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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
2,990
shares
|
$184,871
0.0% of portfolio
|
Q2 2024
Reduced 26.82%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,979
shares
|
$184,191
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2,971
shares
|
$183,696
0.0% of portfolio
|
Q4 2024
Added 146.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,962
shares
|
$183,140
0.01% of portfolio
|
Q1 2025
Reduced 15.4%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,952
shares
|
$182,522
0.02% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,914
shares
|
$180,172
0.0% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,803
shares
|
$173,309
0.02% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,715
shares
|
$167,868
0.07% of portfolio
|
Q2 2022
Added 2.07%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,691
shares
|
$166,384
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,600
shares
|
$160,758
0.01% of portfolio
|
Q1 2025
Added 162.1%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
2,495
shares
|
$154,265
0.03% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,470
shares
|
$152,720
0.01% of portfolio
|
Q2 2024
Added 15.42%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
2,440
shares
|
$150,865
0.09% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,416
shares
|
$149,381
0.02% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
2,384
shares
|
$147,402
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
2,177
shares
|
$134,603
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,076
shares
|
$128,359
0.01% of portfolio
|
Q1 2025
Added 49.57%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
2,070
shares
|
$127,988
0.0% of portfolio
|
Q1 2025
Added 61.21%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
2,000
shares
|
$123,660
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,965
shares
|
$121,495
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,810
shares
|
$111,912
0.02% of portfolio
|
Q2 2025
Added 34.07%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,801
shares
|
$111,355
0.01% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,789
shares
|
$110,613
0.02% of portfolio
|
Q4 2024
Reduced 17.41%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,715
shares
|
$106,038
0.04% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,650
shares
|
$102,019
0.02% of portfolio
|
Q2 2022
Reduced 18.48%
|