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 |
|---|---|---|---|---|---|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,726
shares
|
$364,860
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
5,700
shares
|
$363,204
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,680
shares
|
$361,929
0.04% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
5,659
shares
|
$360,591
0.08% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
5,654
shares
|
$360,272
0.03% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
5,645
shares
|
$359,699
0.0% of portfolio
|
Q1 2025
Reduced 45.08%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,632
shares
|
$358,871
0.05% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,593
shares
|
$356,385
0.04% of portfolio
|
Q1 2025
Added 15.46%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,584
shares
|
$355,812
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,576
shares
|
$355,302
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
5,494
shares
|
$350,077
0.22% of portfolio
|
Q4 2023
Added 1.89%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
5,490
shares
|
$349,822
0.03% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
5,464
shares
|
$348,166
0.0% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
5,461
shares
|
$347,974
0.02% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
5,439
shares
|
$346,573
0.04% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,419
shares
|
$345,298
0.04% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
5,319
shares
|
$338,926
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,313
shares
|
$338,544
0.01% of portfolio
|
Q2 2025
Reduced 62.29%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,288
shares
|
$336,951
0.03% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,282
shares
|
$336,569
0.04% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,272
shares
|
$335,931
0.01% of portfolio
|
Q3 2023
Added 2.33%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
5,261
shares
|
$335,230
0.01% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
5,258
shares
|
$335,039
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
5,183
shares
|
$330,260
0.17% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,124
shares
|
$326,501
0.0% of portfolio
|
Q1 2025
Added 1625.25%
|