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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
388
shares
|
$24,913
0.0% of portfolio
|
Q4 2024
Added 63.03%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
376
shares
|
$24,142
0.0% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
353
shares
|
$22,666
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
349
shares
|
$22,409
0.0% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
347
shares
|
$22,280
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
345
shares
|
$22,152
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
345
shares
|
$22,152
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
293
shares
|
$18,813
0.0% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
285
shares
|
$18,299
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
284
shares
|
$18,235
0.0% of portfolio
|
Q4 2024
Added 73.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
270
shares
|
$17,336
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
267
shares
|
$17,144
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$16,052
0.0% of portfolio
|
Q2 2023
Reduced 5.3%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
247
shares
|
$15,859
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
240
shares
|
$15,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
237
shares
|
$15,217
0.0% of portfolio
|
Q1 2024
Reduced 80.95%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
230
shares
|
$14,768
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
227
shares
|
$14,575
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
222
shares
|
$14,254
0.0% of portfolio
|
Q4 2024
Reduced 61.12%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
212
shares
|
$13,612
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
209
shares
|
$13,419
0.0% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
208
shares
|
$13,355
0.0% of portfolio
|
Q4 2024
Added 258.62%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
200
shares
|
$12,841
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
200
shares
|
$12,841
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
200
shares
|
$12,841
0.0% of portfolio
|
Q4 2021
New holding
|