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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
388
shares
|
$26,244
0.02% of portfolio
|
Q2 2022
Reduced 37.52%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
383
shares
|
$25,906
0.01% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
370
shares
|
$25,026
0.0% of portfolio
|
Q1 2025
Reduced 35.09%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
349
shares
|
$23,606
0.0% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
345
shares
|
$23,335
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
345
shares
|
$23,335
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
334
shares
|
$22,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
333
shares
|
$22,524
0.01% of portfolio
|
Q3 2025
Reduced 17.98%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
319
shares
|
$21,577
0.0% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
300
shares
|
$20,292
0.0% of portfolio
|
Q4 2019
Reduced 50.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
285
shares
|
$19,277
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
284
shares
|
$19,209
0.0% of portfolio
|
Q3 2025
Added 17.84%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
281
shares
|
$19,006
0.0% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
270
shares
|
$18,262
0.0% of portfolio
|
Q3 2025
Reduced 92.74%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
267
shares
|
$18,059
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$16,910
0.0% of portfolio
|
Q2 2023
Reduced 5.3%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
250
shares
|
$16,910
0.0% of portfolio
|
Q3 2025
Added 131.48%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
245
shares
|
$16,571
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
232
shares
|
$15,692
0.0% of portfolio
|
Q3 2025
Added 1833.33%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
230
shares
|
$15,557
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
227
shares
|
$15,354
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
224
shares
|
$15,151
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
224
shares
|
$15,151
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
223
shares
|
$15,083
0.0% of portfolio
|
Q3 2025
Reduced 23.89%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
222
shares
|
$15,016
0.0% of portfolio
|
Q4 2024
Reduced 61.12%
|
|