W. P. Carey Ownership | Who Owns W. P. Carey?
W. P. Carey Ownership Summary
W. P. Carey is owned by 71.34% institutional investors, 1.26% insiders, and 27.40% 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 3.71% of its assets in W. P. Carey shares.
WPC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | W. P. Carey | 71.34% | 1.26% | 27.40% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Diversified REIT Stocks | 62.09% | 5.58% | 32.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 30.82M | 14.00% | $1.68B |
| Blackrock funding, inc. /de | 27.74M | 12.58% | $1.73B |
| 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/ | 3.72M | 1.68% | $231.81M |
| Dimensional fund advisors lp | 3.17M | 1.44% | $172.74M |
| Charles schwab investment management | 2.64M | 1.20% | $143.93M |
| Norges bank | 2.56M | 1.16% | $139.38M |
| Legal & general group | 2.35M | 1.07% | $127.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grs advisors | 604.27K | 3.62% | $37.69M |
| Waterfront capital partners | 196.01K | 3.00% | $12.23M |
| Graham capital wealth management | 53.06K | 2.49% | $2.89M |
| Equity investment | 1.81M | 2.47% | $112.70M |
| Seneca house advisors | 110.72K | 2.39% | $6.03M |
| Creegan & nassoura financial group | 57.02K | 2.32% | $3.56M |
| Gillson capital lp | 437.94K | 2.09% | $27.32M |
| Dupree financial group | 83.46K | 2.05% | $5.21M |
| Rock point advisors | 113.72K | 2.00% | $7.09M |
| Prairiewood capital | 78.93K | 1.83% | $4.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.56M | 0.02% | 2.56M |
| Captrust financial advisors | 771.53K | 0.11% | 744.10K |
| Grs advisors | 604.27K | 3.62% | 604.27K |
| Alyeska investment group | 520.29K | 0.11% | 520.29K |
| Balyasny asset management | 830.54K | 0.08% | 517.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rush island management, lp | - | - | -1.24M |
| Demars financial group | 18.03K | 0.43% | -1.04M |
| Canada pension plan investment board | - | - | -583.85K |
| Caisse de depot et placement du quebec | 159.64K | 0.02% | -526.50K |
| Massachusetts financial services co /ma/ | 3.72M | 0.07% | -502.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.56M | 0.02% | 2.56M | $139.38M |
| Grs advisors | 604.27K | 3.62% | 604.27K | $37.69M |
| Gillson capital lp | 437.94K | 2.09% | 437.94K | $27.32M |
| Csm advisors | 232.51K | 0.42% | 232.51K | $14.50M |
| Cbre investment management listed real assets | 105.33K | 0.10% | 105.33K | $6.57M |
Sold Out
| Holder | Change |
|---|---|
| Greenline partners | -2.00 |
| West branch capital | -3.00 |
| New millennium group | -5.00 |
| Old second national bank of aurora | -7.00 |
| Halbert hargrove global advisors | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 816 | -1.92% | 157,352,746 | 2.20% | 71 | 1.46% | 414 | -1.66% | 259 | -1.52% |
| Mar 31, 2025 | 19 | -97.60% | 1,271,959 | -99.15% | - | 0.01% | 8 | -97.81% | 5 | -98.25% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 8.14M | 3.71% | 9.43K |
| iShares Core S&P Mid-Cap ETF | 7.14M | 3.26% | -12.81K |
| Vanguard US Total Market Shares ETF | 6.95M | 3.17% | 4.42K |
| Vanguard Total Stock Mkt Idx Inv | 6.87M | 3.14% | -157.77K |
| Vanguard Small Cap Index | 5.32M | 2.43% | -34.66K |
| Vanguard Small Cap Value Index Inv | 3.42M | 1.56% | 6.54K |
| Vanguard Mid Cap Index Institutional | 2.40M | 1.10% | 22.81K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.35M | 1.07% | -1.02M |
| MFS Mid Cap Value Equity | 2.12M | 0.97% | 77.77K |
| MFS Mid Cap Value A | 2.09M | 0.96% | -29.08K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 26, 2025 | Zander Brian H | Chief Accounting Officer | Sell | $33.07K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 2 | 1 |
| 2024 Q3 | 2 | 1 |
WPC Ownership FAQ
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