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 869 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
22,641
shares
|
$1.4 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
22,253
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
22,056
shares
|
$1.36 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
22,007
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,638
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
21,619
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
21,467
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2024
Reduced 80.26%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
21,340
shares
|
$1.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 22.65%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
21,284
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
21,124
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 83.8%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
20,709
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,336
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
20,200
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2023
Added 14.11%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
20,144
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
19,779
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
19,647
shares
|
$1.21 Million
0.13% of portfolio
|
Q3 2022
Added 72.66%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
19,354
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 28.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
19,342
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
19,195
shares
|
$1.18 Million
0.96% of portfolio
|
Q3 2022
Reduced 0.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
19,047
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 76.85%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
19,024
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 62.99%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
18,943
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
18,922
shares
|
$1.17 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
18,893
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Jan 30, 2025 Q4 2024 |
18,485
shares
|
$1.14 Million
0.75% of portfolio
|
Q4 2024
New holding
|