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W. P. Carey (WPC) Institutional Ownership

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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)
463
Total
Institutional Inflows
(last 12 months)
$1.98B
Number of
Institutional Sellers
(last 12 months)
374
Total
Institutional Outflows
(last 12 months)
$905.45M
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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
5/9/2024Kingsview Wealth Management LLC5,006$283K0.0%+5.6%0.002%
5/9/2024Beacon Investment Advisory Services Inc.12,395$700K0.0%-7.6%0.006%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.256,033$14.45M0.0%+15.2%0.117%
5/9/2024Foundry Partners LLC159,398$9.00M0.5%+3.6%0.073%
5/9/2024Texas Yale Capital Corp.14,595$824K0.0%-2.0%0.007%
5/9/2024State Board of Administration of Florida Retirement System212,769$12.01M0.0%-7.0%0.097%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.8,915$503K0.0%-82.7%0.004%
5/8/2024Entropy Technologies LP9,760$551K0.1%N/A0.004%
5/8/2024Cozad Asset Management Inc.62,535$3.53M0.4%+14.7%0.029%
5/8/2024Sheets Smith Wealth Management88,612$5.00M0.6%+5.5%0.040%
5/8/2024ProShare Advisors LLC10,672$602K0.0%-7.2%0.005%
5/8/2024Avantax Advisory Services Inc.52,260$2.95M0.0%+2.2%0.024%
5/8/2024US Bancorp DE35,203$1.99M0.0%+0.7%0.016%
5/8/2024Russell Investments Group Ltd.164,724$9.29M0.0%-53.1%0.075%
5/8/2024 QRG Capital Management Inc.98,537$5.56M0.1%-6.1%0.045%
5/8/2024 Inspire Investing LLC31,827$1.80M0.2%+15.7%0.015%
5/8/2024 Inspire Advisors LLC8,289$468K0.1%+29.1%0.004%
5/7/2024 Capital Square LLC45,636$2.58M1.8%+7.6%0.021%
5/7/2024 Sei Investments Co.218,480$12.33M0.0%-42.8%0.100%
5/7/2024 Concurrent Investment Advisors LLC10,725$605K0.0%-2.2%0.005%
5/7/2024 Atomi Financial Group Inc.4,261$240K0.0%N/A0.002%
5/7/2024 Montag A & Associates Inc.570$33K0.0%-34.5%0.000%
5/7/2024 WealthPLAN Partners LLC100,645$5.68M0.6%-19.9%0.046%
5/7/2024Susquehanna Portfolio Strategies LLC85,840$4.85M0.1%-0.7%0.039%
5/7/2024 Swiss National Bank654,851$36.96M0.0%-2.1%0.299%
5/7/2024 Forsta AP Fonden89,700$5.06M0.0%+54.7%0.041%
5/7/2024 Illinois Municipal Retirement Fund109,500$6.18M0.1%+91.5%0.050%
5/7/2024 Benedetti & Gucer Inc.5,726$323K0.2%N/A0.003%
5/7/2024 Equity Investment Corp1,059,567$59.80M1.5%N/A0.484%
5/7/2024 Oppenheimer Asset Management Inc.6,625$374K0.0%-22.7%0.003%
5/7/2024 Oppenheimer & Co. Inc.10,347$584K0.0%+6.1%0.005%
5/7/2024 Obermeyer Wood Investment Counsel Lllp10,881$614K0.0%N/A0.005%
5/7/2024 Karpas Strategies LLC67,024$3.78M1.2%+0.5%0.031%
5/7/2024 Insight 2811 Inc.3,878$219K0.1%-19.2%0.002%
5/7/2024 Retirement Planning Co of New England Inc.6,155$347K0.2%+19.0%0.003%
5/7/2024 SG Americas Securities LLC143,377$8.09M0.0%+83.0%0.066%
5/7/2024 AIA Group Ltd3,969$224K0.0%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.14,159$799K0.0%+9.9%0.006%
5/6/2024 Cohen Capital Management Inc.54,788$3.09M0.5%+0.5%0.025%
5/6/2024 Texas Permanent School Fund Corp191,379$10.80M0.1%+1.3%0.087%
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5/4/2024 Geneos Wealth Management Inc.17,462$986K0.0%-3.0%0.008%
5/4/2024 Richardson Financial Services Inc.463$26K0.0%N/A0.000%
5/3/2024 Mediolanum International Funds Ltd17,410$974K0.0%N/A0.008%
5/3/2024 Larson Financial Group LLC3,872$219K0.0%-8.1%0.002%
5/3/2024 Wellington Shields Capital Management LLC46,198$2.61M0.5%-2.3%0.021%
5/3/2024 Wellington Shields & Co. LLC8,156$460K0.2%-9.4%0.004%
5/3/2024 Central Pacific Bank Trust Division961$54K0.0%N/A0.000%
5/2/2024 Mutual Advisors LLC29,679$1.68M0.1%+15.9%0.014%
5/2/2024 Mutual of America Capital Management LLC130,291$7.35M0.1%-3.5%0.060%
5/2/2024 FORA Capital LLC35,906$2.03M0.2%N/A0.016%
5/2/2024 Daiwa Securities Group Inc.2,363,267$133.38M0.8%-35.1%1.080%
5/2/2024 Nordea Investment Management AB13,527$761K0.0%-3.5%0.006%
5/2/2024 Fidelis Capital Partners LLC873$49K0.0%N/A0.000%
5/2/2024 Tobam1,928$109K0.0%-44.4%0.001%
5/1/2024 Janney Montgomery Scott LLC172,649$9.74M0.0%+3.0%0.079%
5/1/2024 Mirae Asset Global Investments Co. Ltd.11,831$668K0.0%+4.9%0.005%
5/1/2024 Horan Capital Advisors LLC.22,808$1.29M0.5%-2.5%0.010%
5/1/2024 Wambolt & Associates LLC7,216$405K0.1%-27.1%0.003%
5/1/2024 Diversify Advisory Services LLC4,933$277K0.0%N/A0.002%
4/30/2024 Private Advisor Group LLC64,428$3.64M0.0%-9.6%0.029%
4/30/2024 J.W. Cole Advisors Inc.11,240$634K0.0%-2.3%0.005%
4/30/2024 Retirement Systems of Alabama274,596$15.50M0.1%+0.3%0.125%
4/30/2024 Norden Group LLC4,914$277K0.0%N/A0.002%
4/30/2024 Van ECK Associates Corp91,076$5.14M0.0%+12.7%0.042%
4/30/2024 HB Wealth Management LLC3,576$202K0.0%+6.2%0.002%
4/30/2024 Cordatus Wealth Management LLC4,363$246K0.2%N/A0.002%
4/30/2024 Woodward Diversified Capital LLC5,118$289K0.2%-16.3%0.002%
4/30/2024Concord Wealth Partners4,907$277K0.0%-23.9%0.002%
4/30/2024 SWP Financial LLC6,074$343K0.2%+4.3%0.003%
4/30/2024 Joel Isaacson & Co. LLC5,073$286K0.0%-11.5%0.002%
4/29/2024Commonwealth Equity Services LLC1,319,500$74.47M0.1%-7.6%0.603%
4/29/2024 Principal Financial Group Inc.823,471$46.48M0.0%+2.6%0.376%
4/29/2024 Benjamin Edwards Inc.919$52K0.0%-64.6%0.000%
4/29/2024 Meritage Portfolio Management90,578$5.11M0.3%-5.6%0.041%
4/29/2024 Private Capital Advisors Inc.67,386$3.80M0.5%-2.0%0.031%
4/26/2024 Securian Asset Management Inc.17,982$1.02M0.0%-2.6%0.008%
4/26/2024 Prairiewood Capital LLC59,160$3.34M1.6%+9.1%0.027%
4/26/2024 Yousif Capital Management LLC108,722$6.14M0.1%-1.8%0.050%
4/26/2024 YHB Investment Advisors Inc.525$30K0.0%N/A0.000%
4/26/2024 Mesirow Financial Investment Management Inc.9,479$535K0.0%N/A0.004%
4/25/2024 New York State Teachers Retirement System202,417$11.42M0.0%+5.5%0.093%
4/25/2024 Bank of New York Mellon Corp2,516,941$142.06M0.0%-1.6%1.150%
4/25/2024 Advocate Group LLC78,026$4.40M0.9%-9.4%0.036%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 128,261$7.24M0.0%-2.4%0.059%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund130,534$7.37M0.1%+42.5%0.060%
4/25/2024 Summit Financial LLC9,850$564K0.0%N/A0.005%
4/25/2024 Cambridge Investment Research Advisors Inc.176,466$9.96M0.0%-4.8%0.081%
4/24/2024 Family Legacy Inc.7,138$403K0.1%-22.2%0.003%
4/24/2024 Demars Financial Group LLC9,223$521K0.3%N/A0.004%
4/23/2024 Global Retirement Partners LLC11,121$628K0.0%-8.3%0.005%
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4/23/2024 Louisiana State Employees Retirement System62,900$3.55M0.1%+2.4%0.029%
4/23/2024 Amalgamated Bank119,247$6.73M0.1%-4.4%0.054%
4/23/2024 Fifth Third Bancorp7,568$427K0.0%-4.5%0.003%
4/23/2024 Accurate Wealth Management LLC3,913$220K0.1%+5.6%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.130,937$7.39M0.0%+1.3%0.060%
4/22/2024 Nicholas Hoffman & Company LLC.10,195$575K0.0%N/A0.005%
4/22/2024 PFG Investments LLC8,720$492K0.0%N/A0.004%
4/22/2024 Raymond James & Associates291,631$16.46M0.0%+40.5%0.133%
4/22/2024 Aurora Private Wealth Inc.12,580$705K0.6%-6.6%0.006%
4/22/2024 IFM Investors Pty Ltd42,360$2.39M0.0%-4.8%0.019%
(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, 906 institutional investors and hedge funds held shares of W. P. Carey. The most heavily invested institutionals were Vanguard Group Inc. ($2.00B), BlackRock Inc. ($1.06B), Cohen & Steers Inc. ($731.80M), State Street Corp ($692.01M), JPMorgan Chase & Co. ($289.35M), Geode Capital Management LLC ($228.50M), and Dimensional Fund Advisors LP ($196.90M).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 800 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. ($3.58M), Norges Bank ($2.42M), JPMorgan Chase & Co. ($1.92M), PGGM Investments ($1.92M), Deutsche Bank AG ($1.89M), and Envestnet Asset Management Inc. ($1.50M).

How much institutional buying is happening at W. P. Carey?

Institutional investors have bought a total of 50,913,339 shares in the last 24 months. This purchase volume represents approximately $3.54B in transactions.

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

Of the 533 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), Deutsche Bank AG ($2.04M), Daiwa Securities Group Inc. ($1.28M), Envestnet Asset Management Inc. ($1.23M), Barclays PLC ($788.35K), Russell Investments Group Ltd. ($673.27K), and Commonwealth Equity Services LLC ($641.47K).

How much institutional selling is happening at W. P. Carey?

Institutional investors have sold a total of 23,459,777 shares in the last 24 months. This volume of shares sold represents approximately $1.58B in transactions.


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This page (NYSE:WPC) was last updated on 5/9/2024 by MarketBeat.com Staff

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