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 |
|---|---|---|---|---|---|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
114,838
shares
|
$7.04 Million
0.01% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
114,525
shares
|
$7.02 Million
2.36% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
113,202
shares
|
$6.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
113,100
shares
|
$6.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
112,901
shares
|
$6.92 Million
0.02% of portfolio
|
Q1 2025
Added 1557.38%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
112,637
shares
|
$6.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
111,197
shares
|
$6.82 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
110,157
shares
|
$6.75 Million
0.01% of portfolio
|
Q1 2025
Added 31.93%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
107,954
shares
|
$6.62 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
106,834
shares
|
$6.55 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
104,769
shares
|
$6.42 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
104,160
shares
|
$6.38 Million
0.08% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
103,086
shares
|
$6.32 Million
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
102,798
shares
|
$6.3 Million
0.1% of portfolio
|
Q1 2025
Added 82.28%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
101,823
shares
|
$6.24 Million
2.61% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
100,470
shares
|
$6.16 Million
0.01% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
100,262
shares
|
$6.15 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
99,841
shares
|
$6.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.04%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
98,894
shares
|
$6.06 Million
0.02% of portfolio
|
Q1 2025
Added 29.78%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
95,540
shares
|
$5.86 Million
0.03% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
92,343
shares
|
$5.66 Million
0.04% of portfolio
|
Q1 2025
Added 83.29%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
92,092
shares
|
$5.64 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
91,718
shares
|
$5.62 Million
0.69% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
88,207
shares
|
$5.41 Million
0.37% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
86,300
shares
|
$5.29 Million
0.03% of portfolio
|
Q1 2025
Added 97.75%
|