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Get Institutions for : 
WP Carey & Co (WPC)  
$59.99 0.12 (0.2%) as of 4:30 Tue 5/21


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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  : 
1.98 (3.41%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Waterloo Capital L.P. 362 *Closed 2024-03-31 0 $0 -3,835
   Rainsberger Wealth Advisors Inc. *Closed 2023-12-31 0 $0 -10,482
   FAIRFIELD RESEARCH CORP 232 *Closed 2024-03-31 0 $0 -325
   Beacon Capital Management Inc. 25 *Closed 2024-03-31 0 $0 -224
   MARSHALL WACE LLP 2082 *Closed 2024-03-31 0 $0 -6,600
   Comprehensive Portfolio Management LLC 795 *Closed 2024-03-31 0 $0 -3,206
   ONTARIO TEACHERS PENSION PLAN BOARD 451 *Closed 2024-03-31 0 $0 -23,961
   TELOS CAPITAL MANAGEMENT, INC. 195 *Closed 2024-03-31 0 $0 -4,230
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -56,217
   Planned Solutions Inc. 220 *Closed 2024-03-31 0 $0 -1,543
   LM Advisors LLC 301 *Closed 2024-03-31 0 $0 -42
   Man Group plc 1923 *Closed 2024-03-31 0 $0 -5,717
   Ellevest Inc. 408 *Closed 2024-03-31 0 $0 -3,827
   Investment Management Corp of Ontario 623 *Closed 2024-03-31 0 $0 -5,029
   Arlington Trust Co LLC 634 *Closed 2024-03-31 0 $0 -23
   Psagot Value Holdings Ltd. / (Israel) 168 *Closed 2024-03-31 0 $0 -50
   Legacy Capital Wealth Partners LLC 221 *Closed 2024-03-31 0 $0 -3,350
   PRUDENTIAL CORP PLC 791 *Closed 2024-03-31 0 $0 -13,558
   V Wealth ManagementLLC 243 *Closed 2023-09-30 0 $0 -20,630
   Kalos Management Inc. 318 *Closed 2023-06-30 0 $0 -233
   Waterfront Capital Partners LLC 43 *Closed 2024-03-31 0 $0 -758,042
   WHITE BAY PT LLC 447 *Closed 2024-03-31 0 $0 -36,398
   South Dakota Investment Council 600 *Closed 2024-03-31 0 $0 -24,234
   Cedar Wealth Management LLC 350 *Closed 2024-03-31 0 $0 -300
   Beacon Bridge Wealth Partners LLC 100 *Closed 2024-03-31 0 $0 -3,332
   SIMPLEX TRADING LLC 2696 *Closed 2024-03-31 0 $0 -59,991
   Glassman Wealth Services 1379 *Closed 2024-03-31 0 $0 -2,811
   Leo Wealth LLC 334 *Closed 2024-03-31 0 $0 -3,332
   ARBOR CAPITAL MANAGEMENT INC /ADV 120 *Closed 2024-03-31 0 $0 -10,161
   THOMPSON SIEGEL & WALMSLEY LLC 466 *Closed 2024-03-31 0 $0 -203
   Bridgefront Capital LLC 513 *Closed 2024-03-31 0 $0 -3,927
   SageView Advisory Group LLC 669 *Closed 2024-03-31 0 $0 -13,461
   EdgeRock Capital LLC 194 *Closed 2024-03-31 0 $0 -526
   CENTRAL BANK & TRUST CO 346 *Closed 2024-03-31 0 $0 -426
   Rench Wealth Management Inc. 52 *Closed 2024-03-31 0 $0 -45,471
   Nebula Research & Development LLC 912 *Closed 2024-03-31 0 $0 -3,713
   CLS INVESTMENT FIRM LLC 1371 *Closed 2022-12-31 0 $0 -17,987
   NAPLES GLOBAL ADVISORS LLC 412 *Closed 2024-03-31 0 $0 -3,300
   Resurgent Financial Advisors LLC 254 *Closed 2024-03-31 0 $0 -509
   Integrated Advisors Network LLC 723 *Closed 2024-03-31 0 $0 -5,248
   Compagnie Lombard Odier SCA 549 *Closed 2024-03-31 0 $0 0
   MADISON WEALTH MANAGEMENT 156 *Closed 2023-09-30 0 $0 -14,000
   VERITABLE LP 643 *Closed 2023-09-30 0 $0 -3,261
   WEDBUSH MORGAN SECURITIES INC 1275 *Closed 2024-03-31 0 $0 -4,183
   Spotlight Asset Group Inc. 262 *Closed 2024-03-31 0 $0 -190
   Detalus Advisors LLC 153 *Closed 2024-03-31 0 $0 -3,500
   BOURGEON CAPITAL MANAGEMENT LLC 359 *Closed 2024-03-31 0 $0 -3,296
   Community Capital Management Inc. 57 *Closed 2023-09-30 0 $0 -18,400
   AlphaCrest Capital Management LLC 1098 *Closed 2022-12-31 0 $0 -50,517
   Pictet & Cie (Europe) SA 203 *Closed 2024-03-31 0 $0 -30,645
   Vident Investment Advisory LLC 1022 *Closed 2023-09-30 0 $0 -32,785
   MIRABELLA FINANCIAL SERVICES LLP 719 *Closed 2024-03-31 0 $0 -33,276
   FNY Investment Advisers LLC 730 *Closed 2024-03-31 0 $0 -500
   Plancorp LLC 298 *Closed 2024-03-31 0 $0 -3,840
   Focused Wealth Management Inc 905 *Closed 2024-03-31 0 $0 -3,085
   BRIDGEWATER ASSOCIATES INC 745 *Closed 2024-03-31 0 $0 -22,329
   ZIMMER PARTNERS, LP 159 *Closed 2024-03-31 0 $0 -85,700
   HEAD & ASSOCIATES LLC 690 *Closed 2023-12-31 0 $0 -1,276
   FIRST HEARTLAND CONSULTANTS INC 442 *Closed 2024-03-31 0 $0 -3,269
   Philip James Wealth Mangement LLC 79 *Closed 2024-03-31 0 $0 -4,232
   Capital Investment Advisors LLC 645 *Closed 2024-03-31 0 $0 -5,872
   BARRETT & COMPANY INC. 624 *Closed 2024-03-31 0 $0 -702
   STRS OHIO 2033 *Closed 2024-03-31 0 $0 -73,306
   KPP Advisory Services LLC 242 *Closed 2024-03-31 0 $0 -3,225
   LONG POND CAPITAL, LP 44 *Closed 2024-03-31 0 $0 -967,987
   WealthSpring Partners LLC 75 *Closed 2023-09-30 0 $0 -3,088
   ROGCO LP 256 *Closed 2024-03-31 0 $0 -190
   Perigon Wealth Management LLC 897 *Closed 2024-03-31 0 $0 -8,078
   Laraway Financial Inc 114 *Closed 2024-03-31 0 $0 -2,751
   HANSON INVESTMENT MANAGEMENT 530 *Closed 2024-03-31 0 $0 -500
   Bridgewealth Advisory Group LLC 87 *Closed 2024-03-31 0 $0 -3,276
   KEYBANK NATIONAL ASSOCIATION/OH 1132 *Closed 2024-03-31 0 $0 -3,236
   ADELANTE CAPITAL MANAGEMENT LLC 49 *Closed 2024-03-31 0 $0 -189,053
   U.S. Capital Wealth Advisors LLC 710 *Closed 2024-03-31 0 $0 -3,363
   Archetype Wealth Partners LLC 146 *Closed 2024-03-31 0 $0 -3,414
   CHILTON CAPITAL MANAGEMENT LLC 658 *Closed 2024-03-31 0 $0 -180
   Bramshill Investments LLC 175 *Closed 2024-03-31 0 $0 -2,027
   Octavia Wealth Advisors LLC 236 *Closed 2024-03-31 0 $0 -5,297
   M HOLDINGS SECURITIES, INC. 186 *Closed 2024-03-31 0 $0 -19,323
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 352 *Closed 2024-03-31 0 $0 -50,500
   Harvest Fund Management Co. Ltd 760 *Closed 2024-03-31 0 $0 -302
  81 Records found
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