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 $9.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,200
shares
|
$263,340
0.02% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,192
shares
|
$262,838
0.02% of portfolio
|
Q4 2024
Added 77.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,179
shares
|
$262,023
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
4,177
shares
|
$261,897
0.04% of portfolio
|
Q3 2024
Reduced 30.29%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
4,173
shares
|
$261,647
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
4,166
shares
|
$261,208
0.07% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
4,159
shares
|
$260,769
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,155
shares
|
$260,518
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,130
shares
|
$258,951
0.0% of portfolio
|
Q3 2023
Reduced 40.4%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,099
shares
|
$257,007
0.0% of portfolio
|
Q4 2024
Reduced 95.6%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
4,098
shares
|
$256,944
0.08% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
4,092
shares
|
$256,568
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,038
shares
|
$253,182
0.0% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$250,800
0.01% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,991
shares
|
$250,235
0.01% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,989
shares
|
$250,110
0.0% of portfolio
|
Q4 2024
Reduced 46.03%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Feb 18, 2025 Q4 2024 |
3,977
shares
|
$249,357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
3,953
shares
|
$247,853
0.07% of portfolio
|
Q4 2023
Added 2.14%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,950
shares
|
$247,665
0.01% of portfolio
|
Q4 2023
Reduced 7.06%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
3,929
shares
|
$246,348
0.03% of portfolio
|
Q4 2024
Reduced 30.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,928
shares
|
$246,285
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
3,911
shares
|
$245,219
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,908
shares
|
$245,031
0.01% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,907
shares
|
$244,968
0.1% of portfolio
|
Q3 2024
Reduced 37.05%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
3,862
shares
|
$242,147
0.02% of portfolio
|
Q4 2024
Reduced 1.45%
|