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 878 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 $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
189
shares
|
$10,410
0.0% of portfolio
|
Q2 2024
Added 894.74%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
178
shares
|
$9,804
0.0% of portfolio
|
Q3 2024
Reduced 99.99%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
175
shares
|
$9,639
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
165
shares
|
$9,088
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
160
shares
|
$8,812
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
160
shares
|
$8,812
0.01% of portfolio
|
Q4 2023
Added 6.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
150
shares
|
$8,262
0.0% of portfolio
|
Q1 2023
Reduced 5.06%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
146
shares
|
$8,041
0.0% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
136
shares
|
$7,490
0.0% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
134
shares
|
$7,380
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
129
shares
|
$7,105
0.0% of portfolio
|
Q2 2024
Reduced 72.26%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
125
shares
|
$6,885
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
124
shares
|
$6,829
0.0% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
120
shares
|
$6,609
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
117
shares
|
$6,444
0.0% of portfolio
|
Q3 2024
Reduced 93.63%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
104
shares
|
$5,728
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$5,508
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
100
shares
|
$5,508
0.0% of portfolio
|
Q4 2023
Reduced 67.43%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
100
shares
|
$5,508
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$5,508
0.0% of portfolio
|
Q4 2023
Added 488.24%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
95
shares
|
$5,232
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
92
shares
|
$5,067
0.0% of portfolio
|
Q2 2024
Reduced 48.31%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
91
shares
|
$5,012
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
88
shares
|
$4,847
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
71
shares
|
$3,910
0.0% of portfolio
|
Q3 2024
Reduced 74.91%
|