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W.P. Carey (WPC) Institutional Ownership

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$65.90 +0.09 (+0.13%)
Closing price 03:59 PM Eastern
Extended Trading
$66.26 +0.35 (+0.53%)
As of 05:29 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)
494
Total
Institutional Inflows
(last 12 months)
$5.27B
Number of
Institutional Sellers
(last 12 months)
344
Total
Institutional Outflows
(last 12 months)
$765.51M
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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
9/23/2026QRG Capital Management Inc.46,736$3.34M0.0%+8.1%0.021%
9/23/2026Envestnet Portfolio Solutions Inc.9,468$677K0.0%+5.6%0.004%
9/22/2026Andra AP fonden47,300$3.38M0.0%+4,926.6%0.021%
9/15/2026Cherry Tree Wealth Management LLC3,314$237K0.0%-17.2%0.001%
9/9/2026Sequoia Financial Advisors LLC139,129$9.95M0.0%-9.3%0.061%
9/9/2026Tidal Investments LLC14,635$1.05M0.0%+23.5%0.006%
9/9/2026MCF Advisors LLC2,126$154K0.0%+96.1%0.001%
9/9/2026National Pension Service18,986$1.36M0.0%-27.1%0.008%
9/9/2026WINTON GROUP Ltd8,600$615K0.0%N/A0.004%
9/9/2026Engineers Gate Manager LP84,861$6.07M0.1%+1,724.6%0.037%
9/9/2026NorthRock Partners LLC23,519$1.68M0.0%-10.2%0.010%
9/9/2026NewEdge Advisors LLC14,185$1.01M0.0%+68.6%0.006%
9/9/2026IFP Advisors Inc1,596$114K0.0%-8.3%0.001%
9/9/2026Squarepoint Ops LLC45,110$3.23M0.0%N/A0.020%
9/9/2026Baird Financial Group Inc.55,290$3.95M0.0%+11.9%0.024%
9/8/2026Allworth Financial LP126,552$9.05M0.0%-2.3%0.056%
9/8/2026Arizona State Retirement System62,873$4.50M0.0%+5.6%0.028%
9/8/2026Waverly Advisors LLC332,200$23.75M0.1%+2,367.1%0.146%
9/8/2026Nykredit A S80,333$5.74M0.0%N/A0.035%
9/2/2026Brown Lisle Cummings Inc.61,807$4.42M1.0%+9.8%0.027%
8/27/2026Corient Private Wealth LP93,777$6.71M0.0%-3.4%0.041%
8/26/2026HORAN Wealth LLC21,250$1.52M0.2%+7.5%0.009%
8/26/2026Amundi905,905$64.77M0.0%+0.6%0.398%
8/26/2026HighTower Advisors LLC47,524$3.40M0.0%-9.6%0.021%
8/25/2026Groupe la Francaise8,196$586K0.0%-6.4%0.004%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al581,377$41.57M0.2%N/A0.255%
8/23/2026Ameritas Advisory Services LLC16,933$1.21M0.0%+221.0%0.007%
8/23/2026Kintra Wealth LLC27,097$1.94M0.1%+1.0%0.012%
8/23/2026Widmann Financial Services Inc.4,618$330K0.2%-7.4%0.002%
8/23/2026Saudi Central Bank15,350$1.10M0.0%+89.8%0.007%
8/22/2026AlphaGrep UK Ltd7,938$568K0.2%N/A0.003%
8/22/2026Markowski Investments1,863$133K0.0%N/A0.001%
8/22/2026Syon Capital LLC4,216$301K0.0%+13.0%0.002%
8/22/2026Concurrent Investment Advisors LLC13,818$988K0.0%+1.1%0.006%
8/22/2026NEOS Investment Management LLC46,985$3.36M0.0%+13.2%0.021%
8/21/2026AXQ Capital LP15,051$1.08M0.1%-14.9%0.007%
8/21/2026Round Rock Advisors LLC6,434$460K0.1%-15.7%0.003%
8/21/2026Nykredit A S80,333$5.74M0.0%N/A0.035%
8/21/2026B. Metzler seel. Sohn & Co. AG7,944$568K0.0%+40.7%0.003%
8/21/2026Coppell Advisory Solutions LLC8,327$595K0.1%N/A0.004%
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8/21/2026Symphony Financial Ltd. Co.4,108$298K0.0%+17.4%0.002%
8/20/2026CMH Wealth Management LLC23,655$1.71M0.3%-43.4%0.010%
8/20/2026Sigma Planning Corp4,840$346K0.0%-2.9%0.002%
8/20/2026Two Sigma Securities LLC4,142$296K0.0%N/A0.002%
8/20/2026Benjamin Edwards Inc.5,463$391K0.0%+7.0%0.002%
8/20/2026Flputnam Investment Management Co.25,684$1.84M0.0%-2.3%0.011%
8/20/2026Northwestern Mutual Wealth Management Co.9,473$677K0.0%-3.9%0.004%
8/20/2026Private Management Group Inc.313,379$22.41M0.6%-4.2%0.138%
8/20/2026Sheets Smith Wealth Management83,010$5.94M0.6%-1.2%0.036%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,270,499$162.34M0.0%+3.0%0.997%
8/19/2026Royal London Asset Management Ltd.94,289$6.74M0.0%-5.0%0.041%
8/19/2026Van ECK Associates Corp138,020$9.87M0.0%-6.8%0.061%
8/19/2026Nissay Asset Management Corp Japan64,059$4.58M0.0%+1.1%0.028%
8/19/2026Hsbc Holdings PLC938,424$67.14M0.0%+1.1%0.412%
8/19/2026Wellington Management Group LLP1,260,182$90.10M0.0%-11.6%0.553%
8/19/2026Kingsview Wealth Management LLC2,993$214K0.0%N/A0.001%
8/18/2026Beacon Pointe Advisors LLC66,884$4.78M0.0%N/A0.029%
8/18/2026Pin Oak Investment Advisors Inc.600$43K0.0%N/A0.000%
8/18/2026Rakuten Investment Management Inc.12,618$927K0.0%N/A0.006%
8/18/2026RB Capital Management LLC11,061$791K0.2%N/A0.005%
8/18/2026United Capital Financial Advisors LLC6,902$494K0.0%N/A0.003%
8/18/2026Wealth Management Strategies Inc.3,894$278K0.1%N/A0.002%
8/18/2026Equitable Holdings Inc.6,053$433K0.0%N/A0.003%
8/18/2026Centaurus Financial Inc.5,618$402K0.0%N/A0.002%
8/18/2026Jefferies Financial Group Inc.23,437$1.68M0.0%N/A0.010%
8/18/2026Public Employees Retirement System of Ohio321,328$22.98M0.1%N/A0.141%
8/17/2026Jacobs Equity LLC6,081$435K0.3%N/A0.003%
8/17/2026Transamerica Financial Advisors LLC2,743$199K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP553,803$7.17M0.0%N/A0.243%
8/17/2026Perennial Investment Advisors LLC3,726$266K0.0%N/A0.002%
8/17/2026Bank of America Corp DE1,790,679$128.03M0.0%N/A0.786%
8/15/2026Caisse de depot et placement du Quebec1,075,671$76.91M0.1%N/A0.472%
8/15/2026Invst LLC9,819$702K0.1%N/A0.004%
8/15/2026First Bancorp Inc ME1,978$141K0.1%N/A0.001%
8/15/2026Jupiter Topco LLC16,652$1.19M0.0%N/A0.007%
8/14/2026Hsbc Holdings PLC938,424$67.14M0.0%N/A0.412%
8/14/2026EFG International AG11,300$808K0.0%N/A0.005%
8/14/2026Ancora Advisors LLC578$41K0.0%N/A0.000%
8/14/2026Canada Pension Plan Investment Board3,400$243K0.0%N/A0.001%
8/14/2026Legal & General Group Plc2,647,763$189.32M0.0%N/A1.162%
8/14/2026The Manufacturers Life Insurance Company113,459$8.11M0.0%N/A0.050%
8/14/2026Cullen Capital Management LLC13,817$988K0.0%N/A0.006%
8/13/2026D.B. Root & Company LLC3,514$251K0.1%N/A0.002%
8/13/2026Osbon Capital Management LLC447$32K0.0%N/A0.000%
8/13/2026OMERS ADMINISTRATION Corp11,383$814K0.0%N/A0.005%
8/13/2026Osmosis Investment Management UK Ltd2,943$210K0.0%N/A0.001%
8/13/2026Sanctuary Advisors LLC33,649$2.41M0.0%N/A0.015%
8/13/2026Connor Clark & Lunn Investment Management Ltd.477,275$34.13M0.1%N/A0.209%
8/13/2026Capital Square LLC37,841$2.71M1.2%N/A0.017%
8/13/2026Meiji Yasuda Asset Management Co Ltd.7,830$560K0.0%N/A0.003%
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8/13/2026Clarion Wealth Managment Partners LLC18,133$1.30M1.0%N/A0.008%
8/13/2026Te Ahumairangi Investment Management Ltd71,217$5.09M0.8%N/A0.031%
8/13/2026First Nebraska Trust Co2,950$211K0.0%N/A0.001%
8/13/2026Bank of Nova Scotia19,085$1.37M0.0%N/A0.008%
8/12/2026Vista Investment Management12,792$915K0.3%N/A0.006%
8/12/2026Hudson Portfolio Management LLC7,807$558K0.4%N/A0.003%
8/12/2026Elevation Point Wealth Partners LLC3,838$275K0.0%N/A0.002%
8/12/2026Commerce Bank29,307$2.10M0.0%N/A0.013%
8/12/2026Northwestern Mutual Wealth Management Co.9,473$677K0.0%N/A0.004%
8/12/2026Quantbot Technologies LP84,662$6.05M0.2%N/A0.037%


WPC Institutional Ownership - Frequently Asked Questions

During the previous two years, 907 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 776 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 75,589,009 shares in the last 24 months. This purchase volume represents approximately $5.27B in transactions.

Of the 344 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 11,539,801 shares in the last 24 months. This volume of shares sold represents approximately $765.51M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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