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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,136
shares
|
$69,625
0.02% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,135
shares
|
$69,564
0.02% of portfolio
|
Q1 2024
Reduced 43.25%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,113
shares
|
$68,215
0.02% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,100
shares
|
$67,419
0.0% of portfolio
|
Q4 2023
Reduced 0.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,067
shares
|
$65,396
0.02% of portfolio
|
Q4 2024
Reduced 28.87%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,051
shares
|
$64,415
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,031
shares
|
$63,189
0.06% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,027
shares
|
$62,944
0.01% of portfolio
|
Q4 2023
Reduced 23.07%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,021
shares
|
$62,577
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
991
shares
|
$60,738
0.01% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
978
shares
|
$59,941
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
965
shares
|
$59,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
961
shares
|
$58,899
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
957
shares
|
$58,654
0.0% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
951
shares
|
$58,286
0.0% of portfolio
|
Q2 2025
Reduced 29.61%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
940
shares
|
$57,612
0.01% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
917
shares
|
$56,202
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
916
shares
|
$56,141
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
915
shares
|
$56,080
0.0% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
912
shares
|
$55,896
0.07% of portfolio
|
Q3 2022
Reduced 64.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
902
shares
|
$55,283
0.01% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
900
shares
|
$55,161
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
895
shares
|
$54,854
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
891
shares
|
$54,609
0.0% of portfolio
|
Q3 2023
Reduced 21.5%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
887
shares
|
$54,364
0.01% of portfolio
|
Q4 2024
New holding
|