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 |
|---|---|---|---|---|---|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
49,362
shares
|
$3.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.85%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
48,979
shares
|
$3 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
48,775
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Added 52.62%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
48,659
shares
|
$2.98 Million
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
48,147
shares
|
$2.95 Million
0.8% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
47,885
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
46,473
shares
|
$2.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
46,365
shares
|
$2.84 Million
1.76% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
46,330
shares
|
$2.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Pensionfund Dsm Netherlands
|
Jul 01, 2025 Q2 2025 |
46,300
shares
|
$2.84 Million
1.95% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
45,712
shares
|
$2.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
45,499
shares
|
$2.79 Million
1.34% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
44,851
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Added 15.92%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
44,740
shares
|
$2.74 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
44,618
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Added 25.39%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
44,474
shares
|
$2.73 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
43,804
shares
|
$2.68 Million
0.82% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
43,400
shares
|
$2.66 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
43,060
shares
|
$2.64 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
42,417
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
42,390
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.55%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
41,844
shares
|
$2.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,173
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2023
Reduced 11.95%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
39,493
shares
|
$2.42 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
38,518
shares
|
$2.36 Million
0.2% of portfolio
|
Q1 2025
New holding
|