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 $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
322,771
shares
|
$20.7 Million
0.88% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
319,738
shares
|
$20.5 Million
0.0% of portfolio
|
Q4 2024
Added 26.17%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Feb 14, 2025 Q4 2024 |
313,452
shares
|
$20.1 Million
0.02% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
301,994
shares
|
$19.4 Million
0.02% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
285,607
shares
|
$18.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
282,368
shares
|
$18.1 Million
0.02% of portfolio
|
Q4 2024
Added 69.24%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
271,813
shares
|
$17.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 60.64%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
271,703
shares
|
$17.4 Million
0.01% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
266,101
shares
|
$17.1 Million
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
258,784
shares
|
$16.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
253,479
shares
|
$16.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 29.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
248,139
shares
|
$15.9 Million
0.0% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
242,277
shares
|
$15.6 Million
0.83% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
233,605
shares
|
$15 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Alyeska Investment Group, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
232,463
shares
|
$14.9 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
223,472
shares
|
$14.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
215,332
shares
|
$13.8 Million
0.17% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Feb 10, 2025 Q4 2024 |
212,345
shares
|
$13.6 Million
0.05% of portfolio
|
Q4 2024
Added 377.77%
|
|
|
Foundry Partners, LLC
|
Feb 12, 2025 Q4 2024 |
210,380
shares
|
$13.5 Million
0.6% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
203,135
shares
|
$13 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
190,000
shares
|
$12.2 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
185,053
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
179,979
shares
|
$11.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
171,196
shares
|
$11 Million
0.01% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
170,335
shares
|
$10.9 Million
0.03% of portfolio
|
Q4 2024
Added 37.65%
|