W. P. Carey Ownership | Who Owns W. P. Carey?
W. P. Carey Ownership Summary
W. P. Carey is owned by 46.25% institutional investors, 1.50% insiders, and 52.25% retail investors. Vanguard group is the largest institutional shareholder, holding 14.00% of WPC shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.82% of its assets in W. P. Carey shares.
WPC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | W. P. Carey | 46.25% | 1.50% | 52.25% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Diversified REIT Stocks | 47.05% | 6.23% | 46.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 30.82M | 14.00% | $1.68B |
| Blackrock funding, inc. /de | 27.53M | 12.50% | $1.50B |
| Blackrock | 26.79M | 12.18% | $1.47B |
| State street | 12.05M | 5.48% | $673.87M |
| Geode capital management | 4.71M | 2.14% | $256.20M |
| Massachusetts financial services co /ma/ | 4.02M | 1.83% | $219.17M |
| Dimensional fund advisors lp | 3.17M | 1.44% | $172.74M |
| Charles schwab investment management | 2.64M | 1.20% | $143.93M |
| Pggm investments | 2.60M | 1.18% | $141.56M |
| Norges bank | 2.56M | 1.16% | $139.38M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Dupree financial group | 100.83K | 2.51% | $5.49M |
| Graham capital wealth management | 53.06K | 2.49% | $2.89M |
| Seneca house advisors | 110.72K | 2.39% | $6.03M |
| Equity investment | 1.87M | 2.39% | $101.92M |
| Creegan & nassoura financial group | 57.09K | 2.09% | $3.11M |
| Rock point advisors | 125.92K | 2.00% | $6.86M |
| Pggm investments | 2.60M | 1.88% | $141.56M |
| Pensionfund dsm netherlands | 51.30K | 1.74% | $2.79M |
| Prairiewood capital | 70.61K | 1.64% | $3.85M |
| Capital square | 48.29K | 1.52% | $2.67M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.56M | 0.02% | 2.56M |
| Demars financial group | 998.29K | 0.59% | 988.41K |
| Massachusetts financial services co /ma/ | 4.02M | 0.07% | 906.62K |
| Blackrock funding, inc. /de | 27.53M | 0.03% | 594.28K |
| Raymond james financial | 577.14K | 0.01% | 577.14K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rush island management, lp | - | - | -1.24M |
| Balyasny asset management | - | - | -1.17M |
| Canada pension plan investment board | - | - | -583.85K |
| Fmr | 368.48K | 0.00% | -437.60K |
| Hsbc | 271.81K | 0.01% | -418.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.56M | 0.02% | 2.56M | $139.38M |
| Raymond james financial | 577.14K | 0.01% | 577.14K | $31.44M |
| Alyeska investment group | 232.46K | 0.05% | 232.46K | $12.66M |
| Natixis | 141.55K | 0.05% | 141.55K | $7.71M |
| Cubist systematic strategies | 88.39K | 0.03% | 88.39K | $4.87M |
Sold Out
| Holder | Change |
|---|---|
| West branch capital | -3.00 |
| Scarborough advisors | -4.00 |
| Cbiz investment advisory services | -8.00 |
| Voisard asset management group | -9.00 |
| Castleview partners | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 490 | -39.58% | 101,854,203 | -29.58% | 46 | 1.07% | 226 | -37.74% | 167 | -43.96% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 8.36M | 3.82% | -106.33K |
| iShares Core S&P Mid-Cap ETF | 7.15M | 3.26% | 12.49K |
| Vanguard US Total Market Shares ETF | 6.95M | 3.17% | 4.42K |
| Vanguard Total Stock Mkt Idx Inv | 6.89M | 3.15% | 15.73K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.32M | 1.52% | 16.59K |
| Vanguard Small Cap Index | 2.79M | 1.28% | 2.27K |
| Vanguard Mid Cap Index Institutional | 2.36M | 1.08% | 10.30K |
| MFS Mid Cap Value Equity | 2.05M | 0.93% | - |
| MFS Mid Cap Value A | 2.05M | 0.93% | - |
| Vanguard Small Cap Value Index Inv | 1.84M | 0.84% | -4.42K |
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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 2 | 1 |
| 2024 Q3 | 2 | 1 |
| 2024 Q2 | - | - |
WPC Ownership FAQ
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