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 868 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $8.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
6,812
shares
|
$418,324
0.0% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
6,725
shares
|
$412,982
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
6,713
shares
|
$412,245
0.01% of portfolio
|
Q4 2024
Reduced 19.37%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
6,692
shares
|
$410,955
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,643
shares
|
$407,946
0.08% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,625
shares
|
$406,841
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,595
shares
|
$404,998
0.03% of portfolio
|
Q4 2024
Reduced 98.38%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
6,582
shares
|
$404,200
0.08% of portfolio
|
Q2 2023
Added 37.81%
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,488
shares
|
$398,428
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,455
shares
|
$396,401
0.0% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
6,443
shares
|
$395,664
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
6,413
shares
|
$393,822
0.09% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,373
shares
|
$391,365
0.01% of portfolio
|
Q4 2024
Added 91.73%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
6,271
shares
|
$385,102
0.16% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
6,227
shares
|
$382,400
0.11% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
6,219
shares
|
$381,908
0.01% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
6,211
shares
|
$381,417
0.22% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
6,187
shares
|
$379,943
0.02% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,165
shares
|
$378,592
0.01% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
6,153
shares
|
$377,855
0.01% of portfolio
|
Q4 2024
Reduced 23.4%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
6,129
shares
|
$376,381
0.01% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
6,105
shares
|
$374,908
0.17% of portfolio
|
Q4 2024
Added 34.0%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,103
shares
|
$374,785
0.07% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
6,084
shares
|
$373,618
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
6,070
shares
|
$372,758
0.01% of portfolio
|
Q4 2024
Reduced 29.66%
|