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 879 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 $7.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
72,391
shares
|
$3.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 32.38%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
71,490
shares
|
$3.85 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
70,587
shares
|
$3.8 Million
0.03% of portfolio
|
Q3 2024
Added 498.65%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
70,434
shares
|
$3.79 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
68,813
shares
|
$3.71 Million
0.03% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
67,271
shares
|
$3.62 Million
1.41% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
66,978
shares
|
$3.61 Million
1.27% of portfolio
|
Q3 2022
Added 4.19%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
66,868
shares
|
$3.6 Million
1.77% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
66,451
shares
|
$3.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
65,791
shares
|
$3.54 Million
0.33% of portfolio
|
Q3 2024
Added 25599.61%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
65,719
shares
|
$3.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
65,200
shares
|
$3.51 Million
0.02% of portfolio
|
Q3 2024
Added 48.86%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
64,709
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2024 Q3 2024 |
64,323
shares
|
$3.47 Million
0.01% of portfolio
|
Q3 2024
Added 21.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
64,299
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.2%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
63,354
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
63,107
shares
|
$3.4 Million
0.03% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
62,799
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
62,693
shares
|
$3.38 Million
0.03% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
60,700
shares
|
$3.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
58,840
shares
|
$3.17 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
58,094
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
58,016
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2024
Added 49.57%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
57,927
shares
|
$3.12 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
57,539
shares
|
$3.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.43%
|