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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
3,420
shares
|
$231,328
0.04% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
3,420
shares
|
$231,328
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,407
shares
|
$230,449
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,406
shares
|
$230,381
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,403
shares
|
$230,178
0.0% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,400
shares
|
$229,976
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,398
shares
|
$229,840
0.03% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
3,370
shares
|
$227,946
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
3,370
shares
|
$227,946
0.09% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
3,352
shares
|
$226,729
0.12% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
3,345
shares
|
$226,255
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,325
shares
|
$224,903
0.0% of portfolio
|
Q4 2025
Reduced 2.49%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
3,305
shares
|
$223,550
0.15% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
3,300
shares
|
$223,212
0.01% of portfolio
|
Q3 2025
Reduced 21.86%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
3,300
shares
|
$223,212
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,249
shares
|
$219,762
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
3,216
shares
|
$217,530
0.04% of portfolio
|
Q4 2025
Reduced 19.2%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
3,161
shares
|
$213,810
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
3,140
shares
|
$212,389
0.0% of portfolio
|
Q3 2025
Reduced 93.87%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
3,139
shares
|
$212,321
0.02% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,132
shares
|
$211,848
0.01% of portfolio
|
Q3 2025
Reduced 19.42%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
3,120
shares
|
$211,036
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,090
shares
|
$209,007
0.01% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
3,076
shares
|
$208,060
0.01% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,068
shares
|
$207,519
0.01% of portfolio
|
Q3 2025
New holding
|
|