Filing Research | WPC - WP CAREY INC Institutional Holdings

Snapshot holdings

50 / 224 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	833.4KSH	$59.6M
2	Arbejdsmarkedets Tillaegspension	Shares	373.0KSH	$26.7M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	257.1KSH	$18.4M
4	TECTONIC ADVISORS LLC	Shares	193.7KSH	$13.8M
5	MIZUHO MARKETS AMERICAS LLC	Shares	183.0KSH	$13.1M
6	Swedbank AB	Shares	159.5KSH	$11.4M
7	Sequoia Financial Advisors, LLC	Shares	139.1KSH	$9.9M
8	Mediolanum International Funds Ltd	Shares	108.1KSH	$7.9M
9	Avior Wealth Management, LLC	Shares	109.4KSH	$7.8M
10	DAVENPORT & Co LLC	Shares	106.3KSH	$7.6M
11	ADVOCATE GROUP LLC	Shares	96.1KSH	$6.9M
12	IFM Investors Pty Ltd	Shares	94.4KSH	$6.7M
13	Adams Asset Advisors, LLC	Shares	90.9KSH	$6.5M
14	SHEETS SMITH WEALTH MANAGEMENT	Shares	83.0KSH	$5.9M
15	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	77.2KSH	$5.5M
16	EXCHANGE TRADED CONCEPTS, LLC	Shares	70.9KSH	$5.1M
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	70.0KSH	$5.0M
18	Louisiana State Employees Retirement System	Shares	65.2KSH	$4.7M
19	Dupree Financial Group, LLC	Shares	63.2KSH	$4.5M
20	Fideuram Asset Management (Ireland) dac	Shares	52.6KSH	$3.9M
21	Alpha Omega Wealth Management LLC	Shares	51.3KSH	$3.7M
22	Y-Intercept (Hong Kong) Ltd	Shares	49.1KSH	$3.5M
23	ROMANO BROTHERS AND COMPANY	Shares	47.9KSH	$3.4M
24	QRG CAPITAL MANAGEMENT, INC.	Shares	46.7KSH	$3.3M
25	J.W. COLE ADVISORS, INC.	Shares	38.2KSH	$2.7M
26	Wealthcare Advisory Partners LLC	Shares	34.0KSH	$2.4M
27	Police & Firemen's Retirement System of New Jersey	Shares	32.7KSH	$2.3M
28	Farther Finance Advisors, LLC	Shares	32.1KSH	$2.3M
29	Avanza Fonder AB	Shares	29.1KSH	$2.1M
30	Gradient Capital Advisors, LLC	Shares	27.8KSH	$2.0M
31	BridgePort Financial Solutions, LLC	Shares	26.6KSH	$1.9M
32	Stordahl Capital Management, Inc.	Shares	26.2KSH	$1.9M
33	Fiduciary Alliance LLC	Shares	25.3KSH	$1.8M
34	Apollon Wealth Management, LLC	Shares	24.2KSH	$1.7M
35	CMH Wealth Management LLC	Shares	23.7KSH	$1.7M
36	Vanderbilt University	Shares	23.9KSH	$1.7M
37	Demars Financial Group, LLC	Shares	23.3KSH	$1.7M
38	INSPIRION WEALTH ADVISORS, LLC	Shares	22.4KSH	$1.6M
39	INDEPENDENT FINANCIAL GROUP, LLC	Shares	21.3KSH	$1.5M
40	Cornerstone Wealth Management, LLC	Shares	21.2KSH	$1.5M
41	GRIFFIN ASSET MANAGEMENT, INC.	Shares	20.2KSH	$1.4M
42	Royal Fund Management, LLC	Shares	19.9KSH	$1.4M
43	Kepler Cheuvreux (Suisse) SA	Shares	19.6KSH	$1.4M
44	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	18.4KSH	$1.3M
45	SECURIAN ASSET MANAGEMENT, INC	Shares	16.4KSH	$1.2M
46	Crossmark Global Holdings, Inc.	Shares	17.1KSH	$1.2M
47	HARBOR INVESTMENT ADVISORY, LLC	Shares	17.1KSH	$1.2M
48	Carnegie Lake Advisors LLC	Shares	16.3KSH	$1.2M
49	Cooper Financial Group	Shares	14.1KSH	$1.0M
50	Applied Capital LLC/FL	Shares	14.1KSH	$1.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 241 loaded

#		Instrument
1	MIZUHO MARKETS AMERICAS LLC new	Shares	+183.0K	+$13.1M	$13.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+102.7K	+$7.6M	$18.4M
3	Mediolanum International Funds Ltd added	Shares	+78.7K	+$5.9M	$7.9M
4	Fideuram Asset Management (Ireland) dac new	Shares	+52.6K	+$3.9M	$3.9M
5	Y-Intercept (Hong Kong) Ltd added	Shares	+37.6K	+$2.7M	$3.5M
6	J.W. COLE ADVISORS, INC. added	Shares	+19.2K	+$1.4M	$2.7M
7	IFM Investors Pty Ltd added	Shares	+15.4K	+$1.4M	$6.7M
8	TECTONIC ADVISORS LLC added	Shares	+9.7K	+$1.3M	$13.8M
9	Farther Finance Advisors, LLC added	Shares	+18.2K	+$1.3M	$2.3M
10	Arbejdsmarkedets Tillaegspension trimmed	Shares	-2.9K	+$1.1M	$26.7M
11	Adams Asset Advisors, LLC added	Shares	+8.5K	+$899.0K	$6.5M
12	Redhawk Wealth Advisors, Inc. new	Shares	+12.3K	+$877.4K	$877.4K
13	Demars Financial Group, LLC added	Shares	+10.7K	+$807.3K	$1.7M
14	Robeco Institutional Asset Management B.V. trimmed	Shares	-32.0K	+$778.4K	$59.6M
15	Avanza Fonder AB added	Shares	+9.9K	+$777.4K	$2.1M
16	Vanderbilt University added	Shares	+8.9K	+$692.7K	$1.7M
17	ADVOCATE GROUP LLC added	Shares	+4.4K	+$640.1K	$6.9M
18	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.3K	+$546.4K	$5.1M
19	Synergy Asset Management, LLC new	Shares	+7.6K	+$545.5K	$545.5K
20	NEW WAVE WEALTH ADVISORS LLC added	Shares	+6.9K	+$516.0K	$786.5K
21	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+3.1K	+$486.4K	$5.5M
22	PRECEDENT WEALTH PARTNERS, LLC new	Shares	+6.3K	+$451.0K	$451.0K
23	Oak Thistle LLC added	Shares	+6.0K	+$450.5K	$842.9K
24	ASR Vermogensbeheer N.V. added	Shares	+5.9K	+$430.8K	$613.5K
25	Monument Capital Management new	Shares	+5.9K	+$425.1K	$425.1K
26	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.5K	+$402.9K	$3.3M
27	True North Advisors, LLC new	Shares	+5.5K	+$393.0K	$393.0K
28	OLD NATIONAL BANCORP /IN/ new	Shares	+5.0K	+$358.9K	$358.9K
29	Louisiana State Employees Retirement System added	Shares	+1.7K	+$346.3K	$4.7M
30	Dupree Financial Group, LLC added	Shares	+1.2K	+$302.5K	$4.5M
31	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.3K	+$297.9K	$1.5M
32	Benin Management CORP new	Shares	+3.5K	+$251.7K	$251.7K
33	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+3.4K	+$245.5K	$245.5K
34	Revolve Wealth Partners, LLC new	Shares	+3.4K	+$243.0K	$243.0K
35	DAVENPORT & Co LLC trimmed	Shares	-2.2K	+$235.3K	$7.6M
36	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-1.0K	+$225.9K	$5.9M
37	Turning Point Benefit Group, Inc. new	Shares	+3.0K	+$214.0K	$214.0K
38	Cooper Financial Group added	Shares	+2.3K	+$206.7K	$1.0M
39	BCO Wealth Management LLC new	Shares	+2.9K	+$203.8K	$203.8K
40	Diesslin Group, Inc. new	Shares	+2.8K	+$203.5K	$203.5K
41	Strategic Blueprint, LLC new	Shares	+2.8K	+$200.1K	$200.1K
42	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+2.3K	+$197.0K	$822.3K
43	Alpha Omega Wealth Management LLC trimmed	Shares	-46	+$178.6K	$3.7M
44	SIGNATUREFD, LLC added	Shares	+2.0K	+$159.4K	$498.3K
45	Grant Private Wealth Management Inc added	Shares	+1.9K	+$149.3K	$434.6K
46	SECURIAN ASSET MANAGEMENT, INC added	Shares	+273	+$148.3K	$1.2M
47	Avior Wealth Management, LLC trimmed	Shares	-3.6K	+$143.4K	$7.8M
48	Wealthcare Advisory Partners LLC trimmed	Shares	-15	+$119.2K	$2.4M
49	Royal Fund Management, LLC added	Shares	+546	+$107.7K	$1.4M
50	Accurate Wealth Management, LLC added	Shares	+1.5K	+$106.5K	$508.1K

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