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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,343
shares
|
$496,680
0.02% of portfolio
|
Q3 2025
Added 67.3%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
7,332
shares
|
$495,936
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,284
shares
|
$492,689
0.0% of portfolio
|
Q4 2022
Added 8.31%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
7,283
shares
|
$492,622
0.01% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,200
shares
|
$487,008
0.29% of portfolio
|
Q1 2021
Added 16.13%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
7,188
shares
|
$486,196
0.13% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,187
shares
|
$486,128
0.01% of portfolio
|
Q3 2025
Added 35.27%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
7,111
shares
|
$480,988
0.37% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
7,044
shares
|
$476,456
0.0% of portfolio
|
Q3 2025
Added 95.88%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
6,975
shares
|
$471,789
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
6,959
shares
|
$470,706
0.05% of portfolio
|
Q3 2025
Reduced 35.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
6,936
shares
|
$469,151
0.04% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
6,885
shares
|
$465,701
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,818
shares
|
$461,169
0.0% of portfolio
|
Q3 2025
Reduced 99.73%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
6,744
shares
|
$456,164
0.17% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,706
shares
|
$453,593
0.1% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
6,691
shares
|
$452,579
0.0% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,666
shares
|
$450,888
0.03% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
6,661
shares
|
$450,550
0.0% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
6,610
shares
|
$447,100
0.08% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,490
shares
|
$438,983
0.03% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,444
shares
|
$435,872
0.02% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
6,429
shares
|
$434,857
0.06% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
6,418
shares
|
$434,113
0.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
6,393
shares
|
$432,422
0.18% of portfolio
|
Q3 2025
Reduced 0.12%
|
|