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 869 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 $9.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
12,330
shares
|
$778,146
0.26% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
12,297
shares
|
$776,063
0.3% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
C2 C Wealth Management, LLC
|
Feb 12, 2025 Q4 2024 |
12,263
shares
|
$773,917
0.62% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
12,243
shares
|
$772,655
0.07% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
12,168
shares
|
$767,922
0.05% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
12,126
shares
|
$765,271
0.01% of portfolio
|
Q4 2024
Reduced 42.54%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
11,917
shares
|
$752,081
0.01% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
11,905
shares
|
$751,324
0.08% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
11,675
shares
|
$736,809
0.13% of portfolio
|
Q4 2024
Added 33.5%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
11,675
shares
|
$736,809
0.12% of portfolio
|
Q4 2024
Added 33.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,673
shares
|
$736,683
0.03% of portfolio
|
Q2 2020
Reduced 7.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
11,658
shares
|
$735,736
0.01% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
11,568
shares
|
$730,056
0.01% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
11,531
shares
|
$727,721
0.02% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
11,454
shares
|
$722,861
0.47% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
11,278
shares
|
$711,754
0.04% of portfolio
|
Q4 2024
Reduced 23.59%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
11,264
shares
|
$710,871
0.14% of portfolio
|
Q4 2024
Added 23.66%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,226
shares
|
$708,472
0.01% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
11,099
shares
|
$700,457
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
11,063
shares
|
$698,185
0.15% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
11,048
shares
|
$697,239
0.03% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
11,036
shares
|
$696,481
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
10,955
shares
|
$691,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
10,825
shares
|
$683,165
0.25% of portfolio
|
Q3 2023
Added 60.97%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
10,800
shares
|
$681,588
0.3% of portfolio
|
Q4 2024
Added 45.95%
|