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 |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$6,129
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
100
shares
|
$6,129
0.0% of portfolio
|
Q4 2023
Added 488.24%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
100
shares
|
$6,129
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
95
shares
|
$5,822
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
94
shares
|
$5,761
0.0% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
92
shares
|
$5,638
0.0% of portfolio
|
Q1 2025
Added 142.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
92
shares
|
$5,638
0.0% of portfolio
|
Q2 2024
Reduced 48.31%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
91
shares
|
$5,577
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
91
shares
|
$5,577
0.0% of portfolio
|
Q1 2025
Reduced 94.6%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
87
shares
|
$5,332
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
86
shares
|
$5,270
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
84
shares
|
$5,148
0.0% of portfolio
|
Q1 2025
Reduced 39.57%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
82
shares
|
$5,025
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
80
shares
|
$4,903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
80
shares
|
$4,903
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
71
shares
|
$4,351
0.0% of portfolio
|
Q1 2025
Reduced 37.17%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
68
shares
|
$4,167
0.0% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
62
shares
|
$3,799
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
51
shares
|
$3,125
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
51
shares
|
$3,125
0.0% of portfolio
|
Q1 2025
Reduced 53.21%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
50
shares
|
$3,064
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
48
shares
|
$2,941
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
39
shares
|
$2,390
0.0% of portfolio
|
Q1 2025
Added 25.81%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
36
shares
|
$2,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
36
shares
|
$2,206
0.0% of portfolio
|
Q2 2025
Added 200.0%
|