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 869 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,650
shares
|
$105,946
0.02% of portfolio
|
Q2 2022
Reduced 18.48%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,624
shares
|
$104,277
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,622
shares
|
$104,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
1,600
shares
|
$102,735
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,564
shares
|
$100,424
0.0% of portfolio
|
Q4 2024
Reduced 46.44%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,555
shares
|
$99,846
0.01% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
1,540
shares
|
$98,883
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,520
shares
|
$97,599
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
1,489
shares
|
$95,608
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
1,471
shares
|
$94,452
0.07% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,454
shares
|
$93,361
0.0% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,443
shares
|
$92,655
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
1,388
shares
|
$89,123
0.01% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,379
shares
|
$88,545
0.01% of portfolio
|
Q3 2024
Reduced 66.88%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,370
shares
|
$87,967
0.02% of portfolio
|
Q2 2024
Added 8.47%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,359
shares
|
$87,261
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,359
shares
|
$87,261
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,351
shares
|
$86,747
0.01% of portfolio
|
Q3 2024
Reduced 40.8%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,348
shares
|
$86,555
0.01% of portfolio
|
Q4 2024
Reduced 44.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,333
shares
|
$85,591
0.0% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,319
shares
|
$84,692
0.01% of portfolio
|
Q4 2018
Reduced 25.44%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,311
shares
|
$84,179
0.02% of portfolio
|
Q4 2024
Reduced 47.39%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$83,472
0.0% of portfolio
|
Q4 2022
Reduced 27.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,298
shares
|
$83,344
0.03% of portfolio
|
Q3 2024
Added 1280.85%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
1,284
shares
|
$82,445
0.0% of portfolio
|
Q4 2024
Added 91.64%
|