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W. P. Carey (WPC) Institutional Ownership

W. P. Carey logo
$55.81 +0.27 (+0.49%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
403
Total
Institutional Inflows
(last 12 months)
$1.70B
Number of
Institutional Sellers
(last 12 months)
324
Total
Institutional Outflows
(last 12 months)
$614.50M
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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
1/17/2025 Inspire Investing LLC23,935$1.30M0.1%-3.2%0.011%
1/17/2025 Avior Wealth Management LLC1,079$59K0.0%-24.3%0.000%
1/17/2025 Beacon Investment Advisory Services Inc.6,070$331K0.0%-29.7%0.003%
1/17/2025 Teamwork Financial Advisors LLC7,038$383K0.0%-4.6%0.003%
1/17/2025 Mutual Advisors LLC18,893$1.05M0.0%-28.5%0.009%
1/17/2025 Janney Montgomery Scott LLC149,254$8.13M0.0%+2.3%0.068%
1/17/2025 SG Americas Securities LLC32,007$1.74M0.0%-79.5%0.015%
1/17/2025 XML Financial LLC36,463$1.99M0.2%+4.7%0.017%
1/17/2025 Nisa Investment Advisors LLC56,575$3.14M0.0%-14.9%0.026%
1/17/2025 Sheets Smith Wealth Management95,648$5.21M0.6%+22.3%0.044%
1/17/2025 Atomi Financial Group Inc.5,963$325K0.0%-24.7%0.003%
1/16/2025 Royal Fund Management LLC27,180$1.48M0.1%+17.2%0.012%
1/16/2025 Ballentine Partners LLC7,131$388K0.0%+8.5%0.003%
1/16/2025 Prairiewood Capital LLC70,612$3.85M1.6%+5.6%0.032%
1/16/2025 FLC Capital Advisors7,223$394K0.1%-12.6%0.003%
1/16/2025 UMB Bank n.a.1,930$105K0.0%+33.8%0.001%
1/16/2025 Client 1ST Advisory Group LLC12,330$672K0.3%N/A0.006%
1/16/2025 Liberty One Investment Management LLC12,243$667K0.1%+9.0%0.006%
1/15/2025 Financial Management Professionals Inc.696$38K0.0%-42.3%0.000%
1/15/2025 TruWealth Advisors LLC242,277$13.20M0.8%+1.1%0.111%
1/15/2025 Ameritas Advisory Services LLC15,826$862K0.0%+4.8%0.007%
1/15/2025 HB Wealth Management LLC15,266$832K0.0%+21.8%0.007%
1/15/2025 Arkadios Wealth Advisors30,391$1.66M0.1%+60.7%0.014%
1/15/2025 Wealthcare Advisory Partners LLC32,148$1.75M0.0%-6.4%0.015%
1/15/2025 Procyon Advisors LLC3,908$213K0.0%-10.5%0.002%
1/15/2025 Carnegie Investment Counsel161,188$8.78M0.3%-7.3%0.074%
1/15/2025 Inspirion Wealth Advisors LLC30,083$1.65M0.2%-12.0%0.014%
1/15/2025 Gateway Investment Advisers LLC66,247$3.61M0.0%-18.9%0.030%
1/14/2025 Winch Advisory Services LLC1,268$69K0.0%N/A0.001%
1/14/2025 Sawyer & Company Inc5,920$323K0.1%-11.6%0.003%
1/14/2025 Burney Co.4,801$262K0.0%-32.3%0.002%
1/14/2025 Richard P Slaughter Associates Inc26,849$1.46M0.3%-5.7%0.012%
1/14/2025 Park Avenue Securities LLC6,443$351K0.0%+9.5%0.003%
1/14/2025 Ignite Planners LLC5,421$297K0.1%-5.4%0.002%
1/13/2025 AdvisorNet Financial Inc1,948$106K0.0%-11.4%0.001%
1/13/2025 Signet Financial Management LLC35,644$1.94M0.2%N/A0.016%
1/13/2025 Peddock Capital Advisors LLC7,711$420K0.1%-12.1%0.004%
1/13/2025 Cooper Financial Group11,905$649K0.1%+2.4%0.005%
1/13/2025 Adams Asset Advisors LLC59,666$3.25M0.4%+38.4%0.027%
1/13/2025 Fiduciary Alliance LLC26,034$1.42M0.1%N/A0.012%
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1/10/2025 Bruce G. Allen Investments LLC1,471$80K0.1%+24.9%0.001%
1/10/2025 HBW Advisory Services LLC589$32K0.0%-85.9%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC146,790$8.00M0.0%+1.0%0.067%
1/8/2025 International Assets Investment Management LLC6,595$358K0.0%-98.4%0.003%
1/7/2025 Strathmore Capital Advisors Inc.4,327$236K0.2%N/A0.002%
1/7/2025 Diversified Trust Co9,799$534K0.0%N/A0.004%
1/6/2025 Pensionfund Sabic52,304$2.85M0.7%+18.1%0.024%
1/6/2025 Pensionfund DSM Netherlands51,300$2.80M1.7%-12.0%0.023%
1/6/2025 Nordea Investment Management AB16,335$888K0.0%+10.8%0.007%
1/3/2025 Everence Capital Management Inc.5,250$286K0.0%N/A0.002%
1/3/2025 GAMMA Investing LLC1,889$103K0.0%-22.7%0.001%
1/2/2025 Old Port Advisors8,940$487K0.1%-4.3%0.004%
12/26/2024JPMorgan Chase & Co.1,514,049$94.33M0.0%+21.1%0.692%
12/19/2024Principal Financial Group Inc.506,688$31.57M0.0%-30.5%0.232%
12/13/2024B. Riley Wealth Advisors Inc.5,850$368K0.0%-21.4%0.003%
12/6/2024Retirement Systems of Alabama265,846$16.56M0.1%-1.6%0.121%
11/27/2024Franklin Resources Inc.165,184$9.90M0.0%+20.4%0.075%
11/25/2024Wilmington Savings Fund Society FSB4,213$262K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC35,582$2.03M0.0%-1.6%0.016%
11/21/2024Te Ahumairangi Investment Management Ltd80,281$4.97M0.9%-3.5%0.037%
11/18/2024Arete Wealth Advisors LLC18,104$1.12M0.1%-3.9%0.008%
11/18/2024Teachers Retirement System of The State of Kentucky71,490$4.45M0.0%-2.6%0.033%
11/18/2024Toronto Dominion Bank27,551$1.72M0.0%+31.4%0.013%
11/18/2024Coldstream Capital Management Inc.47,132$2.92M0.1%+323.4%0.022%
11/18/2024RB Capital Management LLC15,796$984K0.2%-6.1%0.007%
11/16/2024Geode Capital Management LLC4,573,938$284.43M0.0%+2.9%2.090%
11/15/2024Vestcor Inc31,597$1.97M0.1%+608.6%0.014%
11/15/2024M&T Bank Corp28,455$1.77M0.0%-2.2%0.013%
11/15/2024Barclays PLC353,908$22.05M0.0%-48.4%0.162%
11/15/2024Public Employees Retirement System of Ohio397,167$24.74M0.1%-1.1%0.181%
11/15/2024Nomura Asset Management Co. Ltd.342,773$21.36M0.1%+2.5%0.157%
11/15/2024Y Intercept Hong Kong Ltd17,699$1.10M0.1%+7.1%0.008%
11/15/2024MML Investors Services LLC127,356$7.93M0.0%-7.5%0.058%
11/15/2024XTX Topco Ltd24,729$1.54M0.1%+256.1%0.011%
11/15/2024Zacks Investment Management613,806$38.24M0.3%+10.6%0.280%
11/15/2024DF Dent & Co. Inc.5,281$329K0.0%-4.9%0.002%
11/15/2024National Bank of Canada FI55,922$3.48M0.0%-75.8%0.026%
11/15/2024EP Wealth Advisors LLC8,549$533K0.0%+63.8%0.004%
11/15/2024United Services Automobile Association14,483$902K0.0%-15.0%0.007%
11/15/2024Wellington 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%
11/15/2024Weiss Asset Management LP80,156$4.99M0.1%-62.9%0.037%
11/15/2024State Street Corp11,770,831$743.54M0.0%-2.3%5.378%
11/15/2024Stifel Financial Corp31,784$1.98M0.0%+7.0%0.015%
11/15/2024SageView Advisory Group LLC4,935$307K0.0%-7.9%0.002%
11/15/2024Quantinno Capital Management LP22,884$1.43M0.0%+7.0%0.010%
11/15/2024Royal London Asset Management Ltd.113,916$7.10M0.0%+1.5%0.052%
11/15/2024Mission Creek Capital Partners Inc.8,530$531K0.1%-9.5%0.004%
11/15/2024IHT Wealth Management LLC9,430$586K0.0%+22.4%0.004%
11/15/2024Integrated Wealth Concepts LLC22,054$1.37M0.0%-10.9%0.010%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
11/15/2024Investmark Advisory Group LLC34,425$2.15M1.0%+3.8%0.016%
11/15/2024Investment Management Corp of Ontario7,229$450K0.0%+46.7%0.003%
11/15/2024HighTower Advisors LLC44,188$2.75M0.0%-4.0%0.020%
11/15/2024Hilltop Holdings Inc.4,670$291K0.0%N/A0.002%
11/15/2024Holocene 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%
11/15/2024Benjamin Edwards Inc.4,976$310K0.0%+444.4%0.002%
11/15/2024Paloma Partners Management Co4,200$262K0.0%N/A0.002%
11/15/2024FSA Wealth Management LLC1,298$81K0.0%N/A0.001%
11/15/2024Erste Asset Management GmbH20,200$1.27M0.0%N/A0.009%
(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, 859 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), Geode Capital Management LLC ($284.43M), Massachusetts Financial Services Co. MA ($194.15M), and Dimensional Fund Advisors LP ($173.57M).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 708 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 45,687,239 shares in the last 24 months. This purchase volume represents approximately $2.94B in transactions.

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

Of the 521 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 26,445,414 shares in the last 24 months. This volume of shares sold represents approximately $1.70B in transactions.


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This page (NYSE:WPC) was last updated on 1/20/2025 by MarketBeat.com Staff
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