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 879 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
58,016
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2024
Added 49.57%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
57,927
shares
|
$3.23 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
57,539
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
57,333
shares
|
$3.2 Million
0.02% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
56,059
shares
|
$3.13 Million
0.58% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
55,922
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 75.79%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
53,486
shares
|
$2.99 Million
1.75% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
52,823
shares
|
$2.95 Million
1.92% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
52,000
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
51,820
shares
|
$2.89 Million
0.02% of portfolio
|
Q3 2024
Added 25.41%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
51,020
shares
|
$2.85 Million
0.4% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
50,999
shares
|
$2.85 Million
1.96% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
50,926
shares
|
$2.84 Million
3.76% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
50,465
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2024
Added 38.12%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
50,406
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.8%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
48,554
shares
|
$2.71 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
48,487
shares
|
$2.71 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
48,017
shares
|
$2.68 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
47,888
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.52%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
47,615
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
47,506
shares
|
$2.65 Million
0.14% of portfolio
|
Q3 2024
Added 33.0%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
47,132
shares
|
$2.63 Million
0.06% of portfolio
|
Q3 2024
Added 323.43%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
47,127
shares
|
$2.63 Million
0.53% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
47,106
shares
|
$2.63 Million
0.89% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
44,899
shares
|
$2.51 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.53%
|