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W.P. Carey (WPC) Institutional Ownership

W.P. Carey logo
$72.28 +0.33 (+0.46%)
As of 01:03 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)
483
Total
Institutional Inflows
(last 12 months)
$5.18B
Number of
Institutional Sellers
(last 12 months)
336
Total
Institutional Outflows
(last 12 months)
$762.16M
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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
8/20/2026 Sigma Planning Corp4,840$346K0.0%-2.9%0.002%
8/20/2026 Two Sigma Securities LLC4,142$296K0.0%N/A0.002%
8/20/2026 Benjamin Edwards Inc.5,463$391K0.0%+7.0%0.002%
8/20/2026 Flputnam Investment Management Co.25,684$1.84M0.0%-2.3%0.011%
8/20/2026 Northwestern Mutual Wealth Management Co.9,473$677K0.0%-3.9%0.004%
8/20/2026 Private Management Group Inc.313,379$22.41M0.6%-4.2%0.138%
8/20/2026 Sheets Smith Wealth Management83,010$5.94M0.6%-1.2%0.036%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,270,499$162.34M0.0%+3.0%0.997%
8/19/2026 Royal London Asset Management Ltd.94,289$6.74M0.0%-5.0%0.041%
8/19/2026 Van ECK Associates Corp138,020$9.87M0.0%-6.8%0.061%
8/19/2026 Nissay Asset Management Corp Japan64,059$4.58M0.0%+1.1%0.028%
8/19/2026 Hsbc Holdings PLC938,424$67.14M0.0%+1.1%0.412%
8/19/2026 Wellington Management Group LLP1,260,182$90.10M0.0%-11.6%0.553%
8/19/2026Kingsview Wealth Management LLC2,993$214K0.0%N/A0.001%
8/18/2026 Beacon Pointe Advisors LLC66,884$4.78M0.0%N/A0.029%
8/18/2026 Pin Oak Investment Advisors Inc.600$43K0.0%N/A0.000%
8/18/2026 Rakuten Investment Management Inc.12,618$927K0.0%N/A0.006%
8/18/2026 RB Capital Management LLC11,061$791K0.2%N/A0.005%
8/18/2026 United Capital Financial Advisors LLC6,902$494K0.0%N/A0.003%
8/18/2026 Wealth Management Strategies Inc.3,894$278K0.1%N/A0.002%
8/18/2026 Equitable Holdings Inc.6,053$433K0.0%N/A0.003%
8/18/2026 Centaurus Financial Inc.5,618$402K0.0%N/A0.002%
8/18/2026Jefferies Financial Group Inc.23,437$1.68M0.0%N/A0.010%
8/18/2026 Public Employees Retirement System of Ohio321,328$22.98M0.1%N/A0.141%
8/17/2026 Jacobs Equity LLC6,081$435K0.3%N/A0.003%
8/17/2026 Transamerica Financial Advisors LLC2,743$199K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP553,803$7.17M0.0%N/A0.243%
8/17/2026 Perennial Investment Advisors LLC3,726$266K0.0%N/A0.002%
8/17/2026 Bank of America Corp DE1,790,679$128.03M0.0%N/A0.786%
8/15/2026 Caisse de depot et placement du Quebec1,075,671$76.91M0.1%N/A0.472%
8/15/2026 Invst LLC9,819$702K0.1%N/A0.004%
8/15/2026 First Bancorp Inc ME 1,978$141K0.1%N/A0.001%
8/15/2026 Jupiter Topco LLC16,652$1.19M0.0%N/A0.007%
8/14/2026 Hsbc Holdings PLC938,424$67.14M0.0%N/A0.412%
8/14/2026 EFG International AG11,300$808K0.0%N/A0.005%
8/14/2026 Ancora Advisors LLC578$41K0.0%N/A0.000%
8/14/2026 Canada Pension Plan Investment Board3,400$243K0.0%N/A0.001%
8/14/2026 Legal & General Group Plc2,647,763$189.32M0.0%N/A1.162%
8/14/2026 The Manufacturers Life Insurance Company 113,459$8.11M0.0%N/A0.050%
8/14/2026 Cullen Capital Management LLC13,817$988K0.0%N/A0.006%
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8/13/2026 D.B. Root & Company LLC3,514$251K0.1%N/A0.002%
8/13/2026 Osbon Capital Management LLC447$32K0.0%N/A0.000%
8/13/2026 OMERS ADMINISTRATION Corp11,383$814K0.0%N/A0.005%
8/13/2026 Osmosis Investment Management UK Ltd2,943$210K0.0%N/A0.001%
8/13/2026 Sanctuary Advisors LLC33,649$2.41M0.0%N/A0.015%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.477,275$34.13M0.1%N/A0.209%
8/13/2026 Capital Square LLC37,841$2.71M1.2%N/A0.017%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.7,830$560K0.0%N/A0.003%
8/13/2026 Clarion Wealth Managment Partners LLC18,133$1.30M1.0%N/A0.008%
8/13/2026 Te Ahumairangi Investment Management Ltd71,217$5.09M0.8%N/A0.031%
8/13/2026 First Nebraska Trust Co2,950$211K0.0%N/A0.001%
8/13/2026 Bank of Nova Scotia19,085$1.37M0.0%N/A0.008%
8/12/2026 Vista Investment Management12,792$915K0.3%N/A0.006%
8/12/2026 Hudson Portfolio Management LLC7,807$558K0.4%N/A0.003%
8/12/2026 Elevation Point Wealth Partners LLC3,838$275K0.0%N/A0.002%
8/12/2026 Commerce Bank29,307$2.10M0.0%N/A0.013%
8/12/2026 Northwestern Mutual Wealth Management Co.9,473$677K0.0%N/A0.004%
8/12/2026 Quantbot Technologies LP84,662$6.05M0.2%N/A0.037%
8/12/2026 Landscape Capital Management L.L.C.77,339$5.53M0.4%N/A0.034%
8/12/2026 Korea Investment CORP307,843$22.01M0.0%N/A0.135%
8/12/2026 EP Wealth Advisors LLC12,885$921K0.0%N/A0.006%
8/12/2026 Callan Family Office LLC3,244$232K0.0%N/A0.001%
8/11/2026 OneAscent Financial Services LLC4,053$290K0.0%N/A0.002%
8/11/2026 Allworth Financial LP126,552$9.05M0.0%N/A0.056%
8/11/2026 B. Metzler seel. Sohn & Co. AG7,944$568K0.0%N/A0.003%
8/11/2026 Virtus Advisers LLC6,906$494K0.2%N/A0.003%
8/11/2026 Mystic Asset Management Inc.4,426$316K0.1%N/A0.002%
8/11/2026 Advisors Capital Management LLC1,031,277$73.74M0.8%N/A0.453%
8/11/2026 Vise Technologies Inc.6,987$500K0.0%N/A0.003%
8/11/2026 Pasadena Private Wealth LLC12,966$927K0.1%N/A0.006%
8/11/2026 Frazier Financial Advisors LLC593$42K0.0%N/A0.000%
8/11/2026 Strathmore Capital Advisors Inc.3,791$285K0.1%N/A0.002%
8/10/2026 Johnson Financial Group Inc.862$62K0.0%N/A0.000%
8/10/2026 NewEdge Wealth LLC19,618$1.40M0.0%N/A0.009%
8/10/2026 Danske Bank A S133,238$9.53M0.0%N/A0.058%
8/10/2026 Diversify Advisory Services LLC21,678$1.65M0.0%N/A0.010%
8/8/2026 Investmark Advisory Group LLC36,479$2.61M1.0%N/A0.016%
8/8/2026 Wealthfront Advisers LLC80,736$5.77M0.0%N/A0.035%
8/8/2026 Equity Investment Corp1,512,565$108.15M2.1%N/A0.664%
8/8/2026 Meeder Advisory Services Inc.4,069$291K0.0%N/A0.002%
8/7/2026 BlackRock Inc.33,172,035$2.37B0.0%N/A14.561%
8/7/2026 Deutsche Bank AG1,787,749$127.82M0.0%N/A0.785%
8/7/2026 Perigon Wealth Management LLC10,710$766K0.0%N/A0.005%
8/7/2026 Commerzbank Aktiengesellschaft FI4,219$302K0.0%N/A0.002%
8/7/2026 Trust Co. of Vermont2,691$192K0.0%N/A0.001%
8/7/2026 Focused Wealth Management Inc3,393$243K0.0%N/A0.001%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.440,538$31.50M0.0%N/A0.193%
8/7/2026 OneDigital Investment Advisors LLC5,258$376K0.0%N/A0.002%
8/7/2026 Plato Investment Management Ltd4,853$345K0.0%N/A0.002%
8/7/2026 Insight Wealth Partners LLC3,878$277K0.0%N/A0.002%
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8/6/2026 Flputnam Investment Management Co.25,684$1.84M0.0%N/A0.011%
8/6/2026 Global Retirement Partners LLC7,780$556K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp2,305,639$164.85M0.0%N/A1.012%
8/6/2026 Focus Partners Advisor Solutions LLC6,235$446K0.0%N/A0.003%
8/6/2026 GSA Capital Partners LLP30,908$2.21M0.1%N/A0.014%
8/6/2026 Avalon Trust Co500$36K0.0%N/A0.000%
8/6/2026 Family Legacy Inc.5,157$369K0.1%N/A0.002%
8/3/2026 Laraway Financial Advisors Inc9,251$661K0.4%N/A0.004%
8/3/2026 Dockside LLC19,838$1.42M0.3%N/A0.009%
7/10/2026 Accel Wealth Management9,831$703K0.2%-1.7%0.004%


WPC Institutional Ownership - Frequently Asked Questions

During the previous two years, 899 institutional investors and hedge funds held shares of W.P. Carey. The most heavily invested institutionals were BlackRock Inc. ($2.37B), 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), and Dimensional Fund Advisors LP ($227.54M).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: BlackRock Inc. ($33.17M), Norges Bank ($7.85M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($4.21M), JPMorgan Chase & Co. ($4.01M), Invesco Ltd. ($3.24M), Legal & General Group Plc ($2.92M), and Bank of New York Mellon Corp ($2.51M).

Institutional investors have bought a total of 74,314,188 shares in the last 24 months. This purchase volume represents approximately $5.18B in transactions.

Of the 335 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. ($1.80M), Millennium Management LLC ($618.67K), Price T Rowe Associates Inc. MD ($468.52K), Vanguard Group Inc. ($341.98K), California Public Employees Retirement System ($308.40K), and Strs Ohio ($226.15K).

Institutional investors have sold a total of 11,494,847 shares in the last 24 months. This volume of shares sold represents approximately $762.16M in transactions.


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Institutional ownership data for NYSE:WPC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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