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 920 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 $9.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
6,211
shares
|
$400,236
0.22% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
6,209
shares
|
$400,107
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
6,203
shares
|
$399,721
0.0% of portfolio
|
Q1 2025
Reduced 48.85%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,165
shares
|
$397,272
0.01% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,117
shares
|
$394,179
0.01% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,103
shares
|
$393,277
0.07% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
6,056
shares
|
$390,248
0.29% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
6,039
shares
|
$389,153
0.0% of portfolio
|
Q3 2024
Added 33.08%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
5,928
shares
|
$382,000
0.15% of portfolio
|
Q2 2025
Added 83.99%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,899
shares
|
$380,131
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
5,898
shares
|
$380,067
0.08% of portfolio
|
Q1 2025
Reduced 11.21%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
5,893
shares
|
$379,744
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
5,885
shares
|
$379,229
0.14% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,859
shares
|
$377,553
0.07% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,845
shares
|
$376,651
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,840
shares
|
$376,329
0.0% of portfolio
|
Q3 2024
Added 73.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,839
shares
|
$376,265
0.01% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,838
shares
|
$376,200
0.02% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
5,827
shares
|
$375,491
0.0% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
5,817
shares
|
$374,847
0.03% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
5,805
shares
|
$374,074
0.01% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,794
shares
|
$373,365
0.0% of portfolio
|
Q2 2023
Reduced 33.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,794
shares
|
$373,365
0.0% of portfolio
|
Q3 2022
Added 0.77%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,785
shares
|
$372,785
0.1% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
5,768
shares
|
$371,689
0.05% of portfolio
|
Q1 2025
Added 2.23%
|