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 869 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $9.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
161,188
shares
|
$10.3 Million
0.26% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
158,730
shares
|
$10.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
158,512
shares
|
$10.2 Million
0.72% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
156,876
shares
|
$10.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
156,662
shares
|
$10.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 19.13%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
156,091
shares
|
$10 Million
0.02% of portfolio
|
Q4 2024
Added 16.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
152,209
shares
|
$9.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
149,254
shares
|
$9.58 Million
0.02% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
149,009
shares
|
$9.57 Million
0.07% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Treasurer Of The State Of North Carolina
|
Feb 13, 2025 Q4 2024 |
148,605
shares
|
$9.54 Million
0.03% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
148,515
shares
|
$9.54 Million
0.03% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
146,790
shares
|
$9.43 Million
0.02% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
143,926
shares
|
$9.24 Million
0.01% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
141,553
shares
|
$9.09 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aew Capital Management L P
|
Feb 05, 2025 Q4 2024 |
139,640
shares
|
$8.97 Million
0.38% of portfolio
|
Q3 2024
Reduced 35.47%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
136,470
shares
|
$8.76 Million
0.04% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
133,848
shares
|
$8.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.48%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
131,551
shares
|
$8.45 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
129,754
shares
|
$8.33 Million
0.04% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
129,491
shares
|
$8.31 Million
0.08% of portfolio
|
Q4 2024
Reduced 12.41%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
126,914
shares
|
$8.15 Million
0.12% of portfolio
|
Q4 2024
Added 53.46%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
125,922
shares
|
$8.09 Million
2.1% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
124,715
shares
|
$8.01 Million
0.02% of portfolio
|
Q4 2024
Added 33.69%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
124,401
shares
|
$7.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Abrdn PLC
|
Jan 24, 2025 Q4 2024 |
124,229
shares
|
$7.98 Million
0.01% of portfolio
|
Q4 2024
Added 21.01%
|