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W.P. Carey (WPC) Institutional Ownership

W.P. Carey logo
$65.19 -0.54 (-0.82%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$64.82 -0.38 (-0.58%)
As of 08/14/2025 07:31 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 Polygon.io. Learn more.
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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)
544
Total
Institutional Inflows
(last 12 months)
$2.13B
Number of
Institutional Sellers
(last 12 months)
414
Total
Institutional Outflows
(last 12 months)
$720.55M
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WPC Institutional Buying and Selling by Quarter

W.P. Carey Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025California State Teachers Retirement System376,908$23.51M0.0%+19.3%0.172%
8/14/2025Raymond James Financial Inc.602,208$37.57M0.0%+2.8%0.275%
8/14/2025FJ Capital Management LLC3,476$217K0.0%N/A0.002%
8/14/2025Quantinno Capital Management LP136,734$8.53M0.0%+48.1%0.062%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.112,562$7.02M0.0%-27.9%0.051%
8/14/2025Diversify Advisory Services LLC26,489$1.73M0.1%N/A0.012%
8/14/2025Alliancebernstein L.P.395,036$24.64M0.0%-6.8%0.180%
8/14/2025Globeflex Capital L P2,432$152K0.0%N/A0.001%
8/14/2025Treasurer of the State of North Carolina299,915$18.71M0.1%+77.5%0.137%
8/14/2025The Manufacturers Life Insurance Company 175,378$10.94M0.0%-2.2%0.080%
8/14/2025Sei Investments Co.96,983$6.05M0.0%+73.0%0.044%
8/14/2025Nebula Research & Development LLC10,515$656K0.1%-7.2%0.005%
8/14/2025NewEdge Advisors LLC6,143$383K0.0%-14.7%0.003%
8/14/2025Qube Research & Technologies Ltd56,007$3.49M0.0%N/A0.026%
8/14/2025Investment Management Corp of Ontario5,329$332K0.0%-14.4%0.002%
8/14/2025AXA S.A.182,938$11.41M0.0%+7.0%0.084%
8/14/2025GRS Advisors LLC604,270$37.69M3.6%N/A0.276%
8/14/2025State Street Corp12,209,342$772.36M0.0%-2.0%5.575%
8/14/2025Daiwa Securities Group Inc.96,975$6.05M0.0%+1.5%0.044%
8/14/2025 Natixis23,514$1.47M0.0%+2,578.1%0.011%
8/14/2025 Ossiam18,353$1.15M0.0%+14.7%0.008%
8/14/2025 Bank of Nova Scotia8,164$509K0.0%+7.3%0.004%
8/14/2025 California Public Employees Retirement System859,273$53.60M0.0%-13.7%0.392%
8/14/2025 Cary Street Partners Financial LLC1,843$115K0.0%N/A0.001%
8/14/2025 Cerity Partners LLC30,876$1.93M0.0%-2.7%0.014%
8/14/2025 Federated Hermes Inc.23,709$1.48M0.0%-10.0%0.011%
8/13/2025 Per Stirling Capital Management LLC.8,976$560K0.1%+23.1%0.004%
8/13/2025 Rockport Wealth LLC6,271$391K0.1%N/A0.003%
8/13/2025 Cary Street Partners Investment Advisory LLC1,405$88K0.0%N/A0.001%
8/13/2025 SageView Advisory Group LLC4,279$274K0.0%-5.8%0.002%
8/13/2025 Brown Advisory Inc.364,590$22.74M0.0%-0.7%0.166%
8/13/2025 Amundi386,651$24.48M0.0%+39.8%0.177%
8/13/2025 Royal Fund Management LLC16,304$1.02M0.1%+12.4%0.007%
8/13/2025 Baird Financial Group Inc.49,004$3.06M0.0%-2.6%0.022%
8/13/2025 First Trust Advisors LP736,437$45.94M0.0%+422.2%0.336%
8/13/2025 Guggenheim Capital LLC23,092$1.44M0.0%+1.2%0.011%
8/13/2025 EverSource Wealth Advisors LLC2,612$163K0.0%-87.8%0.001%
8/13/2025 Invesco Ltd.753,196$46.98M0.0%+1.6%0.344%
8/13/2025 1832 Asset Management L.P.26,999$1.68M0.0%+43.0%0.012%
8/13/2025 CW Advisors LLC9,144$570K0.0%+2.2%0.004%
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8/13/2025 Beacon Pointe Advisors LLC74,404$4.64M0.0%-5.0%0.034%
8/13/2025 M&T Bank Corp30,368$1.90M0.0%+8.5%0.014%
8/13/2025 Fisher Asset Management LLC3,596$224K0.0%-20.0%0.002%
8/13/2025 Everstar Asset Management LLC7,865$491K0.3%+8.5%0.004%
8/13/2025 Legacy Capital Wealth Partners LLC11,107$693K0.1%-1.9%0.005%
8/13/2025 Schroder Investment Management Group31,722$1.98M0.0%-88.1%0.014%
8/13/2025 Skandinaviska Enskilda Banken AB publ 263,873$16.46M0.1%-8.3%0.120%
8/13/2025 Colonial Trust Advisors17,949$1.12M0.1%-9.8%0.008%
8/13/2025 Norges Bank2,427,234$151.41M0.0%N/A1.108%
8/13/2025 Hsbc Holdings PLC559,406$34.88M0.0%+38.2%0.255%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC17,871$1.12M0.0%+58.6%0.008%
8/13/2025 State Board of Administration of Florida Retirement System203,775$12.71M0.0%+0.3%0.093%
8/13/2025 Johnson Financial Group Inc.766$48K0.0%-48.3%0.000%
8/13/2025 Korea Investment CORP107,430$6.70M0.0%-33.4%0.049%
8/13/2025 Quadrant Capital Group LLC13,753$858K0.0%+94.9%0.006%
8/13/2025 Te Ahumairangi Investment Management Ltd78,547$4.90M0.9%+5.3%0.036%
8/13/2025 Employees Retirement System of Texas126,000$7.86M0.1%-7.4%0.058%
8/13/2025 Choreo LLC6,731$426K0.0%+16.0%0.003%
8/13/2025 Russell Investments Group Ltd.87,194$5.44M0.0%-20.8%0.040%
8/12/2025 Inceptionr LLC10,745$670K0.2%-41.3%0.005%
8/12/2025 J.W. Cole Advisors Inc.18,532$1.16M0.0%+2.8%0.008%
8/12/2025 Elo Mutual Pension Insurance Co15,277$953K0.0%-9.7%0.007%
8/12/2025 Laurel Wealth Advisors LLC24,703$1.54M0.0%+6,138.1%0.011%
8/12/2025 XTX Topco Ltd3,686$230K0.0%N/A0.002%
8/12/2025 Steward Partners Investment Advisory LLC10,214$637K0.0%-7.4%0.005%
8/12/2025 Ameritas Investment Partners Inc.42,516$2.65M0.1%-1.3%0.019%
8/12/2025 Global Retirement Partners LLC10,165$634K0.0%N/A0.005%
8/12/2025 Eisler Capital Management Ltd.121,998$7.61M0.0%-18.2%0.056%
8/12/2025 Prudential Financial Inc.114,656$7.15M0.0%+214.2%0.052%
8/12/2025 Coldstream Capital Management Inc.51,157$3.19M0.1%+0.7%0.023%
8/12/2025 Charles Schwab Investment Management Inc.2,769,189$172.74M0.0%+4.0%1.265%
8/12/2025 American Century Companies Inc.169,692$10.59M0.0%+135.5%0.077%
8/12/2025 Private Management Group Inc.484,265$30.21M1.0%+2.1%0.221%
8/12/2025 Bahl & Gaynor Inc.14,182$885K0.0%-8.2%0.006%
8/12/2025 Rhumbline Advisers674,282$42.06M0.0%+1.6%0.308%
8/12/2025 Sfmg LLC38,248$2.39M0.2%-0.7%0.017%
8/12/2025 Franklin Resources Inc.303,660$18.94M0.0%+22.4%0.139%
8/12/2025 Graham Capital Wealth Management LLC36,464$2.28M2.7%-1.5%0.017%
8/12/2025 Legal & General Group Plc2,551,251$159.15M0.0%+5.0%1.165%
8/12/2025 MAI Capital Management9,784$610K0.0%+6.2%0.004%
8/12/2025 Seeds Investor LLC5,259$328K0.1%-9.1%0.002%
8/12/2025 JPMorgan Chase & Co.5,101,061$318.21M0.0%-0.2%2.329%
8/12/2025 DNB Asset Management AS37,533$2.34M0.0%-12.9%0.017%
8/12/2025 Entropy Technologies LP17,186$1.07M0.1%-51.8%0.008%
8/12/2025 Swiss National Bank662,851$41.35M0.0%+7.4%0.303%
8/12/2025 Handelsbanken Fonder AB58,800$3.67M0.0%-5.5%0.027%
8/12/2025 Weaver Consulting Group33,818$2.11M0.6%-2.3%0.015%
8/12/2025 Ensign Peak Advisors Inc75,820$4.73M0.0%-24.1%0.035%
8/11/2025 FineMark National Bank & Trust16,196$1.01M0.0%N/A0.007%
8/11/2025 Greenland Capital Management LP84,032$5.24M0.5%+42.4%0.038%
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8/11/2025 Inspire Advisors LLC4,802$300K0.0%-11.7%0.002%
8/11/2025 Vanguard Group Inc.30,779,041$1.92B0.0%+0.1%14.055%
8/11/2025 Frank Rimerman Advisors LLC22,431$1.40M0.1%+16.2%0.010%
8/11/2025 Capital Square LLC45,240$2.84M1.5%-2.4%0.021%
8/11/2025 Nomura Asset Management Co. Ltd.375,443$23.42M0.1%+1.9%0.171%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH162,207$10.12M0.0%+13.2%0.074%
8/8/2025 Financial Gravity Companies Inc.12,120$756K0.1%N/A0.006%
8/8/2025 MTM Investment Management LLC455$28K0.0%N/A0.000%
8/8/2025 Rockefeller Capital Management L.P.30,382$1.90M0.0%+56.3%0.014%
8/8/2025 Ontario Teachers Pension Plan Board99,319$6.20M0.1%-3.4%0.045%
(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, 889 institutional investors and hedge funds held shares of W.P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($1.92B), State Street Corp ($772.36M), Cohen & Steers Inc. ($731.80M), JPMorgan Chase & Co. ($318.21M), Geode Capital Management LLC ($286.58M), Massachusetts Financial Services Co. MA ($231.81M), and Dimensional Fund Advisors LP ($200.31M).Learn more on W.P. Carey's institutional investors.

What percentage of W.P. Carey's stock is owned by institutional investors?

73.73% of W.P. Carey's stock is owned by institutional investors. Learn more on WPC's institutional investor holdings.

Which institutional investors have been buying W.P. Carey's stock?

Of the 732 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 ($7.41M), Cohen & Steers Inc. ($6.89M), JPMorgan Chase & Co. ($4.01M), Daiwa Securities Group Inc. ($2.55M), Massachusetts Financial Services Co. MA ($2.36M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.99M), and Equity Investment Corp ($1.95M).

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

Institutional investors have bought a total of 35,136,073 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

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

Of the 410 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: Daiwa Securities Group Inc. ($1.28M), Demars Financial Group LLC ($1.04M), Massachusetts Financial Services Co. MA ($626.74K), State Street Corp ($529.15K), Principal Financial Group Inc. ($448.83K), Hsbc Holdings PLC ($418.80K), and International Assets Investment Management LLC ($401.65K).

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

Institutional investors have sold a total of 12,100,757 shares in the last 24 months. This volume of shares sold represents approximately $723.25M in transactions.


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This page (NYSE:WPC) was last updated on 8/15/2025 by MarketBeat.com Staff
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