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 |
|---|---|---|---|---|---|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
10,300
shares
|
$696,692
0.15% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
10,279
shares
|
$695,271
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
10,243
shares
|
$692,836
0.21% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
10,242
shares
|
$692,768
0.01% of portfolio
|
Q3 2025
Added 92.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,235
shares
|
$692,295
0.02% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
10,202
shares
|
$690,063
0.21% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
10,175
shares
|
$688,237
0.31% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
10,149
shares
|
$686,478
0.47% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
10,127
shares
|
$684,990
0.01% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,080
shares
|
$681,811
0.0% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,074
shares
|
$681,405
0.02% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
9,951
shares
|
$673,085
0.23% of portfolio
|
Q3 2025
Reduced 44.8%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
9,898
shares
|
$669,500
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
9,892
shares
|
$669,094
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,880
shares
|
$668,283
0.02% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
9,865
shares
|
$667,268
0.0% of portfolio
|
Q3 2025
Added 15.98%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
9,851
shares
|
$666,321
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
9,768
shares
|
$660,707
0.0% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
9,756
shares
|
$659,895
0.01% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,720
shares
|
$657,460
0.57% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
9,710
shares
|
$656,784
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
9,676
shares
|
$654,484
0.12% of portfolio
|
Q3 2025
Added 60.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
9,611
shares
|
$650,088
0.0% of portfolio
|
Q3 2025
Reduced 24.28%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 17, 2025 Q3 2025 |
9,600
shares
|
$649,344
0.02% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
9,498
shares
|
$642,444
0.15% of portfolio
|
Q3 2024
Added 5.26%
|
|