Recent Quarter Total Invested
$8.26 B
Recent Quarter Institutional Ownership Percentage
67.25%
Total Invested of Last Quarter
$8.59 B
Ownership Percentage of Last Quarter
69.24%
W. P. Carey Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 30.78 M | $1.69 B | -0.62% | 13.99% |
| BLACKROCK INC. | 08/13/2024 | 26.79 M | $1.47 B | -0.17% | 12.18% |
| STATE STREET CORP | 08/14/2024 | 12.05 M | $673.87 M | -0.17% | 5.48% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 4.45 M | $244.42 M | 3.44% | 2.02% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 3.24 M | $178.40 M | 22.20% | 1.47% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 3.15 M | $173.57 M | 6.92% | 1.43% |
| COHEN & STEERS, INC. | 08/13/2024 | 3.12 M | $171.80 M | -53.84% | 1.42% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 2.87 M | $157.82 M | -12.45% | 1.30% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 2.52 M | $138.97 M | 0.30% | 1.15% |
| NORGES BANK | 08/14/2024 | 2.52 M | $138.95 M | 100.00% | 1.15% |
| PGGM INVESTMENTS | 07/16/2024 | 2.50 M | $137.57 M | 18.48% | 1.14% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 2.50 M | $137.38 M | 0.16% | 1.13% |
| NORTHERN TRUST CORP | 08/14/2024 | 1.97 M | $108.70 M | 13.26% | 0.90% |
| MORGAN STANLEY | 08/14/2024 | 1.93 M | $106.26 M | 8.31% | 0.88% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2024 | 1.67 M | $91.84 M | 10.91% | 0.76% |
| EQUITY INVESTMENT CORP | 08/08/2024 | 1.47 M | $81.03 M | 38.93% | 0.67% |
| UBS GROUP AG | 08/14/2024 | 1.39 M | $76.49 M | -1.38% | 0.63% |
| DAIWA SECURITIES GROUP INC. | 08/07/2024 | 1.37 M | $75.39 M | -42.05% | 0.62% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1.25 M | $68.80 M | -61.33% | 0.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 1.22 M | $67.17 M | -7.53% | 0.55% |
| INVESCO LTD. | 08/13/2024 | 1.06 M | $58.43 M | 39.40% | 0.48% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2024 | 1.05 M | $57.67 M | -9.17% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 877,158 | $48.29 M | 6.79% | 0.40% |
| APG ASSET MANAGEMENT US INC. | 08/14/2024 | 791,037 | $43.21 M | 0.00% | 0.36% |
| LPL FINANCIAL LLC | 08/07/2024 | 767,971 | $42.28 M | 5.97% | 0.35% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 728,540 | $40.11 M | -11.53% | 0.33% |
| BARCLAYS PLC | 08/14/2024 | 686,260 | $37.78 M | -4.50% | 0.31% |
| HSBC HOLDINGS PLC | 08/12/2024 | 684,355 | $37.63 M | 185.66% | 0.31% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 668,462 | $36.80 M | -0.25% | 0.30% |
| RHUMBLINE ADVISERS | 08/01/2024 | 668,017 | $36.77 M | -2.04% | 0.30% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 653,919 | $36.07 M | -4.46% | 0.30% |
| SWISS NATIONAL BANK | 08/08/2024 | 647,151 | $35.63 M | -1.18% | 0.29% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 08/09/2024 | 645,690 | $35.55 M | 7.02% | 0.29% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 642,560 | $35.37 M | -15.00% | 0.29% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/12/2024 | 583,851 | $32.14 M | 8.21% | 0.27% |
| ZACKS INVESTMENT MANAGEMENT | 08/14/2024 | 554,731 | $30.54 M | 2.49% | 0.25% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 466,276 | $25.67 M | 93.21% | 0.21% |
| WATERFRONT CAPITAL PARTNERS, LLC | 08/14/2024 | 463,979 | $25.54 M | 100.00% | 0.21% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 459,545 | $25.37 M | 17.83% | 0.21% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 458,040 | $25.23 M | 0.41% | 0.21% |
| ASSET MANAGEMENT ONE CO., LTD. | 07/18/2024 | 427,385 | $23.53 M | -8.33% | 0.19% |
| BROWN ADVISORY INC | 08/14/2024 | 421,530 | $23.21 M | -3.98% | 0.19% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 403,880 | $22.23 M | -10.45% | 0.18% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/14/2024 | 401,568 | $22.11 M | -0.66% | 0.18% |
| FMR LLC | 08/13/2024 | 396,489 | $21.83 M | 8.86% | 0.18% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 394,997 | $21.74 M | 3.91% | 0.18% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 362,206 | $19.94 M | 0.52% | 0.16% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 360,517 | $19.85 M | 23.62% | 0.16% |
| SCHONFELD STRATEGIC ADVISORS LLC | 08/14/2024 | 348,139 | $19.17 M | 6,537.54% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 337,100 | $18.56 M | -8.72% | 0.15% |
W. P. Carey Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of WPC shares?
During the previous two years, 1070 institutional investors and hedge funds held shares of W. P. Carey Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 30.78 M
BlackRock Inc.: 26.79 M
STATE STREET CORP: 12.05 M
GEODE CAPITAL MANAGEMENT, LLC: 4.45 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 3.24 M
DIMENSIONAL FUND ADVISORS LP: 3.15 M
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What percentage of W. P. Carey Inc. stock is owned by institutional investors?
67.25% of W. P. Carey Inc. stock is owned by institutional investors.
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How much institutional buying is happening at WPC ?
Institutional investors have bought a total of 162.02 M shares in the last 24 months. This purchase volume represents approximately $10.09 B in transactions.