WPC — Wp Carey Inc Institutional Holders · Q3 2026

Name: Who Owns WPC? 37 Institutions Hold $24.2M (Q3 2026)
Creator: ko.io

Who owns Wp Carey Inc (WPC)? 37 institutions reported holding $24.18M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Adams Asset Advisors, LLC ($6.2M), Dupree Financial Group, LLC ($4.2M), Pensionfund DSM Netherlands ($2.8M).

Rank	Institution	Value	Shares	Change
1	Adams Asset Advisors, LLC	$6.2M	96,247	Added
2	Dupree Financial Group, LLC	$4.2M	65,447	Added
3	Pensionfund DSM Netherlands	$2.8M	43,300	Trimmed
4	Weaver Consulting Group	$2.2M	33,273	Trimmed
5	INSPIRION WEALTH ADVISORS, LLC	$1.5M	22,644	Added
6	Pensionfund Sabic	$1.4M	21,104	Trimmed
7	Farther Finance Advisors, LLC	$1.1M	16,683	Trimmed
8	Applied Capital LLC/FL	$915,225	14,161	Added
9	Cooper Financial Group	$852,663	13,193	Trimmed
10	Apella Capital, LLC	$490,099	7,813	Added
11	Valeo Financial Advisors, LLC	$439,889	6,806	Added
12	Monument Capital Management	$350,876	5,429	Trimmed
13	RFG - Bristol Wealth Advisors, LLC	$334,664	5,178	Added
14	GAMMA Investing LLC	$317,656	4,915	Trimmed
15	Venture Visionary Partners LLC	$208,884	3,232	Trimmed
16	Intelligence Driven Advisers, LLC	$203,197	3,144	Added
17	Versant Capital Management, Inc	$151,945	2,351	Added
18	CX Institutional	$127,000	1,961	Added
19	CoreCap Advisors, LLC	$89,577	1,386	Trimmed
20	Bangor Savings Bank	$84,343	1,305	Hold
21	Central Pacific Bank - Trust Division	$62,109	961	Hold
22	ARMSTRONG ADVISORY GROUP, INC	$61,464	951	Hold
23	Miller Global Investments, LLC	$48,990	758	New
24	GoalVest Advisory LLC	$29,019	449	Added
25	MassMutual Private Wealth & Trust, FSB	$20,423	316	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30