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W. P. Carey (WPC) Institutional Ownership

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$61.59 +0.18 (+0.29%)
Closing price 03:58 PM Eastern
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$61.64 +0.04 (+0.07%)
As of 06:34 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)
450
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
359
Total
Institutional Outflows
(last 12 months)
$669.46M
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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
3/24/2025 Wellington Management Group LLP319,738$17.42M0.0%+26.2%0.146%
3/18/2025 California State Teachers Retirement System313,452$17.08M0.0%+3.1%0.143%
3/17/2025 Wealth Enhancement Advisory Services LLC201,509$10.98M0.0%+38.6%0.092%
2/28/2025 BridgePort Financial Solutions LLC27,522$1.50M0.7%N/A0.013%
2/28/2025 Employees Retirement System of Texas86,000$4.69M0.0%-28.9%0.039%
2/25/2025 B. Riley Wealth Advisors Inc.6,165$341K0.0%+5.4%0.003%
2/24/2025 Liberty Square Wealth Partners LLC11,099$651K0.2%N/A0.005%
2/24/2025 Ameriflex Group Inc.1,879$105K0.0%N/A0.001%
2/20/2025 Mackenzie Financial Corp19,024$1.04M0.0%+63.0%0.009%
2/20/2025 Wealth Management Strategies Inc.4,305$234K0.2%N/A0.002%
2/19/2025 Toronto Dominion Bank29,414$1.60M0.0%+6.8%0.013%
2/19/2025 GF Fund Management CO. LTD.3,977$217K0.0%N/A0.002%
2/19/2025 WCG Wealth Advisors LLC12,168$663K0.0%-27.6%0.006%
2/19/2025 Public Employees Retirement System of Ohio389,320$21.21M0.1%-2.0%0.178%
2/18/2025 Sunbelt Securities Inc.5,079$277K0.0%+71.0%0.002%
2/18/2025 Fourth Dimension Wealth LLC800$44K0.0%N/A0.000%
2/18/2025 Investmark Advisory Group LLC32,965$1.80M0.9%-4.2%0.015%
2/18/2025 RB Capital Management LLC14,063$766K0.2%-11.0%0.006%
2/18/2025 Focus Partners Advisor Solutions LLC6,153$335K0.0%-23.4%0.003%
2/18/2025 PharVision Advisers LLC3,911$213K0.2%N/A0.002%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,188,603$119.24M0.0%+6.5%1.000%
2/17/2025 Waverly Advisors LLC9,846$536K0.0%-13.7%0.004%
2/17/2025 Vident Advisory LLC24,645$1.34M0.0%-28.1%0.011%
2/17/2025 Squarepoint Ops LLC16,172$881K0.0%-75.9%0.007%
2/17/2025 Two Sigma Advisers LP8,400$458K0.0%N/A0.004%
2/17/2025 Two Sigma Investments LP47,797$2.60M0.0%+30.5%0.022%
2/17/2025 Toronto Dominion Bank29,414$1.60M0.0%+6.8%0.013%
2/17/2025 ProShare Advisors LLC10,239$558K0.0%-46.3%0.005%
2/17/2025 Quadcap Wealth Management LLC5,144$280K0.0%-13.2%0.002%
2/17/2025 Quantinno Capital Management LP50,382$2.75M0.0%+120.2%0.023%
2/17/2025 Nissay Asset Management Corp Japan ADV58,450$3.19M0.0%+1.9%0.027%
2/17/2025 Nomura Holdings Inc.52,806$2.88M0.0%N/A0.024%
2/17/2025 Nuveen Asset Management LLC458,323$24.97M0.0%-6.2%0.209%
2/17/2025 OMERS ADMINISTRATION Corp9,130$497K0.0%+20.4%0.004%
2/17/2025 Mubadala Investment Co PJSC43,389$2.36M0.0%N/A0.020%
2/17/2025 Millennium Management LLC538,933$29.36M0.0%+514.7%0.246%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.115,456$6.29M0.0%-1.6%0.053%
2/17/2025 Lazard Asset Management LLC9,473$515K0.0%-21.7%0.004%
2/17/2025 LRI Investments LLC14,911$812K0.1%-23.6%0.007%
2/17/2025 Laird Norton Wetherby Wealth Management LLC5,838$318K0.0%-23.0%0.003%
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2/17/2025 Lighthouse Investment Partners LLC190,000$10.35M0.3%-5.0%0.087%
2/17/2025 Investment Management Corp of Ontario6,129$334K0.0%-15.2%0.003%
2/17/2025 Janus Henderson Group PLC27,585$1.50M0.0%+130.2%0.013%
2/17/2025 Gen Wealth Partners Inc3,176$173K0.1%-19.2%0.001%
2/17/2025 Focus Partners Wealth14,741$803K0.0%-84.6%0.007%
2/17/2025 Ethic Inc.8,108$442K0.0%-38.6%0.004%
2/17/2025 Ensign Peak Advisors Inc156,091$8.50M0.0%+16.9%0.071%
2/17/2025 Deutsche Bank AG285,607$15.56M0.0%-2.9%0.131%
2/17/2025 EP Wealth Advisors LLC12,637$688K0.0%+47.8%0.006%
2/17/2025 Colonial Trust Co SC8,787$479K0.1%-25.8%0.004%
2/17/2025 Crestline Management LP5,576$304K0.0%-35.3%0.003%
2/17/2025 Cetera Investment Advisers253,479$13.81M0.0%-29.3%0.116%
2/17/2025 Captrust Financial Advisors19,342$1.05M0.0%-1.0%0.009%
2/17/2025 Cary Street Partners Financial LLC3,570$194K0.0%N/A0.002%
2/17/2025 Brown Advisory Inc.386,343$21.05M0.0%-4.5%0.177%
2/17/2025 Baird Financial Group Inc.51,003$2.78M0.0%+234.6%0.023%
2/17/2025 BNP Paribas Financial Markets162,368$8.85M0.0%-47.0%0.074%
2/17/2025 Ameriprise Financial Inc.730,278$39.67M0.0%+7.0%0.334%
2/17/2025 Alyeska Investment Group L.P.232,463$12.67M0.0%N/A0.106%
2/17/2025 Ancora Advisors LLC743$40K0.0%-30.2%0.000%
2/17/2025 AXA S.A.52,522$2.86M0.0%+4.2%0.024%
2/14/2025 Mercer Global Advisors Inc. ADV93,775$5.11M0.0%-12.0%0.043%
2/14/2025 Caisse DE Depot ET Placement DU Quebec571,289$31.12M0.1%N/A0.261%
2/14/2025 Schonfeld Strategic Advisors LLC4,099$223K0.0%-95.6%0.002%
2/14/2025 Northern Trust Corp2,641,229$143.89M0.0%+40.3%1.207%
2/14/2025 The Manufacturers Life Insurance Company 179,979$9.81M0.0%-6.7%0.082%
2/14/2025 Beacon Pointe Advisors LLC82,692$4.51M0.0%-9.9%0.038%
2/14/2025 Public Employees Retirement Association of Colorado20,336$1.11M0.0%-3.7%0.009%
2/14/2025 Quarry LP924$50K0.0%N/A0.000%
2/14/2025 Mission Creek Capital Partners Inc.7,718$420K0.1%-9.5%0.004%
2/14/2025 Susquehanna Fundamental Investments LLC50,329$2.74M0.0%N/A0.023%
2/14/2025 Coldstream Capital Management Inc.48,758$2.66M0.1%+3.4%0.022%
2/14/2025 Voya Investment Management LLC27,955$1.52M0.0%-21.2%0.013%
2/14/2025 Integrated Wealth Concepts LLC17,681$963K0.0%-19.8%0.008%
2/14/2025 Fuller & Thaler Asset Management Inc.49,997$2.72M0.0%+5.0%0.023%
2/14/2025 MGO One Seven LLC5,156$281K0.0%+17.0%0.002%
2/14/2025 Pinebridge Investments L.P.83,625$4.56M0.0%+65.7%0.038%
2/14/2025 Price T Rowe Associates Inc. MD1,058,351$57.66M0.0%+2.1%0.484%
2/14/2025 Hsbc Holdings PLC271,813$14.79M0.0%-60.6%0.124%
2/14/2025 IHT Wealth Management LLC7,637$416K0.0%-19.0%0.003%
2/14/2025 Creegan & Nassoura Financial Group LLC57,085$3.11M2.1%-3.0%0.026%
2/14/2025 Stifel Financial Corp35,139$1.91M0.0%+10.6%0.016%
2/14/2025 State of Tennessee Department of Treasury63,334$3.45M0.0%-35.1%0.029%
2/14/2025 Tower Research Capital LLC TRC 11,658$635K0.0%+10.3%0.005%
2/14/2025 Teachers Retirement System of The State of Kentucky68,120$3.71M0.0%-4.7%0.031%
2/14/2025 Transce3nd LLC1,686$92K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC148,515$8.09M0.0%+16.6%0.068%
2/14/2025 MetLife Investment Management LLC129,754$7.07M0.0%+8.4%0.059%
2/14/2025 Natixis141,553$7.71M0.0%N/A0.065%
2/14/2025 Norinchukin Bank The9,761$532K0.0%-2.3%0.004%
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2/14/2025 Ossiam19,354$1.05M0.0%+28.9%0.009%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S10,955$597K0.0%N/A0.005%
2/14/2025 Curi RMB Capital LLC9,218$502K0.0%-29.6%0.004%
2/14/2025 Dimensional Fund Advisors LP3,170,736$172.74M0.0%-0.3%1.449%
2/14/2025 First Trust Advisors LP103,216$5.62M0.0%-57.9%0.047%
2/14/2025 GeoWealth Management LLC3,764$205K0.0%-5.0%0.002%
2/14/2025 Commerce Bank8,462$461K0.0%-9.5%0.004%
2/14/2025 Adams Wealth Management11,675$635K0.1%+33.5%0.005%
2/13/2025 CANADA LIFE ASSURANCE Co454,720$24.77M0.0%+3.3%0.208%
2/13/2025 Capital Square LLC48,289$2.67M1.5%-5.3%0.022%
(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, 912 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 735 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 53,689,215 shares in the last 24 months. This purchase volume represents approximately $3.29B in transactions.

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

Of the 560 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 25,597,663 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 3/25/2025 by MarketBeat.com Staff
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