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 |
|---|---|---|---|---|---|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
85,334
shares
|
$5.23 Million
0.02% of portfolio
|
Q1 2025
Added 34.74%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
84,502
shares
|
$5.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
83,689
shares
|
$5.13 Million
0.0% of portfolio
|
Q1 2025
Added 23.56%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
82,216
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2025
Added 46.62%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
78,928
shares
|
$4.84 Million
1.83% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
78,387
shares
|
$4.8 Million
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
78,319
shares
|
$4.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
78,031
shares
|
$4.78 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
77,529
shares
|
$4.75 Million
0.89% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
77,144
shares
|
$4.73 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
76,348
shares
|
$4.68 Million
0.22% of portfolio
|
Q1 2025
Added 23.85%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
74,627
shares
|
$4.57 Million
1.0% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
74,000
shares
|
$4.54 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
72,966
shares
|
$4.47 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
72,070
shares
|
$4.42 Million
0.0% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
71,975
shares
|
$4.41 Million
0.74% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
71,126
shares
|
$4.36 Million
0.04% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
71,094
shares
|
$4.36 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
70,434
shares
|
$4.32 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
70,297
shares
|
$4.31 Million
0.03% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
70,285
shares
|
$4.31 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
70,140
shares
|
$4.3 Million
0.78% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
68,574
shares
|
$4.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 94.61%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
68,120
shares
|
$4.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
67,271
shares
|
$4.12 Million
1.41% of portfolio
|
Q2 2024
Added 0.37%
|