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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
8,168
shares
|
$552,483
0.12% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
8,167
shares
|
$552,415
0.49% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
8,155
shares
|
$551,604
0.01% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
8,130
shares
|
$549,913
0.02% of portfolio
|
Q3 2025
Reduced 40.89%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
8,097
shares
|
$547,681
0.0% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
8,034
shares
|
$543,419
0.0% of portfolio
|
Q3 2025
Reduced 64.8%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
7,856
shares
|
$531,379
0.04% of portfolio
|
Q4 2024
Added 29.36%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,840
shares
|
$530,297
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,836
shares
|
$530,027
0.0% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
7,799
shares
|
$527,524
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,779
shares
|
$526,171
0.02% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,774
shares
|
$525,833
0.0% of portfolio
|
Q3 2025
Added 26.55%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
7,711
shares
|
$521,572
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
7,654
shares
|
$517,716
0.04% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,634
shares
|
$516,363
0.09% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
7,573
shares
|
$512,237
0.01% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,529
shares
|
$509,261
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
7,500
shares
|
$507,300
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
7,499
shares
|
$507,232
0.06% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
7,484
shares
|
$506,217
0.02% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
7,426
shares
|
$502,294
0.17% of portfolio
|
Q3 2025
Added 149.03%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
7,407
shares
|
$501,009
0.24% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
7,406
shares
|
$500,941
0.29% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
7,362
shares
|
$497,965
0.1% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
7,352
shares
|
$497,289
0.06% of portfolio
|
Q3 2025
Reduced 1.29%
|
|