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 879 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Presima Inc.
|
Oct 16, 2024 Q3 2024 |
33,300
shares
|
$1.85 Million
0.47% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
33,157
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
32,210
shares
|
$1.79 Million
0.77% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2024 Q3 2024 |
31,959
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2023
Reduced 87.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
31,784
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
31,597
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Added 608.61%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
31,442
shares
|
$1.75 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,185
shares
|
$1.73 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
30,562
shares
|
$1.7 Million
0.22% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
30,265
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
29,985
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
29,767
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
28,809
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
28,520
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Added 29.87%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
28,457
shares
|
$1.58 Million
0.52% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
28,455
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,998
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2022
Added 12.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
27,859
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2024
Added 35.95%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
27,590
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
27,551
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 31.41%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
27,179
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
27,163
shares
|
$1.51 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
26,664
shares
|
$1.48 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
26,427
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
26,131
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Added 25.9%
|