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 |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
4,480
shares
|
$303,027
0.02% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
4,461
shares
|
$301,742
0.01% of portfolio
|
Q3 2025
Added 31.87%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
4,460
shares
|
$301,674
0.0% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
4,437
shares
|
$300,118
0.01% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
4,426
shares
|
$299,374
0.07% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,409
shares
|
$298,224
0.04% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
4,407
shares
|
$298,089
0.0% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
4,398
shares
|
$297,480
0.05% of portfolio
|
Q1 2024
Added 14.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,365
shares
|
$295,248
0.02% of portfolio
|
Q3 2025
Reduced 62.54%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
4,356
shares
|
$294,639
0.15% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,355
shares
|
$294,572
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,342
shares
|
$293,692
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
4,327
shares
|
$292,678
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,309
shares
|
$291,460
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,298
shares
|
$290,716
0.03% of portfolio
|
Q3 2022
Added 2.72%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,296
shares
|
$290,581
0.01% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,289
shares
|
$290,107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,259
shares
|
$288,078
0.14% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
4,257
shares
|
$287,943
0.04% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
4,253
shares
|
$287,672
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
4,218
shares
|
$285,305
0.1% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
4,212
shares
|
$284,899
0.12% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Nov 03, 2025 Q3 2025 |
4,206
shares
|
$284,493
0.03% of portfolio
|
Q2 2025
Reduced 16.7%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
4,176
shares
|
$282,464
0.03% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,157
shares
|
$281,179
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|