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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
587
shares
|
$31,627
0.02% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
583
shares
|
$31,412
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
572
shares
|
$30,819
0.01% of portfolio
|
Q4 2024
Reduced 18.29%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
571
shares
|
$30,765
0.01% of portfolio
|
Q3 2024
Reduced 82.81%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
570
shares
|
$30,711
0.0% of portfolio
|
Q1 2024
Reduced 34.48%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
551
shares
|
$29,687
0.01% of portfolio
|
Q3 2023
Added 6.17%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
545
shares
|
$29,364
0.0% of portfolio
|
Q2 2024
Reduced 18.9%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
528
shares
|
$28,448
0.01% of portfolio
|
Q3 2023
Reduced 56.26%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
518
shares
|
$27,909
0.01% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
493
shares
|
$26,562
0.01% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
493
shares
|
$26,562
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
455
shares
|
$24,515
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
422
shares
|
$22,737
0.01% of portfolio
|
Q4 2023
Reduced 12.99%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
421
shares
|
$22,683
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
415
shares
|
$22,360
0.02% of portfolio
|
Q3 2024
Reduced 63.18%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
415
shares
|
$22,360
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
402
shares
|
$21,659
0.0% of portfolio
|
Q2 2024
Reduced 33.0%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
400
shares
|
$21,552
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
396
shares
|
$21,336
0.0% of portfolio
|
Q4 2021
Reduced 33.56%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
388
shares
|
$20,905
0.02% of portfolio
|
Q2 2022
Reduced 37.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
383
shares
|
$20,636
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
370
shares
|
$19,935
0.01% of portfolio
|
Q3 2023
Reduced 70.68%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
351
shares
|
$18,911
0.01% of portfolio
|
Q3 2024
Added 75.5%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
349
shares
|
$18,804
0.0% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
348
shares
|
$18,750
0.01% of portfolio
|
Q2 2024
Reduced 51.73%
|