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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
19,366
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
19,199
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
19,195
shares
|
$1.3 Million
0.96% of portfolio
|
Q3 2022
Reduced 0.26%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
19,104
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
18,926
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
18,922
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
18,496
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 75.8%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
18,255
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2025
Added 425.17%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
18,218
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.43%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
17,871
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 58.56%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
17,855
shares
|
$1.21 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
17,663
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,420
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2022
Reduced 3.89%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,408
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
17,357
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.95%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
17,269
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Reduced 51.53%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
17,224
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
17,166
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 148.57%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
17,147
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
17,000
shares
|
$1.15 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
16,603
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
16,526
shares
|
$1.12 Million
0.45% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
16,401
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
16,211
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,201
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.98%
|
|