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 871 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 $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$82,043
0.0% of portfolio
|
Q4 2022
Reduced 27.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
1,298
shares
|
$81,916
0.03% of portfolio
|
Q3 2024
Added 1280.85%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
1,284
shares
|
$81,033
0.0% of portfolio
|
Q4 2024
Added 91.64%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,268
shares
|
$80,023
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
1,244
shares
|
$78,508
0.0% of portfolio
|
Q2 2023
Reduced 20.46%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,136
shares
|
$71,692
0.02% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,135
shares
|
$71,629
0.02% of portfolio
|
Q1 2024
Reduced 43.25%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,100
shares
|
$69,421
0.0% of portfolio
|
Q4 2023
Reduced 0.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,079
shares
|
$68,095
0.0% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,067
shares
|
$67,338
0.02% of portfolio
|
Q4 2024
Reduced 28.87%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
1,031
shares
|
$65,066
0.06% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,027
shares
|
$64,813
0.01% of portfolio
|
Q4 2023
Reduced 23.07%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$63,110
0.0% of portfolio
|
Q1 2024
Reduced 48.08%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
991
shares
|
$62,542
0.01% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
990
shares
|
$62,478
0.0% of portfolio
|
Q4 2024
Reduced 98.23%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
990
shares
|
$62,478
0.0% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
965
shares
|
$60,901
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
964
shares
|
$60,838
0.01% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
961
shares
|
$60,648
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
950
shares
|
$59,954
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
940
shares
|
$59,323
0.01% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
924
shares
|
$58,313
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
921
shares
|
$58,124
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
916
shares
|
$57,808
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
912
shares
|
$57,556
0.07% of portfolio
|
Q3 2022
Reduced 64.25%
|