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 879 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,801
shares
|
$100,513
0.01% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,778
shares
|
$99,230
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,650
shares
|
$92,086
0.02% of portfolio
|
Q2 2022
Reduced 18.48%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$89,296
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,559
shares
|
$87,007
0.0% of portfolio
|
Q3 2024
Added 64.8%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,543
shares
|
$86,114
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,522
shares
|
$84,942
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,520
shares
|
$84,831
0.0% of portfolio
|
Q3 2024
Added 122.87%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
1,500
shares
|
$83,715
0.03% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,443
shares
|
$80,533
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,442
shares
|
$80,478
0.0% of portfolio
|
Q3 2024
Added 53.57%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,428
shares
|
$79,696
0.01% of portfolio
|
Q3 2024
Reduced 21.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,426
shares
|
$79,585
0.0% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,379
shares
|
$76,961
0.01% of portfolio
|
Q3 2024
Reduced 66.88%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,370
shares
|
$76,459
0.02% of portfolio
|
Q2 2024
Added 8.47%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
1,359
shares
|
$75,845
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,359
shares
|
$75,845
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,351
shares
|
$75,399
0.01% of portfolio
|
Q3 2024
Reduced 40.8%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,319
shares
|
$73,613
0.01% of portfolio
|
Q4 2018
Reduced 25.44%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$72,553
0.0% of portfolio
|
Q4 2022
Reduced 27.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
1,298
shares
|
$72,441
0.03% of portfolio
|
Q3 2024
Added 1280.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,291
shares
|
$72,050
0.0% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,289
shares
|
$71,939
0.0% of portfolio
|
Q2 2024
Reduced 9.67%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,289
shares
|
$71,939
0.0% of portfolio
|
Q3 2024
Reduced 56.47%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,244
shares
|
$69,427
0.01% of portfolio
|
Q2 2023
Reduced 20.46%
|