W. P. Carey Ownership | Who Owns W. P. Carey?
W. P. Carey Ownership Summary
W. P. Carey is owned by 65.53% institutional investors, 1.21% insiders, and 33.26% retail investors. Vanguard group is the largest institutional shareholder, holding 13.99% of WPC shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.94% of its assets in W. P. Carey shares.
WPC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | W. P. Carey | 65.53% | 1.21% | 33.26% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Diversified REIT Stocks | 61.62% | 5.21% | 33.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 30.78M | 13.99% | $1.69B |
| Blackrock | 26.79M | 12.18% | $1.47B |
| State street | 12.05M | 5.48% | $673.87M |
| Geode capital management | 4.45M | 2.02% | $244.42M |
| Massachusetts financial services co /ma/ | 3.24M | 1.47% | $178.40M |
| Dimensional fund advisors lp | 3.15M | 1.43% | $173.57M |
| Cohen & steers | 3.12M | 1.42% | $171.80M |
| Legal & general group | 2.87M | 1.30% | $157.82M |
| Bank of new york mellon | 2.52M | 1.15% | $138.97M |
| Norges bank | 2.52M | 1.15% | $138.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Waterfront capital partners | 463.98K | 3.00% | $25.54M |
| Seneca house advisors | 112.29K | 2.68% | $6.18M |
| Dupree financial group | 98.36K | 2.46% | $5.41M |
| Creegan & nassoura financial group | 58.96K | 2.23% | $3.25M |
| Equity investment | 1.47M | 2.07% | $81.03M |
| Rock point advisors | 124.77K | 2.06% | $6.87M |
| Armstrong, fleming & moore | 56.15K | 1.98% | $3.09M |
| Pggm investments | 2.50M | 1.97% | $137.57M |
| New insight wealth advisors | 58.95K | 1.91% | $3.25M |
| Capital square | 44.67K | 1.72% | $2.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.52M | 0.02% | 2.52M |
| Massachusetts financial services co /ma/ | 3.24M | 0.05% | 588.64K |
| Waterfront capital partners | 463.98K | 3.00% | 463.98K |
| Hsbc | 684.36K | 0.02% | 444.79K |
| Equity investment | 1.47M | 2.07% | 412.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cohen & steers | 3.12M | 0.36% | -3.64M |
| Jpmorgan chase | 1.25M | 0.01% | -1.98M |
| Ubs asset management americas | 269.95K | 0.00% | -1.63M |
| Rush island management, lp | - | - | -1.24M |
| Daiwa securities group | 1.37M | 0.40% | -993.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.52M | 0.02% | 2.52M | $138.95M |
| Corebridge financial | 276.77K | 0.08% | 276.77K | $15.24M |
| Weiss asset management lp | 216.06K | 0.45% | 216.06K | $11.89M |
| Susquehanna fundamental investments | 166.66K | 0.21% | 166.66K | $9.17M |
| Mirae asset global etfs | 121.06K | 0.02% | 121.06K | $6.66M |
Sold Out
| Holder | Change |
|---|---|
| Scarborough advisors | -4.00 |
| Castleview partners | -10.00 |
| Bfsg | -10.00 |
| Tidemark | -18.00 |
| Delos wealth advisors | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 803 | 1.65% | 144,310,663 | -2.56% | 65 | 1.45% | 362 | 5.23% | 294 | -2.65% |
| Jun 30, 2024 | 779 | -0.76% | 147,978,216 | -2.53% | 67 | 1.40% | 341 | 0.59% | 300 | 3.09% |
| Mar 31, 2024 | 785 | 0.13% | 151,826,726 | -4.95% | 69 | 1.30% | 339 | -2.02% | 291 | -5.52% |
| Dec 31, 2023 | 784 | 3.29% | 159,737,855 | 17.72% | 72 | 1.83% | 346 | 2.37% | 308 | 11.59% |
| Sep 30, 2023 | 759 | -8.99% | 135,692,098 | 1.06% | 63 | 1.57% | 338 | -12.21% | 276 | -5.80% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 8.61M | 3.94% | -23.97K |
| Vanguard Total Stock Mkt Idx Inv | 6.93M | 3.16% | -23.67K |
| iShares Core S&P Mid-Cap ETF | 6.89M | 3.15% | 3.73K |
| Vanguard Mid Cap Index Institutional | 4.64M | 2.12% | 8.24K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.25M | 1.48% | -22.50K |
| MFS Mid Cap Value Equity | 2.05M | 0.93% | -8.43K |
| MFS Mid Cap Value A | 2.05M | 0.93% | -8.43K |
| Vanguard Value Index Inv | 1.86M | 0.85% | 4.75K |
| SPDR® S&P MIDCAP 400 ETF Trust | 1.72M | 0.79% | -25.34K |
| Daiwa US-REIT Open Mother Fund | 1.69M | 0.77% | 882.15K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2024 | Zander Brian H | Chief Accounting Officer | Sell | $24.93K |
| Nov 13, 2024 | Farrell Peter | - | Buy | $55.56K |
| Nov 01, 2024 | ALEXANDER MARK A | - | Buy | $276.43K |
| Aug 16, 2024 | ALEXANDER MARK A | - | Buy | $114.06K |
| Aug 09, 2024 | ALEXANDER MARK A | - | Buy | $195.53K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | 1 |
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
WPC Ownership FAQ
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