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 |
|---|---|---|---|---|---|
| Joseph Group Capital Management | 1,117 | $71.9K | 0.02% | +1,117 | New |
| Clear Street Markets LLC | 1,100 | $70.8K | 0.01% | −15,900−93.5% | Reduced |
| Addison Advisors LLC | 1,100 | $70.8K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,032 | $66.4K | 0.00% | +21+2.1% | Added |
| Key Financial Inc | 984 | $63.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 969 | $62.4K | 0.00% | +969 | New |
| Central Pacific Bank - Trust Division | 961 | $61.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 951 | $61.2K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 947 | $60.9K | 0.01% | +947 | New |
| Los Angeles Capital Management LLC | 927 | $60.5K | 0.00% | +927 | New |
| Clearstead Advisors, LLC | 939 | $60.4K | 0.00% | +293+45.4% | Added |
| Eastern Bank | 918 | $59.1K | 0.00% | −1−0.1% | Reduced |
| Hoey Investments, Inc | 887 | $57.1K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 880 | $56.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 866 | $56.6K | 0.00% | −46−5.0% | Reduced |
| Bare Financial Services, Inc | 865 | $55.7K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 839 | $54.0K | 0.01% | +118+16.4% | Added |
| Fourth Dimension Wealth, LLC | 800 | $51.5K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 800 | $51.5K | 0.00% | +30+3.9% | Added |
| Versant Capital Management, Inc | 788 | $50.7K | 0.01% | +74+10.4% | Added |
| Johnson Financial Group, Inc. | 766 | $50.0K | 0.00% | −1,182−60.7% | Reduced |
| SHP Wealth Management | 729 | $46.9K | 0.00% | +729 | New |
| Financial Management Professionals, Inc. | 696 | $45.4K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 700 | $45.1K | 0.00% | +700 | New |
| Hilltop National Bank | 694 | $44.7K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 672 | $43.3K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 600 | $43.0K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 666 | $42.9K | 0.01% | +5+0.8% | Added |
| Wolff Wiese Magana LLC | 649 | $41.8K | 0.02% | +1+0.2% | Added |
| V-Square Quantitative Management LLC | 642 | $41.3K | 0.00% | +642 | New |
| Cheviot Value Management, LLC | 608 | $41.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 614 | $39.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 597 | $38.4K | 0.00% | −11−1.8% | Reduced |
| New England Capital Financial Advisors LLC | 583 | $37.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 572 | $36.8K | 0.00% | +4+0.7% | Added |
| Truvestments Capital LLC | 549 | $35.3K | 0.01% | −112−16.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 545 | $35.1K | 0.03% | −672−55.2% | Reduced |
| Ronald Blue Trust, Inc. | 536 | $34.5K | 0.00% | −119−18.2% | Reduced |
| City State Bank | 518 | $33.3K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 500 | $32.2K | 0.20% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 493 | $31.7K | 0.01% | +5+1.0% | Added |
| Roble, Belko & Company, Inc | 476 | $31.0K | 0.00% | +476 | New |
| MTM Investment Management, LLC | 466 | $30.0K | 0.01% | +6+1.3% | Added |
| Investors Portfolio Services LLC | 453 | $29.6K | 0.03% | +453 | New |
| Osbon Capital Management LLC | 447 | $28.8K | 0.03% | +447 | New |
| Olistico Wealth, LLC | 435 | $28.0K | 0.01% | +435 | New |
| First United Bank Trust | 415 | $26.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 409 | $26.3K | 0.00% | +90+28.2% | Added |
| Heritage Wealth Advisors | 402 | $25.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 400 | $25.7K | 0.01% | +400 | New |
| Laurel Wealth Advisors LLC | 396 | $25.5K | 0.00% | +396 | New |
| Montag A & Associates Inc | 390 | $25.5K | 0.00% | +20+5.4% | Added |
| Covestor Ltd | 363 | $24.0K | 0.01% | +30+9.0% | Added |
| Rossby Financial, LCC | 358 | $23.0K | 0.01% | −25−6.5% | Reduced |
| IFC & Insurance Marketing, Inc. | 354 | $23.0K | 0.02% | +354 | New |
| Nemes Rush Group LLC | 356 | $22.9K | 0.00% | −35−9.0% | Reduced |
| Thompson Investment Management, Inc. | 349 | $22.5K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 345 | $22.2K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 345 | $22.2K | 0.00% | +233+208.0% | Added |
| Atlantic Trust, LLC | 334 | $21.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 334 | $21.5K | 0.00% | −1,102−76.7% | Reduced |
| Hilton Head Capital Partners, LLC | 322 | $20.7K | 0.01% | +322 | New |
| Blueline Advisors LLC | 311 | $20.0K | 0.02% | +311 | New |
| Ankerstar Wealth, LLC | 302 | $19.7K | 0.02% | +302 | New |
| Beaird Harris Wealth Management, LLC | 303 | $19.5K | 0.00% | +300+10,000.0% | Added |
| Essential Partners LLC | 303 | $19.5K | 0.01% | −496−62.1% | Reduced |
| Caldwell Trust Co | 300 | $19.3K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 300 | $19.3K | 0.00% | +300 | New |
| FNY Investment Advisers, LLC | 300 | $19.0K | 0.01% | −7,200−96.0% | Reduced |
| TD Private Client Wealth LLC | 293 | $18.9K | 0.00% | +12+4.3% | Added |
| Rothschild Investment LLC | 287 | $18.5K | 0.00% | +55+23.7% | Added |
| GHP Investment Advisors, Inc. | 285 | $18.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 285 | $18.3K | 0.00% | +1+0.4% | Added |
| Hurley Capital, LLC | 280 | $18.0K | 0.01% | −802−74.1% | Reduced |
| Piscataqua Savings Bank | 275 | $17.7K | 0.01% | +275 | New |
| Tompkins Financial Corp | 270 | $17.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 250 | $16.1K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 245 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 230 | $14.8K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 227 | $14.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 224 | $14.5K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 223 | $14.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 222 | $14.3K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 220 | $14.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 219 | $14.1K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 207 | $13.3K | 0.01% | +207 | New |
| Cornerstone Planning Group LLC | 192 | $13.0K | 0.00% | +101+111.0% | Added |
| Smithfield Trust Co | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 191 | $12.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $12.2K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 189 | $12.2K | 0.00% | +189 | New |
| Basecamp Wealth Advisors LLC | 167 | $10.7K | 0.00% | +167 | New |
| Fideuram Asset Management (Ireland) dac | 187 | $9.98K | 0.00% | +187 | New |
| Byrne Asset Management LLC | 160 | $9.91K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 144 | $9.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 142 | $9.14K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 134 | $8.63K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 130 | $8.37K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 116 | $7.45K | 0.00% | −26−18.3% | Reduced |
| Atlas Capital Advisors LLC | 112 | $7.21K | 0.00% | +112 | New |