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W.P. Carey (WPC) Institutional Ownership

W.P. Carey logo
$71.61 +0.66 (+0.92%)
Closing price 03:59 PM Eastern
Extended Trading
$71.67 +0.05 (+0.07%)
As of 04:10 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 Massive. 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)
534
Total
Institutional Inflows
(last 12 months)
$2.17B
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$965.34M
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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
7/10/2026Handelsbanken Fonder AB66,900$4.78M0.0%+13.8%0.030%
7/10/2026Redhawk Wealth Advisors Inc.12,271$877K0.1%N/A0.006%
7/9/2026Revolve Wealth Partners LLC3,398$243K0.0%N/A0.002%
7/9/2026TOWER TRUST & INVESTMENT Co1,212$87K0.1%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC6,455$462K0.0%+4.5%0.003%
7/8/2026 Teamwork Financial Advisors LLC6,931$496K0.0%-3.9%0.003%
7/8/2026 Cooper Financial Group14,127$1.01M0.1%+19.5%0.006%
7/7/2026 Dynamic Advisor Solutions LLC6,165$441K0.0%-2.9%0.003%
7/7/2026 Inspirion Wealth Advisors LLC22,432$1.59M0.2%-0.7%0.010%
7/7/2026 GAMMA Investing LLC5,059$362K0.0%+9.9%0.002%
7/7/2026 Grant Private Wealth Management Inc6,078$435K0.2%+44.8%0.003%
7/7/2026 Avior Wealth Management LLC109,391$7.82M0.2%-3.2%0.049%
7/2/2026 Versant Capital Management Inc1,367$98K0.0%+29.2%0.001%
7/2/2026 Diesslin Group Inc.2,846$203K0.1%N/A0.001%
7/2/2026 CX Institutional1,617$116K0.0%-50.0%0.001%
7/1/2026 Pensionfund PDN45,800$3.28M1.7%+3.4%0.021%
6/23/2026Ballast Advisors LLC1,552$105K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.104,740$7.12M0.0%+0.8%0.047%
6/3/2026DV Trading LLC3,000$204K0.0%+328.6%0.001%
6/3/2026NewEdge Advisors LLC8,413$572K0.0%-7.3%0.004%
5/28/2026Cozad Asset Management Inc.25,265$1.72M0.1%-1.0%0.011%
5/26/2026Glenmede Trust Co. NA7,175$488K0.0%-4.0%0.003%
5/21/2026Groupe la Francaise8,758$595K0.0%N/A0.004%
5/20/2026Arete Wealth Advisors LLC17,524$1.19M0.1%+2.6%0.008%
5/19/2026Royal Fund Management LLC19,403$1.32M0.1%-47.9%0.009%
5/19/2026Bank of America Corp DE1,365,724$92.82M0.0%+2.4%0.613%
5/19/2026Edgestream Partners L.P.27,964$1.90M0.1%-73.9%0.013%
5/19/2026Arkadios Wealth Advisors33,801$2.30M0.0%-10.9%0.015%
5/19/2026Arete Wealth Advisors LLC17,524$1.19M0.1%+2.6%0.008%
5/18/2026Sunbelt Securities Inc.3,864$263K0.0%-11.1%0.002%
5/18/2026Amundi900,194$61.18M0.0%+13.0%0.404%
5/18/2026EverSource Wealth Advisors LLC3,303$224K0.0%+23.4%0.001%
5/18/2026California State Teachers Retirement System391,940$26.64M0.0%-0.6%0.176%
5/18/2026Royal Bank of Canada270,488$18.38M0.0%+15.4%0.121%
5/16/2026The Manufacturers Life Insurance Company 125,680$8.54M0.0%-23.1%0.056%
5/16/2026Quantinno Capital Management LP280,897$19.09M0.0%+61.0%0.126%
5/16/2026BROOKFIELD Corp ON 220,014$14.95M0.0%N/A0.099%
5/15/2026Intelligence Driven Advisers LLC3,000$204K0.0%N/A0.001%
5/15/2026Gateway Wealth Partners LLC25,676$1.75M0.1%N/A0.012%
5/15/2026OMERS ADMINISTRATION Corp10,076$685K0.0%+28.6%0.005%
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5/15/2026Bradley Foster & Sargent Inc. CT8,388$570K0.0%-3.4%0.004%
5/15/2026Entropy Technologies LP25,031$1.70M0.1%+67.4%0.011%
5/14/2026Renaissance Technologies LLC71,300$4.85M0.0%-56.5%0.032%
5/14/2026Hilltop Holdings Inc.6,030$410K0.0%-34.5%0.003%
5/14/2026Public Employees Retirement System of Ohio318,317$21.63M0.1%-14.0%0.143%
5/14/2026Modern Wealth Management LLC13,991$971K0.0%+3.1%0.006%
5/14/2026Inceptionr LLC26,239$1.78M0.4%N/A0.012%
5/14/2026Liberty One Investment Management LLC9,717$660K0.1%+12.4%0.004%
5/14/2026Bank of Nova Scotia19,173$1.30M0.0%+23.6%0.009%
5/14/2026Sei Investments Co.142,355$9.67M0.0%+30.2%0.064%
5/14/2026Walleye Capital LLC3,503$238K0.0%-85.0%0.002%
5/13/2026Cetera Investment Advisers335,880$22.83M0.0%-4.0%0.151%
5/13/2026NewEdge Wealth LLC18,794$1.28M0.0%+20.4%0.008%
5/13/2026First Trust Advisors LP650,197$44.19M0.0%+1.8%0.292%
5/12/2026ABN Amro Investment Solutions13,543$920K0.0%+2.7%0.006%
5/8/2026PNC Financial Services Group Inc.29,460$2.00M0.0%-4.2%0.013%
5/8/2026Oslo Pensjonsforsikring AS975$66K0.0%N/A0.000%
5/8/2026HORAN Wealth LLC19,773$1.34M0.1%+11.0%0.009%
5/8/2026Andra AP fonden941$64K0.0%-98.4%0.000%
5/8/2026Cassaday & Co Wealth Management LLC1,748$119K0.0%N/A0.001%
5/8/2026Commerzbank Aktiengesellschaft FI7,029$478K0.0%-15.1%0.003%
5/7/2026Meeder Advisory Services Inc.3,213$218K0.0%-19.9%0.001%
5/7/2026Dimensional Fund Advisors LP3,348,132$227.54M0.0%+4.9%1.503%
5/7/2026KBC Group NV90,807$6.17M0.0%-49.3%0.041%
5/7/2026SEB Asset Management AB277,169$18.84M0.1%N/A0.124%
5/7/2026Swiss National Bank643,151$43.71M0.0%+7.1%0.289%
5/7/2026AIA Group Ltd13,299$904K0.0%-3.9%0.006%
5/7/2026Mediolanum International Funds Ltd29,425$2.00M0.0%N/A0.013%
5/6/2026California Public Employees Retirement System550,877$37.44M0.0%-7.4%0.247%
5/6/2026Advisortrust Partners LLC5,249$357K0.1%+9.1%0.002%
5/6/2026Assetmark Inc.26,159$1.78M0.0%+2.6%0.012%
5/6/2026Brummer Multi Strategy AB28,508$1.94M8.0%N/A0.013%
5/6/2026Independent Financial Group LLC17,170$1.17M0.0%N/A0.008%
5/6/2026Prosperity Consulting Group LLC9,492$645K0.0%+3.4%0.004%
5/6/2026Frazier Financial Advisors LLC593$40K0.0%N/A0.000%
5/6/2026Helium Advisors LLC3,166$215K0.2%N/A0.001%
5/5/2026Wealthfront Advisers LLC83,181$5.65M0.0%-2.1%0.037%
5/5/2026D.A. Davidson & CO.6,935$471K0.0%+11.9%0.003%
5/5/2026Bank of New York Mellon Corp2,353,944$159.97M0.0%+1.6%1.057%
5/5/2026Illinois Municipal Retirement Fund124,942$8.49M0.1%-14.1%0.056%
5/5/2026Geneos Wealth Management Inc.245,228$16.67M0.4%-8.3%0.110%
5/5/2026Sanctuary Advisors LLC31,543$2.14M0.0%+10.9%0.014%
5/5/2026Sigma Planning Corp4,986$339K0.0%-14.1%0.002%
5/5/2026Maryland State Retirement & Pension System11,398$775K0.0%+12.6%0.005%
5/4/2026HBW Advisory Services LLC3,647$248K0.0%N/A0.002%
5/4/2026State of Michigan Retirement System63,600$4.32M0.0%+1.4%0.029%
5/4/2026Principal Financial Group Inc.488,973$33.23M0.0%+3.8%0.223%
5/4/2026Chicago Partners Investment Group LLC5,008$365K0.0%+11.4%0.002%
5/4/2026Arbejdsmarkedets Tillaegspension375,914$25.55M0.6%+5.1%0.171%
5/4/2026J. Safra Sarasin Holding AG11,324$770K0.0%N/A0.005%
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5/2/2026International Assets Investment Management LLC5,123$355K0.0%-5.0%0.002%
5/2/2026Diversify Wealth Management LLC20,611$1.48M0.0%N/A0.009%
5/2/2026Valmark Advisers Inc.2,949$200K0.0%N/A0.001%
5/2/2026Carnegie Investment Counsel215,152$14.62M0.3%+3.7%0.098%
5/1/2026Seneca House Advisors120,230$8.17M3.2%-2.6%0.055%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS153,462$10.43M0.1%+22.1%0.070%
5/1/2026Fifth Third Bancorp4,933$335K0.0%+6.6%0.002%
5/1/2026Candriam S.C.A.537,187$36.51M0.2%-0.7%0.245%
5/1/2026Sequoia Financial Advisors LLC153,460$10.43M0.1%+2.0%0.070%
4/30/2026Hsbc Holdings PLC928,438$63.10M0.0%+0.6%0.423%


WPC Institutional Ownership - Frequently Asked Questions

During the previous two years, 915 institutional investors and hedge funds held shares of W.P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($1.96B), State Street Corp ($799.49M), Geode Capital Management LLC ($307.91M), Massachusetts Financial Services Co. MA ($271.15M), Invesco Ltd. ($251.31M), Dimensional Fund Advisors LP ($227.54M), and JPMorgan Chase & Co. ($212.29M).Learn more on W.P. Carey's institutional investors.

73.73% of W.P. Carey's stock is owned by institutional investors. Learn more on WPC's institutional investor holdings.

Of the 768 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 ($7.85M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($4.14M), JPMorgan Chase & Co. ($4.01M), Invesco Ltd. ($3.24M), Massachusetts Financial Services Co. MA ($2.19M), Pacer Advisors Inc. ($1.61M), and Wellington Management Group LLP ($1.40M).

Institutional investors have bought a total of 33,353,880 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

Of the 388 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: UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.56M), JPMorgan Chase & Co. ($1.81M), Demars Financial Group LLC ($1.05M), Millennium Management LLC ($618.67K), Massachusetts Financial Services Co. MA ($502.37K), Price T Rowe Associates Inc. MD ($468.52K), and California Public Employees Retirement System ($444.62K).

Institutional investors have sold a total of 14,781,999 shares in the last 24 months. This volume of shares sold represents approximately $965.34M in transactions.


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This page (NYSE:WPC) was last updated on 7/10/2026 by MarketBeat.com Staff.
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