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W.P. Carey (WPC) Institutional Ownership

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$63.02 +0.65 (+1.03%)
Closing price 03:59 PM Eastern
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$63.01 -0.02 (-0.02%)
As of 06:26 PM Eastern
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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)
515
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
397
Total
Institutional Outflows
(last 12 months)
$613.70M
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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
6/30/2025Pensionfund Sabic43,804$2.77M0.8%-16.3%0.020%
6/30/2025Pensionfund DSM Netherlands46,300$2.92M1.9%-9.7%0.021%
6/18/2025Voya Investment Management LLC36,294$2.29M0.0%+29.8%0.017%
6/3/2025Inspire Investing LLC24,482$1.55M0.2%+2.3%0.011%
6/3/2025Invst LLC11,633$734K0.1%N/A0.005%
6/2/2025Modern Wealth Management LLC9,167$578K0.0%+29.6%0.004%
5/28/2025Strs Ohio119,808$7.56M0.0%N/A0.055%
5/28/2025Intrua Financial LLC8,285$523K0.1%+2.8%0.004%
5/27/2025Jacobi Capital Management LLC6,267$395K0.0%+3.7%0.003%
5/27/2025Advisors Capital Management LLC823,328$51.96M0.8%+46.3%0.376%
5/21/2025Acadian Asset Management LLC44,851$2.83M0.0%+15.9%0.020%
5/21/2025Geneos Wealth Management Inc.17,987$1.14M0.0%+5.0%0.008%
5/21/2025IFM Investors Pty Ltd84,365$5.32M0.1%-7.2%0.039%
5/20/2025Belpointe Asset Management LLC23,221$1.47M0.1%+22.6%0.011%
5/20/2025Intech Investment Management LLC23,374$1.48M0.0%-64.3%0.011%
5/20/2025Focus Partners Wealth64,376$4.07M0.0%+336.7%0.029%
5/19/2025SageView Advisory Group LLC4,543$287K0.0%-6.3%0.002%
5/19/2025Client 1ST Advisory Group LLC11,688$738K0.3%-5.2%0.005%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,257,017$142.44M0.0%+3.1%1.031%
5/16/2025Coppell Advisory Solutions LLC4,326$264K0.0%-16.6%0.002%
5/16/2025Arete Wealth Advisors LLC17,982$1.14M0.1%+3.2%0.008%
5/16/2025Goldman Sachs Group Inc.308,729$19.48M0.0%-33.4%0.141%
5/16/2025Kestra Investment Management LLC4,086$258K0.0%N/A0.002%
5/16/2025Presima Securities ULC32,902$2.08M0.5%+1.9%0.015%
5/16/2025UniSuper Management Pty Ltd65,400$4.13M0.0%+0.5%0.030%
5/16/2025Rise Advisors LLC1,698$107K0.0%-9.9%0.001%
5/16/2025NewEdge Advisors LLC7,204$455K0.0%-12.1%0.003%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.156,194$9.86M0.0%+35.3%0.071%
5/16/2025Integrated Wealth Concepts LLC16,620$1.05M0.0%-6.0%0.008%
5/16/2025Investmark Advisory Group LLC34,814$2.20M1.1%+5.6%0.016%
5/16/2025DoubleLine ETF Adviser LP12,719$803K0.3%-19.1%0.006%
5/16/2025Alliancebernstein L.P.423,687$26.74M0.0%+0.5%0.193%
5/16/2025AQR Capital Management LLC165,632$10.45M0.0%+225.3%0.076%
5/16/2025Advisors Asset Management Inc.2,070$131K0.0%+61.2%0.001%
5/16/2025Amundi276,671$16.98M0.0%+1.8%0.126%
5/15/2025EP Wealth Advisors LLC9,499$600K0.0%-24.8%0.004%
5/15/2025GW Henssler & Associates Ltd.3,974$251K0.0%-4.4%0.002%
5/15/2025Focus Partners Advisor Solutions LLC10,069$636K0.0%+63.6%0.005%
5/15/2025Royal Bank of Canada252,264$15.92M0.0%+1.7%0.115%
5/15/2025MAI Capital Management9,209$581K0.0%-34.2%0.004%
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5/15/2025Quarry LP6,247$394K0.1%+576.1%0.003%
5/15/2025Nomura Holdings Inc.11,366$717K0.0%-78.5%0.005%
5/15/2025Baird Financial Group Inc.50,337$3.18M0.0%-1.3%0.023%
5/15/2025Vident Advisory LLC16,356$1.03M0.0%-33.6%0.007%
5/15/2025Evergreen Capital Management LLC7,058$451K0.0%+5.1%0.003%
5/15/2025Te Ahumairangi Investment Management Ltd74,627$4.71M1.0%-11.2%0.034%
5/15/2025Landscape Capital Management L.L.C.12,550$792K0.1%N/A0.006%
5/15/2025Mission Creek Capital Partners Inc.5,659$357K0.1%-26.7%0.003%
5/15/2025OMERS ADMINISTRATION Corp7,836$495K0.0%-14.2%0.004%
5/15/2025Eisler Capital Management Ltd.149,123$9.41M0.1%N/A0.068%
5/14/2025Truvestments Capital LLC662$42K0.0%-49.5%0.000%
5/14/2025B. Metzler seel. Sohn & Co. AG5,645$356K0.0%-45.1%0.003%
5/14/2025RB Capital Management LLC13,087$826K0.2%-6.9%0.006%
5/14/2025CreativeOne Wealth LLC3,526$223K0.0%-17.0%0.002%
5/14/2025Ieq Capital LLC9,508$600K0.0%+127.8%0.004%
5/14/2025Quadcap Wealth Management LLC5,632$355K0.1%+9.5%0.003%
5/14/2025Gamco Investors INC. ET AL12,899$814K0.0%-5.2%0.006%
5/14/2025Samalin Investment Counsel LLC14,539$918K0.4%+18.2%0.007%
5/14/2025Rafferty Asset Management LLC3,752$237K0.0%-24.9%0.002%
5/14/2025Widmann Financial Services Inc.4,783$302K0.2%-4.3%0.002%
5/14/2025Caisse DE Depot ET Placement DU Quebec686,142$43.30M0.1%+20.1%0.313%
5/14/2025Corebridge Financial Inc.241,712$15.25M0.1%-2.4%0.110%
5/14/2025MetLife Investment Management LLC127,738$8.06M0.0%-1.6%0.058%
5/14/2025Campbell & CO Investment Adviser LLC37,570$2.37M0.2%+27.8%0.017%
5/14/2025Jump Financial LLC72,966$4.61M0.1%N/A0.033%
5/14/2025SVB Wealth LLC917$58K0.0%N/A0.000%
5/14/2025APG Asset Management N.V.119,400$6.98M0.0%-0.3%0.055%
5/14/2025Bahl & Gaynor Inc.15,449$975K0.0%-25.4%0.007%
5/14/2025Northwestern Mutual Wealth Management Co.8,451$533K0.0%+40.9%0.004%
5/14/2025AlphaQuest LLC21,684$1.37M0.1%+1.0%0.010%
5/14/2025Allstate Corp12,178$769K0.0%+81.1%0.006%
5/14/20251832 Asset Management L.P.18,887$1.19M0.0%-20.9%0.009%
5/14/2025Compound Planning Inc.8,276$522K0.0%+38.8%0.004%
5/14/2025Ameriprise Financial Inc.724,836$45.76M0.0%-0.7%0.331%
5/14/2025Norinchukin Bank The10,201$644K0.0%+4.5%0.005%
5/14/2025CW Advisors LLC8,943$564K0.0%N/A0.004%
5/14/2025Summit Financial LLC19,294$1.22M0.0%+10.5%0.009%
5/14/2025Price T Rowe Associates Inc. MD1,082,219$68.30M0.0%+2.3%0.494%
5/14/2025Martingale Asset Management L P134,463$8.49M0.2%+651.9%0.061%
5/14/2025Candriam S.C.A.236,875$14.95M0.1%N/A0.108%
5/14/2025Venture Visionary Partners LLC3,694$233K0.0%N/A0.002%
5/14/2025Berkshire Asset Management LLC PA328,204$19.95M0.9%+1.7%0.150%
5/14/2025BI Asset Management Fondsmaeglerselskab A S12,100$764K0.0%+10.5%0.006%
5/14/2025Hsbc Holdings PLC404,702$25.53M0.0%+48.9%0.185%
5/14/2025Colonial Trust Advisors19,893$1.26M0.1%-10.6%0.009%
5/14/2025Laraway Financial Advisors Inc5,989$378K0.3%N/A0.003%
5/14/2025Fuller & Thaler Asset Management Inc.51,764$3.27M0.0%+3.5%0.024%
5/14/2025Wellington Management Group LLP92,092$5.81M0.0%-71.2%0.042%
5/14/2025Korea Investment CORP161,423$10.19M0.0%+146.4%0.074%
5/13/2025Northern Trust Corp2,696,844$170.20M0.0%+2.1%1.232%
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5/13/2025Summit Securities Group LLC800$50K0.0%+60.0%0.000%
5/13/2025CacheTech Inc.10,956$691K0.1%-6.2%0.005%
5/13/2025Ethos Financial Group LLC5,893$372K0.0%N/A0.003%
5/13/2025Adams Wealth Management10,956$691K0.1%-6.2%0.005%
5/13/2025Raymond James Financial Inc.585,621$36.96M0.0%+1.5%0.267%
5/13/2025Philadelphia Trust Co.7,500$473K0.0%-3.7%0.003%
5/13/2025State of New Jersey Common Pension Fund D63,738$4.02M0.0%-3.2%0.029%
5/13/2025American Century Companies Inc.72,070$4.55M0.0%+10.2%0.033%
5/13/2025Ethic Inc.7,299$460K0.0%-10.0%0.003%
5/13/2025EverSource Wealth Advisors LLC21,427$1.35M0.1%-11.6%0.010%
(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, 917 institutional investors and hedge funds held shares of W.P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($1.94B), BlackRock Inc. ($1.06B), State Street Corp ($743.54M), Cohen & Steers Inc. ($731.80M), JPMorgan Chase & Co. ($322.63M), Massachusetts Financial Services Co. MA ($266.22M), and Geode Capital Management LLC ($256.20M).Learn more on W.P. Carey's institutional investors.

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

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

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

Of the 752 institutional investors that purchased W.P. Carey's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cohen & Steers Inc. ($6.89M), Norges Bank ($4.98M), JPMorgan Chase & Co. ($4.01M), Daiwa Securities Group Inc. ($3.56M), Massachusetts Financial Services Co. MA ($2.36M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.99M), and Equity Investment Corp ($1.95M).

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

Institutional investors have bought a total of 31,912,875 shares in the last 24 months. This purchase volume represents approximately $1.88B in transactions.

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

Of the 396 institutional investors that sold W.P. Carey's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Daiwa Securities Group Inc. ($2.27M), Principal Financial Group Inc. ($543.76K), Hsbc Holdings PLC ($418.80K), International Assets Investment Management LLC ($401.65K), Legal & General Group Plc ($393.40K), Barclays PLC ($332.35K), and State Street Corp ($283.17K).

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

Institutional investors have sold a total of 10,567,536 shares in the last 24 months. This volume of shares sold represents approximately $613.70M in transactions.


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This page (NYSE:WPC) was last updated on 7/1/2025 by MarketBeat.com Staff
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