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Get Institutions for : 
WP Carey & Co (WPC)  
$56.20 0.20 (0.35%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 737    22
Total shares held : 
 160,818,674  
% of shares held : 
 91.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -78  
Amount of shares held : 
 24,029,002  
% of shares held change : 
   13.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.48  
Last Quarter's Ending Price : 
 $64.81  
Last Quarter's Average Price : 
 $58.01  
Change from last quarter's     
avg. price to the last closing  : 
1.81 (3.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
53
 5,330,393
 3.31%
 
Increased Positions :
247
 29,000,309
 18.03%
 
Unchanged Positions :
134
 2,060,744
 1.28%
 
Decreased Positions :
303
-8,415,786
-5.23%
 
Closed Positions :
75
-1,885,914
-1.17%
 
Guru Positions :
2
10,974
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ABP INVESTMENTS US INC 50 - 2024-03-31 791,037 $44,353,000 0
   Verdence Capital Advisors LLC 39 - 2024-03-31 116,553 $6,578,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 637 - 2024-03-31 107,049 $6,042,000 0
   NICHOLAS CO INC /WI 195 - 2024-03-31 87,095 $4,916,000 0
   SUMMIT INVESTMENT ADVISORS INC 219 - 2024-03-31 48,283 $2,725,000 0
   Creegan & Nassoura Financial Group LLC 23 - 2024-03-31 46,375 $2,617,000 0
   NEW MEXICO EDUCATIONAL RETIREMENT BOARD 211 - 2024-03-31 43,400 $2,449,000 0
   HBW Advisory Services LLC 75 - 2024-03-31 33,383 $2,163,000 0
   OSTRUM ASSET MANAGEMENT 221 - 2024-03-31 36,693 $2,071,000 0
   Paradiem LLC 76 - 2024-03-31 29,717 $1,677,000 0
   GEORGIA BENNICAS DBA BENNICAS & ASSOCIATES 39 - 2022-12-31 19,195 $1,500,000 0
   ASSOCIATED BANC-CORP 187 - 2024-03-31 24,800 $1,400,000 0
   GAMCO INVESTORS INC ET AL 549 - 2024-03-31 22,600 $1,276,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 611 - 2024-03-31 21,116 $1,192,000 0
   Dai-Ichi Life Insurance Company Ltd 365 - 2024-03-31 13,251 $1,164,000 0
   Gulf International Bank (UK) Ltd 489 - 2024-03-31 17,738 $1,001,000 0
   Alpha Omega Wealth Management LLC 115 - 2024-03-31 16,043 $905,000 0
   Maryland State Retirement & Pension System 749 - 2024-03-31 16,211 $868,000 0
   Achmea Investment Management B.V. 393 - 2024-03-31 11,619 $656,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC 88 - 2024-03-31 10,825 $611,000 0
   FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN 90 - 2024-03-31 10,400 $587,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 190 - 2024-03-31 10,000 $562,000 0
   FIRST NATIONAL TRUST CO 265 - 2024-03-31 9,628 $543,000 0
   WALDEN WEALTH PARTNERS LLC 45 - 2024-03-31 9,851 $543,000 0
   CCM PARTNERS 343 - 2024-03-31 9,221 $520,000 0
   Clear Creek Financial Management LLC 245 - 2024-03-31 8,905 $503,000 0
   Eldridge Investment Advisors Inc. 104 - 2024-03-31 8,875 $501,000 0
   Lumature Wealth Partners LLC 71 - 2023-06-30 7,200 $486,000 0
   Candriam Luxembourg S.C.A. 619 - 2024-03-31 8,490 $479,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 259 - 2024-03-31 7,800 $440,000 0
   AXS Investments LLC 203 - 2024-03-31 7,771 $439,000 0
   E. Ohman J:or Asset Management AB 371 - 2024-03-31 7,200 $406,000 0
   DUDLEY CAPITAL MANAGEMENT LLC 82 - 2024-03-31 6,900 $387,000 0
   BI Asset Management Fondsmaeglerselskab A/S 586 - 2024-03-31 6,566 $371,000 0
   Jackson Wealth Management LLC 81 - 2023-12-31 5,633 $365,000 0
   TRITONPOINT WEALTH LLC 242 - 2024-03-31 5,358 $352,000 0
   True North Advisors LLC 132 - 2024-03-31 5,939 $335,000 0
   Columbia Asset Management 140 - 2024-03-31 5,125 $332,000 0
   Widmann Financial Services Inc. 72 - 2024-03-31 5,860 $331,000 0
   FIERA SCEPTRE INC. 432 - 2024-03-31 5,831 $329,000 0
   CULLEN CAPITAL MANAGEMENT LLC 176 - 2024-03-31 5,723 $323,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 880 - 2024-03-31 5,700 $322,000 0
   Symphony Financial Ltd. Co. 149 - 2024-03-31 5,571 $314,000 0
   TOKIO MARINE ASSET MANAGEMENT CO LTD 530 - 2024-03-31 5,558 $314,000 0
   H&H Retirement Design & Management INC 68 - 2024-03-31 5,494 $309,000 0
   Valeo Financial Advisors LLC 497 - 2024-03-31 5,386 $304,000 0
   CARRET ASSET MANAGEMENT 220 - 2024-03-31 5,323 $300,000 0
   Cherry Tree Wealth Management LLC 134 - 2024-03-31 5,187 $293,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 619 - 2024-03-31 4,503 $292,000 0
   Summit Wealth Group LLC 32 - 2024-03-31 5,047 $285,000 0
   BARLOW WEALTH PARTNERS INC. 118 - 2024-03-31 5,049 $278,000 0
   Kathmere Capital Management LLC 242 - 2024-03-31 4,907 $277,000 0
   Round Rock Advisors LLC 161 - 2024-03-31 4,814 $272,000 0
   GUYASUTA INVESTMENT ADVISORS INC 206 - 2024-03-31 4,180 $271,000 0
   Degroof Petercam Asset Management 573 - 2024-03-31 4,800 $271,000 0
   HM PAYSON & CO 341 - 2023-12-31 4,086 $265,000 0
   BANCORPSOUTH BANK 299 - 2024-03-31 4,633 $261,000 0
   DIVIDEND GROWTH ADVISORS LLC 132 - 2024-03-31 4,500 $254,000 0
   L.M. KOHN & COMPANY 223 - 2024-03-31 4,361 $246,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 850 - 2024-03-31 4,130 $233,000 0
   San Luis Wealth Advisors LLC 43 - 2024-03-31 4,086 $231,000 0
   Capital Advisory Group Advisory Services LLC 133 - 2024-03-31 4,082 $230,000 0
   Monterey Private Wealth Inc. 99 - 2024-03-31 3,953 $223,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI 412 - 2024-03-31 3,950 $223,000 0
   Tradition Wealth Management LLC 356 - 2024-03-31 3,880 $219,000 0
   ARMSTRONG ADVISORY GROUP INC 171 - 2024-03-31 3,174 $206,000 0
   AllSquare Wealth Management LLC 126 - 2024-03-31 2,540 $143,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 616 - 2024-03-31 2,421 $137,000 0
   PIN OAK INVESTMENT ADVISORS INC 120 - 2024-03-31 2,100 $119,000 0
   EverSource Wealth Advisors LLC 587 - 2024-03-31 1,792 $116,000 0
   Northwest Financial Advisors 171 - 2024-03-31 2,030 $115,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 205 - 2024-03-31 1,319 $74,000 0
   LOGAN CAPITAL MANAGEMENT INC 325 - 2024-03-31 1,300 $73,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 394 - 2022-12-31 916 $72,000 0
   SCBT FINANCIAL CORP 345 - 2024-03-31 1,244 $70,000 0
   BROWN BROTHERS HARRIMAN & CO 709 - 2024-03-31 1,202 $68,000 0
   Tyler-Stone Wealth Management 322 - 2024-03-31 1,200 $68,000 0
   WHITTIER TRUST CO 883 - 2024-03-31 1,100 $62,000 0
   ST GERMAIN D J CO INC 381 - 2024-03-31 992 $56,000 0
   Key Financial Inc 426 - 2024-03-31 962 $54,000 0
   MCF Advisors LLC 367 - 2024-03-31 891 $51,000 0
   Independence Bank of Kentucky 330 - 2024-03-31 880 $50,000 0
   Princeton Global Asset Management LLC 265 - 2024-03-31 869 $49,000 0
   Retirement Group LLC 240 - 2024-03-31 842 $48,000 0
   BANGOR SAVINGS BANK 293 - 2024-03-31 850 $48,000 0
   FTB Advisors Inc. 985 - 2024-03-31 835 $47,000 0
   Cassady Schiller Wealth Management LLC 225 - 2024-03-31 740 $42,000 0
   ALTA ADVISERS LTD 388 - 2024-03-31 700 $40,000 0
   Tortoise Investment Management LLC 409 - 2024-03-31 697 $39,000 0
   Moser Wealth Advisors LLC 98 - 2024-03-31 681 $38,000 0
   City State Bank 345 - 2024-03-31 682 $38,000 0
   Paladin Advisory Group LLC 160 - 2024-03-31 598 $34,000 0
   New England Capital Financial Advisors LLC 136 - 2024-03-31 583 $33,000 0
   McIlrath & Eck LLC 357 - 2024-03-31 562 $32,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 201 - 2024-03-31 558 $32,000 0
   Ritter Daniher Financial Advisory LLC / DE 179 - 2024-03-31 543 $31,000 0
   Householder Group Estate & Retirement Specialist L 573 - 2024-03-31 528 $30,000 0
   GRADIENT INVESTMENTS LLC 482 - 2024-03-31 489 $28,000 0
   Beacon Capital Management LLC 411 - 2024-03-31 465 $26,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 291 - 2024-03-31 436 $25,000 0
  100 Records found
  1    
  Page 1 of 1
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