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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,725
shares
|
$793,079
0.0% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,673
shares
|
$789,561
0.03% of portfolio
|
Q2 2020
Reduced 7.93%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
11,399
shares
|
$771,028
0.01% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
11,300
shares
|
$764,332
0.09% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
11,283
shares
|
$763,182
0.39% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,221
shares
|
$758,988
0.01% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
11,208
shares
|
$758,109
0.25% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
11,094
shares
|
$750,398
0.16% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
11,047
shares
|
$747,219
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
10,984
shares
|
$742,957
0.1% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 05, 2025 Q3 2025 |
10,974
shares
|
$742,281
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
10,906
shares
|
$737,681
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
10,893
shares
|
$736,802
0.0% of portfolio
|
Q3 2025
Added 18.29%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
10,882
shares
|
$736,058
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
10,864
shares
|
$734,840
0.22% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
10,829
shares
|
$732,473
0.05% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
10,825
shares
|
$732,203
0.25% of portfolio
|
Q3 2023
Added 60.97%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,818
shares
|
$731,729
0.0% of portfolio
|
Q3 2025
Reduced 29.22%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 28, 2025 Q3 2025 |
10,799
shares
|
$730,444
0.45% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
10,680
shares
|
$722,395
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,549
shares
|
$713,534
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,525
shares
|
$711,911
0.01% of portfolio
|
Q3 2025
Added 144.31%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
10,452
shares
|
$706,973
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
10,431
shares
|
$705,552
0.0% of portfolio
|
Q3 2025
Reduced 65.65%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
10,390
shares
|
$702,779
0.02% of portfolio
|
Q2 2025
Reduced 19.36%
|
|