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W.P. Carey (WPC) Institutional Ownership

W.P. Carey logo
$68.07 +1.17 (+1.75%)
Closing price 09/5/2025 03:59 PM Eastern
Extended Trading
$67.99 -0.08 (-0.12%)
As of 09/5/2025 07:46 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)
549
Total
Institutional Inflows
(last 12 months)
$2.23B
Number of
Institutional Sellers
(last 12 months)
418
Total
Institutional Outflows
(last 12 months)
$725.08M
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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
9/4/2025 Osaic Holdings Inc.217,051$13.55M0.0%+4.7%0.099%
8/26/2025 Thrivent Financial for Lutherans64,552$4.03M0.0%+7.8%0.029%
8/26/2025 Claris Financial LLC4,736$295K0.2%-9.9%0.002%
8/25/2025 Hilltop Partners LLC26,247$1.64M0.5%-1.4%0.012%
8/22/2025 TT Capital Management LLC66,393$4.14M1.4%+21.9%0.030%
8/21/2025 Pathway Financial Advisers LLC37,573$2.34M0.8%+1.8%0.017%
8/21/2025 Clarion Wealth Managment Partners LLC21,084$1.32M1.4%N/A0.010%
8/20/2025 Kentucky Retirement Systems13,882$866K0.0%-6.1%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund5,891$367K0.0%-6.5%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.3,355$209K0.0%N/A0.002%
8/19/2025 Advisory Services Network LLC11,745$754K0.0%+7.0%0.005%
8/18/2025 Geneos Wealth Management Inc.291,828$18.20M0.4%+1,522.4%0.133%
8/18/2025 Westwood Holdings Group Inc.70,176$4.38M0.0%N/A0.032%
8/18/2025 Kestra Investment Management LLC4,921$307K0.0%+20.4%0.002%
8/16/2025 Evergreen Capital Management LLC5,692$360K0.0%-19.4%0.003%
8/16/2025 Headlands Technologies LLC477$30K0.0%N/A0.000%
8/15/2025 CANADA LIFE ASSURANCE Co494,164$30.85M0.0%+3.9%0.226%
8/15/2025 Tower Research Capital LLC TRC 6,906$431K0.0%-46.7%0.003%
8/15/2025 Corient Private Wealth LLC94,062$5.87M0.0%+87.2%0.043%
8/15/2025 Captrust Financial Advisors771,534$48.13M0.1%+2,712.0%0.352%
8/15/2025 Vident Advisory LLC12,838$801K0.0%-21.5%0.006%
8/15/2025 Tidal Investments LLC11,478$716K0.0%N/A0.005%
8/15/2025 Smartleaf Asset Management LLC547$34K0.0%-39.4%0.000%
8/15/2025 Royal London Asset Management Ltd.107,977$6.74M0.0%-4.6%0.049%
8/15/2025 MML Investors Services LLC152,324$9.50M0.0%-5.6%0.070%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.7,639$477K0.0%-25.2%0.003%
8/15/2025 Lazard Asset Management LLC14,068$877K0.0%+2.2%0.006%
8/15/2025 IHT Wealth Management LLC9,039$564K0.0%-3.6%0.004%
8/15/2025 EP Wealth Advisors LLC10,080$629K0.0%+6.1%0.005%
8/15/2025 Engineers Gate Manager LP4,800$299K0.0%N/A0.002%
8/15/2025 Curi Capital LLC12,227$774K0.0%N/A0.006%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S10,960$684K0.0%-9.4%0.005%
8/15/2025 BNP Paribas Financial Markets181,372$11.31M0.0%+83.4%0.083%
8/15/2025 Boothbay Fund Management LLC100,402$6.26M0.1%+643.8%0.046%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp34,442$2.15M0.0%-17.7%0.016%
8/15/2025 Brevan Howard Capital Management LP5,564$347K0.0%N/A0.003%
8/15/2025 Balyasny Asset Management L.P.830,543$51.81M0.1%+165.6%0.379%
8/15/2025 Bank of America Corp DE1,127,990$70.36M0.0%-0.8%0.515%
8/15/2025 Ameriprise Financial Inc.784,333$48.93M0.0%+8.2%0.358%
8/15/2025 AQR Capital Management LLC236,045$14.52M0.0%+42.5%0.108%
8/14/2025 Lighthouse Investment Partners LLC265,000$16.53M0.6%-18.7%0.121%
8/14/2025 California State Teachers Retirement System376,908$23.51M0.0%+19.3%0.172%
8/14/2025 Raymond James Financial Inc.602,208$37.57M0.0%+2.8%0.275%
8/14/2025 FJ Capital Management LLC3,476$217K0.0%N/A0.002%
8/14/2025 Quantinno Capital Management LP136,734$8.53M0.0%+48.1%0.062%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.112,562$7.02M0.0%-27.9%0.051%
8/14/2025 Diversify Advisory Services LLC26,489$1.73M0.1%N/A0.012%
8/14/2025 Alliancebernstein L.P.395,036$24.64M0.0%-6.8%0.180%
8/14/2025 Globeflex Capital L P2,432$152K0.0%N/A0.001%
8/14/2025 Treasurer of the State of North Carolina299,915$18.71M0.1%+77.5%0.137%
8/14/2025 The Manufacturers Life Insurance Company 175,378$10.94M0.0%-2.2%0.080%
8/14/2025 Sei Investments Co.96,983$6.05M0.0%+73.0%0.044%
8/14/2025 Nebula Research & Development LLC10,515$656K0.1%-7.2%0.005%
8/14/2025 NewEdge Advisors LLC6,143$383K0.0%-14.7%0.003%
8/14/2025 Qube Research & Technologies Ltd56,007$3.49M0.0%N/A0.026%
8/14/2025 Investment Management Corp of Ontario5,329$332K0.0%-14.4%0.002%
8/14/2025 AXA S.A.182,938$11.41M0.0%+7.0%0.084%
8/14/2025 GRS Advisors LLC604,270$37.69M3.6%N/A0.276%
8/14/2025 State Street Corp12,209,342$772.36M0.0%-2.0%5.575%
8/14/2025 Daiwa 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%
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%
(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, 893 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 734 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. ($5.41M), 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 37,087,051 shares in the last 24 months. This purchase volume represents approximately $2.23B in transactions.

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

Of the 418 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 12,127,594 shares in the last 24 months. This volume of shares sold represents approximately $725.08M in transactions.


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This page (NYSE:WPC) was last updated on 9/6/2025 by MarketBeat.com Staff
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