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 |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
48,302
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2025
Added 52.27%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
47,241
shares
|
$3.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
46,966
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
46,842
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
46,820
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
Nov 14, 2025 Q3 2025 |
46,581
shares
|
$3.15 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionfund Dsm Netherlands
|
Jul 01, 2025 Q2 2025 |
46,300
shares
|
$3.13 Million
1.95% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
45,938
shares
|
$3.11 Million
0.14% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Oct 20, 2025 Q3 2025 |
45,757
shares
|
$3.1 Million
1.18% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
45,353
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 94.54%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
45,188
shares
|
$3.06 Million
0.15% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
44,856
shares
|
$3.03 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
44,618
shares
|
$3.02 Million
0.02% of portfolio
|
Q4 2024
Added 25.39%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
44,160
shares
|
$2.99 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
44,119
shares
|
$2.98 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
43,804
shares
|
$2.96 Million
0.82% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
43,771
shares
|
$2.96 Million
1.58% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
43,517
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
43,400
shares
|
$2.94 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Presima Inc.
|
Nov 07, 2025 Q3 2025 |
42,862
shares
|
$2.9 Million
0.81% of portfolio
|
Q3 2025
Added 26.68%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
42,752
shares
|
$2.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
42,120
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 69.34%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
41,478
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
41,050
shares
|
$2.78 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,173
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2023
Reduced 11.95%
|
|