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 |
|---|---|---|---|---|---|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
13,843
shares
|
$936,340
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
13,809
shares
|
$934,040
0.01% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,701
shares
|
$926,735
0.34% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2025 Q3 2025 |
13,658
shares
|
$923,827
0.28% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
13,608
shares
|
$920,445
0.03% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
13,506
shares
|
$913,545
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
13,401
shares
|
$906,443
0.01% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
13,302
shares
|
$899,747
0.06% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
13,131
shares
|
$888,180
0.01% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,109
shares
|
$886,692
0.02% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,072
shares
|
$884,190
0.2% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
13,022
shares
|
$880,808
0.02% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
12,957
shares
|
$876,411
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
12,827
shares
|
$867,618
0.0% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
12,735
shares
|
$861,395
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
12,541
shares
|
$848,273
0.18% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
12,515
shares
|
$846,514
0.01% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
12,329
shares
|
$833,933
0.05% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
12,299
shares
|
$831,904
0.01% of portfolio
|
Q3 2025
Added 64.47%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
12,298
shares
|
$831,836
0.47% of portfolio
|
Q3 2025
Added 56.36%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
12,271
shares
|
$830,010
0.16% of portfolio
|
Q3 2025
Added 802.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,220
shares
|
$826,560
0.0% of portfolio
|
Q3 2025
Added 19.64%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
12,120
shares
|
$819,796
0.15% of portfolio
|
Q2 2025
Added 791.83%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
11,788
shares
|
$797,340
0.09% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
11,732
shares
|
$793,552
0.0% of portfolio
|
Q3 2025
Added 43.7%
|
|