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 |
|---|---|---|---|---|---|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
32,058
shares
|
$1.96 Million
0.25% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
31,994
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
31,723
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
31,620
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
31,545
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
31,483
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
31,307
shares
|
$1.92 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
30,074
shares
|
$1.84 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
29,229
shares
|
$1.79 Million
0.25% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
28,552
shares
|
$1.75 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
28,501
shares
|
$1.75 Million
0.81% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
28,020
shares
|
$1.72 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,998
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2022
Added 12.0%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
27,979
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
27,551
shares
|
$1.69 Million
0.69% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
27,437
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 41.85%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
27,090
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
26,631
shares
|
$1.63 Million
0.57% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
26,352
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
26,009
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
25,698
shares
|
$1.58 Million
0.17% of portfolio
|
Q1 2025
Reduced 47.57%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
25,571
shares
|
$1.57 Million
0.03% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
25,443
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
24,937
shares
|
$1.53 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
24,482
shares
|
$1.5 Million
0.19% of portfolio
|
Q1 2025
Added 2.29%
|