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W. P. Carey (WPC) Institutional Ownership

$56.10
-0.68 (-1.20%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for W. P. Carey (NYSE:WPC)

Current
Institutional Ownership
Percentage
73.73%
Number of
Institutional Buyers
(last 12 months)
442
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$850.04M
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WPC Institutional Buying and Selling by Quarter

W. P. Carey Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2024Teachers Retirement System of The State of Kentucky73,400$4.14M0.0%+18.1%0.034%
5/24/2024 Cetera Advisors LLC216,708$12.23M0.1%+69.0%0.099%
5/24/2024 Cetera Investment Advisers360,336$20.34M0.0%+211.6%0.165%
5/24/2024PGGM Investments2,109,122$119.04M1.7%+0.0%0.964%
5/21/2024 Atria Investments Inc19,449$1.10M0.0%+21.7%0.009%
5/21/2024 Swedbank AB31,959$1.80M0.0%N/A0.015%
5/21/2024 LRI Investments LLC18,916$1.07M0.2%N/A0.009%
5/20/2024 Adams Wealth Management11,692$660K0.2%+3.4%0.005%
5/20/2024 Virtu Financial LLC11,701$660K0.1%+186.6%0.005%
5/17/2024 XML Financial LLC31,917$1.80M0.2%N/A0.015%
5/17/2024 WealthPlan Investment Management LLC180,923$10.21M1.6%+16.8%0.083%
5/17/2024 LBP AM SA14,505$819K0.0%+91.7%0.007%
5/17/2024 Coppell Advisory Solutions Corp.4,398$248K0.0%N/A0.002%
5/17/2024 Tidal Investments LLC6,068$342K0.0%N/A0.003%
5/17/2024 Creekmur Asset Management LLC721$41K0.0%-44.6%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.16,104$888K0.0%+14.7%0.007%
5/15/2024 SVB Wealth LLC3,795$214K0.0%N/A0.002%
5/15/2024 Public Employees Retirement System of Ohio404,249$22.82M0.1%+0.4%0.185%
5/15/2024 Price T Rowe Associates Inc. MD157,771$8.91M0.0%+3.9%0.072%
5/15/2024 Lazard Asset Management LLC18,694$1.05M0.0%-67.7%0.009%
5/15/2024 LRI Investments LLC19,663$1.15M0.2%N/A0.009%
5/15/2024 1832 Asset Management L.P.30,434$1.72M0.0%+12.9%0.014%
5/15/2024 Truvestments Capital LLC5,134$290K0.1%-75.6%0.002%
5/14/2024 Canada Pension Plan Investment Board539,529$30.45M0.0%-9.4%0.247%
5/14/2024 Toronto Dominion Bank22,884$1.29M0.0%-54.9%0.010%
5/14/2024 EP Wealth Advisors LLC5,474$309K0.0%+8.4%0.003%
5/14/2024 Shell Asset Management Co.5,658$319K0.0%-39.7%0.003%
5/14/2024 CANADA LIFE ASSURANCE Co456,149$25.75M0.1%+2.1%0.208%
5/14/2024 American International Group Inc.289,443$16.34M0.1%-2.0%0.132%
5/14/2024 RB Capital Management LLC19,150$1.08M0.3%-5.0%0.009%
5/13/2024 Hilltop Partners LLC27,468$1.55M0.6%-3.7%0.013%
5/13/2024 UniSuper Management Pty Ltd65,200$3.68M0.0%+5.2%0.030%
5/13/2024 O Shaughnessy Asset Management LLC20,183$1.14M0.0%+9.5%0.009%
5/13/2024 Rockport Wealth LLC5,782$325K0.1%N/A0.003%
5/11/2024 Bahl & Gaynor Inc.29,123$1.64M0.0%-1.8%0.013%
5/11/2024 Catalytic Wealth RIA LLC3,835$216K0.0%-6.1%0.002%
5/11/2024 Jacobi Capital Management LLC5,740$324K0.0%-3.2%0.003%
5/10/2024 Osaic Holdings Inc.347,237$19.60M0.0%-5.5%0.159%
5/10/2024 Vanguard Group Inc.30,971,062$1.75B0.0%+0.6%14.153%
5/10/2024 Viawealth LLC5,202$294K0.2%-20.3%0.002%
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5/10/2024 Intech Investment Management LLC9,005$508K0.0%+143.2%0.004%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp169,780$9.57M0.0%+17.2%0.078%
5/10/2024 Te Ahumairangi Investment Management Ltd83,921$4.74M0.8%+36.0%0.038%
5/10/2024 Centersquare Investment Management LLC9,799$537K0.0%-48.5%0.004%
5/10/2024 Motco3,037$171K0.0%+8.3%0.001%
5/9/2024 Blair William & Co. IL26,859$1.52M0.0%-45.1%0.012%
5/9/2024 Kingsview Wealth Management LLC5,006$283K0.0%+5.6%0.002%
5/9/2024 Beacon Investment Advisory Services Inc.12,395$700K0.0%-7.6%0.006%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.256,033$14.45M0.0%+15.2%0.117%
5/9/2024 Foundry Partners LLC159,398$9.00M0.5%+3.6%0.073%
5/9/2024 Texas Yale Capital Corp.14,595$824K0.0%-2.0%0.007%
5/9/2024 State Board of Administration of Florida Retirement System212,769$12.01M0.0%-7.0%0.097%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.8,915$503K0.0%-82.7%0.004%
5/8/2024 Entropy Technologies LP9,760$551K0.1%N/A0.004%
5/8/2024 Cozad Asset Management Inc.62,535$3.53M0.4%+14.7%0.029%
5/8/2024 Sheets Smith Wealth Management88,612$5.00M0.6%+5.5%0.040%
5/8/2024 ProShare Advisors LLC10,672$602K0.0%-7.2%0.005%
5/8/2024 Avantax Advisory Services Inc.52,260$2.95M0.0%+2.2%0.024%
5/8/2024 US Bancorp DE35,203$1.99M0.0%+0.7%0.016%
5/8/2024 Russell Investments Group Ltd.164,724$9.29M0.0%-53.1%0.075%
5/8/2024 QRG Capital Management Inc.98,537$5.56M0.1%-6.1%0.045%
5/8/2024 Inspire Investing LLC31,827$1.80M0.2%+15.7%0.015%
5/8/2024 Inspire Advisors LLC8,289$468K0.1%+29.1%0.004%
5/7/2024 Capital Square LLC45,636$2.58M1.8%+7.6%0.021%
5/7/2024 Sei Investments Co.218,480$12.33M0.0%-42.8%0.100%
5/7/2024 Concurrent Investment Advisors LLC10,725$605K0.0%-2.2%0.005%
5/7/2024 Atomi Financial Group Inc.4,261$240K0.0%N/A0.002%
5/7/2024 Montag A & Associates Inc.570$33K0.0%-34.5%0.000%
5/7/2024 WealthPLAN Partners LLC100,645$5.68M0.6%-19.9%0.046%
5/7/2024Susquehanna Portfolio Strategies LLC85,840$4.85M0.1%-0.7%0.039%
5/7/2024 Swiss National Bank654,851$36.96M0.0%-2.1%0.299%
5/7/2024 Forsta AP Fonden89,700$5.06M0.0%+54.7%0.041%
5/7/2024 Illinois Municipal Retirement Fund109,500$6.18M0.1%+91.5%0.050%
5/7/2024 Benedetti & Gucer Inc.5,726$323K0.2%N/A0.003%
5/7/2024 Equity Investment Corp1,059,567$59.80M1.5%N/A0.484%
5/7/2024 Oppenheimer Asset Management Inc.6,625$374K0.0%-22.7%0.003%
5/7/2024 Oppenheimer & Co. Inc.10,347$584K0.0%+6.1%0.005%
5/7/2024 Obermeyer Wood Investment Counsel Lllp10,881$614K0.0%N/A0.005%
5/7/2024 Karpas Strategies LLC67,024$3.78M1.2%+0.5%0.031%
5/7/2024 Insight 2811 Inc.3,878$219K0.1%-19.2%0.002%
5/7/2024 Retirement Planning Co of New England Inc.6,155$347K0.2%+19.0%0.003%
5/7/2024 SG Americas Securities LLC143,377$8.09M0.0%+83.0%0.066%
5/7/2024 AIA Group Ltd3,969$224K0.0%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.14,159$799K0.0%+9.9%0.006%
5/6/2024 Cohen Capital Management Inc.54,788$3.09M0.5%+0.5%0.025%
5/6/2024 Texas Permanent School Fund Corp191,379$10.80M0.1%+1.3%0.087%
5/4/2024 Geneos Wealth Management Inc.17,462$986K0.0%-3.0%0.008%
5/4/2024 Richardson Financial Services Inc.463$26K0.0%N/A0.000%
5/3/2024 Mediolanum International Funds Ltd17,410$974K0.0%N/A0.008%
5/3/2024 Larson Financial Group LLC3,872$219K0.0%-8.1%0.002%
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5/3/2024 Wellington Shields Capital Management LLC46,198$2.61M0.5%-2.3%0.021%
5/3/2024 Wellington Shields & Co. LLC8,156$460K0.2%-9.4%0.004%
5/3/2024 Central Pacific Bank Trust Division961$54K0.0%N/A0.000%
5/2/2024 Mutual Advisors LLC29,679$1.68M0.1%+15.9%0.014%
5/2/2024 Mutual of America Capital Management LLC130,291$7.35M0.1%-3.5%0.060%
5/2/2024 FORA Capital LLC35,906$2.03M0.2%N/A0.016%
5/2/2024 Daiwa Securities Group Inc.2,363,267$133.38M0.8%-35.1%1.080%
5/2/2024 Nordea Investment Management AB13,527$761K0.0%-3.5%0.006%
5/2/2024 Fidelis Capital Partners LLC873$49K0.0%N/A0.000%
5/2/2024 Tobam1,928$109K0.0%-44.4%0.001%
(Data available from 1/1/2016 forward)

WPC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WPC shares?

During the previous two years, 891 institutional investors and hedge funds held shares of W. P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($1.75B), BlackRock Inc. ($1.06B), Cohen & Steers Inc. ($731.80M), State Street Corp ($692.01M), JPMorgan Chase & Co. ($289.35M), Geode Capital Management LLC ($228.50M), and Dimensional Fund Advisors LP ($196.90M).Learn more on WPC's institutional investors.

What percentage of W. P. Carey stock is owned by institutional investors?

73.73% of W. P. Carey stock is owned by institutional investors. Learn more on WPC's institutional investor holdings.

Which institutional investors have been buying W. P. Carey stock?

Of the 784 institutional investors that purchased W. P. Carey stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cohen & Steers Inc. ($6.89M), Daiwa Securities Group Inc. ($3.58M), Norges Bank ($2.42M), PGGM Investments ($1.92M), Deutsche Bank AG ($1.89M), JPMorgan Chase & Co. ($1.87M), and Envestnet Asset Management Inc. ($1.50M).

How much institutional buying is happening at W. P. Carey?

Institutional investors have bought a total of 49,847,898 shares in the last 24 months. This purchase volume represents approximately $3.43B in transactions.

Which W. P. Carey major shareholders have been selling company stock?

Of the 529 institutional investors that sold W. P. Carey stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($3.95M), Deutsche Bank AG ($2.04M), Daiwa Securities Group Inc. ($1.28M), Envestnet Asset Management Inc. ($1.23M), Barclays PLC ($788.35K), Russell Investments Group Ltd. ($673.27K), and Commonwealth Equity Services LLC ($641.47K).

How much institutional selling is happening at W. P. Carey?

Institutional investors have sold a total of 22,734,160 shares in the last 24 months. This volume of shares sold represents approximately $1.52B in transactions.


This page (NYSE:WPC) was last updated on 5/28/2024 by MarketBeat.com Staff

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