Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / COM
-
Number of holders
-
64
-
Total 13F shares, excl. options
-
2.19M
-
Shares change
-
+439K
-
Total reported value, excl. options
-
$148M
-
Value change
-
+$29.6M
-
Number of buys
-
26
-
Number of sells
-
-23
-
Price
-
$67.57
Significant Holders of W. P. Carey Inc. - COM (WPC) as of Q3 2025
69 filings reported holding WPC - W. P. Carey Inc. - COM as of Q3 2025.
W. P. Carey Inc. - COM (WPC) has 64 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.19M shares
.
Largest 10 shareholders include CWM, LLC (371K shares), TruWealth Advisors, LLC (293K shares), Sonora Investment Management Group, LLC (182K shares), DAVENPORT & Co LLC (156K shares), U.S. Capital Wealth Advisors, LLC (135K shares), Seneca House Advisors (121K shares), Pacer Advisors, Inc. (114K shares), SHEETS SMITH WEALTH MANAGEMENT (85.5K shares), Prairiewood Capital, LLC (85.5K shares), and IFM Investors Pty Ltd (78.5K shares).
This table shows the top 64 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.