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 879 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
345
shares
|
$19,161
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
339
shares
|
$18,828
0.0% of portfolio
|
Q3 2024
Reduced 17.32%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
331
shares
|
$18,383
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
316
shares
|
$17,550
0.02% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
300
shares
|
$16,662
0.0% of portfolio
|
Q3 2024
Reduced 65.71%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
293
shares
|
$16,273
0.01% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
285
shares
|
$15,828
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
270
shares
|
$14,995
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
267
shares
|
$14,829
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
266
shares
|
$14,773
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$13,885
0.0% of portfolio
|
Q2 2023
Reduced 5.3%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
242
shares
|
$13,440
0.0% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
238
shares
|
$13,218
0.0% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
237
shares
|
$13,162
0.0% of portfolio
|
Q1 2024
Reduced 80.95%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
235
shares
|
$13,051
0.0% of portfolio
|
Q3 2024
Added 43.29%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
230
shares
|
$12,774
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
227
shares
|
$12,607
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
220
shares
|
$12,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
209
shares
|
$11,607
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
209
shares
|
$11,607
0.0% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
200
shares
|
$11,108
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
200
shares
|
$11,108
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
200
shares
|
$11,108
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
193
shares
|
$10,719
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
191
shares
|
$10,608
0.01% of portfolio
|
Q1 2024
Reduced 39.56%
|