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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
23,260
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
23,250
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Reduced 33.09%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
22,800
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
22,714
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Tredje Ap Fonden
|
Nov 10, 2025 Q3 2025 |
22,678
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 33.25%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
22,665
shares
|
$1.53 Million
0.37% of portfolio
|
Q3 2025
Added 110.94%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
22,523
shares
|
$1.52 Million
0.49% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
22,488
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
22,384
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
22,269
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
21,851
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
21,671
shares
|
$1.47 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
21,641
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
21,279
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
21,213
shares
|
$1.43 Million
1.41% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
21,158
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Added 102.76%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
21,108
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 22.07%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
20,946
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Added 89.93%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
20,336
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
20,200
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2023
Added 14.11%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Oct 27, 2025 Q3 2025 |
20,112
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 22.07%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
20,029
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
19,825
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
19,647
shares
|
$1.33 Million
0.13% of portfolio
|
Q3 2022
Added 72.66%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
19,627
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|