WP CAREY INC (WPC)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
32
Reporting holders
$19.9M
Reported value
0.0%
Calls
0.0%
Puts
-876
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | $6.2M | 96,247 | 0.63% | 16q | +5.9%+$346.7K |
| Dupree Financial Group, LLC | $4.2M | 65,447 | 1.53% | 12q | +3.6%+$146.8K |
| Weaver Consulting Group | $2.2M | 33,273 | 0.42% | 30q | -0.5%-$11.4K |
| INSPIRION WEALTH ADVISORS, LLC | $1.5M | 22,644 | 0.17% | 32q | +0.9%+$13.7K |
| Farther Finance Advisors, LLC | $1.1M | 16,683 | 0.01% | 16q | -48.1%-$999.2K |
| Applied Capital LLC/FL | $915.2K | 14,161 | 0.36% | 9q | +0.7%+$6.5K |
| Cooper Financial Group | $852.7K | 13,193 | 0.07% | 32q | -6.6%-$60.4K |
| Apella Capital, LLC | $490.1K | 7,813 | 0.01% | 5q | +3.2%+$15.2K |
| Valeo Financial Advisors, LLC | $439.9K | 6,806 | 0.01% | 20q | +5.4%+$22.7K |
| Monument Capital Management | $350.9K | 5,429 | 0.07% | 2q | -8.7%-$33.4K |
| RFG - Bristol Wealth Advisors, LLC | $334.7K | 5,178 | 0.08% | 8q | +1.3%+$4.3K |
| GAMMA Investing LLC | $317.7K | 4,915 | 0.01% | 12q | -2.8%-$9.3K |
| Venture Visionary Partners LLC | $208.9K | 3,232 | 0.01% | 4q | -62.0%-$340.4K |
| Intelligence Driven Advisers, LLC | $203.2K | 3,144 | 0.04% | 3q | +4.8%+$9.3K |
| Versant Capital Management, Inc | $151.9K | 2,351 | 0.01% | 17q | +72.0%+$63.6K |
| CoreCap Advisors, LLC | $89.6K | 1,386 | 0.00% | 11q | -23.4%-$27.3K |
| Bangor Savings Bank | $84.3K | 1,305 | 0.01% | 18q | HELD |
| Central Pacific Bank - Trust Division | $62.1K | 961 | 0.01% | 11q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $61.5K | 951 | 0.00% | 16q | HELD |
| Miller Global Investments, LLC | $49.0K | 758 | 0.04% | new | NEW |
| GoalVest Advisory LLC | $29.0K | 449 | 0.01% | 18q | +102.3%+$14.7K |
| MassMutual Private Wealth & Trust, FSB | $20.4K | 316 | 0.00% | 17q | -31.7%-$9.5K |
| ELEVATION WEALTH PARTNERS, LLC | $19.6K | 303 | 0.01% | 2q | +79.3%+$8.7K |
| Rosenberg Matthew Hamilton | $18.0K | 278 | 0.00% | 8q | +11.2%+$1.8K |
| TOMPKINS FINANCIAL CORP | $17.4K | 270 | 0.00% | 31q | HELD |
| Davis Capital Management | $12.3K | 191 | 0.01% | 13q | HELD |
| Byrne Asset Management LLC | $9.7K | 160 | 0.01% | 20q | HELD |
| Wealth Enhancement Trust Services, Inc. | $7.1K | 110 | 0.00% | 2q | -22.5%-$2.1K |
| Pensionfund PDN | $2.8K | 43,300 | 1.65% | 28q | -5.5% |
| Retirement Wealth Solutions LLC | $1.6K | 24 | 0.00% | 8q | HELD |
| Pensionfund Sabic | $1.4K | 21,104 | 1.65% | 28q | -5.4% |
| GK Wealth Management LLC | $884 | 14 | 0.00% | new | NEW |
| Planning Strategies Inc. | $452 | 7 | 0.00% | 2q | HELD |
| CX Institutional | $127 | 1,961 | 0.00% | 5q | +21.3% |
| GILPIN WEALTH MANAGEMENT, LLC | $65 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 32 | $19.9M | 308,000 | 3 | 12 | 9 | 0.0% |
| Q2 2026 | 908 | $14.1B | 196,909,763 | 101 | 312 | 269 | 0.5% |
| Q1 2026 | 872 | $11.8B | 172,648,015 | 78 | 315 | 239 | 0.6% |
| Q4 2025 | 863 | $10.8B | 166,027,641 | 76 | 257 | 287 | 0.7% |
| Q3 2025 | 824 | $11.0B | 161,196,774 | 72 | 271 | 259 | 1.0% |
| Q2 2025 | 828 | $9.9B | 156,962,196 | 74 | 306 | 243 | 1.3% |
| Q1 2025 | 828 | $10.0B | 156,639,626 | 105 | 280 | 249 | 1.3% |
| Q4 2024 | 783 | $8.3B | 150,544,707 | 57 | 251 | 267 | 1.2% |
| Q3 2024 | 805 | $9.4B | 148,780,129 | 83 | 254 | 287 | 1.3% |
| Q2 2024 | 784 | $8.3B | 149,268,246 | 75 | 242 | 288 | 1.2% |
| Q1 2024 | 775 | $9.2B | 160,720,506 | 60 | 240 | 268 | 1.3% |
| Q4 2023 | 786 | $11.1B | 166,938,650 | 77 | 222 | 299 | 2.1% |
| Q3 2023 | 749 | $7.8B | 139,922,182 | 47 | 269 | 264 | 3.1% |
| Q2 2023 | 817 | $9.5B | 135,670,726 | 65 | 286 | 278 | 2.9% |
| Q1 2023 | 837 | $10.8B | 138,703,374 | 54 | 315 | 250 | 1.2% |
| Q4 2022 | 860 | $12.3B | 156,481,782 | 88 | 300 | 241 | 1.0% |
| Q3 2022 | 799 | $9.5B | 133,764,086 | 76 | 358 | 181 | 1.2% |
| Q2 2022 | 810 | $10.6B | 125,751,631 | 87 | 327 | 186 | 1.8% |
| Q1 2022 | 786 | $9.5B | 116,000,967 | 77 | 304 | 189 | 1.5% |
| Q4 2021 | 766 | $9.6B | 115,140,503 | 76 | 264 | 174 | 1.7% |
| Q3 2021 | 718 | $8.4B | 111,301,985 | 71 | 302 | 160 | 2.8% |
| Q2 2021 | 699 | $8.3B | 108,395,602 | 80 | 258 | 187 | 2.5% |
| Q1 2021 | 653 | $7.4B | 102,304,744 | 69 | 253 | 172 | 2.7% |
| Q4 2020 | 638 | $7.8B | 108,334,440 | 63 | 207 | 183 | 1.8% |
| Q3 2020 | 601 | $7.3B | 109,848,854 | 44 | 212 | 188 | 1.3% |
| Q2 2020 | 609 | $7.6B | 110,702,418 | 76 | 183 | 224 | 1.1% |
| Q1 2020 | 612 | $6.1B | 104,048,512 | 72 | 219 | 191 | 0.5% |
| Q4 2019 | 640 | $8.3B | 103,291,436 | 49 | 208 | 159 | 0.5% |
| Q3 2019 | 597 | $9.2B | 101,941,596 | 64 | 185 | 171 | 0.6% |
| Q2 2019 | 593 | $8.1B | 98,669,819 | 68 | 194 | 170 | 0.5% |
| Q1 2019 | 572 | $7.4B | 94,197,363 | 71 | 179 | 176 | 0.3% |
| Q4 2018 | 540 | $5.7B | 87,095,740 | 13 | 19 | 2 | 0.5% |