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 |
|---|---|---|---|---|---|
| Clear Creek Financial Management, LLC | 3,747 | $241.2K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,737 | $240.5K | 0.01% | +576+18.2% | Added |
| Mach-1 Financial Group, Inc. | 3,717 | $239.3K | 0.05% | +3,717 | New |
| Keynote Financial Services LLC | 3,710 | $238.8K | 0.13% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3,655 | $238.6K | 0.11% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 3,707 | $238.6K | 0.07% | −200−5.1% | Reduced |
| UMA Financial Services, Inc. | 3,692 | $237.6K | 0.03% | −4−0.1% | Reduced |
| Capital Planning Advisors, LLC | 3,686 | $237.2K | 0.03% | +37+1.0% | Added |
| Rafferty Asset Management, LLC | 3,683 | $237.0K | 0.00% | −101−2.7% | Reduced |
| TCG Advisory Services, LLC | 3,629 | $233.6K | 0.01% | −680−15.8% | Reduced |
| GF Fund Management Co. Ltd. | 3,628 | $233.5K | 0.00% | −44−1.2% | Reduced |
| Fiera Capital Corp | 3,627 | $233.4K | 0.00% | 00.0% | Unchanged |
| Columbia Asset Management | 3,625 | $233.3K | 0.04% | −100−2.7% | Reduced |
| CX Institutional | 3,618 | $233.0K | 0.01% | −4,093−53.1% | Reduced |
| Sawyer & Company, Inc | 3,595 | $231.4K | 0.08% | −2,290−38.9% | Reduced |
| D.B. Root & Company, LLC | 3,591 | $231.1K | 0.06% | −500−12.2% | Reduced |
| Private Trust Co NA | 3,561 | $229.2K | 0.02% | −339−8.7% | Reduced |
| Main Street Financial Solutions, LLC | 3,553 | $228.7K | 0.02% | −520−12.8% | Reduced |
| Verity Asset Management, Inc. | 3,526 | $226.9K | 0.10% | +3,526 | New |
| Titleist Asset Management, LLC | 3,523 | $226.8K | 0.02% | +3,523 | New |
| Sage Rhino Capital LLC | 3,518 | $226.4K | 0.04% | +73+2.1% | Added |
| Umb Bank N A | 3,516 | $226.3K | 0.00% | +267+8.2% | Added |
| Prospera Financial Services Inc | 3,515 | $226.3K | 0.00% | −299−7.8% | Reduced |
| GTS Securities LLC | 3,509 | $225.8K | 0.01% | +3,509 | New |
| King Wealth | 3,495 | $225.0K | 0.03% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 3,437 | $224.4K | 0.01% | +3,437 | New |
| Kingsview Wealth Management, LLC | 3,460 | $222.7K | 0.00% | −98−2.8% | Reduced |
| Inspire Advisors, LLC | 3,454 | $222.3K | 0.02% | −110−3.1% | Reduced |
| Cary Street Partners Financial LLC | 3,452 | $222.1K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,447 | $221.9K | 0.01% | −306−8.2% | Reduced |
| NorthStar Asset Management LLC | 3,430 | $220.7K | 0.10% | +10+0.3% | Added |
| Focused Wealth Management, Inc | 3,428 | $220.6K | 0.02% | +30+0.9% | Added |
| LVW Advisors, LLC | 3,425 | $220.4K | 0.02% | +19+0.6% | Added |
| TCW Group Inc | 3,417 | $219.9K | 0.00% | +3,417 | New |
| Sound Income Strategies, LLC | 3,117 | $219.0K | 0.01% | −15−0.5% | Reduced |
| Detalus Advisors, LLC | 3,400 | $218.8K | 0.05% | 00.0% | Unchanged |
| SWP Financial LLC | 3,352 | $215.7K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,298 | $215.3K | 0.01% | +3,298 | New |
| Procyon Private Wealth Partners, LLC | 3,325 | $214.0K | 0.01% | −85−2.5% | Reduced |
| Bryn Mawr Trust Co | 3,300 | $212.4K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3,300 | $212.4K | 0.03% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 3,281 | $211.2K | 0.03% | +3,281 | New |
| Virtu Financial LLC | 3,284 | $211.0K | 0.01% | −784−19.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,272 | $210.6K | 0.00% | +3,272 | New |
| National Bank of Canada | 3,263 | $209.7K | 0.00% | +1,794+122.1% | Added |
| Syon Capital LLC | 3,238 | $208.4K | 0.01% | +3,238 | New |
| Salem Investment Counselors Inc | 3,181 | $207.7K | 0.01% | +2,568+418.9% | Added |
| Sovereign Financial Group, Inc. | 3,216 | $207.0K | 0.04% | −764−19.2% | Reduced |
| BCS Wealth Management | 3,200 | $206.0K | 0.02% | +3,200 | New |
| Horizon Investments, LLC | 3,193 | $205.5K | 0.00% | +3,193 | New |
| Gateway Investment Advisers LLC | 3,190 | $205.3K | 0.00% | +50+1.6% | Added |
| GW Henssler & Associates Ltd | 3,166 | $203.8K | 0.01% | +10+0.3% | Added |
| Clearview Wealth Advisors LLC | 3,154 | $203.0K | 0.13% | −151−4.6% | Reduced |
| Motco | 3,076 | $198.0K | 0.02% | −63−2.0% | Reduced |
| Raleigh Capital Management Inc. | 2,898 | $186.5K | 0.07% | −27−0.9% | Reduced |
| HM Payson & Co | 2,890 | $186.0K | 0.00% | −100−3.3% | Reduced |
| FIL Ltd | 2,704 | $174.0K | 0.00% | −1,756−39.4% | Reduced |
| Trust Co of Vermont | 2,691 | $173.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,677 | $172.3K | 0.01% | +48+1.8% | Added |
| ASR Vermogensbeheer N.V. | 2,625 | $168.9K | 0.00% | +2,546+3,222.8% | Added |
| Group One Trading, L.P. | 2,578 | $165.9K | 0.00% | −66−2.5% | Reduced |
| Flagship Harbor Advisors, LLC | 2,519 | $162.1K | 0.01% | +2,519 | New |
| Turning Point Benefit Group, Inc. | 2,511 | $161.6K | 0.08% | +148+6.3% | Added |
| Atlantic Union Bankshares Corp | 2,470 | $159.0K | 0.00% | −1,194−32.6% | Reduced |
| Larson Financial Group LLC | 2,439 | $157.0K | 0.01% | +19+0.8% | Added |
| SOA Wealth Advisors, LLC. | 2,420 | $155.7K | 0.03% | −10−0.4% | Reduced |
| BFSG, LLC | 2,393 | $154.0K | 0.01% | −280−10.5% | Reduced |
| IAG Wealth Partners, LLC | 2,382 | $153.3K | 0.02% | −61−2.5% | Reduced |
| Bessemer Group Inc | 2,380 | $153.0K | 0.00% | +1,332+127.1% | Added |
| Quarry LP | 2,349 | $151.2K | 0.02% | +2,139+1,018.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,246 | $144.6K | 0.02% | +2,246 | New |
| St Germain D J Co Inc | 2,143 | $137.9K | 0.01% | −158−6.9% | Reduced |
| CoreCap Advisors, LLC | 2,059 | $132.5K | 0.00% | −11−0.5% | Reduced |
| AdvisorNet Financial, Inc | 2,020 | $130.0K | 0.01% | +35+1.8% | Added |
| Westend Capital Management, LLC | 2,000 | $128.7K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,810 | $116.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,646 | $105.9K | 0.00% | −670−28.9% | Reduced |
| Golden State Wealth Management, LLC | 1,636 | $105.3K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 1,600 | $104.4K | 0.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,561 | $101.5K | 0.01% | +670+75.2% | Added |
| Advisors Asset Management, Inc. | 1,568 | $100.9K | 0.00% | −27−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,545 | $100.8K | 0.01% | +513+49.7% | Added |
| Asset Planning,Inc | 1,540 | $99.1K | 0.07% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 1,489 | $95.8K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,470 | $94.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,468 | $94.5K | 0.00% | +4+0.3% | Added |
| Bruce G. Allen Investments, LLC | 1,437 | $92.5K | 0.06% | +2+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,426 | $91.8K | 0.02% | +21+1.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,420 | $91.4K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 1,375 | $88.5K | 0.02% | +1,375 | New |
| Ameriflex Group, Inc. | 1,363 | $87.7K | 0.05% | −1,602−54.0% | Reduced |
| Winch Advisory Services, LLC | 1,344 | $86.5K | 0.02% | +18+1.4% | Added |
| Bangor Savings Bank | 1,305 | $84.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,296 | $83.4K | 0.00% | −10−0.8% | Reduced |
| North Star Investment Management Corp. | 1,269 | $81.7K | 0.01% | +20+1.6% | Added |
| Concord Wealth Partners | 1,232 | $79.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,146 | $74.0K | 0.00% | +61+5.6% | Added |
| Proathlete Wealth Management LLC | 1,144 | $73.7K | 0.02% | +15+1.3% | Added |
| Missouri Trust & Investment Co | 1,135 | $73.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,120 | $72.1K | 0.00% | 00.0% | Unchanged |