Who Owns WP CAREY INC (WPC)? -- Institutional Holders (2026-06-30)

29 institutions reported holding $21.8M of WP CAREY INC (WPC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Avior Wealth Management, LLC ($7.8M), Pensionfund DSM Netherlands ($3.3M), Pensionfund Sabic ($1.6M), INSPIRION WEALTH ADVISORS, LLC ($1.6M), HARBOR INVESTMENT ADVISORY, LLC ($1.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Avior Wealth Management, LLC$7.8M109,391Trimmed
2Pensionfund DSM Netherlands$3.3M45,800Added
3Pensionfund Sabic$1.6M22,304Hold
4INSPIRION WEALTH ADVISORS, LLC$1.6M22,432Trimmed
5HARBOR INVESTMENT ADVISORY, LLC$1.2M17,072Added
6Cooper Financial Group$1.0M14,127Added
7PensionDanmark Pensionsforsikringsaktieselskab$871,08512,183New
8First National Bank of Mount Dora, Trust Investment Services$736,45010,300Hold
9Apella Capital, LLC$539,2767,570Trimmed
10Teamwork Financial Advisors, LLC$495,6026,931Trimmed
11Valeo Financial Advisors, LLC$461,5336,455Added
12Dynamic Advisor Solutions LLC$440,7986,165Trimmed
13Grant Private Wealth Management Inc$434,5776,078Added
14GAMMA Investing LLC$361,7195,059Added
15Diesslin Group, Inc.$203,4892,846New
16CoreCap Advisors, LLC$129,3441,809Added
17BEACON INVESTMENT ADVISORY SERVICES, INC.$125,6261,757Trimmed
18CX Institutional$116,0001,617Trimmed
19Versant Capital Management, Inc$97,7411,367Added
20Bangor Savings Bank$93,3081,305Hold
21Central Pacific Bank - Trust Division$68,712961Hold
22Hilltop National Bank$49,621694Hold
23MassMutual Private Wealth & Trust, FSB$33,105463Trimmed
24ELEVATION WEALTH PARTNERS, LLC$12,084169New
25Byrne Asset Management LLC$10,836160Hold

Source: SEC Form 13F filings · as of 2026-06-30