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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,674
shares
|
$383,789
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,660
shares
|
$382,842
0.06% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,658
shares
|
$382,707
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
5,645
shares
|
$381,827
0.0% of portfolio
|
Q1 2025
Reduced 45.08%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
5,634
shares
|
$381,083
0.27% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
5,614
shares
|
$379,730
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,584
shares
|
$377,701
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
5,576
shares
|
$377,160
0.24% of portfolio
|
Q3 2025
Reduced 43.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,575
shares
|
$377,093
0.0% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,569
shares
|
$376,687
0.07% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
5,546
shares
|
$375,131
0.04% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
5,494
shares
|
$371,614
0.2% of portfolio
|
Q4 2023
Added 1.89%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
5,464
shares
|
$369,584
0.01% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,407
shares
|
$365,729
0.02% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
5,390
shares
|
$364,579
0.2% of portfolio
|
Q3 2025
Reduced 24.32%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
5,357
shares
|
$362,347
0.09% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,327
shares
|
$360,318
0.0% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
5,317
shares
|
$359,641
0.0% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,289
shares
|
$357,747
0.03% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,282
shares
|
$357,274
0.04% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,272
shares
|
$356,598
0.01% of portfolio
|
Q3 2023
Added 2.33%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
5,271
shares
|
$356,530
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
5,233
shares
|
$353,960
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
5,183
shares
|
$350,578
0.14% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,141
shares
|
$347,737
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|