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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 10,152 | $653.4K | 0.01% | −300−2.9% | Reduced |
| MAI Capital Management | 10,144 | $652.9K | 0.00% | −749−6.9% | Reduced |
| Venture Visionary Partners LLC | 9,968 | $652.7K | 0.02% | +9,968 | New |
| Maryland State Retirement & Pension System | 10,127 | $651.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 10,026 | $645.3K | 0.00% | +10,026 | New |
| IHT Wealth Management, LLC | 10,004 | $643.8K | 0.02% | +124+1.3% | Added |
| Ticino Wealth | 10,000 | $643.6K | 0.24% | +10,000 | New |
| Global Retirement Partners, LLC | 9,981 | $642.4K | 0.01% | −93−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,957 | $640.8K | 0.00% | +92+0.9% | Added |
| Demars Financial Group, LLC | 9,935 | $639.4K | 0.21% | −16−0.2% | Reduced |
| Accel Wealth Management | 9,921 | $638.5K | 0.17% | −322−3.1% | Reduced |
| Liberty Square Wealth Partners LLC | 9,901 | $637.2K | 0.18% | −301−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,837 | $633.1K | 0.00% | −2,383−19.5% | Reduced |
| E. Ohman J:or Asset Management AB | 9,600 | $617.9K | 0.01% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 9,570 | $615.9K | 0.52% | −150−1.5% | Reduced |
| Rakuten Investment Management, Inc. | 9,277 | $601.0K | 0.00% | −203,168−95.6% | Reduced |
| Old Port Advisors | 9,336 | $600.9K | 0.15% | −141−1.5% | Reduced |
| Gallacher Capital Management LLC | 9,329 | $600.4K | 0.23% | −1,553−14.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,318 | $599.7K | 0.00% | −293−3.0% | Reduced |
| Laraway Financial Inc | 9,251 | $595.4K | 0.39% | +3,195+52.8% | Added |
| Hilltop Holdings Inc. | 9,201 | $592.2K | 0.04% | −186−2.0% | Reduced |
| Spirit of America Management Corp | 9,200 | $592.1K | 0.13% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 9,184 | $591.1K | 0.03% | +29+0.3% | Added |
| National Pension Service | 9,096 | $585.4K | 0.00% | +3,013+49.5% | Added |
| GWM Advisors LLC | 9,072 | $583.9K | 0.00% | +1,298+16.7% | Added |
| Brookwood Investment Group LLC | 8,936 | $575.1K | 0.07% | +149+1.7% | Added |
| Cambria Investment Management, L.P. | 8,875 | $571.2K | 0.03% | +8,875 | New |
| Capital Investment Advisory Services, LLC | 8,829 | $568.3K | 0.04% | +193+2.2% | Added |
| ProShare Advisors LLC | 8,787 | $565.5K | 0.00% | −528−5.7% | Reduced |
| Boothbay Fund Management, LLC | 8,754 | $563.4K | 0.01% | +8,754 | New |
| Tokio Marine Asset Management Co Ltd | 8,725 | $561.5K | 0.02% | +509+6.2% | Added |
| Bradley Foster & Sargent Inc | 8,682 | $558.8K | 0.01% | +472+5.7% | Added |
| Wellington Shields & Co., LLC | 8,660 | $557.4K | 0.14% | −230−2.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 8,653 | $556.9K | 0.02% | +8,653 | New |
| Liberty One Investment Management, LLC | 8,647 | $556.5K | 0.07% | −3,682−29.9% | Reduced |
| We Are One Seven, LLC | 8,615 | $554.4K | 0.01% | −107−1.2% | Reduced |
| WealthPlan Investment Management, LLC | 8,600 | $553.5K | 0.04% | −2,229−20.6% | Reduced |
| Ossiam | 8,593 | $553.0K | 0.01% | −6,918−44.6% | Reduced |
| Family Wealth Partners, LLC | 8,539 | $549.5K | 0.20% | −208−2.4% | Reduced |
| Commerce Bank | 8,522 | $548.5K | 0.00% | +425+5.2% | Added |
| 1832 Asset Management L.P. | 8,452 | $544.0K | 0.00% | −13,399−61.3% | Reduced |
| Intrua Financial, LLC | 8,286 | $533.3K | 0.06% | −899−9.8% | Reduced |
| Commerzbank Aktiengesellschaft | 8,280 | $533.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,201 | $527.8K | 0.01% | +628+8.3% | Added |
| Archer Investment Corp | 8,168 | $525.7K | 0.12% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,103 | $521.6K | 0.04% | −107−1.3% | Reduced |
| Colonial Trust Co | 8,072 | $519.5K | 0.07% | +1,643+25.6% | Added |
| RSM US Wealth Management LLC | 7,952 | $519.1K | 0.01% | −285−3.5% | Reduced |
| Hudson Portfolio Management LLC | 7,867 | $506.3K | 0.44% | −300−3.7% | Reduced |
| Omers Administration Corp | 7,836 | $504.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,826 | $503.7K | 0.02% | −1,541−16.5% | Reduced |
| Focus Financial Network, Inc. | 7,780 | $500.7K | 0.02% | +10.0% | Added |
| Round Rock Advisors, LLC | 7,634 | $491.3K | 0.07% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,624 | $490.7K | 0.02% | +140+1.9% | Added |
| North Dakota State Investment Board | 7,616 | $490.2K | 0.02% | +7,616 | New |
| Apella Capital, LLC | 7,603 | $489.3K | 0.01% | +271+3.7% | Added |
| Gen-Wealth Partners Inc | 7,572 | $487.3K | 0.16% | +146+2.0% | Added |
| Glenmede Trust Co NA | 7,476 | $481.2K | 0.00% | +7,476 | New |
| Shelton Capital Management | 7,410 | $476.9K | 0.01% | −430−5.5% | Reduced |
| FLC Capital Advisors | 7,362 | $473.8K | 0.09% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 7,327 | $471.6K | 0.22% | −80−1.1% | Reduced |
| Diligent Investors, LLC | 7,250 | $466.6K | 0.11% | −3,614−33.3% | Reduced |
| Skopos Labs, Inc. | 7,197 | $466.2K | 0.02% | +7,197 | New |
| EFG International AG | 7,231 | $465.4K | 0.01% | +7,231 | New |
| Kerntke Otto McGlone Wealth Management Group | 7,204 | $463.6K | 0.33% | +93+1.3% | Added |
| Eldridge Investment Advisors, Inc. | 7,188 | $462.6K | 0.10% | 00.0% | Unchanged |
| Ignite Planners, LLC | 6,630 | $462.4K | 0.07% | +20+0.3% | Added |
| WealthPLAN Partners, LLC | 7,169 | $461.4K | 0.07% | +194+2.8% | Added |
| FJ Capital Management LLC | 7,091 | $456.4K | 0.05% | −11,164−61.2% | Reduced |
| Axis Wealth Partners, LLC | 7,030 | $452.5K | 0.25% | −376−5.1% | Reduced |
| Orion Capital Management LLC | 7,000 | $450.5K | 0.15% | −3,680−34.5% | Reduced |
| Teamwork Financial Advisors, LLC | 6,949 | $447.3K | 0.05% | −403−5.5% | Reduced |
| GeoWealth Management, LLC | 6,947 | $447.1K | 0.02% | −396−5.4% | Reduced |
| Silver Oak Securities, Inc | 6,661 | $434.8K | 0.03% | −275−4.0% | Reduced |
| MKT Advisors LLC | 6,665 | $427.2K | 0.15% | −79−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 6,474 | $416.6K | 0.00% | +1,490+29.9% | Added |
| Avion Wealth | 6,426 | $413.0K | 0.09% | +8+0.1% | Added |
| Kovack Advisors, Inc. | 6,379 | $410.6K | 0.02% | +2,843+80.4% | Added |
| Peddock Capital Advisors, LLC | 6,356 | $409.1K | 0.09% | −350−5.2% | Reduced |
| Austin Private Wealth, LLC | 6,287 | $404.6K | 0.03% | −1,367−17.9% | Reduced |
| Dynamic Advisor Solutions LLC | 6,281 | $404.3K | 0.01% | −906−12.6% | Reduced |
| Rockport Wealth LLC | 6,271 | $403.6K | 0.08% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,258 | $402.8K | 0.01% | −186−2.9% | Reduced |
| D.A. Davidson & Co. | 6,197 | $398.8K | 0.00% | −494−7.4% | Reduced |
| Virtus ETF Advisers LLC | 6,103 | $392.8K | 0.19% | +103+1.7% | Added |
| Machina Capital S.A.S. | 6,102 | $392.7K | 0.07% | −3,574−36.9% | Reduced |
| Ameritas Advisory Services, LLC | 6,068 | $390.5K | 0.01% | +1,703+39.0% | Added |
| Gilbert & Cook, Inc. | 6,060 | $390.0K | 0.05% | +81+1.4% | Added |
| Equitable Holdings, Inc. | 6,058 | $389.9K | 0.00% | −25−0.4% | Reduced |
| Occidental Asset Management, LLC | 6,002 | $386.3K | 0.05% | +6,002 | New |
| Krane Funds Advisors LLC | 5,974 | $384.5K | 0.01% | +5,974 | New |
| Vise Technologies, Inc. | 5,961 | $383.6K | 0.01% | +5,961 | New |
| Axq Capital, LP | 5,945 | $382.6K | 0.09% | +5,945 | New |
| Evergreen Capital Management LLC | 5,901 | $382.3K | 0.01% | −2,765−31.9% | Reduced |
| Valeo Financial Advisors, LLC | 5,939 | $382.2K | 0.01% | +281+5.0% | Added |
| Jacobi Capital Management LLC | 5,886 | $378.9K | 0.02% | +145+2.5% | Added |
| Sigma Planning Corp | 5,806 | $373.9K | 0.01% | +13+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 5,809 | $373.8K | 0.15% | −584−9.1% | Reduced |
| Integrated Wealth Concepts LLC | 5,764 | $371.0K | 0.00% | −10,447−64.4% | Reduced |
| Ethos Financial Group, LLC | 5,751 | $370.1K | 0.03% | −387−6.3% | Reduced |