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 |
|---|---|---|---|---|---|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
16,550
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
16,544
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
16,525
shares
|
$1.01 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
May 14, 2025 Q1 2025 |
16,400
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
16,356
shares
|
$1 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.63%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
16,005
shares
|
$980,946
0.01% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
15,993
shares
|
$980,210
0.12% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
15,584
shares
|
$955,143
0.12% of portfolio
|
Q4 2022
Reduced 65.96%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
15,449
shares
|
$946,869
0.0% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
15,301
shares
|
$937,798
0.46% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
15,090
shares
|
$924,866
0.01% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
15,056
shares
|
$922,782
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
14,918
shares
|
$914,324
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
14,791
shares
|
$906,540
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
14,560
shares
|
$892,382
0.02% of portfolio
|
Q4 2024
Added 261.5%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
14,559
shares
|
$892,321
0.01% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
14,539
shares
|
$891,095
0.39% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
14,510
shares
|
$889,317
0.1% of portfolio
|
Q1 2025
Reduced 46.62%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
14,483
shares
|
$887,663
0.03% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
14,184
shares
|
$869,337
0.02% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
14,016
shares
|
$859,040
0.04% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
13,903
shares
|
$852,114
0.0% of portfolio
|
Q1 2025
Reduced 56.56%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
13,786
shares
|
$844,943
0.36% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,759
shares
|
$843,289
0.0% of portfolio
|
Q1 2025
Added 45.24%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,498
shares
|
$827,292
0.03% of portfolio
|
Q1 2025
New holding
|