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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
632
shares
|
$39,076
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
626
shares
|
$38,705
0.02% of portfolio
|
Q4 2023
Reduced 27.04%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
615
shares
|
$38,025
0.0% of portfolio
|
Q1 2025
Reduced 74.85%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
614
shares
|
$37,963
0.01% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
608
shares
|
$37,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
600
shares
|
$37,098
0.02% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
600
shares
|
$37,098
0.03% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
598
shares
|
$36,974
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
583
shares
|
$36,046
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
551
shares
|
$34,068
0.01% of portfolio
|
Q3 2023
Added 6.17%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
545
shares
|
$33,697
0.0% of portfolio
|
Q2 2024
Reduced 18.9%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
541
shares
|
$33,450
0.02% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
518
shares
|
$32,027
0.01% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
482
shares
|
$29,802
0.0% of portfolio
|
Q1 2025
Added 100.83%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
463
shares
|
$28,627
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
424
shares
|
$26,215
0.02% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
422
shares
|
$26,092
0.01% of portfolio
|
Q1 2025
Added 48.59%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
422
shares
|
$26,092
0.0% of portfolio
|
Q4 2023
Reduced 12.99%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
421
shares
|
$26,030
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
415
shares
|
$25,659
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
402
shares
|
$24,855
0.0% of portfolio
|
Q2 2024
Reduced 33.0%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
400
shares
|
$24,732
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
396
shares
|
$24,484
0.0% of portfolio
|
Q4 2021
Reduced 33.56%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
388
shares
|
$23,990
0.02% of portfolio
|
Q2 2022
Reduced 37.52%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
381
shares
|
$23,557
0.0% of portfolio
|
Q1 2025
Added 1.33%
|