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 879 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $7.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,517
shares
|
$243,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,500
shares
|
$242,460
0.05% of portfolio
|
Q3 2021
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
4,487
shares
|
$241,759
0.08% of portfolio
|
Q3 2024
Reduced 27.51%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,470
shares
|
$240,843
0.02% of portfolio
|
Q3 2024
Reduced 34.87%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,445
shares
|
$239,496
0.07% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
4,435
shares
|
$238,957
0.0% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,410
shares
|
$237,610
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,405
shares
|
$237,341
0.01% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,398
shares
|
$236,964
0.05% of portfolio
|
Q1 2024
Added 14.65%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
4,387
shares
|
$236,371
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,366
shares
|
$235,240
0.02% of portfolio
|
Q2 2024
Reduced 10.77%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
4,327
shares
|
$233,138
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,298
shares
|
$231,576
0.03% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,287
shares
|
$230,983
0.0% of portfolio
|
Q3 2024
Reduced 95.71%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,259
shares
|
$229,474
0.14% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,236
shares
|
$228,235
0.01% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,228
shares
|
$227,804
0.0% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
4,219
shares
|
$227,319
0.0% of portfolio
|
Q1 2024
Reduced 68.67%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
4,213
shares
|
$226,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$226,296
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 15, 2024 Q3 2024 |
4,191
shares
|
$225,811
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,190
shares
|
$225,757
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
4,177
shares
|
$225,056
0.04% of portfolio
|
Q3 2024
Reduced 30.29%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
4,175
shares
|
$224,949
0.06% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
4,173
shares
|
$224,841
0.16% of portfolio
|
Q3 2024
Reduced 4.18%
|