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 931 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
29,962
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
29,762
shares
|
$2.01 Million
0.76% of portfolio
|
Q3 2025
Reduced 22.28%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
28,899
shares
|
$1.95 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
28,693
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.72%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
28,354
shares
|
$1.92 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
28,200
shares
|
$1.91 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
28,109
shares
|
$1.9 Million
0.22% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,998
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2022
Added 12.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
27,900
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Added 22.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
27,044
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
26,730
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.85%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
26,541
shares
|
$1.8 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
26,428
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.87%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
26,278
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
25,637
shares
|
$1.73 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
25,455
shares
|
$1.72 Million
0.12% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
24,809
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
24,785
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.12%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
24,720
shares
|
$1.67 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
24,698
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
24,577
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
24,212
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Added 90.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
24,163
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Added 11.37%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
24,026
shares
|
$1.63 Million
0.49% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
23,810
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2025
Added 0.18%
|
|