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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
3,056
shares
|
$206,707
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
3,002
shares
|
$203,055
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
3,000
shares
|
$202,920
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
3,000
shares
|
$202,920
0.49% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
2,994
shares
|
$202,514
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,994
shares
|
$202,514
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
2,990
shares
|
$202,243
0.05% of portfolio
|
Q4 2022
Added 0.44%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,990
shares
|
$202,243
0.0% of portfolio
|
Q2 2024
Reduced 26.82%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,979
shares
|
$201,499
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,965
shares
|
$200,552
0.08% of portfolio
|
Q3 2025
Added 690.67%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
2,925
shares
|
$197,847
0.08% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,715
shares
|
$183,642
0.07% of portfolio
|
Q2 2022
Added 2.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,691
shares
|
$182,019
0.0% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,691
shares
|
$182,019
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
2,673
shares
|
$180,801
0.02% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,644
shares
|
$178,840
0.01% of portfolio
|
Q3 2025
Reduced 54.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,629
shares
|
$177,825
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,538
shares
|
$171,670
0.0% of portfolio
|
Q3 2025
Reduced 40.04%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,470
shares
|
$167,070
0.01% of portfolio
|
Q2 2024
Added 15.42%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,443
shares
|
$165,244
0.02% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,440
shares
|
$165,041
0.09% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,430
shares
|
$164,365
0.02% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,420
shares
|
$163,688
0.01% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,399
shares
|
$162,268
0.0% of portfolio
|
Q3 2025
Reduced 33.4%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2,363
shares
|
$159,833
0.1% of portfolio
|
Q3 2025
New holding
|
|