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 921 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 $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
13,254
shares
|
$819,494
0.07% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,109
shares
|
$810,529
0.02% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
13,063
shares
|
$807,685
0.0% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
12,957
shares
|
$801,131
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
12,957
shares
|
$801,131
0.02% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
12,947
shares
|
$800,513
0.19% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
12,899
shares
|
$797,545
0.01% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
12,885
shares
|
$796,679
0.03% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
May 15, 2025 Q1 2025 |
12,719
shares
|
$786,415
0.27% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
12,577
shares
|
$777,635
0.2% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
12,550
shares
|
$775,966
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
12,547
shares
|
$775,781
0.0% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
12,178
shares
|
$752,965
0.02% of portfolio
|
Q1 2025
Added 81.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,134
shares
|
$750,245
0.02% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
12,100
shares
|
$748,143
0.01% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
12,067
shares
|
$746,102
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
12,047
shares
|
$744,866
0.01% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
12,025
shares
|
$743,505
0.08% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
12,005
shares
|
$742,269
0.09% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,743
shares
|
$726,069
0.01% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
11,737
shares
|
$725,698
0.4% of portfolio
|
Q1 2025
Added 88.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,673
shares
|
$721,741
0.03% of portfolio
|
Q2 2020
Reduced 7.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,651
shares
|
$720,381
0.04% of portfolio
|
Q2 2025
Reduced 23.96%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
11,633
shares
|
$719,268
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,539
shares
|
$713,456
0.04% of portfolio
|
Q2 2025
Reduced 27.55%
|