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 |
|---|---|---|---|---|---|
| Stronghold Wealth Management L.L.C. | 5,739 | $369.4K | 0.55% | +5,739 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,704 | $367.1K | 0.02% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 5,693 | $366.4K | 0.03% | −7−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,645 | $363.3K | 0.00% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,635 | $362.7K | 0.02% | −855−13.2% | Reduced |
| Centaurus Financial, Inc. | 5,612 | $361.0K | 0.02% | −162−2.8% | Reduced |
| Gutierrez Wealth Advisory, LLC | 5,606 | $360.8K | 0.23% | +30+0.5% | Added |
| True North Advisors, LLC | 5,528 | $355.8K | 0.05% | −132−2.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 5,500 | $354.0K | 0.07% | −69−1.2% | Reduced |
| Canada Pension Plan Investment Board | 5,500 | $354.0K | 0.00% | +5,500 | New |
| Quadcap Wealth Management, LLC | 5,469 | $352.0K | 0.04% | −77−1.4% | Reduced |
| DF Dent & Co Inc | 5,464 | $351.6K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,446 | $350.5K | 0.00% | −129−2.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,419 | $348.7K | 0.17% | +29+0.5% | Added |
| Savant Capital, LLC | 5,393 | $347.1K | 0.00% | −22−0.4% | Reduced |
| International Assets Investment Management, LLC | 5,391 | $346.9K | 0.02% | −1,275−19.1% | Reduced |
| Herold Advisors, Inc. | 5,373 | $345.8K | 0.08% | +16+0.3% | Added |
| United Capital Financial Advisers, LLC | 5,342 | $343.8K | 0.00% | +1,391+35.2% | Added |
| Perennial Investment Advisors, LLC | 5,326 | $342.9K | 0.03% | +37+0.7% | Added |
| NWF Advisory Services Inc. | 5,271 | $339.2K | 0.04% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 5,262 | $338.7K | 0.00% | −1,782−25.3% | Reduced |
| Woodward Diversified Capital, LLC | 5,243 | $337.4K | 0.15% | +198+3.9% | Added |
| Jackson Wealth Management, LLC | 5,233 | $337.0K | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 5,192 | $334.2K | 0.00% | −75,691−93.6% | Reduced |
| Flagship Private Wealth, LLC | 5,183 | $333.6K | 0.13% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 5,159 | $332.0K | 0.01% | +1,789+53.1% | Added |
| RFG - Bristol Wealth Advisors, LLC | 5,098 | $328.1K | 0.09% | +8+0.2% | Added |
| Western Wealth Management, LLC | 5,094 | $327.8K | 0.02% | −313−5.8% | Reduced |
| Family Legacy, Inc. | 5,063 | $325.8K | 0.10% | +31+0.6% | Added |
| Brevan Howard Capital Management LP | 5,022 | $323.2K | 0.01% | +1,034+25.9% | Added |
| Benjamin Edwards Inc | 4,996 | $321.6K | 0.00% | −145−2.8% | Reduced |
| Summit Wealth Group, LLC | 4,996 | $321.6K | 0.08% | +13+0.3% | Added |
| Widmann Financial Services, Inc. | 4,985 | $320.8K | 0.20% | +367+7.9% | Added |
| Accurate Wealth Management, LLC | 4,788 | $318.4K | 0.04% | +379+8.6% | Added |
| Apollon Financial, LLC | 4,910 | $316.0K | 0.05% | −54−1.1% | Reduced |
| KPP Advisory Services LLC | 4,892 | $314.8K | 0.05% | −3−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 4,885 | $314.4K | 0.00% | −86−1.7% | Reduced |
| Plato Investment Management Ltd | 4,853 | $313.9K | 0.02% | +3,976+453.4% | Added |
| Jacobs Equity LLC | 4,868 | $313.3K | 0.30% | +4,868 | New |
| Seeds Investor LLC | 4,862 | $312.9K | 0.06% | −111−2.2% | Reduced |
| Credit Agricole S A | 4,861 | $312.9K | 0.00% | −2,024−29.4% | Reduced |
| Chicago Partners Investment Group LLC | 4,496 | $311.9K | 0.01% | +200+4.7% | Added |
| Park Avenue Securities LLC | 4,837 | $311.0K | 0.00% | −1,460−23.2% | Reduced |
| Miracle Mile Advisors, LLC | 4,815 | $309.9K | 0.00% | +1,172+32.2% | Added |
| Advisortrust Partners, LLC | 4,809 | $309.5K | 0.14% | +4,809 | New |
| D. E. Shaw & Co., Inc. | 4,797 | $308.7K | 0.00% | −6,021−55.7% | Reduced |
| Claris Financial LLC | 4,784 | $307.9K | 0.16% | −19−0.4% | Reduced |
| Root Financial Partners, LLC | 4,773 | $307.2K | 0.02% | +11+0.2% | Added |
| Daymark Wealth Partners, LLC | 4,762 | $306.5K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 4,758 | $306.2K | 0.11% | +4,758 | New |
| Kestra Investment Management, LLC | 4,713 | $303.3K | 0.01% | −375−7.4% | Reduced |
| Tiaa Trust, National Association | 4,709 | $303.1K | 0.00% | −618−11.6% | Reduced |
| Profund Advisors LLC | 4,684 | $301.5K | 0.01% | −203−4.2% | Reduced |
| Per Stirling Capital Management, LLC. | 4,670 | $300.6K | 0.03% | −2,829−37.7% | Reduced |
| Jefferies Financial Group Inc. | 4,633 | $298.2K | 0.00% | +4,633 | New |
| Fifth Third Bancorp | 4,626 | $297.7K | 0.00% | +469+11.3% | Added |
| Burney Co | 4,510 | $290.2K | 0.01% | −185−3.9% | Reduced |
| Dividend Assets Capital, LLC | 4,500 | $289.6K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,479 | $288.3K | 0.01% | +1,788+66.4% | Added |
| Everence Capital Management Inc | 4,480 | $288.0K | 0.02% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 4,446 | $286.1K | 0.10% | +4,446 | New |
| Mystic Asset Management, Inc. | 4,426 | $284.9K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,419 | $284.4K | 0.00% | +64+1.5% | Added |
| Barlow Wealth Partners, Inc. | 4,206 | $279.7K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,346 | $279.7K | 0.02% | −1,870−30.1% | Reduced |
| Carret Asset Management, LLC | 4,332 | $278.8K | 0.03% | −950−18.0% | Reduced |
| Strathmore Capital Advisors, Inc. | 4,327 | $278.5K | 0.09% | 00.0% | Unchanged |
| Pathfinder Wealth Consulting, Inc. | 4,313 | $277.6K | 0.18% | +4,313 | New |
| Advocate Investing Services LLC | 4,258 | $274.1K | 0.25% | +4,258 | New |
| Aaron Wealth Advisors | 4,234 | $272.5K | 0.02% | +889+26.6% | Added |
| Coppell Advisory Solutions LLC | 4,136 | $270.0K | 0.03% | −40−1.0% | Reduced |
| Parallel Advisors, LLC | 4,166 | $268.1K | 0.00% | +216+5.5% | Added |
| Keudell/Morrison Wealth Management | 4,150 | $267.1K | 0.06% | +4,150 | New |
| MQS Management LLC | 4,110 | $264.5K | 0.16% | +4,110 | New |
| Regions Financial Corp | 4,067 | $261.8K | 0.00% | −1,250−23.5% | Reduced |
| TritonPoint Partners, LLC | 3,990 | $260.5K | 0.14% | +3,990 | New |
| Kathmere Capital Management, LLC | 4,039 | $259.9K | 0.02% | +115+2.9% | Added |
| Woodline Partners LP | 4,035 | $259.7K | 0.00% | +4,035 | New |
| Meeder Advisory Services, Inc. | 4,013 | $258.3K | 0.01% | +4,013 | New |
| Octavia Wealth Advisors, LLC | 3,947 | $257.6K | 0.02% | −1,727−30.4% | Reduced |
| BancorpSouth Bank | 4,001 | $257.5K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4,000 | $257.4K | 0.05% | −707−15.0% | Reduced |
| Philadelphia Trust Co | 4,000 | $257.0K | 0.02% | 00.0% | Unchanged |
| Belvedere Trading LLC | 3,972 | $255.6K | 0.05% | +3,972 | New |
| New Wave Wealth Advisors LLC | 3,917 | $255.5K | 0.09% | +208+5.6% | Added |
| Meridian Wealth Management, LLC | 3,939 | $253.5K | 0.01% | +3,939 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,933 | $253.1K | 0.01% | +3,933 | New |
| Greenleaf Trust | 3,910 | $251.6K | 0.00% | −343−8.1% | Reduced |
| Basepoint Wealth LLC | 3,900 | $251.0K | 0.15% | −1,734−30.8% | Reduced |
| Insight Wealth Partners, LLC | 3,870 | $249.1K | 0.10% | +14+0.4% | Added |
| GAMMA Investing LLC | 3,867 | $248.9K | 0.01% | −134−3.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,864 | $248.7K | 0.11% | −492−11.3% | Reduced |
| Capital Investment Advisors, LLC | 3,837 | $246.9K | 0.00% | +9+0.2% | Added |
| SageView Advisory Group, LLC | 3,815 | $245.5K | 0.01% | −527−12.1% | Reduced |
| Wealth Management Strategies, Inc. | 3,793 | $244.1K | 0.11% | −69−1.8% | Reduced |
| Insigneo Advisory Services, LLC | 3,787 | $243.7K | 0.02% | −9−0.2% | Reduced |
| Lazard Asset Management LLC | 3,786 | $243.7K | 0.00% | −363−8.7% | Reduced |
| ORG Partners LLC | 3,771 | $242.9K | 0.04% | +2,244+147.0% | Added |
| High Net Worth Advisory Group LLC | 3,770 | $242.6K | 0.06% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 3,751 | $241.4K | 0.03% | +3,751 | New |