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 |
|---|---|---|---|---|---|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
5,090
shares
|
$344,287
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
5,088
shares
|
$344,152
0.01% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,072
shares
|
$343,070
0.0% of portfolio
|
Q3 2023
Reduced 0.8%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
5,045
shares
|
$341,243
0.17% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
5,032
shares
|
$340,364
0.11% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,000
shares
|
$338,200
0.01% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,984
shares
|
$337,117
0.0% of portfolio
|
Q3 2025
Added 66.36%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
4,983
shares
|
$337,050
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,973
shares
|
$336,373
0.07% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,971
shares
|
$336,238
0.0% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,964
shares
|
$335,764
0.06% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,938
shares
|
$334,006
0.02% of portfolio
|
Q4 2023
Reduced 7.68%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
4,895
shares
|
$331,097
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,887
shares
|
$330,556
0.01% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,824
shares
|
$326,295
0.09% of portfolio
|
Q1 2024
Reduced 49.28%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
4,800
shares
|
$324,672
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
4,795
shares
|
$324,333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
4,762
shares
|
$322,101
0.01% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,762
shares
|
$322,101
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
4,736
shares
|
$320,343
0.25% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
4,707
shares
|
$318,381
0.07% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
4,695
shares
|
$317,569
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
4,618
shares
|
$312,361
0.2% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
4,517
shares
|
$305,529
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
4,500
shares
|
$304,380
0.05% of portfolio
|
Q3 2021
New holding
|
|