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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
4,095
shares
|
$253,193
0.01% of portfolio
|
Q1 2025
Reduced 24.17%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
4,089
shares
|
$252,822
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,086
shares
|
$252,637
0.01% of portfolio
|
Q1 2025
Added 95.77%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Jul 18, 2025 Q2 2025 |
4,025
shares
|
$248,865
0.05% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
4,000
shares
|
$247,320
0.02% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
3,992
shares
|
$246,825
0.02% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
3,980
shares
|
$246,083
0.06% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,979
shares
|
$246,021
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
3,974
shares
|
$245,712
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
3,971
shares
|
$245,526
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
3,966
shares
|
$245,217
0.08% of portfolio
|
Q1 2025
Reduced 44.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,959
shares
|
$244,784
0.0% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
3,953
shares
|
$244,413
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,953
shares
|
$244,413
0.07% of portfolio
|
Q4 2023
Added 2.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,928
shares
|
$242,868
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
3,907
shares
|
$241,569
0.12% of portfolio
|
Q3 2024
Reduced 37.05%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,907
shares
|
$241,569
0.09% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
3,906
shares
|
$241,507
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,887
shares
|
$240,333
0.01% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,880
shares
|
$239,900
0.0% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
3,862
shares
|
$238,787
0.0% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
3,856
shares
|
$238,416
0.04% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,853
shares
|
$238,230
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
3,816
shares
|
$235,943
0.17% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,810
shares
|
$235,572
0.02% of portfolio
|
Q2 2025
Reduced 2.51%
|