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 |
|---|---|---|---|---|---|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
48,289
shares
|
$2.98 Million
1.57% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
48,070
shares
|
$2.97 Million
0.15% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
48,029
shares
|
$2.96 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
47,797
shares
|
$2.95 Million
0.01% of portfolio
|
Q4 2024
Added 30.53%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
47,056
shares
|
$2.9 Million
0.0% of portfolio
|
Q4 2024
Added 82.82%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
46,530
shares
|
$2.87 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
45,901
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.88%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
45,204
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
44,618
shares
|
$2.75 Million
0.02% of portfolio
|
Q4 2024
Added 25.39%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
44,584
shares
|
$2.75 Million
0.05% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
44,381
shares
|
$2.74 Million
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
43,834
shares
|
$2.71 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
43,642
shares
|
$2.69 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Holocene Advisors, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
43,462
shares
|
$2.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 45.28%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
43,400
shares
|
$2.68 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Feb 14, 2025 Q4 2024 |
41,900
shares
|
$2.59 Million
0.01% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
41,750
shares
|
$2.58 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
41,621
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 22.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,173
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2023
Reduced 11.95%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
38,864
shares
|
$2.4 Million
0.18% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
38,692
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,133
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 72.41%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
37,709
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
36,463
shares
|
$2.25 Million
0.18% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
36,449
shares
|
$2.25 Million
0.44% of portfolio
|
Q4 2024
New holding
|