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W. P. Carey (WPC) Institutional Ownership

W. P. Carey logo
$61.36 +0.80 (+1.32%)
As of 03:58 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)
451
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$671.03M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025IAG Wealth Partners LLC2,495$157K0.0%+7.0%0.001%
4/16/2025Wealth Enhancement Advisory Services LLC207,509$13.10M0.0%+3.0%0.095%
4/16/2025Tritonpoint Wealth LLC4,153$266K0.0%-6.7%0.002%
4/16/2025Griffin Asset Management Inc.32,058$2.02M0.2%+7.7%0.015%
4/15/2025 Capital Advisory Group Advisory Services LLC3,632$229K0.1%N/A0.002%
4/15/2025 Focus Financial Network Inc.7,736$488K0.0%-3.2%0.004%
4/15/2025 SG Americas Securities LLC13,903$877K0.0%-56.6%0.006%
4/15/2025 Parsons Capital Management Inc. RI3,450$218K0.0%-12.7%0.002%
4/15/2025 Sonora Investment Management Group LLC178,005$11.23M0.9%+12.3%0.081%
4/15/2025 MADDEN SECURITIES Corp3,690$233K0.1%-38.4%0.002%
4/15/2025 Accurate Wealth Management LLC4,766$276K0.1%+11.5%0.002%
4/15/2025 GAMMA Investing LLC2,570$162K0.0%+36.1%0.001%
4/15/2025 Wealthcare Advisory Partners LLC34,458$2.18M0.1%+7.2%0.016%
4/15/2025 Signet Financial Management LLC39,563$2.50M0.3%+11.0%0.018%
4/14/2025 Yousif Capital Management LLC84,502$5.33M0.1%-1.8%0.039%
4/14/2025 Octavia Wealth Advisors LLC3,951$253K0.0%N/A0.002%
4/14/2025 Farther Finance Advisors LLC5,464$344K0.0%+109.8%0.002%
4/14/2025 Daymark Wealth Partners LLC4,556$288K0.0%+9.0%0.002%
4/14/2025 NewSquare Capital LLC65,388$4.13M0.3%-0.5%0.030%
4/14/2025 Capital Investment Advisors LLC3,477$219K0.0%N/A0.002%
4/14/2025 Flagship Private Wealth LLC5,183$327K0.2%-3.7%0.002%
4/14/2025 UMB Bank n.a.2,983$188K0.0%+54.6%0.001%
4/14/2025 LexAurum Advisors LLC3,602$227K0.0%N/A0.002%
4/11/2025 Gateway Investment Advisers LLC39,945$2.52M0.0%-39.7%0.018%
4/11/2025 Seneca House Advisors113,813$7.18M3.0%+2.8%0.052%
4/11/2025 Sovereign Financial Group Inc.3,980$251K0.1%-11.8%0.002%
4/10/2025 Columbia Asset Management4,725$298K0.1%-90.7%0.002%
4/10/2025 TruWealth Advisors LLC248,281$15.67M0.9%+2.5%0.113%
4/10/2025 Teamwork Financial Advisors LLC7,581$478K0.1%+7.7%0.003%
4/10/2025 Freedom Financial Partners LLC45,499$2.87M1.3%-5.3%0.021%
4/10/2025 Romano Brothers AND Company49,960$3.15M0.4%-1.7%0.023%
4/9/2025 Bourgeon Capital Management LLC3,300$208K0.0%N/A0.002%
4/9/2025 RFG Advisory LLC7,430$469K0.0%+16.6%0.003%
4/9/2025 ST Germain D J Co. Inc.2,600$164K0.0%+162.1%0.001%
4/9/2025 Merit Financial Group LLC6,288$397K0.0%N/A0.003%
4/9/2025 Inspirion Wealth Advisors LLC26,300$1.66M0.2%-12.6%0.012%
4/9/2025 High Net Worth Advisory Group LLC3,770$238K0.1%N/A0.002%
4/9/2025 LVW Advisors LLC3,406$215K0.0%N/A0.002%
4/9/2025 NBC Securities Inc.8,696$548K0.0%+108,600.0%0.004%
4/9/2025 Fiduciary Alliance LLC25,222$1.59M0.2%-3.1%0.012%
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4/8/2025 Rhumbline Advisers663,748$41.89M0.0%+0.2%0.303%
4/8/2025 Parallel Advisors LLC4,154$262K0.0%+37.8%0.002%
4/7/2025 GAMMA Investing LLC162,193$10.24M0.0%+8,486.2%0.074%
3/24/2025Wellington Management Group LLP319,738$17.42M0.0%+26.2%0.146%
3/18/2025California State Teachers Retirement System313,452$17.08M0.0%+3.1%0.143%
3/17/2025Wealth Enhancement Advisory Services LLC201,509$10.98M0.0%+38.6%0.092%
2/28/2025BridgePort Financial Solutions LLC27,522$1.50M0.7%N/A0.013%
2/28/2025Employees Retirement System of Texas86,000$4.69M0.0%-28.9%0.039%
2/25/2025B. Riley Wealth Advisors Inc.6,165$341K0.0%+5.4%0.003%
2/24/2025Liberty Square Wealth Partners LLC11,099$651K0.2%N/A0.005%
2/24/2025Ameriflex Group Inc.1,879$105K0.0%N/A0.001%
2/20/2025Mackenzie Financial Corp19,024$1.04M0.0%+63.0%0.009%
2/20/2025Wealth Management Strategies Inc.4,305$234K0.2%N/A0.002%
2/19/2025Toronto Dominion Bank29,414$1.60M0.0%+6.8%0.013%
2/19/2025GF Fund Management CO. LTD.3,977$217K0.0%N/A0.002%
2/19/2025WCG Wealth Advisors LLC12,168$663K0.0%-27.6%0.006%
2/19/2025Public Employees Retirement System of Ohio389,320$21.21M0.1%-2.0%0.178%
2/18/2025Sunbelt Securities Inc.5,079$277K0.0%+71.0%0.002%
2/18/2025Fourth Dimension Wealth LLC800$44K0.0%N/A0.000%
2/18/2025Investmark Advisory Group LLC32,965$1.80M0.9%-4.2%0.015%
2/18/2025RB Capital Management LLC14,063$766K0.2%-11.0%0.006%
2/18/2025Focus Partners Advisor Solutions LLC6,153$335K0.0%-23.4%0.003%
2/18/2025PharVision Advisers LLC3,911$213K0.2%N/A0.002%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,188,603$119.24M0.0%+6.5%1.000%
2/17/2025Waverly Advisors LLC9,846$536K0.0%-13.7%0.004%
2/17/2025Vident Advisory LLC24,645$1.34M0.0%-28.1%0.011%
2/17/2025Squarepoint Ops LLC16,172$881K0.0%-75.9%0.007%
2/17/2025Two Sigma Advisers LP8,400$458K0.0%N/A0.004%
2/17/2025Two Sigma Investments LP47,797$2.60M0.0%+30.5%0.022%
2/17/2025Toronto Dominion Bank29,414$1.60M0.0%+6.8%0.013%
2/17/2025ProShare Advisors LLC10,239$558K0.0%-46.3%0.005%
2/17/2025Quadcap Wealth Management LLC5,144$280K0.0%-13.2%0.002%
2/17/2025Quantinno Capital Management LP50,382$2.75M0.0%+120.2%0.023%
2/17/2025Nissay Asset Management Corp Japan ADV58,450$3.19M0.0%+1.9%0.027%
2/17/2025Nomura Holdings Inc.52,806$2.88M0.0%N/A0.024%
2/17/2025Nuveen Asset Management LLC458,323$24.97M0.0%-6.2%0.209%
2/17/2025OMERS ADMINISTRATION Corp9,130$497K0.0%+20.4%0.004%
2/17/2025Mubadala Investment Co PJSC43,389$2.36M0.0%N/A0.020%
2/17/2025Millennium Management LLC538,933$29.36M0.0%+514.7%0.246%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.115,456$6.29M0.0%-1.6%0.053%
2/17/2025Lazard Asset Management LLC9,473$515K0.0%-21.7%0.004%
2/17/2025LRI Investments LLC14,911$812K0.1%-23.6%0.007%
2/17/2025Laird Norton Wetherby Wealth Management LLC5,838$318K0.0%-23.0%0.003%
2/17/2025Lighthouse Investment Partners LLC190,000$10.35M0.3%-5.0%0.087%
2/17/2025Investment Management Corp of Ontario6,129$334K0.0%-15.2%0.003%
2/17/2025Janus Henderson Group PLC27,585$1.50M0.0%+130.2%0.013%
2/17/2025Gen Wealth Partners Inc3,176$173K0.1%-19.2%0.001%
2/17/2025Focus Partners Wealth14,741$803K0.0%-84.6%0.007%
2/17/2025Ethic Inc.8,108$442K0.0%-38.6%0.004%
2/17/2025Ensign Peak Advisors Inc156,091$8.50M0.0%+16.9%0.071%
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2/17/2025Deutsche Bank AG285,607$15.56M0.0%-2.9%0.131%
2/17/2025EP Wealth Advisors LLC12,637$688K0.0%+47.8%0.006%
2/17/2025Colonial Trust Co SC8,787$479K0.1%-25.8%0.004%
2/17/2025Crestline Management LP5,576$304K0.0%-35.3%0.003%
2/17/2025Cetera Investment Advisers253,479$13.81M0.0%-29.3%0.116%
2/17/2025Captrust Financial Advisors19,342$1.05M0.0%-1.0%0.009%
2/17/2025Cary Street Partners Financial LLC3,570$194K0.0%N/A0.002%
2/17/2025Brown Advisory Inc.386,343$21.05M0.0%-4.5%0.177%
2/17/2025Baird Financial Group Inc.51,003$2.78M0.0%+234.6%0.023%
2/17/2025BNP Paribas Financial Markets162,368$8.85M0.0%-47.0%0.074%
(Data available from 1/1/2016 forward)

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WPC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WPC shares?

During the previous two years, 909 institutional investors and hedge funds held shares of W. P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($1.68B), BlackRock Inc. ($1.06B), State Street Corp ($743.54M), Cohen & Steers Inc. ($731.80M), Geode Capital Management LLC ($256.20M), Massachusetts Financial Services Co. MA ($219.17M), and Dimensional Fund Advisors LP ($172.74M).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 733 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), Norges Bank ($4.98M), Daiwa Securities Group Inc. ($3.57M), Massachusetts Financial Services Co. MA ($2.17M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($1.92M), Equity Investment Corp ($1.87M), and Envestnet Asset Management Inc. ($1.35M).

How much institutional buying is happening at W. P. Carey?

Institutional investors have bought a total of 53,880,481 shares in the last 24 months. This purchase volume represents approximately $3.30B in transactions.

Which W. P. Carey major shareholders have been selling company stock?

Of the 558 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: Daiwa Securities Group Inc. ($3.55M), Deutsche Bank AG ($2.05M), JPMorgan Chase & Co. ($1.36M), Envestnet Asset Management Inc. ($1.32M), Barclays PLC ($1.07M), Commonwealth Equity Services LLC ($823.83K), and Russell Investments Group Ltd. ($673.27K).

How much institutional selling is happening at W. P. Carey?

Institutional investors have sold a total of 25,608,967 shares in the last 24 months. This volume of shares sold represents approximately $1.55B in transactions.


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This page (NYSE:WPC) was last updated on 4/16/2025 by MarketBeat.com Staff
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