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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,720
shares
|
$200,433
0.02% of portfolio
|
Q2 2024
Reduced 6.11%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
3,718
shares
|
$200,325
0.09% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,710
shares
|
$199,894
0.0% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,710
shares
|
$199,894
0.12% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,697
shares
|
$199,194
0.03% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
3,659
shares
|
$197,146
0.04% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
3,657
shares
|
$197,039
0.04% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,655
shares
|
$196,931
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
3,627
shares
|
$195,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,627
shares
|
$195,422
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,626
shares
|
$195,368
0.01% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
3,625
shares
|
$195,315
0.09% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,580
shares
|
$192,890
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,580
shares
|
$192,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
3,567
shares
|
$192,189
0.17% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
3,540
shares
|
$190,735
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,508
shares
|
$189,011
0.02% of portfolio
|
Q3 2024
Reduced 28.26%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
3,507
shares
|
$188,957
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$188,580
0.01% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
3,495
shares
|
$188,310
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,448
shares
|
$185,778
0.02% of portfolio
|
Q2 2022
Reduced 5.64%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,447
shares
|
$185,724
0.02% of portfolio
|
Q3 2024
Reduced 23.82%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
3,421
shares
|
$184,323
0.02% of portfolio
|
Q3 2024
Reduced 11.28%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
3,406
shares
|
$183,515
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
3,400
shares
|
$183,192
0.07% of portfolio
|
Q3 2024
New holding
|