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 $9.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
891
shares
|
$55,250
0.0% of portfolio
|
Q3 2023
Reduced 21.5%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
887
shares
|
$55,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
880
shares
|
$54,568
0.01% of portfolio
|
Q4 2023
Reduced 10.2%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
877
shares
|
$54,382
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
865
shares
|
$53,638
0.02% of portfolio
|
Q1 2024
Added 260.42%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
850
shares
|
$52,708
0.0% of portfolio
|
Q4 2023
Reduced 57.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
849
shares
|
$52,646
0.0% of portfolio
|
Q4 2024
Reduced 74.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
842
shares
|
$52,212
0.02% of portfolio
|
Q4 2023
Added 49.03%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
800
shares
|
$49,608
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
779
shares
|
$48,305
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
769
shares
|
$47,685
0.0% of portfolio
|
Q4 2022
Added 1.18%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
750
shares
|
$46,507
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
749
shares
|
$46,445
0.0% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
743
shares
|
$46,073
0.0% of portfolio
|
Q4 2024
Reduced 30.17%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
741
shares
|
$45,949
0.0% of portfolio
|
Q4 2024
Added 118.58%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
709
shares
|
$43,965
0.01% of portfolio
|
Q2 2024
Reduced 61.57%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
697
shares
|
$43,220
0.0% of portfolio
|
Q4 2022
Added 46.12%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
696
shares
|
$43,158
0.0% of portfolio
|
Q4 2024
Reduced 42.29%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
673
shares
|
$41,732
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
672
shares
|
$41,670
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
668
shares
|
$41,422
0.09% of portfolio
|
Q3 2024
Added 2374.07%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
664
shares
|
$41,174
0.0% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
653
shares
|
$40,492
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
651
shares
|
$40,368
0.01% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
626
shares
|
$38,818
0.02% of portfolio
|
Q4 2023
Reduced 27.04%
|