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 |
|---|---|---|---|---|---|
|
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%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
3,770
shares
|
$233,099
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
3,765
shares
|
$232,789
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,761
shares
|
$232,542
0.03% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,752
shares
|
$231,986
0.0% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
3,747
shares
|
$231,677
0.03% of portfolio
|
Q1 2025
Reduced 56.67%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,740
shares
|
$231,244
0.01% of portfolio
|
Q1 2025
Reduced 63.95%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
3,720
shares
|
$230,007
0.02% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
3,710
shares
|
$229,389
0.17% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,705
shares
|
$229,080
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,697
shares
|
$228,585
0.03% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
3,690
shares
|
$228,152
0.1% of portfolio
|
Q1 2025
Reduced 38.4%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
3,676
shares
|
$227,287
0.04% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
3,655
shares
|
$225,988
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
3,645
shares
|
$225,370
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
3,627
shares
|
$224,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,622
shares
|
$223,948
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,602
shares
|
$222,711
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
3,598
shares
|
$222,464
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,560
shares
|
$220,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,526
shares
|
$218,012
0.01% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
3,520
shares
|
$217,641
0.01% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
3,495
shares
|
$216,095
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
3,495
shares
|
$216,095
0.0% of portfolio
|
Q1 2025
Reduced 18.89%
|