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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
375
shares
|
$23,186
0.01% of portfolio
|
Q2 2025
Reduced 80.04%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
372
shares
|
$23,000
0.01% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
370
shares
|
$22,877
0.0% of portfolio
|
Q1 2025
Reduced 35.09%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
364
shares
|
$22,506
0.01% of portfolio
|
Q2 2025
Added 253.4%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
349
shares
|
$21,578
0.0% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
348
shares
|
$21,516
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
347
shares
|
$21,455
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
345
shares
|
$21,331
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
345
shares
|
$21,331
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
334
shares
|
$20,651
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
297
shares
|
$18,363
0.0% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
293
shares
|
$18,116
0.01% of portfolio
|
Q3 2024
Reduced 46.04%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
292
shares
|
$18,054
0.0% of portfolio
|
Q1 2025
Added 84.81%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
285
shares
|
$17,621
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
280
shares
|
$17,312
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
267
shares
|
$16,508
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
256
shares
|
$15,828
0.0% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$15,457
0.0% of portfolio
|
Q2 2023
Reduced 5.3%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
246
shares
|
$15,210
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
230
shares
|
$14,220
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
227
shares
|
$14,035
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
222
shares
|
$13,726
0.0% of portfolio
|
Q4 2024
Reduced 61.12%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
219
shares
|
$13,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
215
shares
|
$13,293
0.02% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
210
shares
|
$12,984
0.01% of portfolio
|
Q1 2025
New holding
|