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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,469
shares
|
$214,488
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,448
shares
|
$213,189
0.02% of portfolio
|
Q2 2022
Reduced 5.64%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
3,446
shares
|
$213,066
0.0% of portfolio
|
Q1 2025
Reduced 21.14%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,428
shares
|
$211,953
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3,425
shares
|
$211,767
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,406
shares
|
$210,592
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,400
shares
|
$210,222
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
3,392
shares
|
$209,727
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,383
shares
|
$209,170
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
3,366
shares
|
$208,119
0.03% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
3,365
shares
|
$208,057
0.07% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
3,352
shares
|
$207,254
0.11% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,342
shares
|
$206,635
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,325
shares
|
$205,584
0.02% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
3,300
shares
|
$204,039
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
3,287
shares
|
$203,235
0.01% of portfolio
|
Q2 2025
Added 27.9%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
3,218
shares
|
$198,968
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,211
shares
|
$198,536
0.0% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,187
shares
|
$197,052
0.09% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
3,100
shares
|
$191,673
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,058
shares
|
$189,076
0.08% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,052
shares
|
$188,705
0.01% of portfolio
|
Q1 2025
Added 48.52%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
3,000
shares
|
$185,490
0.49% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,996
shares
|
$185,242
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,990
shares
|
$184,871
0.05% of portfolio
|
Q4 2022
Added 0.44%
|