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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
68,412
shares
|
$4.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 54.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
68,398
shares
|
$4.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
68,120
shares
|
$4.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
67,733
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
67,271
shares
|
$4.15 Million
1.41% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
66,978
shares
|
$4.13 Million
1.27% of portfolio
|
Q3 2022
Added 4.19%
|
|
|
Gateway Investment Advisers LLC
|
Jan 14, 2025 Q4 2024 |
66,247
shares
|
$4.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.87%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
65,818
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
65,729
shares
|
$4.06 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Korea Investment Corp
Seoul, M5 |
Feb 12, 2025 Q4 2024 |
65,523
shares
|
$4.04 Million
0.01% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
65,419
shares
|
$4.04 Million
0.04% of portfolio
|
Q4 2024
Added 626.47%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
65,385
shares
|
$4.04 Million
0.0% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
65,100
shares
|
$4.02 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
63,624
shares
|
$3.93 Million
0.02% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
63,542
shares
|
$3.92 Million
0.02% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
63,334
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.12%
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
62,200
shares
|
$3.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
61,646
shares
|
$3.81 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
60,700
shares
|
$3.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jan 28, 2025 Q4 2024 |
60,607
shares
|
$3.74 Million
0.03% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
60,066
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
59,955
shares
|
$3.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
59,666
shares
|
$3.68 Million
0.5% of portfolio
|
Q4 2024
Added 38.35%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
58,450
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
57,085
shares
|
$3.52 Million
2.09% of portfolio
|
Q4 2024
Reduced 2.98%
|