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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
19,722
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
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%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
19,438
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
19,309
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2025
Added 160.79%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
19,294
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
19,199
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
19,195
shares
|
$1.19 Million
0.96% of portfolio
|
Q3 2022
Reduced 0.26%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
18,922
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
18,887
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.91%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
18,878
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.5%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
18,830
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
18,609
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
18,307
shares
|
$1.13 Million
0.35% of portfolio
|
Q1 2025
Reduced 49.77%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
18,296
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Added 32.01%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
18,032
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 163.93%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
17,987
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 48.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
17,982
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
17,855
shares
|
$1.1 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,420
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2022
Reduced 3.89%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
17,142
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
16,916
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
16,853
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
16,685
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.51%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
16,653
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 24.07%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
16,620
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.0%
|