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 |
|---|---|---|---|---|---|
|
Heirloom Wealth Management
Greenwood Village, CO |
Oct 16, 2024 Q3 2024 |
3,362
shares
|
$181,144
0.07% of portfolio
|
Q3 2024
Reduced 51.25%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
3,345
shares
|
$180,228
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,339
shares
|
$179,905
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,336
shares
|
$179,743
0.01% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
3,324
shares
|
$179,097
0.01% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,301
shares
|
$177,857
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
3,286
shares
|
$177,049
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
3,286
shares
|
$177,049
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
3,269
shares
|
$176,133
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,268
shares
|
$176,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
3,258
shares
|
$175,541
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,246
shares
|
$174,894
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
3,240
shares
|
$174,571
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
3,231
shares
|
$174,086
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,230
shares
|
$174,032
0.01% of portfolio
|
Q3 2024
Reduced 22.73%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,220
shares
|
$173,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,214
shares
|
$173,170
0.0% of portfolio
|
Q3 2024
Added 48.18%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
3,000
shares
|
$161,640
0.49% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
2,990
shares
|
$161,101
0.0% of portfolio
|
Q2 2024
Reduced 26.82%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,990
shares
|
$161,101
0.05% of portfolio
|
Q4 2022
Added 0.44%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,979
shares
|
$160,508
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,970
shares
|
$160,023
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,952
shares
|
$159,053
0.02% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,920
shares
|
$157,329
0.01% of portfolio
|
Q3 2024
Reduced 17.05%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,797
shares
|
$150,702
0.43% of portfolio
|
Q3 2024
Reduced 55.33%
|