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 868 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 $8.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
28,059
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,998
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2022
Added 12.0%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
27,955
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
27,585
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 130.16%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
27,548
shares
|
$1.69 Million
0.6% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
27,522
shares
|
$1.69 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
27,494
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
27,180
shares
|
$1.67 Million
0.14% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
27,163
shares
|
$1.67 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
26,849
shares
|
$1.65 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
26,674
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
26,610
shares
|
$1.63 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
26,034
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
26,025
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
25,898
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
25,237
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
25,228
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
25,008
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 289.53%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
24,645
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
24,247
shares
|
$1.49 Million
0.08% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
24,037
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
23,935
shares
|
$1.47 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
23,881
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
23,254
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 37.7%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
22,641
shares
|
$1.39 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.23%
|