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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,796
shares
|
$256,761
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,784
shares
|
$255,949
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,777
shares
|
$255,476
0.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
3,770
shares
|
$255,002
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
3,753
shares
|
$253,852
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,747
shares
|
$253,447
0.02% of portfolio
|
Q1 2025
Reduced 56.67%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
3,725
shares
|
$251,959
0.05% of portfolio
|
Q3 2025
Reduced 7.45%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
3,710
shares
|
$250,944
0.15% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,697
shares
|
$250,065
0.03% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
3,696
shares
|
$249,997
0.04% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
3,672
shares
|
$248,374
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,664
shares
|
$247,832
0.0% of portfolio
|
Q3 2025
Added 48.34%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,655
shares
|
$247,224
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
3,649
shares
|
$246,818
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,643
shares
|
$246,412
0.0% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
3,627
shares
|
$245,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,602
shares
|
$243,639
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
3,588
shares
|
$242,692
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
3,564
shares
|
$241,068
0.03% of portfolio
|
Q3 2025
Reduced 25.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,558
shares
|
$240,663
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,536
shares
|
$239,175
0.02% of portfolio
|
Q3 2025
Reduced 38.81%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
3,495
shares
|
$236,401
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,452
shares
|
$233,493
0.01% of portfolio
|
Q3 2025
Added 87.3%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,448
shares
|
$233,222
0.02% of portfolio
|
Q2 2022
Reduced 5.64%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
3,445
shares
|
$233,019
0.05% of portfolio
|
Q3 2025
Added 3.08%
|
|