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W.P. Carey (WPC) Institutional Ownership

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$65.63 +0.69 (+1.06%)
Closing price 03:59 PM Eastern
Extended Trading
$65.15 -0.48 (-0.73%)
As of 04:37 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)
479
Total
Institutional Inflows
(last 12 months)
$4.88B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$1.46B
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WPC Institutional Buying and Selling by Quarter

W.P. Carey Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2026State Board of Administration of Florida Retirement System190,454$12.31M0.0%+8.6%0.083%
11/13/2026Te Ahumairangi Investment Management Ltd80,802$5.22M0.8%+13.5%0.035%
11/13/2026Bleakley Financial Group LLC16,529$1.07M0.0%N/A0.007%
11/13/2026Essex Financial Services Inc.3,693$239K0.0%-40.9%0.002%
11/13/2026Polymer Capital Management US LLC17,254$1.12M0.2%N/A0.007%
11/13/2026BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp28,948$1.87M0.0%-10.4%0.013%
11/13/2026Jacobs Equity LLC4,412$285K0.2%-27.4%0.002%
11/12/2026AlphaGrep UK Ltd5,839$377K0.1%-26.4%0.003%
11/12/2026Adapt Wealth Advisors LLC4,281$277K0.1%-11.0%0.002%
11/12/2026Meeder Advisory Services Inc.7,960$514K0.0%+95.6%0.003%
11/12/2026Benjamin Edwards Inc.5,789$374K0.0%+6.0%0.003%
11/12/2026DiPaolo Financial Group Inc.1,005$65K0.0%N/A0.000%
11/12/2026GSI Capital Advisors LLC166,330$10.75M3.0%+228.9%0.072%
11/12/2026First Trust Advisors LP735,634$47.54M0.0%+9.5%0.320%
11/12/2026State Street Corp12,661,749$829.91M0.0%-48.8%5.502%
11/12/2026Resona Asset Management Co. Ltd.128,045$8.41M0.0%+0.3%0.056%
11/12/2026TIAA CREF Individual & Institutional Services LLC4,935$319K0.0%+4.2%0.002%
11/11/2026 Private Advisor Group LLC50,741$3.28M0.0%+14.5%0.022%
11/11/2026 Focus Advisor Solutions LLC9,720$628K0.0%+55.9%0.004%
11/11/2026 Colonial Trust Co SC8,186$529K0.1%-4.9%0.004%
11/11/2026 Independent Advisor Alliance11,305$732K0.0%+43.0%0.005%
11/10/2026 Landscape Capital Management L.L.C.55,941$3.62M0.3%-27.7%0.024%
11/10/2026 Composition Wealth LLC5,392$348K0.0%+9.2%0.002%
11/10/2026 Voya Investment Management LLC19,827$1.28M0.0%-16.4%0.009%
11/10/2026 Global Retirement Partners LLC7,266$470K0.0%-6.6%0.003%
11/10/2026 Rothschild Investment LLC951$61K0.0%+197.2%0.000%
11/10/2026 Edgestream Partners L.P.8,869$573K0.0%N/A0.004%
11/10/2026 Teachers Retirement System of The State of Kentucky69,620$4.50M0.0%+2.2%0.030%
11/10/2026 HighTower Advisors LLC44,574$2.88M0.0%-6.2%0.019%
11/10/2026 Paralel Advisors LLC42,500$2.75M0.1%N/A0.018%
11/10/2026 Western Wealth Management LLC4,959$320K0.0%-3.1%0.002%
11/9/2026 Intech Investment Management LLC10,858$702K0.0%-8.5%0.005%
11/9/2026 Hantz Financial Services Inc.38,662$2.50M0.0%-18.5%0.017%
11/9/2026 Harbour Investments Inc.5,605$362K0.0%-7.8%0.002%
11/9/2026 Virtus Advisers LLC5,806$375K0.1%-15.9%0.003%
11/9/2026 Danske Bank A S155,138$10.03M0.0%+16.4%0.067%
11/9/2026 Drive Wealth Management LLC3,071$201K0.0%N/A0.001%
11/6/2026 Aberdeen Group plc215,360$13.92M0.0%+107.0%0.094%
11/6/2026 Allworth Financial LP130,219$9.31M0.0%+2.9%0.057%
11/6/2026 Fisher Asset Management LLC5,165$334K0.0%+11.4%0.002%
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11/6/2026 Russell Investments Group Ltd.198,044$12.83M0.0%-67.1%0.086%
11/6/2026 IAG Wealth Partners LLC2,193$142K0.0%-8.2%0.001%
11/6/2026 Eurizon Capital SGR S.p.A.19,034$1.24M0.0%+1.1%0.008%
11/6/2026 CENTRAL TRUST Co3,361$217K0.0%-5.6%0.001%
11/6/2026 Fifth Third Bancorp3,647$236K0.0%-22.5%0.002%
11/6/2026 New Mexico Educational Retirement Board46,600$3.01M0.1%+7.4%0.020%
11/5/2026 Maryland State Retirement & Pension System14,709$951K0.0%+29.0%0.006%
11/5/2026 Ritholtz Wealth Management7,333$474K0.0%+70.0%0.003%
11/5/2026 Machina Capital S.A.S.30,719$1.99M0.3%+47.4%0.013%
11/5/2026 Illinois Municipal Retirement Fund190,088$12.29M0.1%+15.4%0.083%
11/5/2026 Knights of Columbus Asset Advisors LLC90,256$5.83M0.3%-35.3%0.039%
11/5/2026 Cornerstone Wealth Management LLC21,560$1.39M0.1%+1.5%0.009%
11/5/2026 Equity Investment Corp1,635,484$105.70M1.5%+8.1%0.711%
11/4/2026 New York Life Investment Management LLC33,387$2.16M0.0%+15.9%0.015%
11/4/2026 Gen Wealth Partners Inc2,441$158K0.0%-56.9%0.001%
11/4/2026 M&G PLC3,956$257K0.0%N/A0.002%
11/4/2026 AlphaCore Capital LLC5,150$335K0.0%+31.2%0.002%
11/4/2026 Retirement Systems of Alabama234,980$15.19M0.0%+2.0%0.102%
11/4/2026 Private Management Group Inc.311,533$20.13M0.5%-0.6%0.135%
11/4/2026 Fulcrum Asset Management LLP1,606$106K0.0%-75.1%0.001%
11/4/2026 Carnegie Lake Advisors LLC1,885$122K0.1%-88.4%0.001%
11/4/2026 M Holdings Securities Inc.3,372$218K0.0%N/A0.001%
11/4/2026 Candriam S.C.A.86,386$5.60M0.0%-67.3%0.038%
11/3/2026 Ethic Inc.21,631$1.40M0.0%-11.0%0.009%
11/3/2026 Pictet Asset Management Holding SA197,665$12.78M0.0%-13.3%0.086%
11/3/2026 Parallel Advisors LLC4,182$270K0.0%+4.1%0.002%
11/3/2026 Ashton Thomas Private Wealth LLC65,827$4.25M0.1%+4.8%0.029%
11/3/2026 International Assets Investment Management LLC5,642$360K0.0%-9.7%0.002%
11/2/2026 Kestra Advisory Services LLC108,795$7.03M0.0%+1.4%0.047%
11/2/2026 Quadcap Wealth Management LLC4,554$294K0.0%-16.4%0.002%
11/2/2026 Commonwealth Equity Services LLC713,703$46.13M0.1%-8.0%0.310%
10/31/2026 Kestra Private Wealth Services LLC20,727$1.34M0.0%-4.0%0.009%
10/31/2026 Chicago Partners Investment Group LLC8,893$568K0.0%+58.7%0.004%
10/30/2026 Focused Wealth Management Inc3,196$207K0.0%-5.8%0.001%
10/30/2026 Provenance Wealth Advisors LLC554$36K0.0%N/A0.000%
10/30/2026 Associated Banc Corp16,725$1.08M0.0%N/A0.007%
10/30/2026 Oregon Public Employees Retirement Fund47,219$3.05M0.0%+2.6%0.021%
10/30/2026 Summit Wealth Group LLC Co.11,841$765K0.0%-17.2%0.005%
10/29/2026 Bank Julius Baer & Co. Ltd Zurich420$27K0.0%-42.0%0.000%
10/29/2026 Virtue Capital Management LLC3,433$222K0.0%+20.3%0.002%
10/29/2026 Sumitomo Mitsui Trust Group Inc.589,773$38.12M0.0%-5.0%0.259%
10/29/2026 Mirae Asset Global Investments Co. Ltd.6,208$401K0.0%N/A0.003%
10/29/2026 Vise Technologies Inc.5,322$344K0.0%-23.8%0.002%
10/29/2026 MGO One Seven LLC11,925$771K0.0%+30.0%0.005%
10/29/2026 State of Wyoming6,002$388K0.0%N/A0.003%
10/28/2026 International Assets Investment Management LLC16,025$1.04M0.0%+156.5%0.007%
10/28/2026 VIRGINIA RETIREMENT SYSTEMS ET Al514,577$33.26M0.2%-11.5%0.226%
10/28/2026 Sage Rhino Capital LLC3,842$248K0.0%+10.6%0.002%
10/28/2026 D.A. Davidson & CO.7,165$463K0.0%+6.3%0.003%
10/28/2026 North Dakota State Investment Board6,820$441K0.0%+5.8%0.000%
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10/28/2026 VestGen Advisors LLC6,711$434K0.0%-14.5%0.000%
10/27/2026 Laurel Wealth Advisors LLC396$26K0.0%N/A0.000%
10/27/2026 BLB&B Advisors LLC10,750$695K0.0%-2.7%0.005%
10/27/2026 Asset Management One Co. Ltd.466,145$30.13M0.1%+6.9%0.205%
10/27/2026 Foresight Capital Management Advisors Inc.458$30K0.0%N/A0.000%
10/26/2026 Oppenheimer & Co. Inc.16,581$1.07M0.0%+2.9%0.007%
10/26/2026 Park Avenue Securities LLC7,121$460K0.0%-15.6%0.003%
10/26/2026 Verdence Capital Advisors LLC200,248$12.94M0.6%-0.3%0.088%
10/24/2026 Apollon Wealth Management LLC23,687$1.53M0.0%-2.1%0.010%
10/24/2026 Hilton Head Capital Partners LLC3,544$229K0.1%+1,000.6%0.002%


WPC Institutional Ownership - Frequently Asked Questions

During the previous two years, 912 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 ($829.91M), 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 780 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 69,870,334 shares in the last 24 months. This purchase volume represents approximately $4.88B in transactions.

Of the 309 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: State Street Corp ($12.13M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.56M), JPMorgan Chase & Co. ($1.37M), Millennium Management LLC ($618.67K), Price T Rowe Associates Inc. MD ($468.52K), Russell Investments Group Ltd. ($404.44K), and California Public Employees Retirement System ($308.40K).

Institutional investors have sold a total of 22,354,539 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.



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 11/13/2026. New 13F filings are added each quarter as they're published.
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