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 871 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
200
shares
|
$12,622
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
192
shares
|
$12,117
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
191
shares
|
$12,054
0.01% of portfolio
|
Q1 2024
Reduced 39.56%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
175
shares
|
$11,044
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
160
shares
|
$10,097
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
160
shares
|
$10,097
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
160
shares
|
$10,097
0.01% of portfolio
|
Q4 2023
Added 6.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
158
shares
|
$9,971
0.0% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
150
shares
|
$9,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
150
shares
|
$9,466
0.0% of portfolio
|
Q1 2023
Reduced 5.06%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
146
shares
|
$9,214
0.0% of portfolio
|
Q4 2024
Reduced 37.87%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
141
shares
|
$8,898
0.01% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
139
shares
|
$8,772
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
134
shares
|
$8,456
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
132
shares
|
$8,330
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
131
shares
|
$8,267
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
130
shares
|
$8,204
0.0% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
129
shares
|
$8,141
0.0% of portfolio
|
Q2 2024
Reduced 72.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
129
shares
|
$8,141
0.0% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
125
shares
|
$7,888
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
120
shares
|
$7,573
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
116
shares
|
$7,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
113
shares
|
$7,131
0.0% of portfolio
|
Q4 2024
Reduced 36.52%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
110
shares
|
$6,942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
109
shares
|
$6,878
0.0% of portfolio
|
Q4 2024
Added 9.0%
|