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 922 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 $9.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
8,167
shares
|
$520,401
0.5% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
8,115
shares
|
$517,087
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
7,964
shares
|
$507,466
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,934
shares
|
$505,554
0.02% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
7,856
shares
|
$500,584
0.04% of portfolio
|
Q4 2024
Added 29.36%
|
|
|
Omers Administration Corp
Toronto, A6 |
May 14, 2025 Q1 2025 |
7,836
shares
|
$499,309
0.0% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
7,709
shares
|
$491,217
0.11% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
7,666
shares
|
$488,477
0.31% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
7,621
shares
|
$485,610
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
7,609
shares
|
$484,845
0.0% of portfolio
|
Q1 2025
Reduced 45.98%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
7,500
shares
|
$477,900
0.04% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,478
shares
|
$476,498
0.01% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
7,451
shares
|
$474,777
0.01% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
7,448
shares
|
$474,586
0.06% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
7,430
shares
|
$473,439
0.01% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,299
shares
|
$465,092
0.01% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
7,292
shares
|
$464,646
0.07% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,284
shares
|
$464,136
0.0% of portfolio
|
Q4 2022
Added 8.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
7,204
shares
|
$459,038
0.0% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,200
shares
|
$458,784
0.29% of portfolio
|
Q1 2021
Added 16.13%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,188
shares
|
$458,019
0.11% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
7,108
shares
|
$452,921
0.03% of portfolio
|
Q1 2025
Added 34.72%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
7,069
shares
|
$450,436
0.27% of portfolio
|
Q1 2025
Reduced 27.77%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
7,068
shares
|
$450,372
0.12% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
7,058
shares
|
$449,735
0.02% of portfolio
|
Q1 2025
Added 5.14%
|