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 |
|---|---|---|---|---|---|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
85,334
shares
|
$5.77 Million
0.02% of portfolio
|
Q1 2025
Added 34.74%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
84,748
shares
|
$5.73 Million
0.04% of portfolio
|
Q3 2025
Added 285.39%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
83,200
shares
|
$5.63 Million
0.08% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
82,960
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2025
Added 28.35%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
80,883
shares
|
$5.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 65.04%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Nov 13, 2025 Q3 2025 |
79,497
shares
|
$5.38 Million
0.92% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Heitman Real Estate Securities LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
79,403
shares
|
$5.37 Million
0.37% of portfolio
|
Q3 2025
Added 24.2%
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
78,512
shares
|
$5.31 Million
0.05% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
78,083
shares
|
$5.28 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
78,016
shares
|
$5.28 Million
0.87% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Nov 07, 2025 Q3 2025 |
74,475
shares
|
$5.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 71.78%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
74,000
shares
|
$5.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
73,810
shares
|
$4.99 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
71,438
shares
|
$4.83 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
71,048
shares
|
$4.81 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
70,658
shares
|
$4.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
70,434
shares
|
$4.76 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
70,141
shares
|
$4.74 Million
0.75% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
68,981
shares
|
$4.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
68,673
shares
|
$4.65 Million
0.32% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
68,120
shares
|
$4.61 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
67,825
shares
|
$4.59 Million
0.02% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
67,417
shares
|
$4.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
67,271
shares
|
$4.55 Million
1.41% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
66,978
shares
|
$4.53 Million
1.27% of portfolio
|
Q3 2022
Added 4.19%
|
|