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W. P. Carey (WPC) Institutional Ownership

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$63.41 +0.11 (+0.18%)
Closing price 03:59 PM Eastern
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$63.36 -0.06 (-0.09%)
As of 07:49 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)
516
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
396
Total
Institutional Outflows
(last 12 months)
$612.91M
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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
6/3/2025 Inspire Investing LLC24,482$1.55M0.2%+2.3%0.011%
6/3/2025 Invst LLC11,633$734K0.1%N/A0.005%
6/2/2025 Modern Wealth Management LLC9,167$578K0.0%+29.6%0.004%
5/28/2025 Strs Ohio119,808$7.56M0.0%N/A0.055%
5/28/2025 Intrua Financial LLC8,285$523K0.1%+2.8%0.004%
5/27/2025 Jacobi Capital Management LLC6,267$395K0.0%+3.7%0.003%
5/27/2025 Advisors Capital Management LLC823,328$51.96M0.8%+46.3%0.376%
5/21/2025 Acadian Asset Management LLC44,851$2.83M0.0%+15.9%0.020%
5/21/2025 Geneos Wealth Management Inc.17,987$1.14M0.0%+5.0%0.008%
5/21/2025 IFM Investors Pty Ltd84,365$5.32M0.1%-7.2%0.039%
5/20/2025 Belpointe Asset Management LLC23,221$1.47M0.1%+22.6%0.011%
5/20/2025 Intech Investment Management LLC23,374$1.48M0.0%-64.3%0.011%
5/20/2025 Focus Partners Wealth64,376$4.07M0.0%+336.7%0.029%
5/19/2025 SageView Advisory Group LLC4,543$287K0.0%-6.3%0.002%
5/19/2025 Client 1ST Advisory Group LLC11,688$738K0.3%-5.2%0.005%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,257,017$142.44M0.0%+3.1%1.031%
5/16/2025 Coppell Advisory Solutions LLC4,326$264K0.0%-16.6%0.002%
5/16/2025 Arete Wealth Advisors LLC17,982$1.14M0.1%+3.2%0.008%
5/16/2025 Goldman Sachs Group Inc.308,729$19.48M0.0%-33.4%0.141%
5/16/2025 Kestra Investment Management LLC4,086$258K0.0%N/A0.002%
5/16/2025 Presima Securities ULC32,902$2.08M0.5%+1.9%0.015%
5/16/2025 UniSuper Management Pty Ltd65,400$4.13M0.0%+0.5%0.030%
5/16/2025 Rise Advisors LLC1,698$107K0.0%-9.9%0.001%
5/16/2025 NewEdge Advisors LLC7,204$455K0.0%-12.1%0.003%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.156,194$9.86M0.0%+35.3%0.071%
5/16/2025 Integrated Wealth Concepts LLC16,620$1.05M0.0%-6.0%0.008%
5/16/2025 Investmark Advisory Group LLC34,814$2.20M1.1%+5.6%0.016%
5/16/2025 DoubleLine ETF Adviser LP12,719$803K0.3%-19.1%0.006%
5/16/2025 Alliancebernstein L.P.423,687$26.74M0.0%+0.5%0.193%
5/16/2025 AQR Capital Management LLC165,632$10.45M0.0%+225.3%0.076%
5/16/2025 Advisors Asset Management Inc.2,070$131K0.0%+61.2%0.001%
5/16/2025 Amundi276,671$16.98M0.0%+1.8%0.126%
5/15/2025 EP Wealth Advisors LLC9,499$600K0.0%-24.8%0.004%
5/15/2025 GW Henssler & Associates Ltd.3,974$251K0.0%-4.4%0.002%
5/15/2025 Focus Partners Advisor Solutions LLC10,069$636K0.0%+63.6%0.005%
5/15/2025 Royal Bank of Canada252,264$15.92M0.0%+1.7%0.115%
5/15/2025 MAI Capital Management9,209$581K0.0%-34.2%0.004%
5/15/2025 Quarry LP6,247$394K0.1%+576.1%0.003%
5/15/2025 Nomura Holdings Inc.11,366$717K0.0%-78.5%0.005%
5/15/2025 Baird Financial Group Inc.50,337$3.18M0.0%-1.3%0.023%
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5/15/2025 Vident Advisory LLC16,356$1.03M0.0%-33.6%0.007%
5/15/2025 Evergreen Capital Management LLC7,058$451K0.0%+5.1%0.003%
5/15/2025 Te Ahumairangi Investment Management Ltd74,627$4.71M1.0%-11.2%0.034%
5/15/2025 Landscape Capital Management L.L.C.12,550$792K0.1%N/A0.006%
5/15/2025 Mission Creek Capital Partners Inc.5,659$357K0.1%-26.7%0.003%
5/15/2025 OMERS ADMINISTRATION Corp7,836$495K0.0%-14.2%0.004%
5/15/2025 Eisler Capital Management Ltd.149,123$9.41M0.1%N/A0.068%
5/14/2025 Truvestments Capital LLC662$42K0.0%-49.5%0.000%
5/14/2025 B. Metzler seel. Sohn & Co. AG5,645$356K0.0%-45.1%0.003%
5/14/2025 RB Capital Management LLC13,087$826K0.2%-6.9%0.006%
5/14/2025 CreativeOne Wealth LLC3,526$223K0.0%-17.0%0.002%
5/14/2025 Ieq Capital LLC9,508$600K0.0%+127.8%0.004%
5/14/2025 Quadcap Wealth Management LLC5,632$355K0.1%+9.5%0.003%
5/14/2025 Gamco Investors INC. ET AL12,899$814K0.0%-5.2%0.006%
5/14/2025 Samalin Investment Counsel LLC14,539$918K0.4%+18.2%0.007%
5/14/2025 Rafferty Asset Management LLC3,752$237K0.0%-24.9%0.002%
5/14/2025 Widmann Financial Services Inc.4,783$302K0.2%-4.3%0.002%
5/14/2025 Caisse DE Depot ET Placement DU Quebec686,142$43.30M0.1%+20.1%0.313%
5/14/2025 Corebridge Financial Inc.241,712$15.25M0.1%-2.4%0.110%
5/14/2025 MetLife Investment Management LLC127,738$8.06M0.0%-1.6%0.058%
5/14/2025 Campbell & CO Investment Adviser LLC37,570$2.37M0.2%+27.8%0.017%
5/14/2025 Jump Financial LLC72,966$4.61M0.1%N/A0.033%
5/14/2025 SVB Wealth LLC917$58K0.0%N/A0.000%
5/14/2025 APG Asset Management N.V.119,400$6.98M0.0%-0.3%0.055%
5/14/2025 Bahl & Gaynor Inc.15,449$975K0.0%-25.4%0.007%
5/14/2025 Northwestern Mutual Wealth Management Co.8,451$533K0.0%+40.9%0.004%
5/14/2025 AlphaQuest LLC21,684$1.37M0.1%+1.0%0.010%
5/14/2025 Allstate Corp12,178$769K0.0%+81.1%0.006%
5/14/2025 1832 Asset Management L.P.18,887$1.19M0.0%-20.9%0.009%
5/14/2025 Compound Planning Inc.8,276$522K0.0%+38.8%0.004%
5/14/2025 Ameriprise Financial Inc.724,836$45.76M0.0%-0.7%0.331%
5/14/2025 Norinchukin Bank The10,201$644K0.0%+4.5%0.005%
5/14/2025 CW Advisors LLC8,943$564K0.0%N/A0.004%
5/14/2025 Summit Financial LLC19,294$1.22M0.0%+10.5%0.009%
5/14/2025 Price T Rowe Associates Inc. MD1,082,219$68.30M0.0%+2.3%0.494%
5/14/2025 Martingale Asset Management L P134,463$8.49M0.2%+651.9%0.061%
5/14/2025 Candriam S.C.A.236,875$14.95M0.1%N/A0.108%
5/14/2025 Venture Visionary Partners LLC3,694$233K0.0%N/A0.002%
5/14/2025 Berkshire Asset Management LLC PA328,204$19.95M0.9%+1.7%0.150%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S12,100$764K0.0%+10.5%0.006%
5/14/2025 Hsbc Holdings PLC404,702$25.53M0.0%+48.9%0.185%
5/14/2025 Colonial Trust Advisors19,893$1.26M0.1%-10.6%0.009%
5/14/2025 Laraway Financial Advisors Inc5,989$378K0.3%N/A0.003%
5/14/2025 Fuller & Thaler Asset Management Inc.51,764$3.27M0.0%+3.5%0.024%
5/14/2025 Wellington Management Group LLP92,092$5.81M0.0%-71.2%0.042%
5/14/2025 Korea Investment CORP161,423$10.19M0.0%+146.4%0.074%
5/13/2025 Northern Trust Corp2,696,844$170.20M0.0%+2.1%1.232%
5/13/2025 Summit Securities Group LLC800$50K0.0%+60.0%0.000%
5/13/2025 CacheTech Inc.10,956$691K0.1%-6.2%0.005%
5/13/2025 Ethos Financial Group LLC5,893$372K0.0%N/A0.003%
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5/13/2025 Adams Wealth Management10,956$691K0.1%-6.2%0.005%
5/13/2025 Raymond James Financial Inc.585,621$36.96M0.0%+1.5%0.267%
5/13/2025 Philadelphia Trust Co.7,500$473K0.0%-3.7%0.003%
5/13/2025 State of New Jersey Common Pension Fund D63,738$4.02M0.0%-3.2%0.029%
5/13/2025 American Century Companies Inc.72,070$4.55M0.0%+10.2%0.033%
5/13/2025 Ethic Inc.7,299$460K0.0%-10.0%0.003%
5/13/2025 EverSource Wealth Advisors LLC21,427$1.35M0.1%-11.6%0.010%
5/13/2025 Aberdeen Group plc125,957$7.93M0.0%+1.4%0.058%
5/13/2025 Dimensional Fund Advisors LP3,173,965$200.31M0.0%+0.1%1.449%
5/13/2025 Trivium Point Advisory LLC3,743$236K0.0%-20.4%0.002%
(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, 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 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 751 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), 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 61,649,836 shares in the last 24 months. This purchase volume represents approximately $3.76B in transactions.

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

Of the 573 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), Commonwealth Equity Services LLC ($774.08K), EP Wealth Advisors LLC ($613.00K), and Russell Investments Group Ltd. ($595.59K).

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

Institutional investors have sold a total of 24,666,186 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.



This page (NYSE:WPC) was last updated on 6/10/2025 by MarketBeat.com Staff
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