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W.P. Carey (WPC) Institutional Ownership

W.P. Carey logo
$69.15 +0.71 (+1.03%)
Closing price 10/3/2025 03:59 PM Eastern
Extended Trading
$69.20 +0.05 (+0.08%)
As of 04:39 AM 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)
549
Total
Institutional Inflows
(last 12 months)
$2.22B
Number of
Institutional Sellers
(last 12 months)
417
Total
Institutional Outflows
(last 12 months)
$725.57M
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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
10/3/2025 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%
8/14/2025Cerity Partners LLC30,876$1.93M0.0%-2.7%0.014%
8/14/2025Federated Hermes Inc.23,709$1.48M0.0%-10.0%0.011%
8/13/2025Per Stirling Capital Management LLC.8,976$560K0.1%+23.1%0.004%
8/13/2025Rockport Wealth LLC6,271$391K0.1%N/A0.003%
8/13/2025Cary Street Partners Investment Advisory LLC1,405$88K0.0%N/A0.001%
8/13/2025SageView Advisory Group LLC4,279$274K0.0%-5.8%0.002%
8/13/2025Brown Advisory Inc.364,590$22.74M0.0%-0.7%0.166%
8/13/2025Amundi386,651$24.48M0.0%+39.8%0.177%
8/13/2025Royal Fund Management LLC16,304$1.02M0.1%+12.4%0.007%
8/13/2025Baird Financial Group Inc.49,004$3.06M0.0%-2.6%0.022%
8/13/2025First Trust Advisors LP736,437$45.94M0.0%+422.2%0.336%
8/13/2025Guggenheim Capital LLC23,092$1.44M0.0%+1.2%0.011%
8/13/2025EverSource Wealth Advisors LLC2,612$163K0.0%-87.8%0.001%
8/13/2025Invesco Ltd.753,196$46.98M0.0%+1.6%0.344%
8/13/20251832 Asset Management L.P.26,999$1.68M0.0%+43.0%0.012%
8/13/2025CW Advisors LLC9,144$570K0.0%+2.2%0.004%
8/13/2025Beacon Pointe Advisors LLC74,404$4.64M0.0%-5.0%0.034%
8/13/2025M&T Bank Corp30,368$1.90M0.0%+8.5%0.014%
8/13/2025Fisher Asset Management LLC3,596$224K0.0%-20.0%0.002%
8/13/2025Everstar Asset Management LLC7,865$491K0.3%+8.5%0.004%
8/13/2025Legacy Capital Wealth Partners LLC11,107$693K0.1%-1.9%0.005%
8/13/2025Schroder Investment Management Group31,722$1.98M0.0%-88.1%0.014%
8/13/2025Skandinaviska Enskilda Banken AB publ 263,873$16.46M0.1%-8.3%0.120%
8/13/2025Colonial Trust Advisors17,949$1.12M0.1%-9.8%0.008%
8/13/2025Norges Bank2,427,234$151.41M0.0%N/A1.108%
8/13/2025Hsbc Holdings PLC559,406$34.88M0.0%+38.2%0.255%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC17,871$1.12M0.0%+58.6%0.008%
8/13/2025State Board of Administration of Florida Retirement System203,775$12.71M0.0%+0.3%0.093%
8/13/2025Johnson Financial Group Inc.766$48K0.0%-48.3%0.000%
(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 735 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 37,032,493 shares in the last 24 months. This purchase volume represents approximately $2.22B in transactions.

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

Of the 416 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 12,135,258 shares in the last 24 months. This volume of shares sold represents approximately $725.57M in transactions.


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