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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
6,297
shares
|
$425,929
0.0% of portfolio
|
Q3 2025
Reduced 24.34%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
6,284
shares
|
$425,049
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
6,271
shares
|
$424,170
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,221
shares
|
$420,788
0.01% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,216
shares
|
$420,450
0.03% of portfolio
|
Q3 2025
Added 22.39%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
6,211
shares
|
$420,112
0.22% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
6,176
shares
|
$417,744
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,140
shares
|
$415,309
0.02% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
6,138
shares
|
$415,174
0.04% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,103
shares
|
$412,806
0.07% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,083
shares
|
$411,454
0.0% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Nov 03, 2025 Q3 2025 |
6,083
shares
|
$411,454
0.0% of portfolio
|
Q3 2025
Added 70.11%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
6,056
shares
|
$409,627
0.28% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
5,979
shares
|
$404,419
0.05% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
5,899
shares
|
$399,008
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
5,885
shares
|
$398,061
0.14% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,840
shares
|
$395,017
0.0% of portfolio
|
Q3 2024
Added 73.14%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,794
shares
|
$391,906
0.0% of portfolio
|
Q3 2022
Added 0.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,794
shares
|
$391,906
0.0% of portfolio
|
Q2 2023
Reduced 33.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,793
shares
|
$391,838
0.01% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
5,774
shares
|
$390,553
0.02% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
5,741
shares
|
$388,321
0.02% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,726
shares
|
$387,306
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
5,704
shares
|
$385,818
0.03% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
5,700
shares
|
$385,548
0.04% of portfolio
|
Q3 2025
Added 0.35%
|
|