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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,543
shares
|
$280,893
0.01% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
4,530
shares
|
$280,089
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
4,510
shares
|
$278,853
0.08% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,509
shares
|
$278,791
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
4,500
shares
|
$278,235
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
4,497
shares
|
$278,049
0.0% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
4,492
shares
|
$277,740
0.01% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
4,480
shares
|
$276,998
0.02% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
4,474
shares
|
$276,627
0.01% of portfolio
|
Q1 2025
Reduced 93.58%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
4,460
shares
|
$275,761
0.07% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,398
shares
|
$271,928
0.05% of portfolio
|
Q1 2024
Added 14.65%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
4,327
shares
|
$267,538
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
4,326
shares
|
$267,476
0.04% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,298
shares
|
$265,745
0.03% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,292
shares
|
$265,374
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,259
shares
|
$263,333
0.14% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
4,219
shares
|
$260,860
0.0% of portfolio
|
Q1 2024
Reduced 68.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
4,213
shares
|
$260,489
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
4,212
shares
|
$260,427
0.11% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
4,207
shares
|
$260,118
0.0% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
4,207
shares
|
$260,118
0.01% of portfolio
|
Q1 2025
Reduced 32.35%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,165
shares
|
$257,521
0.02% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,153
shares
|
$256,779
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
4,140
shares
|
$255,976
0.1% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,130
shares
|
$255,357
0.0% of portfolio
|
Q3 2023
Reduced 40.4%
|