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 |
|---|---|---|---|---|---|
|
Heitman Real Estate Securities LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,119
shares
|
$1.48 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
24,034
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
23,879
shares
|
$1.46 Million
0.2% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
23,729
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
23,374
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 64.27%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
23,221
shares
|
$1.42 Million
0.09% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
22,817
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
22,523
shares
|
$1.38 Million
0.49% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
22,121
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
22,080
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,040
shares
|
$1.35 Million
0.48% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
22,037
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
22,007
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
21,990
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 64.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
21,983
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,684
shares
|
$1.33 Million
0.15% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
21,434
shares
|
$1.31 Million
0.05% of portfolio
|
Q1 2025
Added 121.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
21,427
shares
|
$1.31 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
21,248
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 74.59%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
21,065
shares
|
$1.29 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
20,787
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
20,336
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
20,304
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
20,200
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2023
Added 14.11%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
19,893
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.61%
|