Institutional Ownership W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC). We have compiled data on the 925 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
38,435
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
38,316
shares
|
$2.35 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
38,295
shares
|
$2.35 Million
0.98% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
37,570
shares
|
$2.3 Million
0.19% of portfolio
|
Q1 2025
Added 27.82%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
37,498
shares
|
$2.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
37,191
shares
|
$2.28 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
37,004
shares
|
$2.27 Million
3.35% of portfolio
|
Q1 2025
Reduced 30.26%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
36,904
shares
|
$2.26 Million
0.81% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
36,491
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
36,294
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 29.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
35,942
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
35,876
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
35,630
shares
|
$2.18 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
35,441
shares
|
$2.17 Million
0.09% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
35,127
shares
|
$2.15 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
34,814
shares
|
$2.13 Million
1.11% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
34,750
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
34,602
shares
|
$2.12 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
34,527
shares
|
$2.12 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
34,458
shares
|
$2.11 Million
0.06% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
33,977
shares
|
$2.08 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
33,741
shares
|
$2.07 Million
1.49% of portfolio
|
Q1 2025
Added 82.53%
|
|
|
Presima Inc.
|
May 15, 2025 Q1 2025 |
32,902
shares
|
$2.02 Million
0.47% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
32,831
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
32,701
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 26.27%
|