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 879 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
4,153
shares
|
$231,778
0.02% of portfolio
|
Q2 2024
Reduced 22.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,130
shares
|
$230,495
0.0% of portfolio
|
Q3 2023
Reduced 40.4%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,097
shares
|
$228,653
0.01% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
4,065
shares
|
$226,867
0.09% of portfolio
|
Q3 2024
Reduced 46.73%
|
|
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
Nov 12, 2024 Q3 2024 |
4,064
shares
|
$226,811
0.0% of portfolio
|
Q3 2024
Reduced 51.19%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
4,061
shares
|
$226,644
0.1% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,023
shares
|
$224,523
0.0% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,014
shares
|
$224,021
0.06% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$223,240
0.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,962
shares
|
$221,119
0.01% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
3,953
shares
|
$220,616
0.08% of portfolio
|
Q4 2023
Added 2.14%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
3,950
shares
|
$220,449
0.02% of portfolio
|
Q4 2023
Reduced 7.06%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,931
shares
|
$219,389
0.1% of portfolio
|
Q3 2024
Reduced 56.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,928
shares
|
$219,221
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
3,919
shares
|
$218,719
0.02% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,907
shares
|
$218,049
0.11% of portfolio
|
Q3 2024
Reduced 37.05%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,880
shares
|
$216,542
0.02% of portfolio
|
Q4 2023
Added 71.0%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
3,845
shares
|
$214,589
0.06% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,830
shares
|
$213,752
0.01% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,820
shares
|
$213,194
0.05% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
3,799
shares
|
$212,022
0.17% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
3,782
shares
|
$211,073
0.09% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
3,761
shares
|
$209,901
0.01% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
3,760
shares
|
$209,845
0.18% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,720
shares
|
$207,613
0.02% of portfolio
|
Q2 2024
Reduced 6.11%
|