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 |
|---|---|---|---|---|---|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
5,075
shares
|
$313,787
0.11% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,072
shares
|
$313,601
0.0% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
5,068
shares
|
$313,354
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
5,049
shares
|
$312,179
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,000
shares
|
$309,150
0.01% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
4,956
shares
|
$306,429
0.06% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
4,954
shares
|
$306,305
0.09% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,939
shares
|
$305,378
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,938
shares
|
$305,316
0.02% of portfolio
|
Q4 2023
Reduced 7.68%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
4,930
shares
|
$304,821
0.11% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,910
shares
|
$303,585
0.07% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
4,896
shares
|
$302,719
0.01% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,824
shares
|
$298,267
0.09% of portfolio
|
Q1 2024
Reduced 49.28%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
4,800
shares
|
$296,784
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
4,792
shares
|
$296,289
0.01% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
4,786
shares
|
$295,918
0.0% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,786
shares
|
$295,918
0.05% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
4,783
shares
|
$295,732
0.23% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,742
shares
|
$293,197
0.06% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
4,737
shares
|
$292,888
0.01% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
4,721
shares
|
$291,899
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
4,707
shares
|
$291,033
0.07% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,651
shares
|
$287,571
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
4,573
shares
|
$282,748
0.01% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,556
shares
|
$281,697
0.01% of portfolio
|
Q1 2025
Added 9.02%
|