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 |
|---|---|---|---|---|---|
|
Commerzbank Aktiengesellschaft
|
May 02, 2025 Q1 2025 |
7,007
shares
|
$433,242
0.01% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,909
shares
|
$427,183
0.01% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
6,877
shares
|
$425,204
0.01% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,876
shares
|
$425,143
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
6,859
shares
|
$424,091
0.09% of portfolio
|
Q1 2025
Reduced 17.35%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
6,857
shares
|
$423,968
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
6,796
shares
|
$420,196
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
6,744
shares
|
$416,981
0.17% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,721
shares
|
$415,559
0.04% of portfolio
|
Q1 2025
Added 32.33%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
6,706
shares
|
$414,631
0.1% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
6,639
shares
|
$410,489
0.02% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,577
shares
|
$406,655
0.04% of portfolio
|
Q2 2025
Added 33.46%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
6,565
shares
|
$405,913
0.09% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,549
shares
|
$404,924
0.01% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
6,413
shares
|
$396,515
0.09% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
6,300
shares
|
$389,529
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
6,298
shares
|
$389,405
0.0% of portfolio
|
Q1 2025
Added 20.03%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,288
shares
|
$388,787
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
6,267
shares
|
$387,488
0.03% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
6,247
shares
|
$386,252
0.09% of portfolio
|
Q1 2025
Added 576.08%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
6,244
shares
|
$386,066
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,238
shares
|
$385,695
0.02% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
6,229
shares
|
$385,139
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
6,223
shares
|
$384,768
0.21% of portfolio
|
Q1 2025
Added 37.98%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
6,211
shares
|
$384,026
0.22% of portfolio
|
Q3 2024
Added 0.57%
|