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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
9,477
shares
|
$585,962
0.16% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
9,451
shares
|
$584,355
0.0% of portfolio
|
Q1 2025
Added 46.41%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
9,378
shares
|
$579,841
0.06% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,375
shares
|
$579,656
0.02% of portfolio
|
Q1 2025
Added 22.76%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
9,324
shares
|
$576,502
0.0% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,255
shares
|
$572,236
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
9,209
shares
|
$569,392
0.0% of portfolio
|
Q1 2025
Reduced 34.22%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
9,200
shares
|
$568,836
0.12% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
9,167
shares
|
$566,795
0.02% of portfolio
|
Q4 2024
Reduced 22.83%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
9,049
shares
|
$559,499
0.0% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
8,943
shares
|
$552,945
0.01% of portfolio
|
Q1 2025
Added 94.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,943
shares
|
$552,945
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
8,844
shares
|
$546,824
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,756
shares
|
$541,383
0.04% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
8,586
shares
|
$530,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
8,572
shares
|
$530,006
0.0% of portfolio
|
Q1 2025
Reduced 85.73%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,488
shares
|
$524,813
0.07% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
8,461
shares
|
$523,143
0.08% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,451
shares
|
$522,525
0.0% of portfolio
|
Q1 2025
Added 40.92%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
8,361
shares
|
$516,960
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
8,330
shares
|
$515,043
0.05% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
8,323
shares
|
$514,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
8,285
shares
|
$512,261
0.09% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
8,276
shares
|
$511,705
0.02% of portfolio
|
Q1 2025
Added 38.79%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
8,230
shares
|
$508,860
0.17% of portfolio
|
Q1 2025
Added 4.44%
|