Free Trial

W.P. Carey (WPC) Institutional Ownership

W.P. Carey logo
$61.66 +0.37 (+0.60%)
Closing price 03:59 PM Eastern
Extended Trading
$61.71 +0.05 (+0.07%)
As of 07:20 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)
521
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
396
Total
Institutional Outflows
(last 12 months)
$613.43M
Get WPC Insider Trade Alerts

Want to know when executives and insiders are buying or selling W.P. Carey stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025Robeco Institutional Asset Management B.V.824,734$51.45M0.1%-5.5%0.377%
7/18/2025Woodward Diversified Capital LLC5,094$318K0.2%N/A0.002%
7/18/2025Client 1ST Advisory Group LLC11,208$699K0.3%-4.1%0.005%
7/18/2025PFG Investments LLC11,539$720K0.0%-27.5%0.005%
7/18/2025Consolidated Portfolio Review Corp29,229$1.82M0.3%+1.9%0.013%
7/18/2025Columbia Asset Management4,025$251K0.0%-14.8%0.002%
7/18/2025Cooper Financial Group12,005$749K0.1%+1.5%0.005%
7/18/2025Truist Financial Corp164,739$10.28M0.0%-2.4%0.075%
7/17/2025 Greenleaf Trust4,207$262K0.0%+5.1%0.002%
7/17/2025 XML Financial LLC35,127$2.19M0.2%-6.0%0.016%
7/17/2025 Raleigh Capital Management Inc.3,187$199K0.1%-5.4%0.001%
7/17/2025 HB Wealth Management LLC11,028$688K0.0%-38.0%0.005%
7/17/2025 Janney Montgomery Scott LLC147,833$9.22M0.0%-0.3%0.068%
7/17/2025 Avondale Wealth Management1,500$94K0.1%N/A0.001%
7/17/2025 Wolff Wiese Magana LLC644$40K0.0%-30.4%0.000%
7/17/2025 GC Wealth Management RIA LLC3,383$211K0.0%N/A0.002%
7/17/2025 Hanson & Doremus Investment Management1,810$113K0.0%+34.1%0.001%
7/17/2025 V Square Quantitative Management LLC642$40K0.0%N/A0.000%
7/17/2025 Sound Income Strategies LLC3,887$242K0.0%-5.0%0.002%
7/17/2025 Sonora Investment Management Group LLC182,822$11.40M0.8%+2.7%0.083%
7/17/2025 Sage Rhino Capital LLC3,342$208K0.0%N/A0.002%
7/16/2025 Prairiewood Capital LLC78,928$4.92M1.8%+1.9%0.036%
7/16/2025 Gradient Capital Advisors LLC28,552$1.78M0.5%-2.4%0.013%
7/16/2025 State of Alaska Department of Revenue130,657$8.15M0.1%-0.6%0.060%
7/16/2025 Old Port Advisors9,477$591K0.2%-2.7%0.004%
7/16/2025 New Insight Wealth Advisors38,295$2.39M1.0%-3.7%0.017%
7/16/2025 American National Bank & Trust3,100$193K0.0%N/A0.001%
7/16/2025 MKT Advisors LLC6,744$425K0.2%-5.6%0.003%
7/16/2025 Perigon Wealth Management LLC12,134$757K0.0%-7.1%0.006%
7/15/2025 Jeppson Wealth Management LLC22,040$1.38M0.5%+1.5%0.010%
7/15/2025 North Star Investment Management Corp.1,249$78K0.0%-13.7%0.001%
7/15/2025 Public Employees Retirement System of Ohio384,328$23.97M0.1%+1.3%0.176%
7/15/2025 Ballentine Partners LLC7,451$465K0.0%+11.7%0.003%
7/15/2025 Sheets Smith Wealth Management91,718$5.72M0.7%-4.2%0.042%
7/15/2025 Family Wealth Partners LLC5,928$370K0.1%+84.0%0.003%
7/14/2025 Armstrong Advisory Group Inc.951$59K0.0%-29.6%0.000%
7/14/2025 McGlone Suttner Wealth Management Inc.10,589$661K0.1%+5.1%0.005%
7/14/2025 GAMMA Investing LLC3,287$205K0.0%+27.9%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC131,993$8.23M0.2%+14.2%0.060%
7/14/2025 Park Avenue Securities LLC8,323$519K0.0%N/A0.004%
This Could Be the Most Profitable Season of Your Life (Ad)

Institutional money is pouring in. Bitcoin ETFs are live. Altcoin adoption is accelerating. This is the same point in every cycle when crypto enters its most explosive phase — and two experts are showing how to ride it. Inside The Crypto Code Workshop, you’ll get their step-by-step system and $10 in free Bitcoin for attending.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
7/14/2025 Avanza Fonder AB19,199$1.20M0.0%N/A0.009%
7/11/2025 Farther Finance Advisors LLC6,117$382K0.0%+12.0%0.003%
7/11/2025 Silver Oak Securities Incorporated6,577$410K0.0%+33.5%0.003%
7/11/2025 UMB Bank n.a.3,211$200K0.0%+7.6%0.001%
7/11/2025 Kingstone Capital Partners Texas LLC385,225$24.03M0.0%N/A0.176%
7/11/2025 IFM Investors Pty Ltd78,031$4.87M0.0%-7.5%0.036%
7/10/2025 Exchange Traded Concepts LLC63,927$3.99M0.0%+6.6%0.029%
7/10/2025 Wealth Enhancement Advisory Services LLC211,494$13.37M0.0%+1.9%0.097%
7/10/2025 Strathmore Capital Advisors Inc.4,327$267K0.1%N/A0.002%
7/10/2025 Capital Advisory Group Advisory Services LLC3,907$244K0.1%+7.6%0.002%
7/10/2025 Swedbank AB48,775$3.04M0.0%+52.6%0.022%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd71,126$4.44M0.0%+2.4%0.032%
7/10/2025 Focus Financial Network Inc.7,934$495K0.0%+2.6%0.004%
7/9/2025 Gateway Investment Advisers LLC51,235$3.20M0.0%+28.3%0.023%
7/9/2025 Seneca House Advisors118,354$7.38M3.1%+4.0%0.054%
7/9/2025 Inspirion Wealth Advisors LLC23,879$1.49M0.2%-9.2%0.011%
7/9/2025 Fiduciary Alliance LLC24,937$1.56M0.1%-1.1%0.011%
7/8/2025 Adams Asset Advisors LLC71,975$4.49M0.6%+19.6%0.033%
7/8/2025 Parallel Advisors LLC3,705$231K0.0%-10.8%0.002%
7/7/2025 Bangor Savings Bank1,305$81K0.0%+53.5%0.001%
7/7/2025 TruWealth Advisors LLC253,957$15.84M0.9%+2.3%0.116%
6/30/2025Pensionfund Sabic43,804$2.77M0.8%-16.3%0.020%
6/30/2025 Pensionfund DSM Netherlands46,300$2.92M1.9%-9.7%0.021%
6/18/2025Voya Investment Management LLC36,294$2.29M0.0%+29.8%0.017%
6/3/2025Inspire Investing LLC24,482$1.55M0.2%+2.3%0.011%
6/3/2025Invst LLC11,633$734K0.1%N/A0.005%
6/2/2025Modern Wealth Management LLC9,167$578K0.0%+29.6%0.004%
5/28/2025Strs Ohio119,808$7.56M0.0%N/A0.055%
5/28/2025Intrua Financial LLC8,285$523K0.1%+2.8%0.004%
5/27/2025Jacobi Capital Management LLC6,267$395K0.0%+3.7%0.003%
5/27/2025Advisors Capital Management LLC823,328$51.96M0.8%+46.3%0.376%
5/21/2025Acadian Asset Management LLC44,851$2.83M0.0%+15.9%0.020%
5/21/2025Geneos 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%
5/20/2025Belpointe Asset Management LLC23,221$1.47M0.1%+22.6%0.011%
5/20/2025Intech Investment Management LLC23,374$1.48M0.0%-64.3%0.011%
5/20/2025Focus Partners Wealth64,376$4.07M0.0%+336.7%0.029%
5/19/2025SageView Advisory Group LLC4,543$287K0.0%-6.3%0.002%
5/19/2025Client 1ST Advisory Group LLC11,688$738K0.3%-5.2%0.005%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,257,017$142.44M0.0%+3.1%1.031%
5/16/2025Coppell Advisory Solutions LLC4,326$264K0.0%-16.6%0.002%
5/16/2025Arete Wealth Advisors LLC17,982$1.14M0.1%+3.2%0.008%
5/16/2025Goldman Sachs Group Inc.308,729$19.48M0.0%-33.4%0.141%
5/16/2025Kestra Investment Management LLC4,086$258K0.0%N/A0.002%
5/16/2025Presima Securities ULC32,902$2.08M0.5%+1.9%0.015%
5/16/2025UniSuper Management Pty Ltd65,400$4.13M0.0%+0.5%0.030%
5/16/2025 Rise Advisors LLC1,698$107K0.0%-9.9%0.001%
5/16/2025NewEdge Advisors LLC7,204$455K0.0%-12.1%0.003%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.156,194$9.86M0.0%+35.3%0.071%
5/16/2025Integrated Wealth Concepts LLC16,620$1.05M0.0%-6.0%0.008%
Utah’s New Oil Find (Ad)

The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle of the Utah's Black Desert. Why? Not for oil discovery. Or uranium or solar. Instead, what’s happening beneath this patch of sand is the discovery of a new kind of energy. Google, Buffett, and a even tech billionaires like Gates, Bezos, and Zuckerberg are grabbing a stake.

Find out why this could be the most lucrative "underground" energy story in America
5/16/2025Investmark Advisory Group LLC34,814$2.20M1.1%+5.6%0.016%
5/16/2025DoubleLine ETF Adviser LP12,719$803K0.3%-19.1%0.006%
5/16/2025Alliancebernstein L.P.423,687$26.74M0.0%+0.5%0.193%
5/16/2025AQR Capital Management LLC165,632$10.45M0.0%+225.3%0.076%
5/16/2025Advisors Asset Management Inc.2,070$131K0.0%+61.2%0.001%
5/16/2025Amundi276,671$16.98M0.0%+1.8%0.126%
5/15/2025EP Wealth Advisors LLC9,499$600K0.0%-24.8%0.004%
5/15/2025GW Henssler & Associates Ltd.3,974$251K0.0%-4.4%0.002%
5/15/2025Focus Partners Advisor Solutions LLC10,069$636K0.0%+63.6%0.005%
5/15/2025Royal Bank of Canada252,264$15.92M0.0%+1.7%0.115%
(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, 909 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 750 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. ($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 31,914,889 shares in the last 24 months. This purchase volume represents approximately $1.88B in transactions.

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

Of the 395 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. ($2.27M), Principal Financial Group Inc. ($543.76K), Hsbc Holdings PLC ($418.80K), International Assets Investment Management LLC ($401.65K), Legal & General Group Plc ($393.40K), Barclays PLC ($332.35K), and State Street Corp ($283.17K).

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

Institutional investors have sold a total of 10,551,150 shares in the last 24 months. This volume of shares sold represents approximately $613.43M in transactions.



This page (NYSE:WPC) was last updated on 7/18/2025 by MarketBeat.com Staff
From Our Partners