 31,954 | $2.06M | 0.00% | −648−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 30,758 | $1.98M | 0.00% | +3,714+13.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 30,292 | $1.95M | 0.01% | +330+1.1% | Added |
| NEOS Investment Management LLC | 30,288 | $1.95M | 0.01% | +9,130+43.2% | Added |
| Wellington Shields Capital Management, LLC | 30,177 | $1.94M | 0.28% | −1,600−5.0% | Reduced |
| M&T Bank Corp | 30,127 | $1.94M | 0.01% | +19,696+188.8% | Added |
| Waldron Private Wealth LLC | 30,074 | $1.94M | 0.08% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 29,947 | $1.93M | 0.02% | +8,306+38.4% | Added |
| Generali Asset Management SPA SGR | 29,524 | $1.90M | 0.04% | +29,524 | New |
| Griffin Asset Management, Inc. | 29,273 | $1.88M | 0.20% | +1,164+4.1% | Added |
| Mutual Advisors, LLC | 29,218 | $1.88M | 0.04% | +1,318+4.7% | Added |
| Sanctuary Advisors, LLC | 28,431 | $1.83M | 0.01% | −1,766−5.8% | Reduced |
| Quest Partners LLC | 28,339 | $1.82M | 0.10% | +10,982+63.3% | Added |
| BridgePort Financial Solutions, LLC | 28,272 | $1.82M | 0.49% | −82−0.3% | Reduced |
| Gradient Capital Advisors, LLC | 27,997 | $1.80M | 0.46% | −203−0.7% | Reduced |
| TD Asset Management Inc | 26,862 | $1.73M | 0.00% | +2,077+8.4% | Added |
| Flputnam Investment Management Co | 26,534 | $1.71M | 0.02% | +256+1.0% | Added |
| CWM Advisors, LLC | 26,298 | $1.69M | 0.15% | +1,578+6.4% | Added |
| Cerity Partners LLC | 26,155 | $1.68M | 0.00% | −8,208−23.9% | Reduced |
| Excalibur Management Corp | 25,873 | $1.67M | 0.60% | −668−2.5% | Reduced |
| OP Asset Management Ltd | 25,737 | $1.66M | 0.02% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 25,590 | $1.65M | 0.59% | −4,172−14.0% | Reduced |
| Cozad Asset Management Inc | 25,525 | $1.64M | 0.13% | −112−0.4% | Reduced |
| Assetmark, Inc | 25,498 | $1.64M | 0.00% | +12,671+98.8% | Added |
| Fiduciary Alliance LLC | 25,330 | $1.63M | 0.11% | −125−0.5% | Reduced |
| XTX Topco Ltd | 25,086 | $1.61M | 0.04% | +25,086 | New |
| Federated Hermes, Inc. | 24,436 | $1.57M | 0.00% | −262−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 23,682 | $1.55M | 0.01% | −9,167−27.9% | Reduced |
| Laurel Oak Wealth Management, LLC | 24,026 | $1.55M | 0.26% | +24,026 | New |
| Knights of Columbus Asset Advisors LLC | 23,986 | $1.54M | 0.09% | −16,054−40.1% | Reduced |
| Hilltop Partners LLC | 23,709 | $1.53M | 0.39% | −317−1.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 23,341 | $1.50M | 0.18% | −10,838−31.7% | Reduced |
| Pathstone Holdings, LLC | 22,949 | $1.48M | 0.01% | −1,628−6.6% | Reduced |
| Guggenheim Capital LLC | 22,952 | $1.48M | 0.01% | −308−1.3% | Reduced |
| NorthRock Partners, LLC | 22,897 | $1.47M | 0.02% | +2,868+14.3% | Added |
| Diversify Advisory Services, LLC | 20,774 | $1.46M | 0.05% | −4,035−16.3% | Reduced |
| Tredje AP-fonden | 22,678 | $1.46M | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 22,747 | $1.46M | 0.00% | +2,635+13.1% | Added |
| Ethic Inc. | 22,653 | $1.46M | 0.02% | +1,545+7.3% | Added |
| Erste Asset Management GmbH | 22,400 | $1.45M | 0.01% | +2,200+10.9% | Added |
| Frank, Rimerman Advisors LLC | 22,376 | $1.44M | 0.09% | −80.0% | Reduced |
| Cornerstone Wealth Management, LLC | 22,140 | $1.42M | 0.07% | −574−2.5% | Reduced |
| Belpointe Asset Management LLC | 22,054 | $1.42M | 0.05% | −1,756−7.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 22,000 | $1.42M | 0.02% | −1,250−5.4% | Reduced |
| Jeppson Wealth Management, LLC | 21,656 | $1.39M | 0.44% | −15−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 21,328 | $1.37M | 0.02% | −941−4.2% | Reduced |
| Penserra Capital Management LLC | 21,285 | $1.37M | 0.02% | −1,515−6.6% | Reduced |
| HB Wealth Management, LLC | 20,819 | $1.34M | 0.01% | −127−0.6% | Reduced |
| Summit Financial, LLC | 20,441 | $1.33M | 0.02% | −838−3.9% | Reduced |
| Janus Henderson Group PLC | 20,691 | $1.33M | 0.00% | +5,300+34.4% | Added |
| Mackenzie Financial Corp | 20,270 | $1.32M | 0.00% | +12,236+152.3% | Added |
| Public Employees Retirement Association of Colorado | 20,336 | $1.31M | 0.00% | 00.0% | Unchanged |