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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,791
shares
|
$150,379
0.01% of portfolio
|
Q2 2024
Added 859.11%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,715
shares
|
$146,284
0.07% of portfolio
|
Q2 2022
Added 2.07%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
2,547
shares
|
$137,232
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
2,540
shares
|
$136,855
0.09% of portfolio
|
Q1 2023
Added 10.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,506
shares
|
$135,023
0.0% of portfolio
|
Q3 2024
Reduced 51.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,492
shares
|
$134,268
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,489
shares
|
$134,107
0.03% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,470
shares
|
$133,083
0.01% of portfolio
|
Q2 2024
Added 15.42%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
2,463
shares
|
$132,706
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,449
shares
|
$131,952
0.01% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,365
shares
|
$127,426
0.01% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2,351
shares
|
$126,671
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$123,924
0.0% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Belvedere Trading LLC
|
Nov 01, 2024 Q3 2024 |
2,262
shares
|
$121,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,250
shares
|
$121,230
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,198
shares
|
$118,428
0.01% of portfolio
|
Q3 2024
Added 164.5%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,166
shares
|
$116,704
0.02% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$113,148
0.12% of portfolio
|
Q2 2022
Added 40.0%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,075
shares
|
$111,801
0.0% of portfolio
|
Q3 2024
Added 238.5%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,055
shares
|
$110,723
0.0% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
2,030
shares
|
$109,376
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
2,000
shares
|
$107,760
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$107,760
0.03% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,949
shares
|
$105,012
0.0% of portfolio
|
Q3 2024
Added 72.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,889
shares
|
$101,779
0.01% of portfolio
|
Q4 2024
Reduced 22.71%
|