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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,157
shares
|
$281,179
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,149
shares
|
$280,638
0.0% of portfolio
|
Q3 2025
Reduced 70.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,130
shares
|
$279,353
0.0% of portfolio
|
Q3 2023
Reduced 40.4%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
4,128
shares
|
$279,217
0.06% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
4,091
shares
|
$276,715
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,073
shares
|
$275,497
0.02% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,068
shares
|
$275,159
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,001
shares
|
$270,627
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
4,001
shares
|
$270,627
0.01% of portfolio
|
Q3 2025
Added 21.72%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$270,560
0.02% of portfolio
|
Q3 2025
Reduced 46.67%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,992
shares
|
$270,018
0.02% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
3,988
shares
|
$269,748
0.0% of portfolio
|
Q3 2025
Reduced 28.32%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
3,980
shares
|
$269,207
0.05% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
3,974
shares
|
$268,801
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,953
shares
|
$267,380
0.07% of portfolio
|
Q4 2023
Added 2.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
3,951
shares
|
$267,245
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,950
shares
|
$267,178
0.01% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,928
shares
|
$265,689
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
3,924
shares
|
$265,419
0.02% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
3,907
shares
|
$264,269
0.08% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,900
shares
|
$263,796
0.02% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
3,862
shares
|
$261,225
0.13% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,856
shares
|
$260,819
0.04% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,828
shares
|
$258,925
0.0% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,814
shares
|
$257,978
0.0% of portfolio
|
Q3 2025
Reduced 17.19%
|
|