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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,622
shares
|
$100,288
0.02% of portfolio
|
Q1 2025
Reduced 50.43%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
1,600
shares
|
$98,928
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,580
shares
|
$97,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
1,540
shares
|
$95,218
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,520
shares
|
$93,981
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,510
shares
|
$93,363
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,507
shares
|
$93,177
0.02% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
1,500
shares
|
$92,745
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
1,489
shares
|
$92,064
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,482
shares
|
$91,632
0.0% of portfolio
|
Q1 2025
Added 448.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,445
shares
|
$89,344
0.0% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,443
shares
|
$89,220
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,439
shares
|
$88,973
0.0% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,435
shares
|
$88,726
0.07% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,370
shares
|
$84,707
0.02% of portfolio
|
Q2 2024
Added 8.47%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,359
shares
|
$84,026
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
1,359
shares
|
$84,026
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,319
shares
|
$81,553
0.01% of portfolio
|
Q4 2018
Reduced 25.44%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,317
shares
|
$81,430
0.01% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,305
shares
|
$80,688
0.01% of portfolio
|
Q2 2025
Added 53.53%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,300
shares
|
$80,379
0.25% of portfolio
|
Q1 2025
Reduced 53.88%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
1,300
shares
|
$80,379
0.0% of portfolio
|
Q4 2022
Reduced 27.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,298
shares
|
$80,255
0.03% of portfolio
|
Q3 2024
Added 1280.85%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1,288
shares
|
$79,637
0.02% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,249
shares
|
$77,225
0.01% of portfolio
|
Q2 2025
Reduced 13.74%
|