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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,370
shares
|
$92,666
0.02% of portfolio
|
Q2 2024
Added 8.47%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
1,326
shares
|
$89,690
0.02% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,319
shares
|
$89,217
0.01% of portfolio
|
Q4 2018
Reduced 25.44%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
1,306
shares
|
$88,337
0.0% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
1,305
shares
|
$88,270
0.01% of portfolio
|
Q2 2025
Added 53.53%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,303
shares
|
$88,134
0.0% of portfolio
|
Q3 2025
Reduced 28.13%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
1,298
shares
|
$87,796
0.03% of portfolio
|
Q3 2024
Added 1280.85%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,249
shares
|
$84,482
0.01% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,232
shares
|
$83,332
0.01% of portfolio
|
Q3 2025
Reduced 40.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,217
shares
|
$82,317
0.01% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$81,168
0.07% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,135
shares
|
$76,771
0.02% of portfolio
|
Q1 2024
Reduced 43.25%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
1,129
shares
|
$76,365
0.02% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,120
shares
|
$75,756
0.0% of portfolio
|
Q3 2025
Reduced 45.29%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,100
shares
|
$74,404
0.02% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
1,099
shares
|
$74,336
0.0% of portfolio
|
Q3 2025
Reduced 96.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,085
shares
|
$73,389
0.0% of portfolio
|
Q3 2025
Added 12.55%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1,082
shares
|
$73,186
0.04% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,048
shares
|
$70,886
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,032
shares
|
$69,804
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,027
shares
|
$69,466
0.01% of portfolio
|
Q4 2023
Reduced 23.07%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,010
shares
|
$68,316
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
984
shares
|
$66,557
0.01% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
961
shares
|
$65,002
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
951
shares
|
$64,325
0.0% of portfolio
|
Q2 2025
Reduced 29.61%
|
|