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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
66,978
shares
|
$4.11 Million
1.27% of portfolio
|
Q3 2022
Added 4.19%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
66,013
shares
|
$4.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
65,400
shares
|
$4.01 Million
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
65,388
shares
|
$4.01 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Fjarde Ap Fonden
|
May 13, 2025 Q1 2025 |
65,134
shares
|
$3.99 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
63,927
shares
|
$3.92 Million
0.05% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
63,738
shares
|
$3.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
63,288
shares
|
$3.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
62,500
shares
|
$3.83 Million
0.03% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
62,200
shares
|
$3.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
61,300
shares
|
$3.76 Million
0.08% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
59,024
shares
|
$3.62 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
May 15, 2025 Q1 2025 |
58,510
shares
|
$3.59 Million
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
57,085
shares
|
$3.5 Million
2.45% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
54,500
shares
|
$3.34 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
54,474
shares
|
$3.34 Million
2.89% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
52,763
shares
|
$3.23 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
52,400
shares
|
$3.21 Million
0.02% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
51,764
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
51,452
shares
|
$3.15 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
51,235
shares
|
$3.14 Million
0.04% of portfolio
|
Q2 2025
Added 28.26%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
50,782
shares
|
$3.11 Million
0.07% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
50,337
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
50,250
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
49,960
shares
|
$3.06 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.74%
|