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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
220
shares
|
$14,880
0.01% of portfolio
|
Q2 2025
Reduced 63.21%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
219
shares
|
$14,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
210
shares
|
$14,204
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
210
shares
|
$14,204
0.0% of portfolio
|
Q3 2025
Reduced 48.4%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
209
shares
|
$14,136
0.0% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
201
shares
|
$13,595
0.0% of portfolio
|
Q2 2025
Reduced 77.54%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
200
shares
|
$13,528
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
200
shares
|
$13,528
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
200
shares
|
$13,528
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
191
shares
|
$12,919
0.01% of portfolio
|
Q1 2024
Reduced 39.56%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
190
shares
|
$12,851
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
181
shares
|
$12,242
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
175
shares
|
$11,837
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
160
shares
|
$10,822
0.01% of portfolio
|
Q4 2023
Added 6.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
160
shares
|
$10,822
0.0% of portfolio
|
Q3 2018
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
158
shares
|
$10,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
150
shares
|
$10,146
0.0% of portfolio
|
Q1 2023
Reduced 5.06%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
144
shares
|
$9,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
142
shares
|
$9,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
142
shares
|
$9,604
0.0% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
134
shares
|
$9,063
0.0% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
130
shares
|
$8,793
0.0% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
120
shares
|
$8,116
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
112
shares
|
$7,575
0.0% of portfolio
|
Q3 2025
Reduced 87.13%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
109
shares
|
$7,372
0.0% of portfolio
|
Q2 2025
Reduced 6.03%
|
|