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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
116,221
shares
|
$7.86 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
115,438
shares
|
$7.81 Million
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
115,023
shares
|
$7.78 Million
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
114,372
shares
|
$7.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Waterfront Capital Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
114,000
shares
|
$7.71 Million
5.3% of portfolio
|
Q3 2025
Reduced 41.84%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
113,835
shares
|
$7.7 Million
0.02% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
112,990
shares
|
$7.64 Million
2.15% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
111,896
shares
|
$7.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.91%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
110,350
shares
|
$7.46 Million
0.01% of portfolio
|
Q3 2025
Added 26.02%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
107,954
shares
|
$7.3 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
106,834
shares
|
$7.23 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.61%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
104,786
shares
|
$7.09 Million
0.01% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
102,977
shares
|
$6.97 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
102,703
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
101,136
shares
|
$6.84 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
100,237
shares
|
$6.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
99,736
shares
|
$6.75 Million
0.02% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 13, 2025 Q3 2025 |
98,574
shares
|
$6.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
96,232
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
94,332
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
88,207
shares
|
$5.97 Million
0.37% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
87,362
shares
|
$5.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
86,389
shares
|
$5.84 Million
2.22% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
85,510
shares
|
$5.78 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
85,495
shares
|
$5.78 Million
1.92% of portfolio
|
Q3 2025
Added 8.32%
|
|