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W. P. Carey (WPC) Institutional Ownership

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-0.20 (-0.36%)
(As of 05/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for W. P. Carey (NYSE:WPC)

Current
Institutional Ownership
Percentage
73.73%
Number of
Institutional Buyers
(last 12 months)
474
Total
Institutional Inflows
(last 12 months)
$1.93B
Number of
Institutional Sellers
(last 12 months)
372
Total
Institutional Outflows
(last 12 months)
$883.27M
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WPC Institutional Buying and Selling by Quarter

W. P. Carey Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Mirae Asset Global Investments Co. Ltd.11,831$668K0.0%+4.9%0.005%
5/1/2024Horan Capital Advisors LLC.22,808$1.29M0.5%-2.5%0.010%
5/1/2024Wambolt & Associates LLC7,216$405K0.1%-27.1%0.003%
5/1/2024Diversify Advisory Services LLC4,933$277K0.0%N/A0.002%
4/30/2024Private Advisor Group LLC64,428$3.64M0.0%-9.6%0.029%
4/30/2024J.W. Cole Advisors Inc.11,240$634K0.0%-2.3%0.005%
4/30/2024Retirement Systems of Alabama274,596$15.50M0.1%+0.3%0.125%
4/30/2024 Norden Group LLC4,914$277K0.0%N/A0.002%
4/30/2024Van ECK Associates Corp91,076$5.14M0.0%+12.7%0.042%
4/30/2024HB Wealth Management LLC3,576$202K0.0%+6.2%0.002%
4/30/2024Cordatus Wealth Management LLC4,363$246K0.2%N/A0.002%
4/30/2024Woodward Diversified Capital LLC5,118$289K0.2%-16.3%0.002%
4/30/2024Concord Wealth Partners4,907$277K0.0%-23.9%0.002%
4/30/2024SWP Financial LLC6,074$343K0.2%+4.3%0.003%
4/30/2024Joel Isaacson & Co. LLC5,073$286K0.0%-11.5%0.002%
4/29/2024Commonwealth Equity Services LLC1,319,500$74.47M0.1%-7.6%0.603%
4/29/2024 Principal Financial Group Inc.823,471$46.48M0.0%+2.6%0.376%
4/29/2024 Benjamin Edwards Inc.919$52K0.0%-64.6%0.000%
4/29/2024 Meritage Portfolio Management90,578$5.11M0.3%-5.6%0.041%
4/29/2024 Private Capital Advisors Inc.67,386$3.80M0.5%-2.0%0.031%
4/26/2024 Securian Asset Management Inc.17,982$1.02M0.0%-2.6%0.008%
4/26/2024 Prairiewood Capital LLC59,160$3.34M1.6%+9.1%0.027%
4/26/2024 Yousif Capital Management LLC108,722$6.14M0.1%-1.8%0.050%
4/26/2024 YHB Investment Advisors Inc.525$30K0.0%N/A0.000%
4/26/2024 Mesirow Financial Investment Management Inc.9,479$535K0.0%N/A0.004%
4/25/2024 New York State Teachers Retirement System202,417$11.42M0.0%+5.5%0.093%
4/25/2024 Bank of New York Mellon Corp2,516,941$142.06M0.0%-1.6%1.150%
4/25/2024 Advocate Group LLC78,026$4.40M0.9%-9.4%0.036%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 128,261$7.24M0.0%-2.4%0.059%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund130,534$7.37M0.1%+42.5%0.060%
4/25/2024 Summit Financial LLC9,850$564K0.0%N/A0.005%
4/25/2024 Cambridge Investment Research Advisors Inc.176,466$9.96M0.0%-4.8%0.081%
4/24/2024 Family Legacy Inc.7,138$403K0.1%-22.2%0.003%
4/24/2024 Demars Financial Group LLC9,223$521K0.3%N/A0.004%
4/23/2024 Global Retirement Partners LLC11,121$628K0.0%-8.3%0.005%
4/23/2024 Louisiana State Employees Retirement System62,900$3.55M0.1%+2.4%0.029%
4/23/2024 Amalgamated Bank119,247$6.73M0.1%-4.4%0.054%
4/23/2024 Fifth Third Bancorp7,568$427K0.0%-4.5%0.003%
4/23/2024 Accurate Wealth Management LLC3,913$220K0.1%+5.6%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.130,937$7.39M0.0%+1.3%0.060%
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4/22/2024 Nicholas Hoffman & Company LLC.10,195$575K0.0%N/A0.005%
4/22/2024 PFG Investments LLC8,720$492K0.0%N/A0.004%
4/22/2024 Raymond James & Associates291,631$16.46M0.0%+40.5%0.133%
4/22/2024 Aurora Private Wealth Inc.12,580$705K0.6%-6.6%0.006%
4/22/2024 IFM Investors Pty Ltd42,360$2.39M0.0%-4.8%0.019%
4/22/2024Ashton Thomas Private Wealth LLC17,940$1.01M0.1%+32.8%0.008%
4/19/2024 Teamwork Financial Advisors LLC6,805$384K0.1%+26.8%0.003%
4/19/2024 Willis Johnson & Associates Inc.4,055$229K0.0%N/A0.002%
4/19/2024 Wealthstar Advisors LLC18,140$1.02M0.4%-16.9%0.008%
4/19/2024 Cornerstone Wealth Management LLC18,530$1.05M0.1%+3.8%0.008%
4/19/2024 Dupree Financial Group LLC96,169$5.43M2.4%+0.6%0.044%
4/19/2024 Norden Group LLC4,914$277K0.0%N/A0.002%
4/19/2024 State of Alaska Department of Revenue161,496$9.11M0.1%-4.4%0.074%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.755,969$42.67M0.0%-0.9%0.345%
4/18/2024 Naviter Wealth LLC18,116$1.04M0.2%+17.4%0.008%
4/18/2024 State of Michigan Retirement System53,700$3.03M0.0%+2.3%0.025%
4/18/2024 MV Capital Management Inc.3,790$214K0.0%-11.6%0.002%
4/18/2024 Kowal Investment Group LLC5,871$331K0.1%+44.2%0.003%
4/18/2024 LVW Advisors LLC9,747$550K0.1%+149.6%0.004%
4/18/2024 Seneca House Advisors115,690$6.53M2.8%-0.3%0.053%
4/17/2024 D.B. Root & Company LLC8,479$479K0.2%-39.6%0.004%
4/17/2024 Gradient Capital Advisors LLC32,894$1.86M0.7%-3.8%0.015%
4/17/2024 Cornerstone Wealth Group LLC5,174$292K0.0%+9.1%0.002%
4/17/2024 Romano Brothers AND Company52,720$2.98M0.4%-3.5%0.024%
4/17/2024 Griffin Asset Management Inc.25,810$1.46M0.2%+4.4%0.012%
4/16/2024 Weaver Consulting Group33,921$1.92M0.7%+0.8%0.016%
4/16/2024 Sawyer & Company Inc6,695$378K0.2%-2.9%0.003%
4/16/2024 Register Financial Advisors LLC2,292$129K0.1%N/A0.001%
4/16/2024 Wealth Enhancement Advisory Services LLC138,161$7.80M0.0%-5.5%0.063%
4/15/2024 Janiczek Wealth Management LLC1,263$72K0.0%+30.6%0.001%
4/15/2024 Wealthcare Advisory Partners LLC26,996$1.52M0.0%-1.3%0.012%
4/15/2024 GoalVest Advisory LLC3,221$182K0.1%+409.7%0.001%
4/15/2024 CIC Wealth LLC10,128$572K0.2%+26.6%0.005%
4/15/2024 Kingswood Wealth Advisors LLC7,962$449K0.1%-3.9%0.004%
4/15/2024 Arkfeld Wealth Strategies L.L.C.81,759$4.55M2.5%+59.5%0.037%
4/13/2024 Inspirion Wealth Advisors LLC37,361$2.11M0.3%-6.4%0.017%
4/12/2024 Riverview Trust Co493$28K0.0%N/A0.000%
4/12/2024 Austin Private Wealth LLC8,821$485K0.1%+10.2%0.004%
4/12/2024 Global Assets Advisory LLC18,391$1.04M0.0%N/A0.008%
4/12/2024 Westend Capital Management LLC2,000$113K0.0%N/A0.001%
4/11/2024 Royal Fund Management LLC14,056$793K0.1%+7.4%0.006%
4/11/2024 Opal Wealth Advisors LLC651$37K0.0%N/A0.000%
4/11/2024 Cooper Financial Group10,657$601K0.1%-4.0%0.005%
4/11/2024 Salem Investment Counselors Inc.1,000$57K0.0%-48.1%0.000%
4/11/2024 Optimum Investment Advisors6,907$390K0.2%-12.6%0.003%
4/11/2024 RFG Advisory LLC4,152$234K0.0%-6.9%0.002%
4/11/2024 BTC Capital Management Inc.4,390$248K0.0%N/A0.002%
4/10/2024 LexAurum Advisors LLC5,014$283K0.1%-5.8%0.002%
4/10/2024 Park Avenue Securities LLC5,523$312K0.0%-11.0%0.003%
4/10/2024 SOA Wealth Advisors LLC.2,954$167K0.0%-96.0%0.001%
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4/10/2024 Bank of New Hampshire966$55K0.0%-22.5%0.000%
4/10/2024 Bruce G. Allen Investments LLC806$45K0.0%+600.9%0.000%
4/10/2024 MADDEN SECURITIES Corp6,780$383K0.2%-18.6%0.003%
4/9/2024 Richard P Slaughter Associates Inc24,244$1.37M0.3%+2.4%0.011%
4/9/2024 Adams Asset Advisors LLC24,057$1.36M0.2%+8.0%0.011%
4/9/2024 Alaska Permanent Fund Corp4,219$238K0.0%-68.7%0.002%
4/9/2024 Rise Advisors LLC1,852$105K0.1%+40.8%0.001%
4/8/2024Pensionfund Sabic43,304$2.44M0.7%+7.4%0.020%
4/5/2024 GAMMA Investing LLC1,282$72K0.0%+26.6%0.001%
4/5/2024 NBC Securities Inc.8,870$511K0.0%+23.9%0.004%
(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, 899 institutional investors and hedge funds held shares of W. P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($2.00B), BlackRock Inc. ($1.06B), Cohen & Steers Inc. ($731.80M), State Street Corp ($692.01M), JPMorgan Chase & Co. ($289.35M), Daiwa Securities Group Inc. ($235.97M), and Geode Capital Management LLC ($228.50M).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 799 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), JPMorgan Chase & Co. ($1.92M), PGGM Investments ($1.92M), Deutsche Bank AG ($1.89M), and Envestnet Asset Management Inc. ($1.53M).

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

Institutional investors have bought a total of 49,765,903 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

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

Of the 526 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), Envestnet Asset Management Inc. ($1.23M), Barclays PLC ($788.35K), Commonwealth Equity Services LLC ($641.47K), EP Wealth Advisors LLC ($613.22K), and Russell Investments Group Ltd. ($508.74K).

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

Institutional investors have sold a total of 21,812,713 shares in the last 24 months. This volume of shares sold represents approximately $1.49B in transactions.


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This page (NYSE:WPC) was last updated on 5/2/2024 by MarketBeat.com Staff

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