W. P. Carey (WPC) Institutional Ownership

$61.68 +0.48 (+0.78%)

Closing price 02/21/2025 03:59 PM Eastern

Extended Trading

$61.66 -0.02 (-0.04%)

As of 02/21/2025 07:01 PM Eastern

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Current Institutional Ownership Percentage: 73.73%
Number of Institutional Buyers (last 12 months): 455
Total Institutional Inflows (last 12 months): $1.41B

Number of Institutional Sellers (last 12 months): 360
Total Institutional Outflows (last 12 months): $668.38M

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WPC Institutional Buying and Selling by Quarter

W. P. Carey Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/20/2025	Mackenzie Financial Corp	19,024	$1.04M	0.0%	+63.0%	0.009%
2/20/2025	Wealth Management Strategies Inc.	4,305	$234K	0.2%	N/A	0.002%
2/19/2025	Toronto Dominion Bank	29,414	$1.60M	0.0%	+6.8%	0.013%
2/19/2025	GF Fund Management CO. LTD.	3,977	$217K	0.0%	N/A	0.002%
2/19/2025	WCG Wealth Advisors LLC	12,168	$663K	0.0%	-27.6%	0.006%
2/19/2025	Public Employees Retirement System of Ohio	389,320	$21.21M	0.1%	-2.0%	0.178%
2/18/2025	Sunbelt Securities Inc.	5,079	$277K	0.0%	+71.0%	0.002%
2/18/2025	Fourth Dimension Wealth LLC	800	$44K	0.0%	N/A	0.000%
2/18/2025	Investmark Advisory Group LLC	32,965	$1.80M	0.9%	-4.2%	0.015%
2/18/2025	RB Capital Management LLC	14,063	$766K	0.2%	-11.0%	0.006%
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2/18/2025	Focus Partners Advisor Solutions LLC	6,153	$335K	0.0%	-23.4%	0.003%
2/18/2025	PharVision Advisers LLC	3,911	$213K	0.2%	N/A	0.002%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,188,603	$119.24M	0.0%	+6.5%	1.000%
2/17/2025	Waverly Advisors LLC	9,846	$536K	0.0%	-13.7%	0.004%
2/17/2025	Vident Advisory LLC	24,645	$1.34M	0.0%	-28.1%	0.011%
2/17/2025	Squarepoint Ops LLC	16,172	$881K	0.0%	-75.9%	0.007%
2/17/2025	Two Sigma Advisers LP	8,400	$458K	0.0%	N/A	0.004%
2/17/2025	Two Sigma Investments LP	47,797	$2.60M	0.0%	+30.5%	0.022%
2/17/2025	Toronto Dominion Bank	29,414	$1.60M	0.0%	+6.8%	0.013%
2/17/2025	ProShare Advisors LLC	10,239	$558K	0.0%	-46.3%	0.005%
2/17/2025	Quadcap Wealth Management LLC	5,144	$280K	0.0%	-13.2%	0.002%
2/17/2025	Quantinno Capital Management LP	50,382	$2.75M	0.0%	+120.2%	0.023%
2/17/2025	Nissay Asset Management Corp Japan ADV	58,450	$3.19M	0.0%	+1.9%	0.027%
2/17/2025	Nomura Holdings Inc.	52,806	$2.88M	0.0%	N/A	0.024%
2/17/2025	Nuveen Asset Management LLC	458,323	$24.97M	0.0%	-6.2%	0.209%
2/17/2025	OMERS ADMINISTRATION Corp	9,130	$497K	0.0%	+20.4%	0.004%
2/17/2025	Mubadala Investment Co PJSC	43,389	$2.36M	0.0%	N/A	0.020%
2/17/2025	Millennium Management LLC	538,933	$29.36M	0.0%	+514.7%	0.246%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	115,456	$6.29M	0.0%	-1.6%	0.053%
2/17/2025	Lazard Asset Management LLC	9,473	$515K	0.0%	-21.7%	0.004%
2/17/2025	LRI Investments LLC	14,911	$812K	0.1%	-23.6%	0.007%
2/17/2025	Laird Norton Wetherby Wealth Management LLC	5,838	$318K	0.0%	-23.0%	0.003%
2/17/2025	Lighthouse Investment Partners LLC	190,000	$10.35M	0.3%	-5.0%	0.087%
2/17/2025	Investment Management Corp of Ontario	6,129	$334K	0.0%	-15.2%	0.003%
2/17/2025	Janus Henderson Group PLC	27,585	$1.50M	0.0%	+130.2%	0.013%
2/17/2025	Gen Wealth Partners Inc	3,176	$173K	0.1%	-19.2%	0.001%
2/17/2025	Focus Partners Wealth	14,741	$803K	0.0%	-84.6%	0.007%
2/17/2025	Ethic Inc.	8,108	$442K	0.0%	-38.6%	0.004%
2/17/2025	Ensign Peak Advisors Inc	156,091	$8.50M	0.0%	+16.9%	0.071%
2/17/2025	Deutsche Bank AG	285,607	$15.56M	0.0%	-2.9%	0.131%
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2/17/2025	EP Wealth Advisors LLC	12,637	$688K	0.0%	+47.8%	0.006%
2/17/2025	Colonial Trust Co SC	8,787	$479K	0.1%	-25.8%	0.004%
2/17/2025	Crestline Management LP	5,576	$304K	0.0%	-35.3%	0.003%
2/17/2025	Cetera Investment Advisers	253,479	$13.81M	0.0%	-29.3%	0.116%
2/17/2025	Captrust Financial Advisors	19,342	$1.05M	0.0%	-1.0%	0.009%
2/17/2025	Cary Street Partners Financial LLC	3,570	$194K	0.0%	N/A	0.002%
2/17/2025	Brown Advisory Inc.	386,343	$21.05M	0.0%	-4.5%	0.177%
2/17/2025	Baird Financial Group Inc.	51,003	$2.78M	0.0%	+234.6%	0.023%
2/17/2025	BNP Paribas Financial Markets	162,368	$8.85M	0.0%	-47.0%	0.074%
2/17/2025	Ameriprise Financial Inc.	730,278	$39.67M	0.0%	+7.0%	0.334%
2/17/2025	Alyeska Investment Group L.P.	232,463	$12.67M	0.0%	N/A	0.106%
2/17/2025	Ancora Advisors LLC	743	$40K	0.0%	-30.2%	0.000%
2/17/2025	AXA S.A.	52,522	$2.86M	0.0%	+4.2%	0.024%
2/14/2025	Mercer Global Advisors Inc. ADV	93,775	$5.11M	0.0%	-12.0%	0.043%
2/14/2025	Caisse DE Depot ET Placement DU Quebec	571,289	$31.12M	0.1%	N/A	0.261%
2/14/2025	Schonfeld Strategic Advisors LLC	4,099	$223K	0.0%	-95.6%	0.002%
2/14/2025	Northern Trust Corp	2,641,229	$143.89M	0.0%	+40.3%	1.207%
2/14/2025	The Manufacturers Life Insurance Company	179,979	$9.81M	0.0%	-6.7%	0.082%
2/14/2025	Beacon Pointe Advisors LLC	82,692	$4.51M	0.0%	-9.9%	0.038%
2/14/2025	Public Employees Retirement Association of Colorado	20,336	$1.11M	0.0%	-3.7%	0.009%
2/14/2025	Quarry LP	924	$50K	0.0%	N/A	0.000%
2/14/2025	Mission Creek Capital Partners Inc.	7,718	$420K	0.1%	-9.5%	0.004%
2/14/2025	Susquehanna Fundamental Investments LLC	50,329	$2.74M	0.0%	N/A	0.023%
2/14/2025	Coldstream Capital Management Inc.	48,758	$2.66M	0.1%	+3.4%	0.022%
2/14/2025	Voya Investment Management LLC	27,955	$1.52M	0.0%	-21.2%	0.013%
2/14/2025	Integrated Wealth Concepts LLC	17,681	$963K	0.0%	-19.8%	0.008%
2/14/2025	Fuller & Thaler Asset Management Inc.	49,997	$2.72M	0.0%	+5.0%	0.023%
2/14/2025	MGO One Seven LLC	5,156	$281K	0.0%	+17.0%	0.002%
2/14/2025	Pinebridge Investments L.P.	83,625	$4.56M	0.0%	+65.7%	0.038%
2/14/2025	Price T Rowe Associates Inc. MD	1,058,351	$57.66M	0.0%	+2.1%	0.484%
2/14/2025	Hsbc Holdings PLC	271,813	$14.79M	0.0%	-60.6%	0.124%
2/14/2025	IHT Wealth Management LLC	7,637	$416K	0.0%	-19.0%	0.003%
2/14/2025	Creegan & Nassoura Financial Group LLC	57,085	$3.11M	2.1%	-3.0%	0.026%
2/14/2025	Stifel Financial Corp	35,139	$1.91M	0.0%	+10.6%	0.016%
2/14/2025	State of Tennessee Department of Treasury	63,334	$3.45M	0.0%	-35.1%	0.029%
2/14/2025	Tower Research Capital LLC TRC	11,658	$635K	0.0%	+10.3%	0.005%
2/14/2025	Teachers Retirement System of The State of Kentucky	68,120	$3.71M	0.0%	-4.7%	0.031%
2/14/2025	Transce3nd LLC	1,686	$92K	0.0%	N/A	0.001%
2/14/2025	MML Investors Services LLC	148,515	$8.09M	0.0%	+16.6%	0.068%
2/14/2025	MetLife Investment Management LLC	129,754	$7.07M	0.0%	+8.4%	0.059%
2/14/2025	Natixis	141,553	$7.71M	0.0%	N/A	0.065%
2/14/2025	Norinchukin Bank The	9,761	$532K	0.0%	-2.3%	0.004%
2/14/2025	Ossiam	19,354	$1.05M	0.0%	+28.9%	0.009%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	10,955	$597K	0.0%	N/A	0.005%
2/14/2025	Curi RMB Capital LLC	9,218	$502K	0.0%	-29.6%	0.004%
2/14/2025	Dimensional Fund Advisors LP	3,170,736	$172.74M	0.0%	-0.3%	1.449%
2/14/2025	First Trust Advisors LP	103,216	$5.62M	0.0%	-57.9%	0.047%
2/14/2025	GeoWealth Management LLC	3,764	$205K	0.0%	-5.0%	0.002%
2/14/2025	Commerce Bank	8,462	$461K	0.0%	-9.5%	0.004%
2/14/2025	Adams Wealth Management	11,675	$635K	0.1%	+33.5%	0.005%
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2/13/2025	CANADA LIFE ASSURANCE Co	454,720	$24.77M	0.0%	+3.3%	0.208%
2/13/2025	Capital Square LLC	48,289	$2.67M	1.5%	-5.3%	0.022%
2/13/2025	Demars Financial Group LLC	998,292	$54.39M	0.2%	+10,001.1%	0.456%
2/13/2025	Marshall Wace LLP	96,981	$5.28M	0.0%	-49.5%	0.044%
2/13/2025	Zacks Investment Management	514,898	$28.05M	0.3%	-16.1%	0.235%
2/13/2025	NewEdge Advisors LLC	8,196	$447K	0.0%	+6.3%	0.004%
2/13/2025	Main Street Financial Solutions LLC	5,201	$283K	0.0%	-10.3%	0.002%
2/13/2025	United Capital Financial Advisors LLC	4,482	$244K	0.0%	-15.7%	0.002%
2/13/2025	Gamco Investors INC. ET AL	13,600	$741K	0.0%	-39.8%	0.006%
2/13/2025	CacheTech Inc.	11,675	$635K	0.1%	+33.5%	0.005%

(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, 910 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 734 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 53,565,890 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 561 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 25,567,805 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 2/22/2025 by MarketBeat.com Staff

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W. P. Carey (WPC) Institutional Ownership

WPC Institutional Buying and Selling by Quarter

W. P. Carey Major Shareholders & Ownership History

WPC Institutional Ownership - Frequently Asked Questions

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W. P. Carey (WPC) Institutional Ownership

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

WPC Institutional Buying and Selling by Quarter

W. P. Carey Major Shareholders & Ownership History

WPC Institutional Ownership - Frequently Asked Questions

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