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W.P. Carey (WPC) Institutional Ownership

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$65.74 +0.91 (+1.40%)
Closing price 08/7/2025 03:59 PM Eastern
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$65.96 +0.22 (+0.34%)
As of 08/7/2025 07:13 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.

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

Current
Institutional Ownership
Percentage
73.73%
Number of
Institutional Buyers
(last 12 months)
531
Total
Institutional Inflows
(last 12 months)
$1.91B
Number of
Institutional Sellers
(last 12 months)
397
Total
Institutional Outflows
(last 12 months)
$637.67M
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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
8/7/2025CENTRAL TRUST Co2,047$128K0.0%+34.7%0.001%
8/7/2025Samalin Investment Counsel LLC14,371$896K0.3%-1.2%0.007%
8/7/2025Illinois Municipal Retirement Fund151,092$9.43M0.1%-29.8%0.069%
8/7/2025ProShare Advisors LLC9,708$606K0.0%+4.1%0.004%
8/7/2025Profund Advisors LLC4,408$275K0.0%-6.9%0.002%
8/7/2025CSM Advisors LLC232,513$14.50M0.4%N/A0.106%
8/7/2025Campbell & CO Investment Adviser LLC9,548$596K0.0%-74.6%0.004%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.336,007$20.96M0.0%+1.3%0.153%
8/7/2025Aviva PLC162,924$10.16M0.0%+8.1%0.074%
8/6/2025 Prospera Financial Services Inc4,606$288K0.0%+12.5%0.002%
8/6/2025Summit Investment Advisors Inc.43,060$2.72M2.2%-1.8%0.020%
8/6/2025 AE Wealth Management LLC10,349$646K0.0%+15.7%0.005%
8/6/2025 Metis Global Partners LLC38,932$2.43M0.1%+23.1%0.018%
8/6/2025 Penserra Capital Management LLC22,070$1.38M0.0%-13.7%0.010%
8/6/2025 Aew Capital Management L P61,560$3.84M0.2%-55.9%0.028%
8/6/2025 Cbre Investment Management Listed Real Assets LLC105,330$6.57M0.1%N/A0.048%
8/6/2025 Savant Capital LLC5,924$370K0.0%-4.5%0.003%
8/6/2025 Excalibur Management Corp26,571$1.66M0.6%-3.6%0.012%
8/6/2025 Achmea Investment Management B.V.213,363$13.31M0.2%+23.2%0.097%
8/6/2025 Commonwealth Equity Services LLC984,484$61.41M0.1%-7.1%0.450%
8/6/2025 HORAN Wealth LLC17,949$1.12M0.3%N/A0.008%
8/6/2025 Andra AP fonden160,700$10.02M0.1%+27.9%0.073%
8/6/2025 Ethos Financial Group LLC6,138$383K0.0%+4.2%0.003%
8/6/2025 Resona Asset Management Co. Ltd.120,905$7.59M0.0%-6.5%0.055%
8/6/2025 Atlantic Union Bankshares Corp2,470$154K0.0%N/A0.001%
8/6/2025 Cornercap Investment Counsel Inc.11,473$716K0.4%-2.2%0.005%
8/6/2025 Equity Investment Corp1,806,639$112.70M2.4%-7.3%0.825%
8/5/2025 Crestwood Advisors Group LLC7,165$447K0.0%+4.2%0.003%
8/5/2025 NewSquare Capital LLC68,393$4.27M0.3%+4.6%0.031%
8/5/2025 Bank of New York Mellon Corp2,237,186$139.56M0.0%-0.5%1.022%
8/5/2025 Wellington Shields Capital Management LLC31,777$1.98M0.3%-8.0%0.015%
8/5/2025 Machina Capital S.A.S.6,013$375K0.1%+51.6%0.003%
8/5/2025 Bank of Montreal Can44,696$2.79M0.0%+24.4%0.020%
8/5/2025 Sigma Planning Corp6,625$413K0.0%-2.5%0.003%
8/5/2025 State of Michigan Retirement System60,400$3.77M0.0%+15.3%0.028%
8/5/2025 TIAA Trust National Association5,868$366K0.0%+22.6%0.003%
8/5/2025 Versor Investments LP9,023$563K0.1%N/A0.004%
8/5/2025 Meixler Investment Management Ltd.37,506$2.34M1.6%+11.2%0.017%
8/4/2025 Presima Securities ULC33,834$2.11M0.5%+2.8%0.015%
8/4/2025 Kovack Advisors Inc.5,779$360K0.0%+3.3%0.003%
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8/4/2025 Strs Ohio231,337$14.43M0.1%+93.1%0.106%
8/4/2025 Atria Investments Inc14,340$895K0.0%+22.1%0.007%
8/4/2025 Retirement Systems of Alabama267,639$16.70M0.1%+0.5%0.122%
8/4/2025 Assetmark Inc.11,966$746K0.0%+10.9%0.005%
8/4/2025 HBK Sorce Advisory LLC3,843$240K0.0%-65.0%0.002%
8/4/2025 Hantz Financial Services Inc.44,686$2.79M0.0%-2.2%0.020%
8/4/2025 Arkadios Wealth Advisors35,945$2.24M0.1%+1.4%0.016%
8/4/2025 Daymark Wealth Partners LLC4,203$262K0.0%-7.7%0.002%
8/1/2025 Motco3,139$201K0.0%+6.3%0.001%
8/1/2025 New York Life Investment Management LLC23,233$1.45M0.0%-2.1%0.011%
8/1/2025 Vision Financial Markets LLC1,800$112K0.1%N/A0.001%
8/1/2025 GWN Securities Inc.4,920$309K0.1%-28.4%0.002%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund56,534$3.53M0.0%-13.2%0.026%
8/1/2025 Teacher Retirement System of Texas33,255$2.07M0.0%+3.9%0.015%
8/1/2025 Y Intercept Hong Kong Ltd5,666$353K0.0%N/A0.003%
8/1/2025 Bessemer Group Inc.1,034$64K0.0%+22.9%0.000%
8/1/2025 Brookwood Investment Group LLC9,173$572K0.1%+3.7%0.004%
8/1/2025 Envestnet Asset Management Inc.616,284$38.44M0.0%+1.6%0.281%
7/31/2025 Nisa Investment Advisors LLC39,046$2.48M0.0%-20.3%0.018%
7/31/2025 Wealthfront Advisers LLC100,703$6.28M0.0%+1.8%0.046%
7/31/2025 Focus Partners Advisor Solutions LLC12,681$791K0.0%+25.9%0.006%
7/31/2025 AlphaQuest LLC17,357$1.08M0.1%-20.0%0.008%
7/31/2025 Sumitomo Mitsui Trust Group Inc.670,445$41.82M0.0%+0.2%0.306%
7/31/2025 Catalyst Capital Advisors LLC1,813$113K0.0%+14.7%0.001%
7/31/2025 Asset Management One Co. Ltd.463,714$28.93M0.1%+5.5%0.212%
7/31/2025 Carnegie Investment Counsel190,795$11.90M0.2%+17.1%0.087%
7/30/2025 Ethic Inc.17,292$1.09M0.0%+136.9%0.008%
7/30/2025 D.A. Davidson & CO.6,522$407K0.0%-31.0%0.003%
7/30/2025 Cullen Frost Bankers Inc.137,483$8.58M0.1%+3.9%0.063%
7/30/2025 Dupree Financial Group LLC83,456$5.21M2.1%-18.0%0.038%
7/30/2025 Whittier Trust Co.1,470$92K0.0%+33.6%0.001%
7/30/2025 Liberty One Investment Management LLC11,259$702K0.1%-6.4%0.005%
7/30/2025 DekaBank Deutsche Girozentrale143,926$9.08M0.0%+0.9%0.066%
7/30/2025 Demars Financial Group LLC18,028$1.13M0.4%-98.3%0.008%
7/29/2025 Stephens Inc. AR13,904$867K0.0%-4.5%0.006%
7/29/2025 Chicago Partners Investment Group LLC3,737$237K0.0%+7.7%0.002%
7/29/2025 International Assets Investment Management LLC6,666$416K0.0%+17.9%0.003%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al252,290$15.74M0.1%N/A0.115%
7/29/2025 Mutual of America Capital Management LLC108,897$6.79M0.1%-3.3%0.050%
7/29/2025 Stratos Wealth Partners LTD.13,441$838K0.0%+16.8%0.006%
7/29/2025 Private Trust Co. NA3,900$243K0.0%+17.3%0.002%
7/29/2025 Roof Eidam Maycock Peralta LLC9,120$569K0.1%N/A0.004%
7/29/2025 Barlow Wealth Partners Inc.4,206$266K0.0%-16.7%0.002%
7/28/2025 WealthPLAN Partners LLC6,972$435K0.1%-27.8%0.003%
7/28/2025 WealthPlan Investment Management LLC11,558$721K0.1%+23.2%0.005%
7/28/2025 Allianz Asset Management GmbH311,346$19.42M0.0%+5.8%0.142%
7/28/2025 New York State Teachers Retirement System159,423$9.95M0.0%-28.8%0.073%
7/28/2025 Mutual Advisors LLC22,778$1.47M0.0%+3.6%0.010%
7/28/2025 Harbour Investments Inc.2,768$173K0.0%-6.5%0.001%
7/28/2025 TD Asset Management Inc42,093$2.63M0.0%-0.8%0.019%
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7/28/2025 Naviter Wealth LLC17,536$1.11M0.1%+9.6%0.008%
7/25/2025 Verdence Capital Advisors LLC116,221$7.25M0.5%-0.6%0.053%
7/25/2025 Atria Wealth Solutions Inc.15,381$971K0.0%-85.2%0.007%
7/25/2025 Concord Wealth Partners2,055$128K0.0%+14.9%0.001%
7/25/2025 Sequoia Financial Advisors LLC144,935$9.04M0.1%-0.9%0.066%
7/25/2025 Yousif Capital Management LLC83,166$5.19M0.1%-1.6%0.038%
7/25/2025 Griffin Asset Management Inc.32,236$2.01M0.2%+0.6%0.015%
7/25/2025 MGO One Seven LLC7,165$447K0.0%+14.9%0.003%
7/25/2025 Meritage Portfolio Management75,037$4.68M0.3%-2.7%0.034%
7/25/2025 CWM LLC17,901$1.12M0.0%-4.9%0.008%
(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, 896 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 741 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. ($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 32,270,715 shares in the last 24 months. This purchase volume represents approximately $1.91B 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. ($1.28M), Demars Financial Group LLC ($1.04M), Principal Financial Group Inc. ($448.83K), Hsbc Holdings PLC ($418.80K), International Assets Investment Management LLC ($401.65K), Legal & General Group Plc ($393.40K), and Barclays PLC ($332.35K).

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

Institutional investors have sold a total of 10,764,794 shares in the last 24 months. This volume of shares sold represents approximately $637.67M in transactions.



This page (NYSE:WPC) was last updated on 8/8/2025 by MarketBeat.com Staff
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