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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,404
shares
|
$643,279
0.02% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
10,344
shares
|
$639,569
0.24% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
10,301
shares
|
$636,910
0.02% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
10,300
shares
|
$636,849
0.17% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
10,279
shares
|
$635,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
10,214
shares
|
$631,531
0.03% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
10,201
shares
|
$630,727
0.01% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
10,127
shares
|
$626,152
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
10,069
shares
|
$622,566
0.01% of portfolio
|
Q1 2025
Added 63.64%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
10,050
shares
|
$621,391
0.33% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
10,000
shares
|
$618,300
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
9,900
shares
|
$612,117
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
9,892
shares
|
$611,622
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
9,851
shares
|
$609,087
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
9,756
shares
|
$603,213
0.01% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
9,746
shares
|
$602,595
0.5% of portfolio
|
Q1 2025
Added 29.46%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
9,670
shares
|
$597,896
0.01% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
9,661
shares
|
$597,339
0.09% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
9,628
shares
|
$595,299
0.02% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
9,600
shares
|
$593,568
0.01% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,597
shares
|
$593,382
0.0% of portfolio
|
Q1 2025
Reduced 74.83%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
May 01, 2025 Q1 2025 |
9,535
shares
|
$589,549
0.47% of portfolio
|
Q1 2025
Added 82.38%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
9,508
shares
|
$587,879
0.0% of portfolio
|
Q1 2025
Added 127.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
9,499
shares
|
$587,323
0.01% of portfolio
|
Q1 2025
Reduced 24.83%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
9,498
shares
|
$587,261
0.15% of portfolio
|
Q3 2024
Added 5.26%
|