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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
66,958
shares
|
$4.53 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
66,186
shares
|
$4.48 Million
0.01% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
65,400
shares
|
$4.42 Million
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
64,534
shares
|
$4.37 Million
0.02% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
64,200
shares
|
$4.34 Million
0.03% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Nov 06, 2025 Q3 2025 |
61,992
shares
|
$4.19 Million
3.2% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
61,601
shares
|
$4.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
61,353
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 38.55%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
61,000
shares
|
$4.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
60,596
shares
|
$4.1 Million
0.0% of portfolio
|
Q3 2025
Added 24.24%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
60,392
shares
|
$4.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
59,800
shares
|
$4.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
58,800
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
57,876
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2025
Added 1175.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
57,858
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
57,481
shares
|
$3.89 Million
0.02% of portfolio
|
Q3 2025
Added 321.69%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
54,905
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2025
Added 41.87%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
53,601
shares
|
$3.63 Million
0.93% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
51,838
shares
|
$3.51 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
51,820
shares
|
$3.51 Million
0.08% of portfolio
|
Q3 2025
Added 33.1%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
51,655
shares
|
$3.49 Million
2.31% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
50,925
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
50,235
shares
|
$3.4 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
49,535
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
48,812
shares
|
$3.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.16%
|
|