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 922 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 $9.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
880
shares
|
$56,073
0.01% of portfolio
|
Q4 2023
Reduced 10.2%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
878
shares
|
$55,946
0.0% of portfolio
|
Q1 2025
Reduced 99.38%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
877
shares
|
$55,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
865
shares
|
$55,117
0.02% of portfolio
|
Q1 2024
Added 260.42%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
842
shares
|
$53,652
0.02% of portfolio
|
Q4 2023
Added 49.03%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
841
shares
|
$53,588
0.0% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
812
shares
|
$51,740
0.0% of portfolio
|
Q1 2025
Added 74.62%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
800
shares
|
$50,976
0.04% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
800
shares
|
$50,976
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
779
shares
|
$49,637
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
769
shares
|
$49,000
0.0% of portfolio
|
Q4 2022
Added 1.18%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
746
shares
|
$47,535
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
735
shares
|
$46,834
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
708
shares
|
$45,113
0.01% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
697
shares
|
$44,412
0.0% of portfolio
|
Q4 2022
Added 46.12%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
696
shares
|
$44,349
0.01% of portfolio
|
Q4 2024
Reduced 42.29%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
694
shares
|
$44,221
0.01% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
682
shares
|
$43,457
0.0% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
672
shares
|
$42,819
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
668
shares
|
$42,564
0.09% of portfolio
|
Q3 2024
Added 2374.07%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
662
shares
|
$42,182
0.01% of portfolio
|
Q1 2025
Reduced 49.5%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
660
shares
|
$42,055
0.01% of portfolio
|
Q2 2025
Added 56.4%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
658
shares
|
$41,927
0.01% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
653
shares
|
$41,609
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
647
shares
|
$41,226
0.01% of portfolio
|
Q1 2025
Added 22.08%
|