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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
940
shares
|
$63,581
0.01% of portfolio
|
Q2 2023
Reduced 3.49%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
919
shares
|
$62,161
0.0% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
916
shares
|
$61,958
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
912
shares
|
$61,687
0.0% of portfolio
|
Q3 2025
Added 66.73%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
912
shares
|
$61,687
0.07% of portfolio
|
Q3 2022
Reduced 64.25%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
900
shares
|
$60,876
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
891
shares
|
$60,267
0.0% of portfolio
|
Q3 2023
Reduced 21.5%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
887
shares
|
$59,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
880
shares
|
$59,523
0.01% of portfolio
|
Q4 2023
Reduced 10.2%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
877
shares
|
$59,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
865
shares
|
$58,508
0.02% of portfolio
|
Q1 2024
Added 260.42%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
842
shares
|
$56,952
0.02% of portfolio
|
Q4 2023
Added 49.03%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
800
shares
|
$54,112
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
779
shares
|
$52,691
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
770
shares
|
$52,082
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
769
shares
|
$52,015
0.0% of portfolio
|
Q4 2022
Added 1.18%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
721
shares
|
$48,768
0.01% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
715
shares
|
$48,362
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
714
shares
|
$48,294
0.01% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
703
shares
|
$47,550
0.01% of portfolio
|
Q3 2025
Reduced 98.13%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
696
shares
|
$47,077
0.01% of portfolio
|
Q4 2024
Reduced 42.29%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
694
shares
|
$46,942
0.01% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
672
shares
|
$45,454
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
661
shares
|
$44,710
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
661
shares
|
$44,710
0.01% of portfolio
|
Q3 2025
Added 74.41%
|
|