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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
655
shares
|
$44,304
0.0% of portfolio
|
Q3 2025
Reduced 28.73%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
653
shares
|
$44,168
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
648
shares
|
$43,830
0.03% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
646
shares
|
$43,695
0.0% of portfolio
|
Q3 2025
Added 73.19%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
626
shares
|
$42,342
0.02% of portfolio
|
Q4 2023
Reduced 27.04%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
620
shares
|
$41,936
0.03% of portfolio
|
Q3 2025
Added 1450.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
614
shares
|
$41,530
0.01% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
613
shares
|
$41,463
0.0% of portfolio
|
Q3 2025
Added 1126.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
608
shares
|
$41,125
0.0% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
608
shares
|
$41,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
600
shares
|
$40,584
0.03% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
583
shares
|
$39,434
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
568
shares
|
$38,419
0.0% of portfolio
|
Q3 2025
Reduced 24.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
551
shares
|
$37,269
0.01% of portfolio
|
Q3 2023
Added 6.17%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
518
shares
|
$35,037
0.01% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
500
shares
|
$33,820
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
491
shares
|
$33,211
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
488
shares
|
$33,008
0.01% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
473
shares
|
$31,993
0.01% of portfolio
|
Q2 2025
Added 36.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
463
shares
|
$31,317
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
460
shares
|
$31,114
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
415
shares
|
$28,070
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
402
shares
|
$27,191
0.0% of portfolio
|
Q2 2024
Reduced 33.0%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
400
shares
|
$27,056
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
391
shares
|
$26,447
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|