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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 20,165 | $1.30M | 0.06% | +340+1.7% | Added |
| New York Life Investment Management LLC | 19,791 | $1.27M | 0.01% | −2,697−12.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,780 | $1.27M | 0.06% | +19,780 | New |
| Voya Investment Management LLC | 19,676 | $1.27M | 0.00% | −6,752−25.5% | Reduced |
| Clarion Wealth Managment Partners, LLC | 19,512 | $1.26M | 1.16% | −1,701−8.0% | Reduced |
| Avanza Fonder AB | 19,199 | $1.24M | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 19,145 | $1.23M | 0.02% | +41+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 18,647 | $1.20M | 0.01% | −5,516−22.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 18,608 | $1.20M | 0.00% | +737+4.1% | Added |
| Intech Investment Management LLC | 18,500 | $1.19M | 0.01% | +3,945+27.1% | Added |
| Quadrant Capital Group LLC | 18,384 | $1.18M | 0.04% | +10,254+126.1% | Added |
| Sienna Gestion | 18,182 | $1.18M | 0.07% | +18,182 | New |
| J.W. Cole Advisors, Inc. | 19,393 | $1.17M | 0.03% | +467+2.5% | Added |
| Susquehanna International Group, LLP | 18,022 | $1.16M | 0.00% | +4,071+29.2% | Added |
| HORAN Wealth, LLC | 17,811 | $1.15M | 0.18% | +587+3.4% | Added |
| Colonial Trust Advisors | 17,666 | $1.14M | 0.09% | +1,645+10.3% | Added |
| Harbor Investment Advisory, LLC | 17,154 | $1.10M | 0.08% | +70.0% | Added |
| Arete Wealth Advisors, LLC | 17,074 | $1.10M | 0.08% | −334−1.9% | Reduced |
| Jones Financial Companies LLLP | 16,925 | $1.09M | 0.00% | +2,827+20.1% | Added |
| Associated Banc-Corp | 16,725 | $1.08M | 0.03% | −2,641−13.6% | Reduced |
| Allstate Corp | 16,522 | $1.06M | 0.01% | +8,723+111.8% | Added |
| Siemens Fonds Invest GmbH | 16,232 | $1.06M | 0.06% | +13,156+427.7% | Added |
| Naviter Wealth, LLC | 16,215 | $1.06M | 0.14% | −1,448−8.2% | Reduced |
| Oppenheimer & Co Inc | 16,391 | $1.05M | 0.01% | −212−1.3% | Reduced |
| Carnegie Lake Advisors LLC | 16,386 | $1.05M | 0.40% | −140−0.8% | Reduced |
| RMB Capital Management, LLC | 16,055 | $1.05M | 0.02% | +796+5.2% | Added |
| FineMark National Bank & Trust | 16,196 | $1.04M | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 16,161 | $1.04M | 0.02% | +1,903+13.3% | Added |
| Blair William & Co | 16,108 | $1.04M | 0.00% | −93−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 16,012 | $1.03M | 0.01% | +831+5.5% | Added |
| Securian Asset Management, Inc | 15,970 | $1.03M | 0.04% | −431−2.6% | Reduced |
| Summit Trail Advisors, LLC | 15,604 | $1.02M | 0.02% | +5,079+48.3% | Added |
| Samalin Investment Counsel, LLC | 15,662 | $1.01M | 0.36% | −34−0.2% | Reduced |
| NewEdge Wealth, LLC | 15,612 | $1.00M | 0.01% | +1,642+11.8% | Added |
| Bank of Nova Scotia | 15,514 | $998.5K | 0.00% | +3,782+32.2% | Added |
| Wealthstar Advisors, LLC | 15,393 | $990.7K | 0.54% | +36+0.2% | Added |
| SRS Capital Advisors, Inc. | 15,042 | $968.1K | 0.03% | −3,454−18.7% | Reduced |
| Entropy Technologies, LP | 14,952 | $962.3K | 0.05% | −2,317−13.4% | Reduced |
| Investment Management Corp of Ontario | 14,818 | $953.7K | 0.01% | +4,576+44.7% | Added |
| Vanderbilt University | 14,806 | $952.9K | 0.16% | −270−1.8% | Reduced |
| Farther Finance Advisors, LLC | 14,516 | $934.2K | 0.01% | +8,295+133.3% | Added |
| Friedenthal Financial | 14,504 | $933.5K | 0.48% | +14,504 | New |
| Swiss Life Asset Management Ltd | 14,268 | $918.3K | 0.00% | −16,322−53.4% | Reduced |
| DoubleLine ETF Adviser LP | 14,154 | $911.0K | 0.27% | +496+3.6% | Added |
| Applied Capital LLC | 14,149 | $910.6K | 0.62% | +3,350+31.0% | Added |
| LRI Investments, LLC | 14,132 | $909.6K | 0.07% | −177−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 13,967 | $898.9K | 0.01% | −805−5.4% | Reduced |
| Roof Eidam & Maycock | 13,883 | $893.5K | 0.20% | +5,138+58.8% | Added |
| Cullen Capital Management LLC | 13,847 | $891.2K | 0.01% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 13,843 | $890.9K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 13,834 | $890.4K | 0.01% | +9,342+208.0% | Added |
| Texas Yale Capital Corp. | 13,806 | $888.6K | 0.03% | −220−1.6% | Reduced |
| Atria Investments LLC | 13,779 | $886.8K | 0.01% | −30−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 13,670 | $879.8K | 0.02% | −367−2.6% | Reduced |
| Kentucky Retirement Systems | 13,608 | $875.8K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 13,565 | $873.0K | 0.02% | +4,743+53.8% | Added |
| Warren Averett Asset Management, LLC | 13,462 | $866.4K | 0.01% | +2,241+20.0% | Added |
| PFG Investments, LLC | 13,436 | $864.7K | 0.04% | −908−6.3% | Reduced |
| Stratos Wealth Partners, LTD. | 13,235 | $851.8K | 0.01% | −271−2.0% | Reduced |
| Vista Investment Management | 13,201 | $849.6K | 0.28% | −500−3.6% | Reduced |
| Abn Amro Investment Solutions | 13,188 | $848.8K | 0.01% | +7,574+134.9% | Added |
| Howe & Rusling Inc | 13,153 | $846.5K | 0.06% | −149−1.1% | Reduced |
| EP Wealth Advisors, LLC | 13,149 | $846.3K | 0.00% | +13,149 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,108 | $843.6K | 0.00% | +4,398+50.5% | Added |
| Pasadena Private Wealth, LLC | 12,885 | $829.3K | 0.11% | +12,885 | New |
| Sterling Capital Management LLC | 12,850 | $827.0K | 0.01% | −551−4.1% | Reduced |
| Everstar Asset Management, LLC | 12,735 | $819.6K | 0.44% | +437+3.6% | Added |
| Perigon Wealth Management, LLC | 12,723 | $818.9K | 0.01% | −299−2.3% | Reduced |
| RB Capital Management, LLC | 12,513 | $805.3K | 0.16% | −559−4.3% | Reduced |
| Graham Capital Management, L.P. | 12,490 | $803.9K | 0.03% | +12,490 | New |
| Pensionmark Financial Group, LLC | 12,469 | $802.5K | 0.01% | +4,314+52.9% | Added |
| Vident Advisory, LLC | 12,419 | $799.3K | 0.01% | −712−5.4% | Reduced |
| Signal Advisors Wealth, LLC | 12,379 | $796.7K | 0.06% | +2,935+31.1% | Added |
| Merit Financial Group, LLC | 12,335 | $793.9K | 0.01% | +36+0.3% | Added |
| Tower Research Capital LLC (TRC) | 12,291 | $791.0K | 0.02% | −4,875−28.4% | Reduced |
| Sofos Investments, Inc. | 12,271 | $789.8K | 0.15% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12,134 | $780.9K | 0.01% | −601−4.7% | Reduced |
| Wealthspire Advisors, LLC | 12,058 | $776.1K | 0.01% | +333+2.8% | Added |
| Advisory Services Network, LLC | 11,943 | $768.7K | 0.01% | +544+4.8% | Added |
| Independent Advisor Alliance | 11,926 | $767.5K | 0.02% | −2,176−15.4% | Reduced |
| Founders Financial Alliance, LLC | 11,819 | $760.7K | 0.14% | −722−5.8% | Reduced |
| Cooper Financial Group | 11,709 | $753.6K | 0.08% | −79−0.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 11,692 | $752.5K | 0.10% | +708+6.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 11,669 | $751.0K | 0.01% | +11,669 | New |
| Stephens Inc | 11,454 | $737.2K | 0.01% | −1,061−8.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 11,367 | $731.6K | 0.16% | +273+2.5% | Added |
| Client 1st Advisory Group, LLC | 11,208 | $721.3K | 0.23% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 11,131 | $716.4K | 0.35% | −152−1.3% | Reduced |
| BLB&B Advisors, LLC | 11,048 | $711.0K | 0.03% | +10.0% | Added |
| AE Wealth Management LLC | 11,044 | $710.8K | 0.00% | +495+4.7% | Added |
| DRW Securities, LLC | 10,835 | $697.3K | 0.05% | +3,306+43.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,596 | $682.0K | 0.01% | −378−3.4% | Reduced |
| Toroso Investments, LLC | 10,561 | $679.7K | 0.00% | +793+8.1% | Added |
| Atomi Financial Group, Inc. | 10,527 | $677.5K | 0.02% | +292+2.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,756 | $674.9K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 10,390 | $669.0K | 0.02% | 00.0% | Unchanged |
| Invst, LLC | 10,379 | $668.0K | 0.07% | −704−6.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,300 | $662.9K | 0.14% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 10,175 | $654.9K | 0.29% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 10,157 | $653.7K | 0.01% | −14,055−58.0% | Reduced |