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 925 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 $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
328,204
shares
|
$20.1 Million
0.99% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
326,100
shares
|
$20 Million
0.89% of portfolio
|
Q1 2025
Added 71.63%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
319,647
shares
|
$19.6 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
315,885
shares
|
$19.4 Million
0.03% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
312,688
shares
|
$19.2 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
308,729
shares
|
$18.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.43%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
294,249
shares
|
$18 Million
0.03% of portfolio
|
Q1 2025
Added 71.88%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
292,185
shares
|
$17.9 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
291,308
shares
|
$17.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
287,845
shares
|
$17.6 Million
0.09% of portfolio
|
Q1 2025
Added 35.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
286,043
shares
|
$17.5 Million
0.04% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
276,671
shares
|
$17 Million
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
272,500
shares
|
$16.7 Million
0.09% of portfolio
|
Q1 2025
Added 140.51%
|
|
|
Waterfront Capital Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
270,772
shares
|
$16.6 Million
3.05% of portfolio
|
Q1 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
266,958
shares
|
$16.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
266,366
shares
|
$16.3 Million
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
254,818
shares
|
$15.6 Million
0.04% of portfolio
|
Q1 2025
Added 433.13%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
253,957
shares
|
$15.6 Million
0.93% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
252,264
shares
|
$15.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 16, 2025 Q1 2025 |
248,990
shares
|
$15.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 47.4%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
248,142
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Added 34.09%
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
236,875
shares
|
$14.5 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
235,129
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 39.37%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
234,344
shares
|
$14.4 Million
0.81% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
223,833
shares
|
$13.7 Million
0.03% of portfolio
|
Q1 2025
Added 0.16%
|