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 925 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 $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
691,083
shares
|
$42.4 Million
0.05% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
686,142
shares
|
$42.1 Million
0.09% of portfolio
|
Q1 2025
Added 20.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
680,868
shares
|
$41.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
668,987
shares
|
$41 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
663,748
shares
|
$40.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
617,251
shares
|
$37.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
606,427
shares
|
$37.2 Million
0.01% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
585,621
shares
|
$35.9 Million
0.01% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
562,397
shares
|
$34.5 Million
0.34% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
503,334
shares
|
$30.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
478,434
shares
|
$29.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
475,475
shares
|
$29.1 Million
0.05% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
474,144
shares
|
$29.1 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
458,323
shares
|
$28.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
439,346
shares
|
$26.9 Million
0.1% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
423,687
shares
|
$26 Million
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
404,702
shares
|
$24.8 Million
0.02% of portfolio
|
Q1 2025
Added 48.89%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
385,225
shares
|
$23.6 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
384,328
shares
|
$23.6 Million
0.08% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
374,707
shares
|
$23 Million
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
370,669
shares
|
$22.7 Million
0.01% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
368,293
shares
|
$22.6 Million
0.07% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
367,107
shares
|
$22.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
332,666
shares
|
$20.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 15.89%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
331,548
shares
|
$20.3 Million
0.02% of portfolio
|
Q1 2025
Added 9.79%
|