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 $7.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
26,092
shares
|
$1.46 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
25,739
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 67.16%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
25,726
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,352
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
25,025
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
24,911
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.21%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
24,868
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
24,732
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
24,729
shares
|
$1.38 Million
0.12% of portfolio
|
Q3 2024
Added 256.07%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
24,700
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
24,693
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
24,159
shares
|
$1.35 Million
0.32% of portfolio
|
Q3 2024
Reduced 39.4%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
23,699
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
23,677
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
23,192
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
Added 91.69%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,175
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
23,157
shares
|
$1.29 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
22,933
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
22,884
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
22,600
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2023
Added 15.31%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
22,404
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 20.97%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
22,321
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
22,216
shares
|
$1.24 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,118
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 67.4%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
22,113
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 6.91%
|