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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
16,196
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
16,021
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
15,930
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
15,696
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
15,584
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2022
Reduced 65.96%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
15,511
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
15,391
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 54.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
15,381
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 85.23%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
15,357
shares
|
$1.04 Million
0.43% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
15,259
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
15,181
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Vanderbilt University
Nashville, TN |
Oct 20, 2025 Q3 2025 |
15,076
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
14,772
shares
|
$999,178
0.02% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
14,747
shares
|
$997,487
0.01% of portfolio
|
Q3 2025
Reduced 86.0%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
14,555
shares
|
$984,500
0.01% of portfolio
|
Q3 2025
Reduced 21.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
14,344
shares
|
$970,228
0.05% of portfolio
|
Q3 2025
Added 24.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
14,309
shares
|
$967,860
0.08% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,269
shares
|
$965,155
0.0% of portfolio
|
Q3 2025
Reduced 84.86%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
14,102
shares
|
$953,859
0.03% of portfolio
|
Q3 2025
Added 37.11%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
14,098
shares
|
$953,588
0.0% of portfolio
|
Q3 2025
Added 43.83%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
14,037
shares
|
$949,462
0.02% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
14,026
shares
|
$948,718
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,970
shares
|
$944,930
0.01% of portfolio
|
Q3 2025
Added 181.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,951
shares
|
$943,645
0.0% of portfolio
|
Q3 2025
Reduced 50.42%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,847
shares
|
$936,611
0.01% of portfolio
|
Q3 2025
Added 32.29%
|
|