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W. P. Carey (WPC) Institutional Ownership

W. P. Carey logo
$62.62 +1.48 (+2.42%)
As of 03:59 PM Eastern

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

Current
Institutional Ownership
Percentage
73.73%
Number of
Institutional Buyers
(last 12 months)
476
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
377
Total
Institutional Outflows
(last 12 months)
$666.92M
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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
4/30/2025State of Michigan Retirement System52,400$3.31M0.0%+1.2%0.024%
4/30/2025Cerity Partners LLC31,723$2.00M0.0%+18.9%0.014%
4/30/2025Financial Gravity Asset Management Inc.1,359$86K0.0%N/A0.001%
4/30/2025Allworth Financial LP131,703$8.00M0.0%-3.5%0.060%
4/30/2025Rock Point Advisors LLC114,525$7.23M2.2%-9.1%0.052%
4/30/2025Peddock Capital Advisors LLC6,706$423K0.1%-13.0%0.003%
4/30/2025Nisa Investment Advisors LLC48,979$3.14M0.0%-13.4%0.022%
4/30/2025Greenleaf Trust4,002$253K0.0%N/A0.002%
4/30/2025New Insight Wealth Advisors39,750$2.51M1.1%-20.5%0.018%
4/30/2025DekaBank Deutsche Girozentrale142,649$8.75M0.0%-0.9%0.065%
4/30/2025Valeo Financial Advisors LLC5,717$361K0.0%+5.9%0.003%
4/30/2025M&T Bank Corp27,979$1.77M0.0%-1.4%0.013%
4/30/2025Stratos Wealth Partners LTD.11,503$726K0.0%+7.5%0.005%
4/30/2025Liberty One Investment Management LLC12,025$759K0.1%-1.8%0.005%
4/30/2025Brown Advisory Inc.367,107$23.17M0.0%-5.0%0.168%
4/30/2025Planning Directions Inc.37,191$2.35M1.0%N/A0.017%
4/30/2025Dupree Financial Group LLC101,823$6.43M2.6%+1.0%0.046%
4/29/2025U.S. Capital Wealth Advisors LLC115,535$7.29M0.2%+136.1%0.053%
4/29/2025Capital Advisors Inc. OK5,473$345K0.0%N/A0.002%
4/29/2025Envestnet Asset Management Inc.606,427$38.27M0.0%+4.6%0.277%
4/29/2025Penserra Capital Management LLC25,571$1.61M0.0%+20.1%0.012%
4/29/2025McGlone Suttner Wealth Management Inc.10,071$636K0.1%+34.9%0.005%
4/29/2025Concurrent Investment Advisors LLC16,853$1.06M0.0%+46.2%0.008%
4/29/2025Bank of New York Mellon Corp2,248,019$141.87M0.0%+0.5%1.027%
4/29/2025World Investment Advisors6,909$436K0.0%+4.3%0.003%
4/29/2025Wayfinding Financial LLC2,177$139K0.1%N/A0.001%
4/29/2025von Borstel & Associates Inc.421$26K0.0%N/A0.000%
4/29/2025Capital Investment Advisory Services LLC8,330$526K0.0%-4.2%0.004%
4/29/2025Catalyst Capital Advisors LLC1,580$100K0.0%N/A0.001%
4/29/2025IFM Investors Pty Ltd93,872$5.85M0.1%+3.3%0.043%
4/29/2025GF Fund Management CO. LTD.4,145$262K0.0%+4.2%0.002%
4/29/2025OneDigital Investment Advisors LLC6,549$413K0.0%-16.6%0.003%
4/29/2025Avantax Planning Partners Inc.4,207$266K0.0%-32.4%0.002%
4/29/2025 Silver Oak Securities Incorporated4,928$309K0.0%+15.4%0.002%
4/28/2025 D.A. Davidson & CO.9,451$596K0.0%+46.4%0.004%
4/28/2025 Principal Financial Group Inc.503,334$31.77M0.0%+0.4%0.230%
4/28/2025 Mutual Advisors LLC21,983$1.33M0.0%+16.4%0.010%
4/28/2025 Gutierrez Wealth Advisory LLC9,746$615K0.5%+29.5%0.004%
4/28/2025 Meritage Portfolio Management77,144$4.87M0.3%-2.7%0.035%
4/28/2025 Teacher Retirement System of Texas31,994$2.02M0.0%N/A0.015%
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4/28/2025 Axis Wealth Partners LLC7,645$482K0.4%-11.1%0.003%
4/28/2025 Weaver Consulting Group34,602$2.18M0.7%-0.5%0.016%
4/28/2025 Private Trust Co. NA3,325$210K0.0%+22.4%0.002%
4/28/2025 CarsonAllaria Wealth Management Ltd.7,069$446K0.3%-27.8%0.003%
4/28/2025 Detalus Advisors LLC3,400$215K0.1%N/A0.002%
4/28/2025 DAVENPORT & Co LLC157,359$9.93M0.1%+30.6%0.072%
4/28/2025 Summit Trail Advisors LLC5,261$338K0.0%+45.5%0.002%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd69,439$4.38M0.0%+14.6%0.032%
4/28/2025 Clear Creek Financial Management LLC3,747$236K0.0%-56.7%0.002%
4/28/2025 BLB&B Advisors LLC11,045$697K0.0%N/A0.005%
4/25/2025 Prairiewood Capital LLC77,457$4.89M2.0%+9.7%0.035%
4/25/2025 WASHINGTON TRUST Co615$39K0.0%-74.8%0.000%
4/25/2025 Ameritas Advisory Services LLC15,322$926K0.0%-3.2%0.007%
4/25/2025 New Wave Wealth Advisors LLC4,231$267K0.1%-9.6%0.002%
4/25/2025 New York State Teachers Retirement System223,833$14.13M0.0%+0.2%0.102%
4/25/2025 Amalgamated Bank100,262$6.33M0.1%-4.1%0.046%
4/25/2025 Wealthstar Advisors LLC15,301$966K0.4%-3.4%0.007%
4/25/2025 KBC Group NV49,362$3.12M0.0%-27.8%0.023%
4/25/2025 Sumitomo Mitsui Trust Group Inc.668,987$42.22M0.0%-0.2%0.306%
4/24/2025 Jeppson Wealth Management LLC21,713$1.37M0.5%-1.6%0.010%
4/24/2025 Mirae Asset Global Investments Co. Ltd.12,087$758K0.0%+13.5%0.006%
4/24/2025 Money Concepts Capital Corp3,218$203K0.0%N/A0.001%
4/24/2025 Achmea Investment Management B.V.173,202$10.93M0.2%+10.6%0.079%
4/24/2025 Jaffetilchin Investment Partners LLC4,939$312K0.0%N/A0.002%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA9,756$596K0.0%-2.4%0.004%
4/24/2025 Diversified Trust Co3,384$214K0.0%-65.5%0.002%
4/23/2025 Western Wealth Management LLC5,461$345K0.0%-7.1%0.002%
4/23/2025 Creative Financial Designs Inc. ADV5,288$334K0.0%+26.1%0.002%
4/23/2025 Robeco Institutional Asset Management B.V.872,496$55.06M0.1%+74.5%0.398%
4/23/2025 Sequoia Financial Advisors LLC146,276$9.23M0.1%-1.8%0.067%
4/23/2025 HBK Sorce Advisory LLC10,979$693K0.0%-35.3%0.005%
4/23/2025 Golden State Wealth Management LLC3,272$207K0.0%+101.7%0.001%
4/23/2025 Spire Wealth Management3,052$193K0.0%+48.5%0.001%
4/23/2025 Lecap Asset Management Ltd.27,871$1.76M0.4%N/A0.013%
4/23/2025 International Assets Investment Management LLC5,654$357K0.0%-14.3%0.003%
4/23/2025 C2C Wealth Management LLC11,113$701K0.7%-9.4%0.005%
4/23/2025 BridgePort Financial Solutions LLC28,501$1.80M0.8%+3.6%0.013%
4/23/2025 Keudell Morrison Wealth Management4,460$281K0.1%+9.0%0.002%
4/23/2025 Clearview Wealth Advisors LLC3,425$216K0.2%N/A0.002%
4/23/2025 Consolidated Portfolio Review Corp28,698$1.81M0.3%+89.4%0.013%
4/23/2025 Asset Management One Co. Ltd.439,346$27.73M0.1%+1.4%0.201%
4/23/2025 Oppenheimer & Co. Inc.15,090$952K0.0%+20.2%0.007%
4/22/2025 XML Financial LLC37,361$2.36M0.2%+2.5%0.017%
4/22/2025 Brown Lisle Cummings Inc.47,994$3.03M0.9%-1.3%0.022%
4/22/2025 Cambridge Investment Research Advisors Inc.153,497$9.69M0.0%+0.8%0.070%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund6,300$398K0.0%N/A0.003%
4/22/2025 Kentucky Retirement Systems14,791$933K0.0%N/A0.007%
4/22/2025 TT Capital Management LLC54,474$3.44M2.9%-3.3%0.025%
4/22/2025 Praxis Investment Management Inc.4,480$283K0.0%-14.7%0.002%
4/22/2025 PFG Investments LLC15,926$1.01M0.1%+28.3%0.007%
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4/22/2025 Advocate Group LLC77,529$4.89M0.9%+2.7%0.035%
4/21/2025 Proathlete Wealth Management LLC1,097$69K0.0%N/A0.001%
4/21/2025 Retirement Systems of Alabama266,366$16.81M0.1%+0.1%0.122%
4/21/2025 Silver Oak Securities Incorporated4,928$309K0.0%+15.4%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.12,547$792K0.0%-15.2%0.006%
4/21/2025 Adams Asset Advisors LLC60,203$3.80M0.5%+0.9%0.027%
4/21/2025 State of Alaska Department of Revenue131,500$8.30M0.1%+1.6%0.060%
4/21/2025 Kingswood Wealth Advisors LLC21,434$1.35M0.1%+121.9%0.010%
4/18/2025 Cornerstone Wealth Management LLC22,121$1.40M0.1%-8.0%0.010%
4/18/2025 Insigneo Advisory Services LLC3,853$243K0.0%N/A0.002%
(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, 913 institutional investors and hedge funds held shares of W. P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($1.68B), BlackRock Inc. ($1.06B), State Street Corp ($743.54M), Cohen & Steers Inc. ($731.80M), Geode Capital Management LLC ($256.20M), Massachusetts Financial Services Co. MA ($219.17M), and Dimensional Fund Advisors LP ($172.74M).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 741 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), Norges Bank ($4.98M), Daiwa Securities Group Inc. ($3.57M), Massachusetts Financial Services Co. MA ($2.17M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.92M), Equity Investment Corp ($1.87M), and Envestnet Asset Management Inc. ($1.38M).

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

Institutional investors have bought a total of 54,414,423 shares in the last 24 months. This purchase volume represents approximately $3.33B in transactions.

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

Of the 558 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: Daiwa Securities Group Inc. ($3.55M), Deutsche Bank AG ($2.05M), JPMorgan Chase & Co. ($1.36M), Envestnet Asset Management Inc. ($1.32M), Barclays PLC ($1.07M), Commonwealth Equity Services LLC ($823.83K), and Russell Investments Group Ltd. ($673.27K).

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

Institutional investors have sold a total of 25,623,119 shares in the last 24 months. This volume of shares sold represents approximately $1.55B in transactions.



This page (NYSE:WPC) was last updated on 4/30/2025 by MarketBeat.com Staff
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