Who Owns W.p. Carey Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in W.p. Carey Inc.

Who crossed 5% of WPC →

Managers holding

as of 2026-09-30

Reported value

$23.8M

summed across filings

Shares held

368.8K

Added vs trimmed

11 / 10

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
Adams Asset Advisors, LLCCOM96.2K shadded	96.2K	$6.2M	added
Dupree Financial Group, LLCCOM65.4K shadded	65.4K	$4.2M	added
Pensionfund PDNCOMMON STOCK43.3K shtrimmed	43.3K	$2.8M	trimmed
Weaver Consulting GroupCOM33.3K shtrimmed	33.3K	$2.2M	trimmed
INSPIRION WEALTH ADVISORS, LLCCOM22.6K shadded	22.6K	$1.5M	added
Pensionfund SabicCOMMON STOCK21.1K shtrimmed	21.1K	$1.4M	trimmed
Farther Finance Advisors, LLCREIT16.7K shtrimmed	16.7K	$1.1M	trimmed
Applied Capital LLC/FLCOM14.2K shadded	14.2K	$915.2K	added
Cooper Financial GroupCOM13.2K shtrimmed	13.2K	$852.7K	trimmed
Apella Capital, LLCCOM7.8K shadded	7.8K	$490.1K	added
Valeo Financial Advisors, LLCREIT6.8K shadded	6.8K	$439.9K	added
Monument Capital ManagementCOM5.4K shtrimmed	5.4K	$350.9K	trimmed
RFG - Bristol Wealth Advisors, LLCCOM5.2K shadded	5.2K	$334.7K	added
GAMMA Investing LLCREIT4.9K shtrimmed	4.9K	$317.7K	trimmed
Venture Visionary Partners LLCCOM3.2K shtrimmed	3.2K	$208.9K	trimmed
Intelligence Driven Advisers, LLCCOM3.1K shadded	3.1K	$203.2K	added
CoreCap Advisors, LLCREIT1.4K shtrimmed	1.4K	$89.6K	trimmed
Bangor Savings BankCOM1.3K shheld	1.3K	$84.3K	held
Central Pacific Bank - Trust DivisionCOM961 shheld	961	$62.1K	held
ARMSTRONG ADVISORY GROUP, INCCOM951 shheld	951	$61.5K	held
MassMutual Private Wealth & Trust, FSBClosed-end REIT316 shtrimmed	316	$20.4K	trimmed
ELEVATION WEALTH PARTNERS, LLCCOM303 shadded	303	$19.6K	added
Rosenberg Matthew HamiltonREIT278 shadded	278	$18K	added
TOMPKINS FINANCIAL CORPCOM270 shheld	270	$17.5K	held
Davis Capital ManagementREIT191 shheld	191	$12.3K	held
Byrne Asset Management LLCCOM160 shheld	160	$9.7K	held
Wealth Enhancement Trust Services, Inc.COM110 shadded	110	$7.1K	added
Retirement Wealth Solutions LLCCOM24 shheld	24	$1.6K	held
GK Wealth Management LLCCOM14 sh—	14	$884	—
GILPIN WEALTH MANAGEMENT, LLCCOM1 sh—	1	$65	—

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on WPC

Company overviewEverything on WPC in one place, with the price.SEC filingsWhat WPC's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat WPC's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold WPC, and how big a bet.

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