W. P. Carey (WPC) Institutional Ownership

$63.38

+1.14 (+1.83%)

(As of 12/1/2023 ET)

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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

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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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
12/1/2023	B. Riley Wealth Advisors Inc.	16,104	$0.89M	0.0%	-48.4%	0.007%
12/1/2023	Wellington Management Group LLP	37,194	$2.01M	0.0%	+73.6%	0.017%
11/30/2023	American Century Companies Inc.	1,144,746	$61.91M	0.0%	+7.3%	0.524%
11/24/2023	Deutsche Bank AG	249,527	$13.49M	0.0%	-80.3%	0.114%
11/24/2023	EP Wealth Advisors LLC	5,684	$0.31M	0.0%	-99.1%	0.003%
11/21/2023	Walleye Capital LLC	13,839	$0.75M	0.0%	+19.8%	0.006%
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11/21/2023	Tompkins Financial Corp	3,856	$0.21M	0.0%	+849.8%	0.002%
11/16/2023	Laraway Financial Advisors Inc	2,726	$0.15M	0.2%	-80.2%	0.001%
11/16/2023	Creative Planning	64,973	$3.51M	0.0%	-2.9%	0.030%
11/16/2023	RB Capital Management LLC	21,702	$1.17M	0.4%	-1.4%	0.010%
11/16/2023	Employees Retirement System of Texas	80,500	$4.35M	0.1%	-15.7%	0.037%
11/16/2023	Harbour Investments Inc.	3,232	$0.18M	0.0%	+14.7%	0.001%
11/16/2023	Horizon Family Wealth Inc.	7,152	$0.38M	0.2%	N/A	0.003%
11/16/2023	Belpointe Asset Management LLC	15,920	$0.86M	0.1%	+28.7%	0.007%
11/16/2023	Public Employees Retirement System of Ohio	393,322	$21.27M	0.1%	+3.5%	0.180%
11/16/2023	Advisors Capital Management LLC	539,205	$29.16M	0.7%	+5.7%	0.247%
11/16/2023	Morgan Stanley	1,968,711	$106.47M	0.0%	+5.5%	0.900%
11/16/2023	Penserra Capital Management LLC	9,701	$0.52M	0.0%	+13.0%	0.004%
11/15/2023	Stonebridge Capital Advisors LLC	895	$48K	0.0%	-25.9%	0.000%
11/15/2023	Integrated Wealth Concepts LLC	28,795	$1.56M	0.0%	+1.3%	0.013%
11/15/2023	Townsquare Capital LLC	10,884	$0.59M	0.0%	-19.0%	0.005%
11/15/2023	Jag Capital Management LLC	18,462	$1M	0.1%	-4.1%	0.008%
11/15/2023	WealthPlan Investment Management LLC	158,762	$8.59M	1.0%	+1,915.0%	0.073%
11/15/2023	Mercer Global Advisors Inc. ADV	65,240	$3.53M	0.0%	+2.8%	0.030%
11/15/2023	The Manufacturers Life Insurance Company	32,736	$1.77M	0.0%	+262.2%	0.015%
11/15/2023	Royal Bank of Canada	198,451	$10.73M	0.0%	-7.7%	0.091%
11/15/2023	Royal London Asset Management Ltd.	103,462	$5.60M	0.0%	+14.4%	0.047%
11/15/2023	Rush Island Management LP	129,497	$7M	0.6%	N/A	0.059%
11/15/2023	Rainsberger Wealth Advisors Inc.	10,482	$0.57M	0.3%	+4.3%	0.005%
11/15/2023	Schroder Investment Management Group	17,427	$0.94M	0.0%	-1.2%	0.008%
11/15/2023	Sei Investments Co.	301,656	$16.31M	0.0%	+77.9%	0.138%
11/15/2023	JPMorgan Chase & Co.	5,350,435	$289.35M	0.0%	-13.7%	2.447%
11/15/2023	Legal & General Group Plc	2,835,656	$153.35M	0.1%	+1.3%	1.297%
11/15/2023	Lido Advisors LLC	4,684	$0.25M	0.0%	-12.3%	0.002%
11/15/2023	Ameriprise Financial Inc.	1,561,507	$86.67M	0.0%	-12.5%	0.714%
11/15/2023	Glenmede Trust Co. NA	6,693	$0.36M	0.0%	-6.0%	0.003%
11/15/2023	AQR Capital Management LLC	67,791	$3.67M	0.0%	+55.0%	0.031%
11/14/2023	Lazard Asset Management LLC	12,878	$0.70M	0.0%	+64.2%	0.006%
11/14/2023	Per Stirling Capital Management LLC.	8,361	$0.45M	0.1%	-4.9%	0.004%
11/14/2023	Waverly Advisors LLC	17,934	$0.97M	0.0%	N/A	0.008%

11/14/2023	California State Teachers Retirement System	321,093	$17.37M	0.0%	-7.4%	0.147%
11/14/2023	Toronto Dominion Bank	66,329	$3.51M	0.0%	-13.4%	0.030%
11/14/2023	Bank of Nova Scotia	11,534	$0.62M	0.0%	+17.3%	0.005%
11/14/2023	Tower Research Capital LLC TRC	17,116	$0.93M	0.0%	-12.5%	0.008%
11/14/2023	Qube Research & Technologies Ltd	142,218	$7.69M	0.0%	-45.2%	0.065%
11/14/2023	Rench Wealth Management Inc.	47,028	$2.54M	1.2%	-1.0%	0.022%
11/14/2023	Synovus Financial Corp	3,824	$0.21M	0.0%	N/A	0.002%
11/14/2023	Samalin Investment Counsel LLC	10,742	$0.58M	0.3%	+13.0%	0.005%
11/14/2023	Treasurer of the State of North Carolina	111,808	$6.05M	0.0%	-0.8%	0.051%
11/14/2023	Truvestments Capital LLC	31,151	$1.69M	0.9%	+2.9%	0.014%
11/14/2023	Mutual Advisors LLC	29,235	$1.58M	0.1%	-56.7%	0.013%
11/14/2023	O Shaughnessy Asset Management LLC	30,819	$1.67M	0.0%	N/A	0.014%
11/13/2023	Private Capital Advisors Inc.	107,276	$5.76M	0.9%	-8.2%	0.049%
11/13/2023	Nicholas Company Inc.	87,095	$4.71M	0.1%	-0.4%	0.040%
11/13/2023	Covestor Ltd	783	$43K	0.0%	+316.5%	0.000%
11/13/2023	Meiji Yasuda Life Insurance Co	4,850	$0.26M	0.0%	N/A	0.002%
11/13/2023	Meiji Yasuda Asset Management Co Ltd.	65,026	$3.52M	0.2%	-0.3%	0.030%
11/13/2023	Gallacher Capital Management LLC	3,901	$0.21M	0.1%	-45.5%	0.002%
11/13/2023	Northern Trust Corp	1,705,093	$92.21M	0.0%	-3.2%	0.780%
11/13/2023	Vista Investment Management	13,327	$0.72M	0.3%	-2.7%	0.006%
11/13/2023	Stifel Financial Corp	100,515	$5.44M	0.0%	-1.4%	0.046%
11/13/2023	Retirement Planning Co of New England Inc.	4,881	$0.26M	0.1%	+4.7%	0.002%
11/13/2023	Healthcare of Ontario Pension Plan Trust Fund	19,300	$1.04M	0.0%	N/A	0.009%
11/13/2023	Mariner LLC	81,383	$4.40M	0.0%	-0.4%	0.037%
11/13/2023	Ontario Teachers Pension Plan Board	13,262	$0.72M	0.0%	N/A	0.006%
11/13/2023	Fuller & Thaler Asset Management Inc.	52,408	$2.83M	0.0%	+4.5%	0.024%
11/13/2023	LPL Financial LLC	759,338	$41.07M	0.0%	-1.6%	0.347%
11/13/2023	Dark Forest Capital Management LP	33,033	$1.79M	0.1%	+168.5%	0.015%
11/13/2023	Clear Street Markets LLC	4,100	$0.22M	0.0%	-10.9%	0.002%
11/13/2023	Hsbc Holdings PLC	404,281	$21.86M	0.0%	-13.0%	0.185%
11/13/2023	UniSuper Management Pty Ltd	61,900	$3.35M	0.0%	+1.1%	0.028%
11/13/2023	Provence Wealth Management Group	858	$46K	0.0%	N/A	0.000%
11/13/2023	Bison Wealth LLC	26,534	$1.44M	0.3%	-10.1%	0.012%
11/13/2023	Columbia Asset Management	6,230	$0.34M	0.1%	-20.2%	0.003%
11/13/2023	Robertson Stephens Wealth Management LLC	18,495	$1.02M	0.1%	-17.1%	0.008%
11/13/2023	Bramshill Investments LLC	38,625	$2.09M	0.2%	-9.9%	0.018%
11/13/2023	Invesco Ltd.	425,639	$23.02M	0.0%	+3.5%	0.195%
11/13/2023	Wolverine Asset Management LLC	55,356	$2.99M	0.0%	+130.0%	0.025%
11/13/2023	FMR LLC	262,809	$14.21M	0.0%	+1.8%	0.120%
11/13/2023	Envestnet Asset Management Inc.	634,496	$34.31M	0.0%	+15.0%	0.290%
11/13/2023	Envestnet Portfolio Solutions Inc.	11,326	$0.61M	0.0%	N/A	0.005%
11/13/2023	QRG Capital Management Inc.	60,184	$3.26M	0.1%	N/A	0.028%
11/13/2023	Korea Investment CORP	75,625	$4.09M	0.0%	+2.6%	0.035%
11/13/2023	WCG Wealth Advisors LLC	22,621	$1.22M	0.1%	N/A	0.010%
11/13/2023	Capital Square LLC	44,482	$2.39M	3.2%	-1.7%	0.020%
11/13/2023	Excalibur Management Corp	30,142	$1.63M	0.8%	+9.1%	0.014%
11/13/2023	Aviva PLC	102,381	$5.54M	0.0%	+35.3%	0.047%
11/13/2023	DekaBank Deutsche Girozentrale	87,730	$4.78M	0.0%	-23.2%	0.040%
11/13/2023	PNC Financial Services Group Inc.	35,895	$1.94M	0.0%	-6.1%	0.016%
11/9/2023	Rhumbline Advisers	283,701	$15.34M	0.0%	-1.8%	0.130%

11/9/2023	Foundry Partners LLC	173,469	$9.38M	0.6%	-0.6%	0.079%
11/9/2023	Deutsche Bank AG	249,527	$13.49M	0.0%	-80.3%	0.114%
11/9/2023	Rock Point Advisors LLC	117,222	$6.34M	2.2%	+97.2%	0.054%
11/9/2023	Boston Financial Mangement LLC	8,300	$0.45M	0.0%	-7.2%	0.004%
11/9/2023	Citigroup Inc.	154,408	$8.35M	0.0%	+26.2%	0.071%
11/9/2023	Andra AP fonden	49,400	$2.67M	0.2%	-12.7%	0.023%
11/9/2023	Karpas Strategies LLC	67,848	$3.67M	1.3%	+0.6%	0.031%
11/9/2023	Blair William & Co. IL	45,319	$2.45M	0.0%	-18.4%	0.021%
11/9/2023	Mitsubishi UFJ Trust & Banking Corp	141,677	$7.66M	0.0%	-17.6%	0.065%
11/9/2023	Canada Pension Plan Investment Board	595,629	$32.21M	0.0%	+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.

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This page (NYSE:WPC) was last updated on 12/3/2023 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