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W.P. Carey (WPC) Institutional Ownership

W.P. Carey logo
$68.18 +0.51 (+0.75%)
Closing price 10/15/2025 03:59 PM Eastern
Extended Trading
$67.85 -0.34 (-0.50%)
As of 10/15/2025 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
547
Total
Institutional Inflows
(last 12 months)
$2.25B
Number of
Institutional Sellers
(last 12 months)
418
Total
Institutional Outflows
(last 12 months)
$725.95M
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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
10/15/2025CWM LLC371,180$25.08M0.1%+1,973.5%0.169%
10/15/2025Pacer Advisors Inc.113,835$7.69M0.0%+14.1%0.052%
10/15/2025Inspire Investing LLC24,720$1.67M0.2%-2.7%0.011%
10/15/2025Cornercap Investment Counsel Inc.11,283$762K0.4%-1.7%0.005%
10/15/2025Jeppson Wealth Management LLC21,671$1.46M0.5%-1.7%0.010%
10/15/2025World Investment Advisors8,155$551K0.0%+18.1%0.004%
10/15/2025Swedbank AB60,596$4.09M0.0%+24.2%0.028%
10/15/2025IFM Investors Pty Ltd78,512$5.37M0.0%+0.6%0.036%
10/14/2025 True North Advisors LLC5,660$382K0.1%-3.4%0.003%
10/14/2025 Yousif Capital Management LLC78,083$5.28M0.1%-6.1%0.036%
10/14/2025 Prairiewood Capital LLC85,495$5.78M1.9%+8.3%0.039%
10/14/2025 Exchange Traded Concepts LLC61,601$4.16M0.0%-3.6%0.028%
10/10/2025 Sound Income Strategies LLC3,132$210K0.0%-19.4%0.001%
10/10/2025 Seneca House Advisors121,363$8.20M3.3%+2.5%0.055%
10/10/2025 Brown Lisle Cummings Inc.53,601$3.62M0.9%+11.3%0.024%
10/10/2025 Flputnam Investment Management Co.26,278$1.78M0.0%-1.9%0.012%
10/10/2025 Focus Financial Network Inc.7,779$526K0.0%-2.0%0.004%
10/10/2025 Signal Advisors Wealth LLC9,444$638K0.1%N/A0.004%
10/9/2025 Adams Asset Advisors LLC71,438$4.83M0.6%-0.7%0.033%
10/9/2025 U.S. Capital Wealth Advisors LLC134,948$9.12M0.2%+2.2%0.062%
10/9/2025 Voya Investment Management LLC26,428$1.79M0.0%-22.9%0.012%
10/9/2025 Dynamic Advisor Solutions LLC7,187$486K0.0%+35.3%0.003%
10/8/2025 Fiduciary Alliance LLC25,455$1.72M0.1%+2.1%0.012%
10/7/2025 Cooper Financial Group11,788$796K0.1%-1.8%0.005%
10/7/2025 ST Germain D J Co. Inc.2,301$155K0.0%-11.5%0.001%
10/7/2025 Salem Investment Counselors Inc.613$42K0.0%+1,126.0%0.000%
10/7/2025 Sonora Investment Management Group LLC182,282$12.32M0.9%-0.3%0.083%
10/6/2025 TruWealth Advisors LLC293,304$19.82M1.0%+15.5%0.134%
10/6/2025 Inspirion Wealth Advisors LLC34,179$2.13M0.3%+43.1%0.016%
10/3/2025 Jackson Wealth Management LLC5,233$354K0.0%N/A0.002%
10/3/2025 Aaron Wealth Advisors LLC3,345$226K0.0%N/A0.002%
10/2/2025 GAMMA Investing LLC4,001$270K0.0%+21.7%0.002%
9/30/2025Cullen Capital Management LLC10,467$653K0.0%+82.7%0.005%
9/26/2025Corient Private Wealth LLC46,828$2.92M0.0%-6.8%0.021%
9/24/2025Texas Permanent School Fund Corp101,356$6.32M0.1%-8.9%0.046%
9/4/2025Osaic Holdings Inc.217,051$13.55M0.0%+4.7%0.099%
8/26/2025Thrivent Financial for Lutherans64,552$4.03M0.0%+7.8%0.029%
8/26/2025Claris Financial LLC4,736$295K0.2%-9.9%0.002%
8/25/2025Hilltop Partners LLC26,247$1.64M0.5%-1.4%0.012%
8/22/2025TT Capital Management LLC66,393$4.14M1.4%+21.9%0.030%
8/21/2025Pathway Financial Advisers LLC37,573$2.34M0.8%+1.8%0.017%
8/21/2025Clarion Wealth Managment Partners LLC21,084$1.32M1.4%N/A0.010%
8/20/2025Kentucky Retirement Systems13,882$866K0.0%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund5,891$367K0.0%-6.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.3,355$209K0.0%N/A0.002%
8/19/2025Advisory Services Network LLC11,745$754K0.0%+7.0%0.005%
8/18/2025Geneos Wealth Management Inc.291,828$18.20M0.4%+1,522.4%0.133%
8/18/2025Westwood Holdings Group Inc.70,176$4.38M0.0%N/A0.032%
8/18/2025Kestra Investment Management LLC4,921$307K0.0%+20.4%0.002%
8/16/2025Evergreen Capital Management LLC5,692$360K0.0%-19.4%0.003%
8/16/2025Headlands Technologies LLC477$30K0.0%N/A0.000%
8/15/2025CANADA LIFE ASSURANCE Co494,164$30.85M0.0%+3.9%0.226%
8/15/2025Tower Research Capital LLC TRC 6,906$431K0.0%-46.7%0.003%
8/15/2025Corient Private Wealth LLC94,062$5.87M0.0%+87.2%0.043%
8/15/2025Captrust Financial Advisors771,534$48.13M0.1%+2,712.0%0.352%
8/15/2025Vident Advisory LLC12,838$801K0.0%-21.5%0.006%
8/15/2025Tidal Investments LLC11,478$716K0.0%N/A0.005%
8/15/2025Smartleaf Asset Management LLC547$34K0.0%-39.4%0.000%
8/15/2025Royal London Asset Management Ltd.107,977$6.74M0.0%-4.6%0.049%
8/15/2025MML Investors Services LLC152,324$9.50M0.0%-5.6%0.070%
8/15/2025Meiji Yasuda Asset Management Co Ltd.7,639$477K0.0%-25.2%0.003%
8/15/2025Lazard Asset Management LLC14,068$877K0.0%+2.2%0.006%
8/15/2025IHT Wealth Management LLC9,039$564K0.0%-3.6%0.004%
8/15/2025EP Wealth Advisors LLC10,080$629K0.0%+6.1%0.005%
8/15/2025Engineers Gate Manager LP4,800$299K0.0%N/A0.002%
8/15/2025Curi Capital LLC12,227$774K0.0%N/A0.006%
8/15/2025BI Asset Management Fondsmaeglerselskab A S10,960$684K0.0%-9.4%0.005%
8/15/2025BNP Paribas Financial Markets181,372$11.31M0.0%+83.4%0.083%
8/15/2025Boothbay Fund Management LLC100,402$6.26M0.1%+643.8%0.046%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp34,442$2.15M0.0%-17.7%0.016%
8/15/2025Brevan Howard Capital Management LP5,564$347K0.0%N/A0.003%
8/15/2025Balyasny Asset Management L.P.830,543$51.81M0.1%+165.6%0.379%
8/15/2025Bank of America Corp DE1,127,990$70.36M0.0%-0.8%0.515%
8/15/2025Ameriprise Financial Inc.784,333$48.93M0.0%+8.2%0.358%
8/15/2025AQR Capital Management LLC236,045$14.52M0.0%+42.5%0.108%
8/14/2025Lighthouse Investment Partners LLC265,000$16.53M0.6%-18.7%0.121%
8/14/2025California State Teachers Retirement System376,908$23.51M0.0%+19.3%0.172%
8/14/2025Raymond James Financial Inc.602,208$37.57M0.0%+2.8%0.275%
8/14/2025FJ Capital Management LLC3,476$217K0.0%N/A0.002%
8/14/2025Quantinno Capital Management LP136,734$8.53M0.0%+48.1%0.062%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.112,562$7.02M0.0%-27.9%0.051%
8/14/2025Diversify Advisory Services LLC26,489$1.73M0.1%N/A0.012%
8/14/2025Alliancebernstein L.P.395,036$24.64M0.0%-6.8%0.180%
8/14/2025Globeflex Capital L P2,432$152K0.0%N/A0.001%
8/14/2025Treasurer of the State of North Carolina299,915$18.71M0.1%+77.5%0.137%
8/14/2025The Manufacturers Life Insurance Company 175,378$10.94M0.0%-2.2%0.080%
8/14/2025Sei Investments Co.96,983$6.05M0.0%+73.0%0.044%
8/14/2025Nebula Research & Development LLC10,515$656K0.1%-7.2%0.005%
8/14/2025NewEdge Advisors LLC6,143$383K0.0%-14.7%0.003%
8/14/2025Qube Research & Technologies Ltd56,007$3.49M0.0%N/A0.026%
8/14/2025Investment Management Corp of Ontario5,329$332K0.0%-14.4%0.002%
8/14/2025AXA S.A.182,938$11.41M0.0%+7.0%0.084%
8/14/2025GRS Advisors LLC604,270$37.69M3.6%N/A0.276%
8/14/2025State Street Corp12,209,342$772.36M0.0%-2.0%5.575%
8/14/2025Daiwa Securities Group Inc.96,975$6.05M0.0%+1.5%0.044%
8/14/2025Natixis23,514$1.47M0.0%+2,578.1%0.011%
8/14/2025Ossiam18,353$1.15M0.0%+14.7%0.008%
8/14/2025Bank of Nova Scotia8,164$509K0.0%+7.3%0.004%
8/14/2025California Public Employees Retirement System859,273$53.60M0.0%-13.7%0.392%
8/14/2025Cary Street Partners Financial LLC1,843$115K0.0%N/A0.001%
(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, 892 institutional investors and hedge funds held shares of W.P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($1.92B), State Street Corp ($772.36M), Cohen & Steers Inc. ($731.80M), JPMorgan Chase & Co. ($318.21M), Geode Capital Management LLC ($286.58M), Massachusetts Financial Services Co. MA ($231.81M), and Dimensional Fund Advisors LP ($200.31M).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 732 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: Norges Bank ($7.41M), Cohen & Steers Inc. ($5.41M), JPMorgan Chase & Co. ($4.01M), Daiwa Securities Group Inc. ($2.55M), 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 37,408,202 shares in the last 24 months. This purchase volume represents approximately $2.25B in transactions.

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

Of the 417 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. ($1.28M), Demars Financial Group LLC ($1.04M), Massachusetts Financial Services Co. MA ($626.74K), State Street Corp ($529.15K), Principal Financial Group Inc. ($448.83K), Hsbc Holdings PLC ($418.80K), and International Assets Investment Management LLC ($401.65K).

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

Institutional investors have sold a total of 12,139,762 shares in the last 24 months. This volume of shares sold represents approximately $725.95M in transactions.


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This page (NYSE:WPC) was last updated on 10/16/2025 by MarketBeat.com Staff
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