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 |
|---|---|---|---|---|---|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
5,464
shares
|
$335,544
0.0% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
5,421
shares
|
$332,903
0.07% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,400
shares
|
$331,614
0.01% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,397
shares
|
$331,429
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
5,383
shares
|
$330,570
0.14% of portfolio
|
Q3 2024
Reduced 41.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,347
shares
|
$328,359
0.0% of portfolio
|
Q4 2024
Added 10.77%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
5,319
shares
|
$326,639
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,282
shares
|
$324,367
0.03% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,276
shares
|
$323,999
0.02% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,272
shares
|
$323,753
0.01% of portfolio
|
Q3 2023
Added 2.33%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
5,269
shares
|
$323,569
0.01% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
5,250
shares
|
$322,402
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,248
shares
|
$322,279
0.08% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
5,247
shares
|
$322,218
0.0% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
5,233
shares
|
$321,358
0.04% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
5,228
shares
|
$321,051
0.22% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
5,201
shares
|
$319,393
0.03% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
5,185
shares
|
$318,410
0.04% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
5,156
shares
|
$316,629
0.01% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
5,144
shares
|
$315,893
0.04% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
5,079
shares
|
$311,901
0.03% of portfolio
|
Q4 2024
Added 71.01%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,072
shares
|
$311,471
0.0% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
5,067
shares
|
$311,164
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
5,049
shares
|
$310,059
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
5,004
shares
|
$307,295
0.01% of portfolio
|
Q4 2024
Reduced 9.81%
|