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 |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
15,044
shares
|
$923,852
0.33% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
14,921
shares
|
$916,298
0.06% of portfolio
|
Q4 2024
Added 78.84%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
14,911
shares
|
$915,684
0.08% of portfolio
|
Q4 2024
Reduced 23.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,793
shares
|
$908,438
0.0% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
14,611
shares
|
$897,261
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
14,483
shares
|
$889,401
0.03% of portfolio
|
Q3 2024
Reduced 15.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
14,184
shares
|
$871,039
0.02% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
14,085
shares
|
$864,959
0.0% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
14,063
shares
|
$863,608
0.18% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
14,000
shares
|
$859,740
0.01% of portfolio
|
Q4 2024
Added 60.24%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
13,600
shares
|
$835,176
0.01% of portfolio
|
Q4 2024
Reduced 39.82%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
13,422
shares
|
$824,245
0.01% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
13,412
shares
|
$823,630
0.01% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
13,398
shares
|
$822,771
0.0% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
13,392
shares
|
$822,402
0.01% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
13,327
shares
|
$818,411
0.2% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
13,218
shares
|
$811,717
0.06% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,109
shares
|
$805,023
0.02% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
13,026
shares
|
$799,926
0.02% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
12,957
shares
|
$795,689
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,866
shares
|
$790,101
0.01% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
12,843
shares
|
$788,688
0.01% of portfolio
|
Q4 2024
Added 52.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
12,637
shares
|
$776,038
0.01% of portfolio
|
Q4 2024
Added 47.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,550
shares
|
$770,695
0.01% of portfolio
|
Q4 2024
Added 22.4%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
12,412
shares
|
$762,220
0.04% of portfolio
|
Q4 2024
Added 53.88%
|