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W. P. Carey (WPC) Institutional Ownership

W. P. Carey logo
$56.61 +0.13 (+0.23%)
(As of 11/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for W. P. Carey (NYSE:WPC)

Current
Institutional Ownership
Percentage
73.73%
Number of
Institutional Buyers
(last 12 months)
403
Total
Institutional Inflows
(last 12 months)
$1.70B
Number of
Institutional Sellers
(last 12 months)
334
Total
Institutional Outflows
(last 12 months)
$677.55M
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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
11/18/2024 Arete Wealth Advisors LLC18,104$1.12M0.1%-3.9%0.008%
11/18/2024 Teachers Retirement System of The State of Kentucky71,490$4.45M0.0%-2.6%0.033%
11/18/2024 Toronto Dominion Bank27,551$1.72M0.0%+31.4%0.013%
11/18/2024 Coldstream Capital Management Inc.47,132$2.92M0.1%+323.4%0.022%
11/18/2024 RB Capital Management LLC15,796$984K0.2%-6.1%0.007%
11/16/2024 Geode Capital Management LLC4,573,938$284.43M0.0%+2.9%2.090%
11/15/2024 Vestcor Inc31,597$1.97M0.1%+608.6%0.014%
11/15/2024 M&T Bank Corp28,455$1.77M0.0%-2.2%0.013%
11/15/2024 Barclays PLC353,908$22.05M0.0%-48.4%0.162%
11/15/2024 Public Employees Retirement System of Ohio397,167$24.74M0.1%-1.1%0.181%
11/15/2024 Nomura Asset Management Co. Ltd.342,773$21.36M0.1%+2.5%0.157%
11/15/2024 Y Intercept Hong Kong Ltd17,699$1.10M0.1%+7.1%0.008%
11/15/2024 MML Investors Services LLC127,356$7.93M0.0%-7.5%0.058%
11/15/2024 XTX Topco Ltd24,729$1.54M0.1%+256.1%0.011%
11/15/2024 Zacks Investment Management613,806$38.24M0.3%+10.6%0.280%
11/15/2024 DF Dent & Co. Inc.5,281$329K0.0%-4.9%0.002%
11/15/2024 National Bank of Canada FI55,922$3.48M0.0%-75.8%0.026%
11/15/2024 EP Wealth Advisors LLC8,549$533K0.0%+63.8%0.004%
11/15/2024 United Services Automobile Association14,483$902K0.0%-15.0%0.007%
11/15/2024 Wellington Management Group LLP253,419$15.79M0.0%+121.9%0.116%
11/15/2024 Weaver Consulting Group34,847$2.17M0.7%+1.5%0.016%
11/15/2024 Weiss Asset Management LP80,156$4.99M0.1%-62.9%0.037%
11/15/2024 State Street Corp11,770,831$743.54M0.0%-2.3%5.378%
11/15/2024 Stifel Financial Corp31,784$1.98M0.0%+7.0%0.015%
11/15/2024 SageView Advisory Group LLC4,935$307K0.0%-7.9%0.002%
11/15/2024 Quantinno Capital Management LP22,884$1.43M0.0%+7.0%0.010%
11/15/2024 Royal London Asset Management Ltd.113,916$7.10M0.0%+1.5%0.052%
11/15/2024 Mission Creek Capital Partners Inc.8,530$531K0.1%-9.5%0.004%
11/15/2024 IHT Wealth Management LLC9,430$586K0.0%+22.4%0.004%
11/15/2024 Integrated Wealth Concepts LLC22,054$1.37M0.0%-10.9%0.010%
11/15/2024 Investmark Advisory Group LLC34,425$2.15M1.0%+3.8%0.016%
11/15/2024 Investment Management Corp of Ontario7,229$450K0.0%+46.7%0.003%
11/15/2024 HighTower Advisors LLC44,188$2.75M0.0%-4.0%0.020%
11/15/2024 Hilltop Holdings Inc.4,670$291K0.0%N/A0.002%
11/15/2024 Holocene Advisors LP79,428$4.95M0.0%+90.0%0.036%
11/15/2024 Beacon Investment Advisory Services Inc.8,629$538K0.0%-15.0%0.004%
11/15/2024 Benjamin Edwards Inc.4,976$310K0.0%+444.4%0.002%
11/15/2024 Paloma Partners Management Co4,200$262K0.0%N/A0.002%
11/15/2024 FSA Wealth Management LLC1,298$81K0.0%N/A0.001%
11/15/2024 Erste Asset Management GmbH20,200$1.27M0.0%N/A0.009%
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11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp36,506$2.27M0.0%-12.8%0.017%
11/14/2024 Widmann Financial Services Inc.5,000$311K0.2%-13.2%0.002%
11/14/2024 Edgestream Partners L.P.15,269$951K0.0%N/A0.007%
11/14/2024 Captrust Financial Advisors19,537$1.22M0.0%-4.4%0.009%
11/14/2024 Rockefeller Capital Management L.P.20,623$1.29M0.0%+33.9%0.009%
11/14/2024 Waterfront Capital Partners LLC246,111$15.33M2.1%-47.0%0.112%
11/14/2024 HGI Capital Management LLC73,728$4.59M4.0%N/A0.034%
11/14/2024 Hantz Financial Services Inc.48,487$3.02M0.1%-2.6%0.022%
11/14/2024 Public Sector Pension Investment Board28,520$1.78M0.0%+29.9%0.013%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,054,080$127.97M0.0%+660.9%0.939%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 93,288$5.81M0.0%+14.0%0.043%
11/14/2024 MetLife Investment Management LLC119,715$7.46M0.0%-1.8%0.055%
11/14/2024 RPg Family Wealth Advisory LLC700$44K0.0%N/A0.000%
11/14/2024 CreativeOne Wealth LLC4,236$264K0.0%+14.1%0.002%
11/13/2024 Insight Wealth Partners LLC3,820$238K0.0%-25.4%0.002%
11/13/2024 Townsquare Capital LLC11,099$691K0.0%+5.2%0.005%
11/13/2024 BNP Paribas Financial Markets306,304$19.08M0.0%+138.0%0.140%
11/13/2024 Rock Point Advisors LLC122,662$7.64M2.1%-1.7%0.056%
11/13/2024 FMR LLC806,082$50.22M0.0%+103.3%0.368%
11/13/2024 The Manufacturers Life Insurance Company 192,869$12.02M0.0%+12.6%0.088%
11/13/2024 Bank of Montreal Can33,157$2.08M0.0%-1.9%0.015%
11/13/2024 Capital Square LLC50,999$3.18M1.9%+14.2%0.023%
11/13/2024 Private Trust Co. NA3,447$215K0.0%-23.8%0.002%
11/13/2024 Horizon Kinetics Asset Management LLC33,700$2.10M0.0%+57.5%0.015%
11/13/2024 Truvestments Capital LLC2,492$155K0.0%N/A0.001%
11/13/2024 Independent Advisor Alliance8,956$558K0.0%-10.7%0.004%
11/13/2024Fisher Asset Management LLC4,435$276K0.0%-11.1%0.002%
11/13/2024 Daiwa Securities Group Inc.92,347$5.75M0.0%-93.3%0.042%
11/12/2024 Centaurus Financial Inc.6,086$379K0.0%-4.7%0.003%
11/12/2024 Penserra Capital Management LLC22,404$1.39M0.0%+21.0%0.010%
11/12/2024 Cerity Partners LLC24,911$1.55M0.0%-52.2%0.011%
11/12/2024 Citigroup Inc.297,687$18.55M0.0%-9.7%0.136%
11/12/2024 Raymond James Trust N.A.13,109$817K0.0%-1.6%0.006%
11/12/2024 Charles Schwab Investment Management Inc.2,598,618$161.89M0.0%+4.1%1.187%
11/12/2024 Pacer Advisors Inc.188,200$11.73M0.0%-5.5%0.086%
11/12/2024 Massachusetts Financial Services Co. MA3,116,331$194.15M0.1%-3.8%1.424%
11/9/2024 Foundry Partners LLC242,179$15.09M0.7%-0.5%0.111%
11/8/2024 EverSource Wealth Advisors LLC23,677$1.48M0.1%+3.8%0.011%
11/8/2024 Ontario Teachers Pension Plan Board19,572$1.22M0.0%-50.4%0.009%
11/8/2024 Commerce Bank9,353$583K0.0%-2.8%0.004%
11/8/2024 Horan Capital Advisors LLC.22,216$1.38M0.5%-1.8%0.010%
11/8/2024 PNC Financial Services Group Inc.28,809$1.80M0.0%-3.0%0.013%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG10,279$640K0.0%N/A0.005%
11/7/2024 Pathstone Holdings LLC20,831$1.30M0.0%-8.0%0.010%
11/7/2024 Napa Wealth Management4,716$294K0.1%+19.8%0.002%
11/7/2024 Quest Partners LLC108,748$6.78M0.6%+747.6%0.050%
11/7/2024 Equity Investment Corp1,481,627$92.31M2.1%+0.7%0.677%
11/7/2024 Swiss National Bank649,451$40.46M0.0%+0.4%0.297%
11/7/2024 Thrivent Financial for Lutherans64,299$4.01M0.0%-32.2%0.029%
11/6/2024 Mutual of America Capital Management LLC118,278$7.37M0.1%-5.6%0.054%
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11/6/2024 Natixis Advisors LLC29,767$1.85M0.0%-2.2%0.014%
11/6/2024 Empowered Funds LLC3,507$218K0.0%N/A0.002%
11/6/2024 Cornercap Investment Counsel Inc.6,474$403K0.1%-32.0%0.003%
11/6/2024 King Wealth Management Group3,495$218K0.0%N/A0.002%
11/6/2024 CIBC Asset Management Inc7,748$483K0.0%+5.4%0.004%
11/6/2024 Tokio Marine Asset Management Co. Ltd.5,910$368K0.0%+6.3%0.003%
11/6/2024 Metis Global Partners LLC26,131$1.63M0.1%+25.9%0.012%
11/6/2024 Curi RMB Capital LLC13,089$815K0.0%-4.2%0.006%
11/6/2024 KBC Group NV149,820$9.33M0.0%+746.6%0.068%
11/6/2024 Main Street Financial Solutions LLC5,801$361K0.0%-7.5%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 717 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 45,858,648 shares in the last 24 months. This purchase volume represents approximately $2.96B in transactions.

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

Of the 518 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 25,638,219 shares in the last 24 months. This volume of shares sold represents approximately $1.65B in transactions.


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This page (NYSE:WPC) was last updated on 11/21/2024 by MarketBeat.com Staff
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