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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,503
shares
|
$711,230
0.01% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
11,477
shares
|
$709,622
0.58% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
11,366
shares
|
$702,759
0.0% of portfolio
|
Q1 2025
Reduced 78.48%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,336
shares
|
$700,904
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
11,327
shares
|
$700,348
0.16% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
11,271
shares
|
$696,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
11,208
shares
|
$692,990
0.26% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,163
shares
|
$690,208
0.63% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
11,046
shares
|
$682,974
0.19% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
11,045
shares
|
$682,912
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,028
shares
|
$681,861
0.01% of portfolio
|
Q2 2025
Reduced 37.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11,026
shares
|
$681,737
0.01% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
11,009
shares
|
$680,686
0.27% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,980
shares
|
$678,893
0.01% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
10,979
shares
|
$678,831
0.03% of portfolio
|
Q1 2025
Reduced 35.33%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
10,956
shares
|
$677,409
0.15% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
10,956
shares
|
$677,409
0.13% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
10,916
shares
|
$674,936
0.01% of portfolio
|
Q1 2025
Added 85.52%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
10,881
shares
|
$672,772
0.04% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
10,825
shares
|
$669,309
0.25% of portfolio
|
Q3 2023
Added 60.97%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
10,791
shares
|
$667,207
0.0% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
10,589
shares
|
$654,717
0.1% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,565
shares
|
$653,233
0.0% of portfolio
|
Q1 2025
Reduced 58.12%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
10,465
shares
|
$647,050
0.0% of portfolio
|
Q1 2025
Added 115.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
10,428
shares
|
$644,763
0.04% of portfolio
|
Q1 2025
Reduced 7.54%
|