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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
104
shares
|
$7,034
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
104
shares
|
$7,034
0.0% of portfolio
|
Q2 2025
Reduced 80.92%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
103
shares
|
$6,966
0.0% of portfolio
|
Q3 2025
Reduced 49.76%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
100
shares
|
$6,764
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
100
shares
|
$6,764
0.0% of portfolio
|
Q4 2023
Added 488.24%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
100
shares
|
$6,764
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
95
shares
|
$6,425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
95
shares
|
$6,425
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
94
shares
|
$6,358
0.0% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
92
shares
|
$6,222
0.0% of portfolio
|
Q2 2024
Reduced 48.31%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
91
shares
|
$6,155
0.0% of portfolio
|
Q3 2025
Reduced 27.2%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
91
shares
|
$6,155
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
91
shares
|
$6,155
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
90
shares
|
$6,087
0.0% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
87
shares
|
$5,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
80
shares
|
$5,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
79
shares
|
$5,343
0.0% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
67
shares
|
$4,531
0.0% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
64
shares
|
$4,328
0.0% of portfolio
|
Q3 2025
Reduced 82.42%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
62
shares
|
$4,193
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
48
shares
|
$3,246
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
41
shares
|
$2,773
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
40
shares
|
$2,705
0.0% of portfolio
|
Q3 2025
Reduced 43.66%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
37
shares
|
$2,502
0.0% of portfolio
|
Q3 2025
Reduced 17.78%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
36
shares
|
$2,435
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|