Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free WPC Stock Alerts

W.P. Carey (WPC) Institutional Ownership

W.P. Carey logo
$71.61 +0.66 (+0.92%)
Closing price 03:59 PM Eastern
Extended Trading
$71.67 +0.05 (+0.07%)
As of 06:51 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
73.73%
Number of
Institutional Buyers
(last 12 months)
534
Total
Institutional Inflows
(last 12 months)
$2.17B
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$965.35M
Get WPC Insider Trade Alerts

Want to know when executives and insiders are buying or selling W.P. Carey stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WPC Institutional Buying and Selling by Quarter

W.P. Carey Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026Accel Wealth Management9,831$703K0.2%-1.7%0.004%
7/10/2026Family Wealth Partners LLC10,884$778K0.2%+5.6%0.005%
7/10/2026Handelsbanken Fonder AB66,900$4.78M0.0%+13.8%0.030%
7/10/2026 Redhawk Wealth Advisors Inc.12,271$877K0.1%N/A0.006%
7/9/2026 Revolve Wealth Partners LLC3,398$243K0.0%N/A0.002%
7/9/2026 TOWER TRUST & INVESTMENT Co1,212$87K0.1%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC6,455$462K0.0%+4.5%0.003%
7/8/2026 Teamwork Financial Advisors LLC6,931$496K0.0%-3.9%0.003%
7/8/2026 Cooper Financial Group14,127$1.01M0.1%+19.5%0.006%
7/7/2026 Dynamic Advisor Solutions LLC6,165$441K0.0%-2.9%0.003%
7/7/2026 Inspirion Wealth Advisors LLC22,432$1.59M0.2%-0.7%0.010%
7/7/2026 GAMMA Investing LLC5,059$362K0.0%+9.9%0.002%
7/7/2026 Grant Private Wealth Management Inc6,078$435K0.2%+44.8%0.003%
7/7/2026 Avior Wealth Management LLC109,391$7.82M0.2%-3.2%0.049%
7/2/2026 Versant Capital Management Inc1,367$98K0.0%+29.2%0.001%
7/2/2026 Diesslin Group Inc.2,846$203K0.1%N/A0.001%
7/2/2026 CX Institutional1,617$116K0.0%-50.0%0.001%
7/1/2026 Pensionfund PDN45,800$3.28M1.7%+3.4%0.021%
6/23/2026Ballast Advisors LLC1,552$105K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.104,740$7.12M0.0%+0.8%0.047%
6/3/2026DV Trading LLC3,000$204K0.0%+328.6%0.001%
6/3/2026NewEdge Advisors LLC8,413$572K0.0%-7.3%0.004%
5/28/2026Cozad Asset Management Inc.25,265$1.72M0.1%-1.0%0.011%
5/26/2026Glenmede Trust Co. NA7,175$488K0.0%-4.0%0.003%
5/21/2026Groupe la Francaise8,758$595K0.0%N/A0.004%
5/20/2026Arete Wealth Advisors LLC17,524$1.19M0.1%+2.6%0.008%
5/19/2026Royal Fund Management LLC19,403$1.32M0.1%-47.9%0.009%
5/19/2026Bank of America Corp DE1,365,724$92.82M0.0%+2.4%0.613%
5/19/2026Edgestream Partners L.P.27,964$1.90M0.1%-73.9%0.013%
5/19/2026Arkadios Wealth Advisors33,801$2.30M0.0%-10.9%0.015%
5/19/2026Arete Wealth Advisors LLC17,524$1.19M0.1%+2.6%0.008%
5/18/2026Sunbelt Securities Inc.3,864$263K0.0%-11.1%0.002%
5/18/2026Amundi900,194$61.18M0.0%+13.0%0.404%
5/18/2026EverSource Wealth Advisors LLC3,303$224K0.0%+23.4%0.001%
5/18/2026California State Teachers Retirement System391,940$26.64M0.0%-0.6%0.176%
5/18/2026Royal Bank of Canada270,488$18.38M0.0%+15.4%0.121%
5/16/2026The Manufacturers Life Insurance Company 125,680$8.54M0.0%-23.1%0.056%
5/16/2026Quantinno Capital Management LP280,897$19.09M0.0%+61.0%0.126%
5/16/2026BROOKFIELD Corp ON 220,014$14.95M0.0%N/A0.099%
5/15/2026Intelligence Driven Advisers LLC3,000$204K0.0%N/A0.001%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/15/2026Gateway Wealth Partners LLC25,676$1.75M0.1%N/A0.012%
5/15/2026OMERS ADMINISTRATION Corp10,076$685K0.0%+28.6%0.005%
5/15/2026Bradley Foster & Sargent Inc. CT8,388$570K0.0%-3.4%0.004%
5/15/2026Entropy Technologies LP25,031$1.70M0.1%+67.4%0.011%
5/14/2026Renaissance Technologies LLC71,300$4.85M0.0%-56.5%0.032%
5/14/2026Hilltop Holdings Inc.6,030$410K0.0%-34.5%0.003%
5/14/2026Public Employees Retirement System of Ohio318,317$21.63M0.1%-14.0%0.143%
5/14/2026Modern Wealth Management LLC13,991$971K0.0%+3.1%0.006%
5/14/2026Inceptionr LLC26,239$1.78M0.4%N/A0.012%
5/14/2026Liberty One Investment Management LLC9,717$660K0.1%+12.4%0.004%
5/14/2026Bank of Nova Scotia19,173$1.30M0.0%+23.6%0.009%
5/14/2026Sei Investments Co.142,355$9.67M0.0%+30.2%0.064%
5/14/2026Walleye Capital LLC3,503$238K0.0%-85.0%0.002%
5/13/2026Cetera Investment Advisers335,880$22.83M0.0%-4.0%0.151%
5/13/2026NewEdge Wealth LLC18,794$1.28M0.0%+20.4%0.008%
5/13/2026First Trust Advisors LP650,197$44.19M0.0%+1.8%0.292%
5/12/2026ABN Amro Investment Solutions13,543$920K0.0%+2.7%0.006%
5/8/2026PNC Financial Services Group Inc.29,460$2.00M0.0%-4.2%0.013%
5/8/2026Oslo Pensjonsforsikring AS975$66K0.0%N/A0.000%
5/8/2026HORAN Wealth LLC19,773$1.34M0.1%+11.0%0.009%
5/8/2026Andra AP fonden941$64K0.0%-98.4%0.000%
5/8/2026Cassaday & Co Wealth Management LLC1,748$119K0.0%N/A0.001%
5/8/2026Commerzbank Aktiengesellschaft FI7,029$478K0.0%-15.1%0.003%
5/7/2026Meeder Advisory Services Inc.3,213$218K0.0%-19.9%0.001%
5/7/2026Dimensional Fund Advisors LP3,348,132$227.54M0.0%+4.9%1.503%
5/7/2026KBC Group NV90,807$6.17M0.0%-49.3%0.041%
5/7/2026SEB Asset Management AB277,169$18.84M0.1%N/A0.124%
5/7/2026Swiss National Bank643,151$43.71M0.0%+7.1%0.289%
5/7/2026AIA Group Ltd13,299$904K0.0%-3.9%0.006%
5/7/2026Mediolanum International Funds Ltd29,425$2.00M0.0%N/A0.013%
5/6/2026California Public Employees Retirement System550,877$37.44M0.0%-7.4%0.247%
5/6/2026Advisortrust Partners LLC5,249$357K0.1%+9.1%0.002%
5/6/2026Assetmark Inc.26,159$1.78M0.0%+2.6%0.012%
5/6/2026Brummer Multi Strategy AB28,508$1.94M8.0%N/A0.013%
5/6/2026Independent Financial Group LLC17,170$1.17M0.0%N/A0.008%
5/6/2026Prosperity Consulting Group LLC9,492$645K0.0%+3.4%0.004%
5/6/2026Frazier Financial Advisors LLC593$40K0.0%N/A0.000%
5/6/2026Helium Advisors LLC3,166$215K0.2%N/A0.001%
5/5/2026Wealthfront Advisers LLC83,181$5.65M0.0%-2.1%0.037%
5/5/2026D.A. Davidson & CO.6,935$471K0.0%+11.9%0.003%
5/5/2026Bank of New York Mellon Corp2,353,944$159.97M0.0%+1.6%1.057%
5/5/2026Illinois Municipal Retirement Fund124,942$8.49M0.1%-14.1%0.056%
5/5/2026Geneos Wealth Management Inc.245,228$16.67M0.4%-8.3%0.110%
5/5/2026Sanctuary Advisors LLC31,543$2.14M0.0%+10.9%0.014%
5/5/2026Sigma Planning Corp4,986$339K0.0%-14.1%0.002%
5/5/2026Maryland State Retirement & Pension System11,398$775K0.0%+12.6%0.005%
5/4/2026HBW Advisory Services LLC3,647$248K0.0%N/A0.002%
5/4/2026State of Michigan Retirement System63,600$4.32M0.0%+1.4%0.029%
5/4/2026Principal Financial Group Inc.488,973$33.23M0.0%+3.8%0.223%
5/4/2026Chicago Partners Investment Group LLC5,008$365K0.0%+11.4%0.002%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
5/4/2026Arbejdsmarkedets Tillaegspension375,914$25.55M0.6%+5.1%0.171%
5/4/2026J. Safra Sarasin Holding AG11,324$770K0.0%N/A0.005%
5/2/2026International Assets Investment Management LLC5,123$355K0.0%-5.0%0.002%
5/2/2026Diversify Wealth Management LLC20,611$1.48M0.0%N/A0.009%
5/2/2026Valmark Advisers Inc.2,949$200K0.0%N/A0.001%
5/2/2026Carnegie Investment Counsel215,152$14.62M0.3%+3.7%0.098%
5/1/2026Seneca House Advisors120,230$8.17M3.2%-2.6%0.055%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS153,462$10.43M0.1%+22.1%0.070%
5/1/2026Fifth Third Bancorp4,933$335K0.0%+6.6%0.002%
5/1/2026Candriam S.C.A.537,187$36.51M0.2%-0.7%0.245%


WPC Institutional Ownership - Frequently Asked Questions

During the previous two years, 915 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 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: 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 33,354,455 shares in the last 24 months. This purchase volume represents approximately $2.17B in transactions.

Of the 388 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 14,782,165 shares in the last 24 months. This volume of shares sold represents approximately $965.35M in transactions.


Related Companies

This page (NYSE:WPC) was last updated on 7/10/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Is the fix for AI's runaway power problem your golden ticket?
The government just committed $200 billion to building computer chips on American soil - one of the largest te...
Eagle Publishing | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I.
Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's ...
Brownstone Research | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel