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Get Institutions for : 
WP Carey & Co (WPC)  
$59.35 0.68 (1.16%) as of 4:30 Tue 5/14


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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  : 
1.34 (2.31%)  




 
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 :
1
6,974
 0%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 474 *New 2023-12-31 2,424,115 $157,107,000 2,424,115
   LONG POND CAPITAL, LP 4 *New 2023-12-31 967,987 $62,735,000 967,987
   Equity Investment Corp Acquisition Inc 37 *New 2024-03-31 1,059,567 $59,802,000 1,059,567
   VERITY & VERITY, LLC 21 *New 2024-03-31 166,038 $15,561,000 166,038
   ADELANTE CAPITAL MANAGEMENT LLC 26 *New 2023-12-31 189,053 $12,252,000 189,053
   ZIMMER PARTNERS, LP 66 *New 2023-12-31 85,700 $5,554,000 85,700
   CIBC WORLD MARKETS CORP 339 *New 2023-12-31 78,783 $5,106,000 78,783
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 384 *New 2023-12-31 62,160 $4,029,000 62,160
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 105 *New 2023-12-31 48,649 $3,153,000 48,649
   SUMMIT INVESTMENT ADVISORS INC 158 *New 2023-12-31 48,283 $3,129,000 48,283
   MIRABELLA FINANCIAL SERVICES LLP 79 *New 2023-12-31 33,276 $2,157,000 33,276
   FEDERATED INVESTORS INC /PA/ 1006 *New 2023-12-31 23,401 $1,517,000 23,401
   ALLSTATE INVESTMENT MANAGEMENT CO 348 *New 2022-12-31 12,957 $1,013,000 12,957
   Crossmark Global Holdings Inc. 605 *New 2023-12-31 15,105 $979,000 15,105
   DoubleLine ETF Adviser LP 88 *New 2023-12-31 15,047 $975,000 15,047
   Kestra Advisory Services LLC 1204 *New 2023-12-31 12,967 $852,000 12,967
   OBERMEYER ASSET MANAGEMENT CO 127 *New 2024-03-31 10,881 $614,000 10,881
   CCM PARTNERS 306 *New 2023-12-31 9,221 $598,000 9,221
   Nicholas Hoffman & Company LLC. 172 *New 2024-03-31 10,195 $575,000 10,195
   Summit Financial LLC 236 *New 2024-03-31 9,850 $564,000 9,850
   Entropy Technologies LP 421 *New 2024-03-31 9,760 $551,000 9,760
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 327 *New 2024-03-31 9,479 $535,000 9,479
   KESTRA PRIVATE WEALTH SERVICES LLC 931 *New 2024-03-31 6,308 $361,000 6,308
   COMMERZBANK AKTIENGESELLSCHAFT 187 *New 2024-03-31 6,084 $344,000 6,084
   Global Assets Advisory LLC 389 *New 2024-03-31 18,391 $328,000 18,391
   Investment Management Corp of Ontario 560 *New 2023-12-31 5,029 $326,000 5,029
   COLONY GROUP, LLC 665 *New 2023-12-31 4,735 $307,000 4,735
   GeoWealth Management LLC 417 *New 2023-12-31 4,519 $293,000 4,519
   Waterloo Capital L.P. 323 *New 2023-12-31 3,835 $249,000 3,835
   Ellevest Inc. 332 *New 2023-12-31 3,827 $248,000 3,827
   Cordatus Wealth Management LLC 52 *New 2024-03-31 4,363 $246,000 4,363
   Nebula Research & Development LLC 500 *New 2023-12-31 3,713 $241,000 3,713
   Atomi Financial Group Inc. 609 *New 2024-03-31 4,261 $240,000 4,261
   CANANDAIGUA NATIONAL CORP 226 *New 2022-12-31 2,979 $233,000 2,979
   Venture Visionary Partners LLC 456 *New 2023-12-31 3,570 $231,000 3,570
   Willis Johnson & Associates Inc. 134 *New 2024-03-31 4,055 $229,000 4,055
   TRUST POINT INC. 479 *New 2024-03-31 4,015 $227,000 4,015
   GSA CAPITAL PARTNERS LLP 1350 *New 2024-03-31 3,996 $226,000 3,996
   AIA Group Ltd 283 *New 2024-03-31 3,969 $224,000 3,969
   KEYBANK NATIONAL ASSOCIATION/OH 1023 *New 2023-12-31 3,236 $210,000 3,236
   KPP Advisory Services LLC 119 *New 2023-12-31 3,225 $209,000 3,225
   Twin Tree Management LP 341 *New 2024-03-31 2,462 $139,000 2,462
   Ahrens Investment Partners LLC 269 *New 2023-03-31 900 $70,000 900
   JFS WEALTH ADVISORS, LLC 435 *New 2024-03-31 831 $47,000 831
   MCMILLION CAPITAL MANAGEMENT INC 100 *New 2023-06-30 653 $44,000 653
   Opal Wealth Advisors LLC 216 *New 2024-03-31 651 $37,000 651
   EdgeRock Capital LLC 144 *New 2023-12-31 526 $32,000 526
   YHB INVESTMENT ADVISORS, INC. 540 *New 2024-03-31 525 $30,000 525
   Riverview Trust Co 356 *New 2024-03-31 493 $28,000 493
   RICHARDSON FINANCIAL SERVICES INC. 291 *New 2024-03-31 463 $26,000 463
   ESL Trust Services LLC 85 *New 2024-03-31 400 $23,000 400
   Centiva Capital LP 1133 *New 2023-12-31 288 $19,000 288
   Coastal Investment Advisors Inc. 643 *New 2024-03-31 339 $19,000 339
   First Command Financial Services Inc. 328 *New 2023-06-30 200 $14,000 200
   First Command Bank 331 *New 2023-06-30 200 $14,000 200
   Matrix Trust Co 64 *New 2024-03-31 215 $12,000 215
   FSA Wealth Management LLC 412 *New 2023-12-31 94 $6,000 94
   Johnson Midwest Financial LLC 262 *New 2023-09-30 100 $5,000 100
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 349 *New 2024-03-31 70 $4,000 70
   Psagot Value Holdings Ltd. / (Israel) 443 *New 2023-12-31 50 $3,000 50
   MATHER GROUP, INC. 1550 *New 2024-03-31 31 $2,000 31
   Quest Partners LLC 1141 *New 2024-03-31 10 $1,000 10
   Avondale Wealth Management 123 *New 2024-03-31 0 $0 0
  63 Records found
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