W.P. Carey (WPC) Institutional Ownership

$74.57 +0.36 (+0.48%)

Closing price 05/29/2026 03:59 PM Eastern

Extended Trading

$74.40 -0.17 (-0.22%)

As of 05/29/2026 07:18 PM Eastern

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Current Institutional Ownership Percentage: 73.73%
Number of Institutional Buyers (last 12 months): 529
Total Institutional Inflows (last 12 months): $2.17B

Number of Institutional Sellers (last 12 months): 390
Total Institutional Outflows (last 12 months): $965.93M

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WPC Institutional Buying and Selling by Quarter

W.P. Carey Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/28/2026	Cozad Asset Management Inc.	25,265	$1.72M	0.1%	-1.0%	0.011%
5/26/2026	Glenmede Trust Co. NA	7,175	$488K	0.0%	-4.0%	0.003%
5/21/2026	Groupe la Francaise	8,758	$595K	0.0%	N/A	0.004%
5/20/2026	Arete Wealth Advisors LLC	17,524	$1.19M	0.1%	+2.6%	0.008%
5/19/2026	Royal Fund Management LLC	19,403	$1.32M	0.1%	-47.9%	0.009%
5/19/2026	Bank of America Corp DE	1,365,724	$92.82M	0.0%	+2.4%	0.613%
5/19/2026	Edgestream Partners L.P.	27,964	$1.90M	0.1%	-73.9%	0.013%
5/19/2026	Arkadios Wealth Advisors	33,801	$2.30M	0.0%	-10.9%	0.015%
5/19/2026	Arete Wealth Advisors LLC	17,524	$1.19M	0.1%	+2.6%	0.008%
5/18/2026	Sunbelt Securities Inc.	3,864	$263K	0.0%	-11.1%	0.002%
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5/18/2026	Amundi	900,194	$61.18M	0.0%	+13.0%	0.404%
5/18/2026	EverSource Wealth Advisors LLC	3,303	$224K	0.0%	+23.4%	0.001%
5/18/2026	California State Teachers Retirement System	391,940	$26.64M	0.0%	-0.6%	0.176%
5/18/2026	Royal Bank of Canada	270,488	$18.38M	0.0%	+15.4%	0.121%
5/16/2026	The Manufacturers Life Insurance Company	125,680	$8.54M	0.0%	-23.1%	0.056%
5/16/2026	Quantinno Capital Management LP	280,897	$19.09M	0.0%	+61.0%	0.126%
5/16/2026	BROOKFIELD Corp ON	220,014	$14.95M	0.0%	N/A	0.099%
5/15/2026	Intelligence Driven Advisers LLC	3,000	$204K	0.0%	N/A	0.001%
5/15/2026	Gateway Wealth Partners LLC	25,676	$1.75M	0.1%	N/A	0.012%
5/15/2026	OMERS ADMINISTRATION Corp	10,076	$685K	0.0%	+28.6%	0.005%
5/15/2026	Bradley Foster & Sargent Inc. CT	8,388	$570K	0.0%	-3.4%	0.004%
5/15/2026	Entropy Technologies LP	25,031	$1.70M	0.1%	+67.4%	0.011%
5/14/2026	Renaissance Technologies LLC	71,300	$4.85M	0.0%	-56.5%	0.032%
5/14/2026	Hilltop Holdings Inc.	6,030	$410K	0.0%	-34.5%	0.003%
5/14/2026	Public Employees Retirement System of Ohio	318,317	$21.63M	0.1%	-14.0%	0.143%
5/14/2026	Modern Wealth Management LLC	13,991	$971K	0.0%	+3.1%	0.006%
5/14/2026	Inceptionr LLC	26,239	$1.78M	0.4%	N/A	0.012%
5/14/2026	Liberty One Investment Management LLC	9,717	$660K	0.1%	+12.4%	0.004%
5/14/2026	Bank of Nova Scotia	19,173	$1.30M	0.0%	+23.6%	0.009%
5/14/2026	Sei Investments Co.	142,355	$9.67M	0.0%	+30.2%	0.064%
5/14/2026	Walleye Capital LLC	3,503	$238K	0.0%	-85.0%	0.002%
5/13/2026	Cetera Investment Advisers	335,880	$22.83M	0.0%	-4.0%	0.151%
5/13/2026	NewEdge Wealth LLC	18,794	$1.28M	0.0%	+20.4%	0.008%
5/13/2026	First Trust Advisors LP	650,197	$44.19M	0.0%	+1.8%	0.292%
5/12/2026	ABN Amro Investment Solutions	13,543	$920K	0.0%	+2.7%	0.006%
5/8/2026	PNC Financial Services Group Inc.	29,460	$2.00M	0.0%	-4.2%	0.013%
5/8/2026	Oslo Pensjonsforsikring AS	975	$66K	0.0%	N/A	0.000%
5/8/2026	HORAN Wealth LLC	19,773	$1.34M	0.1%	+11.0%	0.009%
5/8/2026	Andra AP fonden	941	$64K	0.0%	-98.4%	0.000%
5/8/2026	Cassaday & Co Wealth Management LLC	1,748	$119K	0.0%	N/A	0.001%
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5/8/2026	Commerzbank Aktiengesellschaft FI	7,029	$478K	0.0%	-15.1%	0.003%
5/7/2026	Meeder Advisory Services Inc.	3,213	$218K	0.0%	-19.9%	0.001%
5/7/2026	Dimensional Fund Advisors LP	3,348,132	$227.54M	0.0%	+4.9%	1.503%
5/7/2026	KBC Group NV	90,807	$6.17M	0.0%	-49.3%	0.041%
5/7/2026	SEB Asset Management AB	277,169	$18.84M	0.1%	N/A	0.124%
5/7/2026	Swiss National Bank	643,151	$43.71M	0.0%	+7.1%	0.289%
5/7/2026	AIA Group Ltd	13,299	$904K	0.0%	-3.9%	0.006%
5/7/2026	Mediolanum International Funds Ltd	29,425	$2.00M	0.0%	N/A	0.013%
5/6/2026	California Public Employees Retirement System	550,877	$37.44M	0.0%	-7.4%	0.247%
5/6/2026	Advisortrust Partners LLC	5,249	$357K	0.1%	+9.1%	0.002%
5/6/2026	Assetmark Inc.	26,159	$1.78M	0.0%	+2.6%	0.012%
5/6/2026	Brummer Multi Strategy AB	28,508	$1.94M	8.0%	N/A	0.013%
5/6/2026	Independent Financial Group LLC	17,170	$1.17M	0.0%	N/A	0.008%
5/6/2026	Prosperity Consulting Group LLC	9,492	$645K	0.0%	+3.4%	0.004%
5/6/2026	Frazier Financial Advisors LLC	593	$40K	0.0%	N/A	0.000%
5/6/2026	Helium Advisors LLC	3,166	$215K	0.2%	N/A	0.001%
5/5/2026	Wealthfront Advisers LLC	83,181	$5.65M	0.0%	-2.1%	0.037%
5/5/2026	D.A. Davidson & CO.	6,935	$471K	0.0%	+11.9%	0.003%
5/5/2026	Bank of New York Mellon Corp	2,353,944	$159.97M	0.0%	+1.6%	1.057%
5/5/2026	Illinois Municipal Retirement Fund	124,942	$8.49M	0.1%	-14.1%	0.056%
5/5/2026	Geneos Wealth Management Inc.	245,228	$16.67M	0.4%	-8.3%	0.110%
5/5/2026	Sanctuary Advisors LLC	31,543	$2.14M	0.0%	+10.9%	0.014%
5/5/2026	Sigma Planning Corp	4,986	$339K	0.0%	-14.1%	0.002%
5/5/2026	Maryland State Retirement & Pension System	11,398	$775K	0.0%	+12.6%	0.005%
5/4/2026	HBW Advisory Services LLC	3,647	$248K	0.0%	N/A	0.002%
5/4/2026	State of Michigan Retirement System	63,600	$4.32M	0.0%	+1.4%	0.029%
5/4/2026	Principal Financial Group Inc.	488,973	$33.23M	0.0%	+3.8%	0.223%
5/4/2026	Chicago Partners Investment Group LLC	5,008	$365K	0.0%	+11.4%	0.002%
5/4/2026	Arbejdsmarkedets Tillaegspension	375,914	$25.55M	0.6%	+5.1%	0.171%
5/4/2026	J. Safra Sarasin Holding AG	11,324	$770K	0.0%	N/A	0.005%
5/2/2026	International Assets Investment Management LLC	5,123	$355K	0.0%	-5.0%	0.002%
5/2/2026	Diversify Wealth Management LLC	20,611	$1.48M	0.0%	N/A	0.009%
5/2/2026	Valmark Advisers Inc.	2,949	$200K	0.0%	N/A	0.001%
5/2/2026	Carnegie Investment Counsel	215,152	$14.62M	0.3%	+3.7%	0.098%
5/1/2026	Seneca House Advisors	120,230	$8.17M	3.2%	-2.6%	0.055%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	153,462	$10.43M	0.1%	+22.1%	0.070%
5/1/2026	Fifth Third Bancorp	4,933	$335K	0.0%	+6.6%	0.002%
5/1/2026	Candriam S.C.A.	537,187	$36.51M	0.2%	-0.7%	0.245%
5/1/2026	Sequoia Financial Advisors LLC	153,460	$10.43M	0.1%	+2.0%	0.070%
4/30/2026	Hsbc Holdings PLC	928,438	$63.10M	0.0%	+0.6%	0.423%
4/30/2026	Griffin Asset Management Inc.	20,412	$1.39M	0.2%	-30.3%	0.009%
4/30/2026	Kestra Advisory Services LLC	112,815	$7.67M	0.0%	-11.0%	0.051%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	636,131	$43.23M	0.0%	-4.6%	0.290%
4/30/2026	Resona Asset Management Co. Ltd.	127,428	$8.66M	0.0%	+2.7%	0.058%
4/30/2026	Demars Financial Group LLC	12,592	$856K	0.3%	+26.7%	0.006%
4/30/2026	Oregon Public Employees Retirement Fund	44,819	$3.05M	0.0%	+2.8%	0.020%
4/29/2026	Childress Capital Advisors LLC	3,052	$207K	0.0%	N/A	0.001%
4/29/2026	WealthPLAN Partners LLC	3,347	$227K	0.0%	-53.3%	0.002%
4/29/2026	Burney Co.	4,727	$321K	0.0%	+4.8%	0.002%
4/29/2026	Swedbank AB	177,903	$12.09M	0.0%	+31.0%	0.081%
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4/28/2026	Abel Hall LLC	5,018	$341K	0.1%	N/A	0.002%
4/28/2026	Whittier Trust Co.	1,885	$132K	0.0%	+28.2%	0.001%
4/28/2026	Ascentis Independent Advisors	4,528	$308K	0.0%	N/A	0.002%
4/28/2026	Kepler Cheuvreux Suisse SA	97,723	$6.64M	0.5%	-21.7%	0.045%
4/28/2026	Praxis Investment Management Inc.	6,500	$442K	0.0%	+45.1%	0.003%
4/28/2026	QRG Capital Management Inc.	43,243	$2.94M	0.0%	+18.9%	0.020%
4/27/2026	HB Wealth Management LLC	21,257	$1.45M	0.0%	+2.1%	0.010%
4/27/2026	PFG Investments LLC	12,051	$819K	0.0%	-10.3%	0.005%
4/27/2026	New York State Teachers Retirement System	152,027	$10.33M	0.0%	-14.7%	0.069%
4/27/2026	Private Advisor Group LLC	39,010	$2.65M	0.0%	-3.1%	0.018%

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 764 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 33,402,237 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

Of the 390 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 14,792,161 shares in the last 24 months. This volume of shares sold represents approximately $965.93M in transactions.

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This page (NYSE:WPC) was last updated on 5/31/2026 by MarketBeat.com Staff.

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W.P. Carey (WPC) Institutional Ownership

WPC Institutional Buying and Selling by Quarter

W.P. Carey Major Shareholders & Ownership History

WPC Institutional Ownership - Frequently Asked Questions

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W.P. Carey (WPC) Institutional Ownership

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

WPC Institutional Buying and Selling by Quarter

W.P. Carey Major Shareholders & Ownership History

WPC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WPC shares?

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

Which institutional investors have been buying W.P. Carey's stock?

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

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

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

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