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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
209
shares
|
$12,922
0.0% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
200
shares
|
$12,366
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
200
shares
|
$12,366
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
200
shares
|
$12,366
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
191
shares
|
$11,809
0.01% of portfolio
|
Q1 2024
Reduced 39.56%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$11,129
0.0% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
175
shares
|
$10,820
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
160
shares
|
$9,892
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
160
shares
|
$9,892
0.01% of portfolio
|
Q4 2023
Added 6.67%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
160
shares
|
$9,892
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
150
shares
|
$9,274
0.0% of portfolio
|
Q1 2023
Reduced 5.06%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
146
shares
|
$9,027
0.0% of portfolio
|
Q4 2024
Reduced 37.87%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
141
shares
|
$8,718
0.01% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
139
shares
|
$8,594
0.0% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
133
shares
|
$8,223
0.0% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
131
shares
|
$8,099
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
130
shares
|
$8,037
0.0% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
124
shares
|
$7,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
120
shares
|
$7,419
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
116
shares
|
$7,172
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
115
shares
|
$7,110
0.0% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
114
shares
|
$7,048
0.0% of portfolio
|
Q2 2025
Added 60.56%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
110
shares
|
$6,801
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
108
shares
|
$6,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
104
shares
|
$6,430
0.0% of portfolio
|
Q4 2019
New holding
|