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MarketBeat Week in Review – 11/27 - 12/1
All the trading advice you’ve ever received boils down to this (Ad)
Mega merger in the works? Humana, Cigna explore big deal
Teen girls are being victimized by deepfake nudes. One family is pushing for more protections
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
At COP28 meeting, oil companies pledge to combat methane. Environmentalists call it a "smokescreen"
BMW recalls SUVs after Takata air bag inflator blows apart, hurling shrapnel and injuring driver
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Breaches by Iran-affiliated hackers spanned multiple U.S. states, federal agencies say
Chinese developer Evergrande risking liquidation if creditors veto its plan for handling huge debts
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
MarketBeat Week in Review – 11/27 - 12/1
All the trading advice you’ve ever received boils down to this (Ad)
Mega merger in the works? Humana, Cigna explore big deal
Teen girls are being victimized by deepfake nudes. One family is pushing for more protections
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
At COP28 meeting, oil companies pledge to combat methane. Environmentalists call it a "smokescreen"
BMW recalls SUVs after Takata air bag inflator blows apart, hurling shrapnel and injuring driver
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Breaches by Iran-affiliated hackers spanned multiple U.S. states, federal agencies say
Chinese developer Evergrande risking liquidation if creditors veto its plan for handling huge debts
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
MarketBeat Week in Review – 11/27 - 12/1
All the trading advice you’ve ever received boils down to this (Ad)
Mega merger in the works? Humana, Cigna explore big deal
Teen girls are being victimized by deepfake nudes. One family is pushing for more protections
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
At COP28 meeting, oil companies pledge to combat methane. Environmentalists call it a "smokescreen"
BMW recalls SUVs after Takata air bag inflator blows apart, hurling shrapnel and injuring driver
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Breaches by Iran-affiliated hackers spanned multiple U.S. states, federal agencies say
Chinese developer Evergrande risking liquidation if creditors veto its plan for handling huge debts

W. P. Carey (WPC) Institutional Ownership

$63.38
+1.14 (+1.83%)
(As of 12/1/2023 ET)
Compare
Today's Range
$61.75
$63.54
50-Day Range
$52.20
$63.37
52-Week Range
$51.36
$85.94
Volume
2.12 million shs
Average Volume
3.33 million shs
Market Capitalization
$13.86 billion
P/E Ratio
17.41
Dividend Yield
6.75%
Price Target
$66.60

Institutional Ownership Changes (13F Filings) for W. P. Carey (NYSE:WPC)

Current
Institutional Ownership
Percentage
62.62%
Number of
Institutional Buyers
(last 12 months)
585
Total
Institutional Inflows
(last 12 months)
$2.19 B
Number of
Institutional Sellers
(last 12 months)
433
Total
Institutional Outflows
(last 12 months)
$1.20 B
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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
12/1/2023B. Riley Wealth Advisors Inc.16,104$0.89M0.0%-48.4%0.007%
12/1/2023Wellington Management Group LLP37,194$2.01M0.0%+73.6%0.017%
11/30/2023American Century Companies Inc.1,144,746$61.91M0.0%+7.3%0.524%
11/24/2023Deutsche Bank AG249,527$13.49M0.0%-80.3%0.114%
11/24/2023EP Wealth Advisors LLC5,684$0.31M0.0%-99.1%0.003%
11/21/2023Walleye Capital LLC13,839$0.75M0.0%+19.8%0.006%
11/21/2023Tompkins Financial Corp3,856$0.21M0.0%+849.8%0.002%
11/16/2023Laraway Financial Advisors Inc2,726$0.15M0.2%-80.2%0.001%
11/16/2023Creative Planning64,973$3.51M0.0%-2.9%0.030%
11/16/2023RB Capital Management LLC21,702$1.17M0.4%-1.4%0.010%
11/16/2023Employees Retirement System of Texas80,500$4.35M0.1%-15.7%0.037%
11/16/2023Harbour Investments Inc.3,232$0.18M0.0%+14.7%0.001%
11/16/2023Horizon Family Wealth Inc.7,152$0.38M0.2%N/A0.003%
11/16/2023Belpointe Asset Management LLC15,920$0.86M0.1%+28.7%0.007%
11/16/2023Public Employees Retirement System of Ohio393,322$21.27M0.1%+3.5%0.180%
11/16/2023Advisors Capital Management LLC539,205$29.16M0.7%+5.7%0.247%
11/16/2023Morgan Stanley1,968,711$106.47M0.0%+5.5%0.900%
11/16/2023Penserra Capital Management LLC9,701$0.52M0.0%+13.0%0.004%
11/15/2023Stonebridge Capital Advisors LLC895$48K0.0%-25.9%0.000%
11/15/2023Integrated Wealth Concepts LLC28,795$1.56M0.0%+1.3%0.013%
11/15/2023Townsquare Capital LLC10,884$0.59M0.0%-19.0%0.005%
11/15/2023Jag Capital Management LLC18,462$1M0.1%-4.1%0.008%
11/15/2023WealthPlan Investment Management LLC158,762$8.59M1.0%+1,915.0%0.073%
11/15/2023Mercer Global Advisors Inc. ADV65,240$3.53M0.0%+2.8%0.030%
11/15/2023The Manufacturers Life Insurance Company 32,736$1.77M0.0%+262.2%0.015%
11/15/2023Royal Bank of Canada198,451$10.73M0.0%-7.7%0.091%
11/15/2023Royal London Asset Management Ltd.103,462$5.60M0.0%+14.4%0.047%
11/15/2023Rush Island Management LP129,497$7M0.6%N/A0.059%
11/15/2023Rainsberger Wealth Advisors Inc.10,482$0.57M0.3%+4.3%0.005%
11/15/2023Schroder Investment Management Group17,427$0.94M0.0%-1.2%0.008%
11/15/2023Sei Investments Co.301,656$16.31M0.0%+77.9%0.138%
11/15/2023JPMorgan Chase & Co.5,350,435$289.35M0.0%-13.7%2.447%
11/15/2023Legal & General Group Plc2,835,656$153.35M0.1%+1.3%1.297%
11/15/2023Lido Advisors LLC4,684$0.25M0.0%-12.3%0.002%
11/15/2023Ameriprise Financial Inc.1,561,507$86.67M0.0%-12.5%0.714%
11/15/2023Glenmede Trust Co. NA6,693$0.36M0.0%-6.0%0.003%
11/15/2023AQR Capital Management LLC67,791$3.67M0.0%+55.0%0.031%
11/14/2023Lazard Asset Management LLC12,878$0.70M0.0%+64.2%0.006%
11/14/2023Per Stirling Capital Management LLC.8,361$0.45M0.1%-4.9%0.004%
11/14/2023Waverly Advisors LLC17,934$0.97M0.0%N/A0.008%
11/14/2023California State Teachers Retirement System321,093$17.37M0.0%-7.4%0.147%
11/14/2023Toronto Dominion Bank66,329$3.51M0.0%-13.4%0.030%
11/14/2023Bank of Nova Scotia11,534$0.62M0.0%+17.3%0.005%
11/14/2023Tower Research Capital LLC TRC 17,116$0.93M0.0%-12.5%0.008%
11/14/2023Qube Research & Technologies Ltd142,218$7.69M0.0%-45.2%0.065%
11/14/2023Rench Wealth Management Inc.47,028$2.54M1.2%-1.0%0.022%
11/14/2023Synovus Financial Corp3,824$0.21M0.0%N/A0.002%
11/14/2023Samalin Investment Counsel LLC10,742$0.58M0.3%+13.0%0.005%
11/14/2023Treasurer of the State of North Carolina111,808$6.05M0.0%-0.8%0.051%
11/14/2023Truvestments Capital LLC31,151$1.69M0.9%+2.9%0.014%
11/14/2023Mutual Advisors LLC29,235$1.58M0.1%-56.7%0.013%
11/14/2023O Shaughnessy Asset Management LLC30,819$1.67M0.0%N/A0.014%
11/13/2023Private Capital Advisors Inc.107,276$5.76M0.9%-8.2%0.049%
11/13/2023Nicholas Company Inc.87,095$4.71M0.1%-0.4%0.040%
11/13/2023Covestor Ltd783$43K0.0%+316.5%0.000%
11/13/2023Meiji Yasuda Life Insurance Co4,850$0.26M0.0%N/A0.002%
11/13/2023Meiji Yasuda Asset Management Co Ltd.65,026$3.52M0.2%-0.3%0.030%
11/13/2023Gallacher Capital Management LLC3,901$0.21M0.1%-45.5%0.002%
11/13/2023Northern Trust Corp1,705,093$92.21M0.0%-3.2%0.780%
11/13/2023Vista Investment Management13,327$0.72M0.3%-2.7%0.006%
11/13/2023Stifel Financial Corp100,515$5.44M0.0%-1.4%0.046%
11/13/2023Retirement Planning Co of New England Inc.4,881$0.26M0.1%+4.7%0.002%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund19,300$1.04M0.0%N/A0.009%
11/13/2023Mariner LLC81,383$4.40M0.0%-0.4%0.037%
11/13/2023Ontario Teachers Pension Plan Board13,262$0.72M0.0%N/A0.006%
11/13/2023Fuller & Thaler Asset Management Inc.52,408$2.83M0.0%+4.5%0.024%
11/13/2023LPL Financial LLC759,338$41.07M0.0%-1.6%0.347%
11/13/2023Dark Forest Capital Management LP33,033$1.79M0.1%+168.5%0.015%
11/13/2023Clear Street Markets LLC4,100$0.22M0.0%-10.9%0.002%
11/13/2023Hsbc Holdings PLC404,281$21.86M0.0%-13.0%0.185%
11/13/2023UniSuper Management Pty Ltd61,900$3.35M0.0%+1.1%0.028%
11/13/2023Provence Wealth Management Group858$46K0.0%N/A0.000%
11/13/2023Bison Wealth LLC26,534$1.44M0.3%-10.1%0.012%
11/13/2023Columbia Asset Management6,230$0.34M0.1%-20.2%0.003%
11/13/2023Robertson Stephens Wealth Management LLC18,495$1.02M0.1%-17.1%0.008%
11/13/2023Bramshill Investments LLC38,625$2.09M0.2%-9.9%0.018%
11/13/2023Invesco Ltd.425,639$23.02M0.0%+3.5%0.195%
11/13/2023Wolverine Asset Management LLC55,356$2.99M0.0%+130.0%0.025%
11/13/2023FMR LLC262,809$14.21M0.0%+1.8%0.120%
11/13/2023Envestnet Asset Management Inc.634,496$34.31M0.0%+15.0%0.290%
11/13/2023Envestnet Portfolio Solutions Inc.11,326$0.61M0.0%N/A0.005%
11/13/2023QRG Capital Management Inc.60,184$3.26M0.1%N/A0.028%
11/13/2023Korea Investment CORP75,625$4.09M0.0%+2.6%0.035%
11/13/2023WCG Wealth Advisors LLC22,621$1.22M0.1%N/A0.010%
11/13/2023Capital Square LLC44,482$2.39M3.2%-1.7%0.020%
11/13/2023Excalibur Management Corp30,142$1.63M0.8%+9.1%0.014%
11/13/2023Aviva PLC102,381$5.54M0.0%+35.3%0.047%
11/13/2023DekaBank Deutsche Girozentrale87,730$4.78M0.0%-23.2%0.040%
11/13/2023PNC Financial Services Group Inc.35,895$1.94M0.0%-6.1%0.016%
11/9/2023Rhumbline Advisers283,701$15.34M0.0%-1.8%0.130%
11/9/2023Foundry Partners LLC173,469$9.38M0.6%-0.6%0.079%
11/9/2023Deutsche Bank AG249,527$13.49M0.0%-80.3%0.114%
11/9/2023Rock Point Advisors LLC117,222$6.34M2.2%+97.2%0.054%
11/9/2023Boston Financial Mangement LLC8,300$0.45M0.0%-7.2%0.004%
11/9/2023Citigroup Inc.154,408$8.35M0.0%+26.2%0.071%
11/9/2023Andra AP fonden49,400$2.67M0.2%-12.7%0.023%
11/9/2023Karpas Strategies LLC67,848$3.67M1.3%+0.6%0.031%
11/9/2023Blair William & Co. IL45,319$2.45M0.0%-18.4%0.021%
11/9/2023Mitsubishi UFJ Trust & Banking Corp141,677$7.66M0.0%-17.6%0.065%
11/9/2023Canada Pension Plan Investment Board595,629$32.21M0.0%+5.4%0.272%
(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, 938 institutional investors and hedge funds held shares of W. P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($1.96B), BlackRock Inc. ($1.06B), State Street Corp ($692.01M), JPMorgan Chase & Co. ($289.35M), Geode Capital Management LLC ($228.50M), Dimensional Fund Advisors LP ($196.89M), and Norges Bank ($174.41M).Learn more on WPC's institutional investors.

What percentage of W. P. Carey stock is owned by institutional investors?

62.62% 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 853 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: Moneta Group Investment Advisors LLC ($4.61M), JPMorgan Chase & Co. ($3.99M), Daiwa Securities Group Inc. ($2.46M), State Street Corp ($2.32M), Norges Bank ($2.23M), PGGM Investments ($1.92M), and Deutsche Bank AG ($1.89M).

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

Institutional investors have bought a total of 54,382,582 shares in the last 24 months. This purchase volume represents approximately $4.07B in transactions.

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

Of the 565 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: JPMorgan Chase & Co. ($3.95M), Deutsche Bank AG ($2.24M), Envestnet Asset Management Inc. ($1.23M), Barclays PLC ($0.79M), EP Wealth Advisors LLC ($0.61M), Russell Investments Group Ltd. ($0.51M), and Renaissance Technologies LLC ($0.45M).

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

Institutional investors have sold a total of 23,142,420 shares in the last 24 months. This volume of shares sold represents approximately $1.64B in transactions.


This page (NYSE:WPC) was last updated on 12/3/2023 by MarketBeat.com Staff

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