# WP CAREY INC (WPC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WPC/

- Reporting holders: 32
- Reported value: $19.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $6.2M | 96,247 | 0.6% | 16 |
| [Dupree Financial Group, LLC](https://holderbook.com/funds/1989251-dupree-financial-group-llc/) | $4.2M | 65,447 | 1.5% | 12 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $2.2M | 33,273 | 0.4% | 30 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $1.5M | 22,644 | 0.2% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 16,683 | 0.0% | 16 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $915.2K | 14,161 | 0.4% | 9 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $852.7K | 13,193 | 0.1% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $490.1K | 7,813 | 0.0% | 5 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $439.9K | 6,806 | 0.0% | 20 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $350.9K | 5,429 | 0.1% | 2 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $334.7K | 5,178 | 0.1% | 8 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $317.7K | 4,915 | 0.0% | 12 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $208.9K | 3,232 | 0.0% | 4 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $203.2K | 3,144 | 0.0% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $151.9K | 2,351 | 0.0% | 17 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $89.6K | 1,386 | 0.0% | 11 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $84.3K | 1,305 | 0.0% | 18 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $62.1K | 961 | 0.0% | 11 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $61.5K | 951 | 0.0% | 16 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $49.0K | 758 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $29.0K | 449 | 0.0% | 18 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $20.4K | 316 | 0.0% | 17 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $19.6K | 303 | 0.0% | 2 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $18.0K | 278 | 0.0% | 8 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $17.4K | 270 | 0.0% | 31 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $19.9M |
| Q2 2026 | 908 | $14.1B |
| Q1 2026 | 872 | $11.8B |
| Q4 2025 | 863 | $10.8B |
| Q3 2025 | 824 | $11.0B |
| Q2 2025 | 828 | $9.9B |
| Q1 2025 | 828 | $10.0B |
| Q4 2024 | 783 | $8.3B |
| Q3 2024 | 805 | $9.4B |
| Q2 2024 | 784 | $8.3B |
| Q1 2024 | 775 | $9.2B |
| Q4 2023 | 786 | $11.1B |