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 878 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 $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
869
shares
|
$47,864
0.01% of portfolio
|
Q3 2021
Added 1279.37%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
865
shares
|
$47,644
0.02% of portfolio
|
Q1 2024
Added 260.42%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
854
shares
|
$47,038
0.01% of portfolio
|
Q3 2024
Added 160.37%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
850
shares
|
$46,818
0.0% of portfolio
|
Q4 2023
Reduced 57.5%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
842
shares
|
$46,377
0.02% of portfolio
|
Q4 2023
Added 49.03%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
824
shares
|
$45,385
0.0% of portfolio
|
Q3 2024
Added 70.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
779
shares
|
$42,907
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
769
shares
|
$42,356
0.0% of portfolio
|
Q4 2022
Added 1.18%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
762
shares
|
$41,970
0.01% of portfolio
|
Q3 2024
Reduced 62.16%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
750
shares
|
$41,310
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
733
shares
|
$40,373
0.0% of portfolio
|
Q3 2024
Reduced 20.93%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
709
shares
|
$39,051
0.01% of portfolio
|
Q2 2024
Reduced 61.57%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
700
shares
|
$38,556
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
697
shares
|
$38,390
0.0% of portfolio
|
Q4 2022
Added 46.12%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
680
shares
|
$37,454
0.02% of portfolio
|
Q3 2024
Added 962.5%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
670
shares
|
$36,903
0.0% of portfolio
|
Q3 2024
Added 33.47%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
668
shares
|
$36,793
0.09% of portfolio
|
Q3 2024
Added 2374.07%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
653
shares
|
$35,967
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
651
shares
|
$35,857
0.0% of portfolio
|
Q3 2024
Added 35.91%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
650
shares
|
$35,802
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
626
shares
|
$34,480
0.02% of portfolio
|
Q4 2023
Reduced 27.04%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
617
shares
|
$33,984
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
614
shares
|
$33,819
0.01% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
598
shares
|
$32,937
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
587
shares
|
$32,331
0.02% of portfolio
|
Q3 2024
Added 1.56%
|