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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
9,477
shares
|
$641,024
0.16% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
9,444
shares
|
$638,792
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,387
shares
|
$634,936
0.03% of portfolio
|
Q3 2025
Added 24.74%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
9,367
shares
|
$633,583
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
9,315
shares
|
$630,066
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
9,200
shares
|
$622,288
0.13% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
9,185
shares
|
$621,273
0.07% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
9,155
shares
|
$619,244
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,144
shares
|
$618,500
0.01% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,890
shares
|
$601,319
0.16% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
8,822
shares
|
$596,720
0.01% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
8,787
shares
|
$594,352
0.08% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
8,747
shares
|
$591,647
0.22% of portfolio
|
Q3 2025
Added 47.55%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
8,745
shares
|
$591,511
0.15% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,722
shares
|
$589,956
0.01% of portfolio
|
Q3 2025
Added 21.73%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
8,710
shares
|
$589,144
0.0% of portfolio
|
Q3 2025
Reduced 33.32%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
8,666
shares
|
$586,168
0.01% of portfolio
|
Q3 2025
Added 52.25%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
8,636
shares
|
$584,139
0.05% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,488
shares
|
$574,128
0.07% of portfolio
|
Q4 2022
Reduced 0.12%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
8,345
shares
|
$564,455
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
8,280
shares
|
$560,059
0.01% of portfolio
|
Q2 2025
Added 18.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
8,237
shares
|
$557,150
0.01% of portfolio
|
Q3 2025
Added 22.37%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
8,216
shares
|
$555,730
0.02% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
8,210
shares
|
$555,324
0.04% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
8,210
shares
|
$555,324
0.01% of portfolio
|
Q3 2025
Reduced 6.6%
|
|