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W.P. Carey (WPC) Institutional Ownership

W.P. Carey logo
$74.06 -0.04 (-0.05%)
As of 01:50 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)
547
Total
Institutional Inflows
(last 12 months)
$2.51B
Number of
Institutional Sellers
(last 12 months)
414
Total
Institutional Outflows
(last 12 months)
$985.11M
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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
5/8/2026 PNC Financial Services Group Inc.29,460$2.00M0.0%-4.2%0.013%
5/8/2026 Oslo Pensjonsforsikring AS975$66K0.0%N/A0.000%
5/8/2026 HORAN Wealth LLC19,773$1.34M0.1%+11.0%0.009%
5/8/2026 Andra AP fonden941$64K0.0%-98.4%0.000%
5/8/2026 Cassaday & Co Wealth Management LLC1,748$119K0.0%N/A0.001%
5/8/2026 Commerzbank Aktiengesellschaft FI7,029$478K0.0%-15.1%0.003%
5/7/2026 Meeder Advisory Services Inc.3,213$218K0.0%-19.9%0.001%
5/7/2026 Dimensional Fund Advisors LP3,348,132$227.54M0.0%+4.9%1.503%
5/7/2026 KBC Group NV90,807$6.17M0.0%-49.3%0.041%
5/7/2026 SEB Asset Management AB277,169$18.84M0.1%N/A0.124%
5/7/2026 Swiss National Bank643,151$43.71M0.0%+7.1%0.289%
5/7/2026 AIA Group Ltd13,299$904K0.0%-3.9%0.006%
5/7/2026 Mediolanum International Funds Ltd29,425$2.00M0.0%N/A0.013%
5/6/2026 California Public Employees Retirement System550,877$37.44M0.0%-7.4%0.247%
5/6/2026 Advisortrust Partners LLC5,249$357K0.1%+9.1%0.002%
5/6/2026 Assetmark Inc.26,159$1.78M0.0%+2.6%0.012%
5/6/2026 Brummer Multi Strategy AB28,508$1.94M8.0%N/A0.013%
5/6/2026 Independent Financial Group LLC17,170$1.17M0.0%N/A0.008%
5/6/2026 Prosperity Consulting Group LLC9,492$645K0.0%+3.4%0.004%
5/6/2026 Frazier Financial Advisors LLC593$40K0.0%N/A0.000%
5/6/2026 Helium Advisors LLC3,166$215K0.2%N/A0.001%
5/5/2026 Wealthfront Advisers LLC83,181$5.65M0.0%-2.1%0.037%
5/5/2026 D.A. Davidson & CO.6,935$471K0.0%+11.9%0.003%
5/5/2026 Bank of New York Mellon Corp2,353,944$159.97M0.0%+1.6%1.057%
5/5/2026 Illinois Municipal Retirement Fund124,942$8.49M0.1%-14.1%0.056%
5/5/2026 Geneos Wealth Management Inc.245,228$16.67M0.4%-8.3%0.110%
5/5/2026 Sanctuary Advisors LLC31,543$2.14M0.0%+10.9%0.014%
5/5/2026 Sigma Planning Corp4,986$339K0.0%-14.1%0.002%
5/5/2026 Maryland State Retirement & Pension System11,398$775K0.0%+12.6%0.005%
5/4/2026 HBW Advisory Services LLC3,647$248K0.0%N/A0.002%
5/4/2026 State of Michigan Retirement System63,600$4.32M0.0%+1.4%0.029%
5/4/2026 Principal Financial Group Inc.488,973$33.23M0.0%+3.8%0.223%
5/4/2026 Chicago Partners Investment Group LLC5,008$365K0.0%+11.4%0.002%
5/4/2026 Arbejdsmarkedets Tillaegspension375,914$25.55M0.6%+5.1%0.171%
5/4/2026 J. Safra Sarasin Holding AG11,324$770K0.0%N/A0.005%
5/2/2026 International Assets Investment Management LLC5,123$355K0.0%-5.0%0.002%
5/2/2026 Diversify Wealth Management LLC20,611$1.48M0.0%N/A0.009%
5/2/2026 Valmark Advisers Inc.2,949$200K0.0%N/A0.001%
5/2/2026 Carnegie Investment Counsel215,152$14.62M0.3%+3.7%0.098%
5/1/2026 Seneca House Advisors120,230$8.17M3.2%-2.6%0.055%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS153,462$10.43M0.1%+22.1%0.070%
5/1/2026 Fifth Third Bancorp4,933$335K0.0%+6.6%0.002%
5/1/2026 Candriam S.C.A.537,187$36.51M0.2%-0.7%0.245%
5/1/2026 Sequoia Financial Advisors LLC153,460$10.43M0.1%+2.0%0.070%
4/30/2026 Hsbc Holdings PLC928,438$63.10M0.0%+0.6%0.423%
4/30/2026 Griffin Asset Management Inc.20,412$1.39M0.2%-30.3%0.009%
4/30/2026 Kestra Advisory Services LLC112,815$7.67M0.0%-11.0%0.051%
4/30/2026 Sumitomo Mitsui Trust Group Inc.636,131$43.23M0.0%-4.6%0.290%
4/30/2026 Resona Asset Management Co. Ltd.127,428$8.66M0.0%+2.7%0.058%
4/30/2026 Demars Financial Group LLC12,592$856K0.3%+26.7%0.006%
4/30/2026 Oregon Public Employees Retirement Fund44,819$3.05M0.0%+2.8%0.020%
4/29/2026 Childress Capital Advisors LLC3,052$207K0.0%N/A0.001%
4/29/2026 WealthPLAN Partners LLC3,347$227K0.0%-53.3%0.002%
4/29/2026 Burney Co.4,727$321K0.0%+4.8%0.002%
4/29/2026 Swedbank AB177,903$12.09M0.0%+31.0%0.081%
4/28/2026 Abel Hall LLC5,018$341K0.1%N/A0.002%
4/28/2026 Whittier Trust Co.1,885$132K0.0%+28.2%0.001%
4/28/2026 Ascentis Independent Advisors4,528$308K0.0%N/A0.002%
4/28/2026 Kepler Cheuvreux Suisse SA97,723$6.64M0.5%-21.7%0.045%
4/28/2026 Praxis Investment Management Inc.6,500$442K0.0%+45.1%0.003%
4/28/2026 QRG Capital Management Inc.43,243$2.94M0.0%+18.9%0.020%
4/27/2026 HB Wealth Management LLC21,257$1.45M0.0%+2.1%0.010%
4/27/2026 PFG Investments LLC12,051$819K0.0%-10.3%0.005%
4/27/2026 New York State Teachers Retirement System152,027$10.33M0.0%-14.7%0.069%
4/27/2026 Private Advisor Group LLC39,010$2.65M0.0%-3.1%0.018%
4/27/2026 Y Intercept Hong Kong Ltd11,498$781K0.0%-69.5%0.005%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund80,284$5.46M0.0%+71.1%0.037%
4/27/2026 Sound Income Strategies LLC2,899$201K0.0%-7.0%0.001%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.3,530$240K0.0%-10.2%0.002%
4/25/2026 Axis Wealth Partners LLC6,198$421K0.2%-11.8%0.003%
4/24/2026 Essex Financial Services Inc.6,584$447K0.0%N/A0.003%
4/24/2026 IFM Investors Pty Ltd78,994$5.37M0.0%+0.6%0.036%
4/24/2026 MQS Management LLC6,718$457K0.3%+63.5%0.003%
4/24/2026 Sawyer & Company Inc3,445$234K0.1%-4.2%0.002%
4/23/2026 Inspire Investing LLC27,112$1.84M0.2%+3.1%0.012%
4/23/2026 Intrua Financial LLC8,032$546K0.1%-3.1%0.004%
4/23/2026 Dupree Financial Group LLC62,015$4.22M1.7%-29.9%0.028%
4/23/2026 Apollon Wealth Management LLC28,323$1.93M0.0%-17.0%0.013%
4/22/2026 Patriot Financial Group Insurance Agency LLC3,244$220K0.0%N/A0.001%
4/22/2026 Janney Montgomery Scott LLC146,691$9.97M0.0%+1.0%0.067%
4/22/2026 Pictet Asset Management Holding SA229,879$15.62M0.0%-19.7%0.105%
4/22/2026 Sterling Capital Management LLC8,226$559K0.0%-36.0%0.004%
4/21/2026 Laurel Oak Wealth Management LLC19,492$1.33M0.2%-18.9%0.009%
4/21/2026 Louisiana State Employees Retirement System63,500$4.32M0.1%N/A0.029%
4/21/2026 Silver Oak Securities Incorporated6,955$473K0.0%+4.4%0.003%
4/20/2026 Kestra Private Wealth Services LLC21,474$1.46M0.0%+0.7%0.010%
4/20/2026 Ritholtz Wealth Management3,907$266K0.0%N/A0.002%
4/20/2026 Vanderbilt University14,968$1.02M0.2%+1.1%0.007%
4/20/2026 Fifth Third Wealth Advisors LLC6,466$439K0.0%-17.4%0.003%
4/20/2026 Brown Lisle Cummings Inc.56,314$3.83M1.0%+0.9%0.026%
4/20/2026 OP Asset Management Ltd38,723$2.63M0.0%N/A0.018%
4/20/2026 Keudell Morrison Wealth Management3,639$247K0.1%-12.3%0.002%
4/18/2026 CENTRAL TRUST Co3,561$242K0.0%+217.9%0.002%
4/17/2026 Signal Advisors Wealth LLC14,111$959K0.1%+14.0%0.006%
4/17/2026 Sovereign Financial Group Inc.2,993$203K0.0%-6.9%0.001%
4/17/2026 Ocean Park Asset Management LLC10,309$701K0.0%N/A0.005%
4/17/2026 Everstar Asset Management LLC13,095$890K0.5%+2.8%0.006%
4/16/2026 SG Americas Securities LLC233,158$15.85M0.0%+111.5%0.106%
4/16/2026 Evolve Private Wealth LLC3,111$211K0.0%-9.5%0.001%
4/16/2026 Prairiewood Capital LLC103,053$7.00M2.0%+5.2%0.047%


WPC Institutional Ownership - Frequently Asked Questions

During the previous two years, 911 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 766 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 38,923,741 shares in the last 24 months. This purchase volume represents approximately $2.51B in transactions.

Of the 414 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 15,121,007 shares in the last 24 months. This volume of shares sold represents approximately $985.11M in transactions.


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This page (NYSE:WPC) was last updated on 5/11/2026 by MarketBeat.com Staff.
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