W. P. Carey (WPC) Institutional Ownership

$54.25 +0.81 (+1.52%)

(As of 12/20/2024 05:31 PM ET)

Current Institutional Ownership Percentage: 73.73%
Number of Institutional Buyers (last 12 months): 402
Total Institutional Inflows (last 12 months): $1.69B

Number of Institutional Sellers (last 12 months): 334
Total Institutional Outflows (last 12 months): $592.89M

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WPC Institutional Buying and Selling by Quarter

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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
12/19/2024	Principal Financial Group Inc.	506,688	$31.57M	0.0%	-30.5%	0.232%
12/13/2024	B. Riley Wealth Advisors Inc.	5,850	$368K	0.0%	-21.4%	0.003%
12/6/2024	Retirement Systems of Alabama	265,846	$16.56M	0.1%	-1.6%	0.121%
11/27/2024	Franklin Resources Inc.	165,184	$9.90M	0.0%	+20.4%	0.075%
11/25/2024	Wilmington Savings Fund Society FSB	4,213	$262K	0.0%	N/A	0.002%
11/25/2024	Sanctuary Advisors LLC	35,582	$2.03M	0.0%	-1.6%	0.016%
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11/21/2024	Te Ahumairangi Investment Management Ltd	80,281	$4.97M	0.9%	-3.5%	0.037%
11/18/2024	Arete Wealth Advisors LLC	18,104	$1.12M	0.1%	-3.9%	0.008%
11/18/2024	Teachers Retirement System of The State of Kentucky	71,490	$4.45M	0.0%	-2.6%	0.033%
11/18/2024	Toronto Dominion Bank	27,551	$1.72M	0.0%	+31.4%	0.013%
11/18/2024	Coldstream Capital Management Inc.	47,132	$2.92M	0.1%	+323.4%	0.022%
11/18/2024	RB Capital Management LLC	15,796	$984K	0.2%	-6.1%	0.007%
11/16/2024	Geode Capital Management LLC	4,573,938	$284.43M	0.0%	+2.9%	2.090%
11/15/2024	Vestcor Inc	31,597	$1.97M	0.1%	+608.6%	0.014%
11/15/2024	M&T Bank Corp	28,455	$1.77M	0.0%	-2.2%	0.013%
11/15/2024	Barclays PLC	353,908	$22.05M	0.0%	-48.4%	0.162%
11/15/2024	Public Employees Retirement System of Ohio	397,167	$24.74M	0.1%	-1.1%	0.181%
11/15/2024	Nomura Asset Management Co. Ltd.	342,773	$21.36M	0.1%	+2.5%	0.157%
11/15/2024	Y Intercept Hong Kong Ltd	17,699	$1.10M	0.1%	+7.1%	0.008%
11/15/2024	MML Investors Services LLC	127,356	$7.93M	0.0%	-7.5%	0.058%
11/15/2024	XTX Topco Ltd	24,729	$1.54M	0.1%	+256.1%	0.011%
11/15/2024	Zacks Investment Management	613,806	$38.24M	0.3%	+10.6%	0.280%
11/15/2024	DF Dent & Co. Inc.	5,281	$329K	0.0%	-4.9%	0.002%
11/15/2024	National Bank of Canada FI	55,922	$3.48M	0.0%	-75.8%	0.026%
11/15/2024	EP Wealth Advisors LLC	8,549	$533K	0.0%	+63.8%	0.004%
11/15/2024	United Services Automobile Association	14,483	$902K	0.0%	-15.0%	0.007%
11/15/2024	Wellington Management Group LLP	253,419	$15.79M	0.0%	+121.9%	0.116%
11/15/2024	Weaver Consulting Group	34,847	$2.17M	0.7%	+1.5%	0.016%
11/15/2024	Weiss Asset Management LP	80,156	$4.99M	0.1%	-62.9%	0.037%
11/15/2024	State Street Corp	11,770,831	$743.54M	0.0%	-2.3%	5.378%
11/15/2024	Stifel Financial Corp	31,784	$1.98M	0.0%	+7.0%	0.015%
11/15/2024	SageView Advisory Group LLC	4,935	$307K	0.0%	-7.9%	0.002%
11/15/2024	Quantinno Capital Management LP	22,884	$1.43M	0.0%	+7.0%	0.010%
11/15/2024	Royal London Asset Management Ltd.	113,916	$7.10M	0.0%	+1.5%	0.052%
11/15/2024	Mission Creek Capital Partners Inc.	8,530	$531K	0.1%	-9.5%	0.004%
11/15/2024	IHT Wealth Management LLC	9,430	$586K	0.0%	+22.4%	0.004%
11/15/2024	Integrated Wealth Concepts LLC	22,054	$1.37M	0.0%	-10.9%	0.010%
11/15/2024	Investmark Advisory Group LLC	34,425	$2.15M	1.0%	+3.8%	0.016%
11/15/2024	Investment Management Corp of Ontario	7,229	$450K	0.0%	+46.7%	0.003%
11/15/2024	HighTower Advisors LLC	44,188	$2.75M	0.0%	-4.0%	0.020%
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11/15/2024	Hilltop Holdings Inc.	4,670	$291K	0.0%	N/A	0.002%
11/15/2024	Holocene Advisors LP	79,428	$4.95M	0.0%	+90.0%	0.036%
11/15/2024	Beacon Investment Advisory Services Inc.	8,629	$538K	0.0%	-15.0%	0.004%
11/15/2024	Benjamin Edwards Inc.	4,976	$310K	0.0%	+444.4%	0.002%
11/15/2024	Paloma Partners Management Co	4,200	$262K	0.0%	N/A	0.002%
11/15/2024	FSA Wealth Management LLC	1,298	$81K	0.0%	N/A	0.001%
11/15/2024	Erste Asset Management GmbH	20,200	$1.27M	0.0%	N/A	0.009%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	36,506	$2.27M	0.0%	-12.8%	0.017%
11/14/2024	Widmann Financial Services Inc.	5,000	$311K	0.2%	-13.2%	0.002%
11/14/2024	Edgestream Partners L.P.	15,269	$951K	0.0%	N/A	0.007%
11/14/2024	Captrust Financial Advisors	19,537	$1.22M	0.0%	-4.4%	0.009%
11/14/2024	Rockefeller Capital Management L.P.	20,623	$1.29M	0.0%	+33.9%	0.009%
11/14/2024	Waterfront Capital Partners LLC	246,111	$15.33M	2.1%	-47.0%	0.112%
11/14/2024	HGI Capital Management LLC	73,728	$4.59M	4.0%	N/A	0.034%
11/14/2024	Hantz Financial Services Inc.	48,487	$3.02M	0.1%	-2.6%	0.022%
11/14/2024	Public Sector Pension Investment Board	28,520	$1.78M	0.0%	+29.9%	0.013%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,054,080	$127.97M	0.0%	+660.9%	0.939%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	93,288	$5.81M	0.0%	+14.0%	0.043%
11/14/2024	MetLife Investment Management LLC	119,715	$7.46M	0.0%	-1.8%	0.055%
11/14/2024	RPg Family Wealth Advisory LLC	700	$44K	0.0%	N/A	0.000%
11/14/2024	CreativeOne Wealth LLC	4,236	$264K	0.0%	+14.1%	0.002%
11/13/2024	Insight Wealth Partners LLC	3,820	$238K	0.0%	-25.4%	0.002%
11/13/2024	Townsquare Capital LLC	11,099	$691K	0.0%	+5.2%	0.005%
11/13/2024	BNP Paribas Financial Markets	306,304	$19.08M	0.0%	+138.0%	0.140%
11/13/2024	Rock Point Advisors LLC	122,662	$7.64M	2.1%	-1.7%	0.056%
11/13/2024	FMR LLC	806,082	$50.22M	0.0%	+103.3%	0.368%
11/13/2024	The Manufacturers Life Insurance Company	192,869	$12.02M	0.0%	+12.6%	0.088%
11/13/2024	Bank of Montreal Can	33,157	$2.08M	0.0%	-1.9%	0.015%
11/13/2024	Capital Square LLC	50,999	$3.18M	1.9%	+14.2%	0.023%
11/13/2024	Private Trust Co. NA	3,447	$215K	0.0%	-23.8%	0.002%
11/13/2024	Horizon Kinetics Asset Management LLC	33,700	$2.10M	0.0%	+57.5%	0.015%
11/13/2024	Truvestments Capital LLC	2,492	$155K	0.0%	N/A	0.001%
11/13/2024	Independent Advisor Alliance	8,956	$558K	0.0%	-10.7%	0.004%
11/13/2024	Fisher Asset Management LLC	4,435	$276K	0.0%	-11.1%	0.002%
11/13/2024	Daiwa Securities Group Inc.	92,347	$5.75M	0.0%	-93.3%	0.042%
11/12/2024	Centaurus Financial Inc.	6,086	$379K	0.0%	-4.7%	0.003%
11/12/2024	Penserra Capital Management LLC	22,404	$1.39M	0.0%	+21.0%	0.010%
11/12/2024	Cerity Partners LLC	24,911	$1.55M	0.0%	-52.2%	0.011%
11/12/2024	Citigroup Inc.	297,687	$18.55M	0.0%	-9.7%	0.136%
11/12/2024	Raymond James Trust N.A.	13,109	$817K	0.0%	-1.6%	0.006%
11/12/2024	Charles Schwab Investment Management Inc.	2,598,618	$161.89M	0.0%	+4.1%	1.187%
11/12/2024	Pacer Advisors Inc.	188,200	$11.73M	0.0%	-5.5%	0.086%
11/12/2024	Massachusetts Financial Services Co. MA	3,116,331	$194.15M	0.1%	-3.8%	1.424%
11/9/2024	Foundry Partners LLC	242,179	$15.09M	0.7%	-0.5%	0.111%
11/8/2024	EverSource Wealth Advisors LLC	23,677	$1.48M	0.1%	+3.8%	0.011%
11/8/2024	Ontario Teachers Pension Plan Board	19,572	$1.22M	0.0%	-50.4%	0.009%
11/8/2024	Commerce Bank	9,353	$583K	0.0%	-2.8%	0.004%
11/8/2024	Horan Capital Advisors LLC.	22,216	$1.38M	0.5%	-1.8%	0.010%
11/8/2024	PNC Financial Services Group Inc.	28,809	$1.80M	0.0%	-3.0%	0.013%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	10,279	$640K	0.0%	N/A	0.005%
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11/7/2024	Pathstone Holdings LLC	20,831	$1.30M	0.0%	-8.0%	0.010%
11/7/2024	Napa Wealth Management	4,716	$294K	0.1%	+19.8%	0.002%
11/7/2024	Quest Partners LLC	108,748	$6.78M	0.6%	+747.6%	0.050%
11/7/2024	Equity Investment Corp	1,481,627	$92.31M	2.1%	+0.7%	0.677%
11/7/2024	Swiss National Bank	649,451	$40.46M	0.0%	+0.4%	0.297%
11/7/2024	Thrivent Financial for Lutherans	64,299	$4.01M	0.0%	-32.2%	0.029%
11/6/2024	Mutual of America Capital Management LLC	118,278	$7.37M	0.1%	-5.6%	0.054%
11/6/2024	Natixis Advisors LLC	29,767	$1.85M	0.0%	-2.2%	0.014%
11/6/2024	Empowered Funds LLC	3,507	$218K	0.0%	N/A	0.002%
11/6/2024	Cornercap Investment Counsel Inc.	6,474	$403K	0.1%	-32.0%	0.003%

(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, 864 institutional investors and hedge funds held shares of W. P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($1.75B), BlackRock Inc. ($1.06B), State Street Corp ($743.54M), Cohen & Steers Inc. ($731.80M), JPMorgan Chase & Co. ($289.35M), Geode Capital Management LLC ($284.43M), and Massachusetts Financial Services Co. MA ($194.15M).Learn more on WPC's institutional investors.
What percentage of W. P. Carey stock is owned by institutional investors?: 73.73% 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 716 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: Cohen & Steers Inc. ($6.89M), Daiwa Securities Group Inc. ($3.57M), Norges Bank ($2.42M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.78M), Equity Investment Corp ($1.48M), Envestnet Asset Management Inc. ($1.37M), and Massachusetts Financial Services Co. MA ($1.26M).

How much institutional buying is happening at W. P. Carey?: Institutional investors have bought a total of 45,352,770 shares in the last 24 months. This purchase volume represents approximately $2.93B in transactions.
Which W. P. Carey major shareholders have been selling company stock?: Of the 520 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), Daiwa Securities Group Inc. ($3.55M), Deutsche Bank AG ($2.04M), Envestnet Asset Management Inc. ($1.23M), Barclays PLC ($1.07M), Commonwealth Equity Services LLC ($810.50K), and Russell Investments Group Ltd. ($673.27K).
How much institutional selling is happening at W. P. Carey?: Institutional investors have sold a total of 25,865,319 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.

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This page (NYSE:WPC) was last updated on 12/21/2024 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

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