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 $7.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
71
shares
|
$3,962
0.0% of portfolio
|
Q3 2024
Reduced 74.91%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
65
shares
|
$3,627
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
62
shares
|
$3,460
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
58
shares
|
$3,236
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
54
shares
|
$3,013
0.0% of portfolio
|
Q2 2024
Added 74.19%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
53
shares
|
$2,957
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
49
shares
|
$2,734
0.0% of portfolio
|
Q1 2024
Reduced 68.99%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
48
shares
|
$2,678
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
40
shares
|
$2,232
0.0% of portfolio
|
Q3 2024
Added 37.93%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
37
shares
|
$2,064
0.0% of portfolio
|
Q3 2024
Reduced 71.54%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
32
shares
|
$1,785
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
32
shares
|
$1,785
0.0% of portfolio
|
Q3 2024
Added 39.13%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
30
shares
|
$1,674
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
28
shares
|
$1,562
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
28
shares
|
$1,562
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$1,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
19
shares
|
$1,060
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
14
shares
|
$781
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
14
shares
|
$781
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
12
shares
|
$669
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
11
shares
|
$613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
10
shares
|
$558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
9
shares
|
$502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
6
shares
|
$334
0.0% of portfolio
|
Q2 2024
Reduced 92.0%
|