W. P. Carey Ownership | Who Owns W. P. Carey?

Overview Forecast RevenueFinancials Chart Transcripts

W. P. Carey Ownership Summary

W. P. Carey is owned by 76.36% institutional investors, 1.00% insiders, and 22.65% retail investors. Vanguard group is the largest institutional shareholder, holding 13.80% of WPC shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.65% of its assets in W. P. Carey shares.

WPC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	W. P. Carey	76.36%	1.00%	22.65%
Sector	Real Estate Stocks	48.86%	9.88%	41.26%
Industry	Diversified REIT Stocks	48.30%	6.39%	45.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	30.44M	13.80%	$1.96B
Blackrock funding, inc. /de	30.11M	13.65%	$2.05B
Blackrock	26.79M	12.18%	$1.47B
State street	12.34M	5.60%	$849.69M
Geode capital management	4.91M	2.23%	$333.17M
Invesco	4.49M	2.04%	$305.26M
Massachusetts financial services co /ma/	4.19M	1.90%	$289.77M
Jpmorgan chase	3.36M	1.52%	$228.10M
Dimensional fund advisors lp	3.35M	1.52%	$227.54M
Charles schwab investment management	3.05M	1.38%	$207.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Brummer multi-strategy ab	28.51K	8.07%	$1.94M
Waterfront capital partners	114.00K	5.04%	$7.70M
Seneca house advisors	120.23K	3.25%	$8.17M
Gillson capital lp	470.70K	2.62%	$31.99M
Creegan & nassoura financial group	51.66K	2.25%	$3.49M
Equity investment	1.58M	2.11%	$107.57M
Rock point advisors	111.39K	2.05%	$7.57M
Prairiewood capital	103.05K	2.02%	$7.00M
Pensionfund sabic	22.30K	1.83%	$1.52M
Pensionfund dsm netherlands	44.30K	1.74%	$3.01M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.86M	0.02%	2.86M
Blackrock funding, inc. /de	30.11M	0.04%	1.75M
Nuveen	2.13M	0.04%	1.56M
Citadel advisors	1.47M	0.02%	1.39M
Vanguard fiduciary trust	1.36M	0.02%	1.36M

Top Sellers

Holder	Shares	% Assets	Change
Rush island management, lp	-	-	-1.24M
Jupiter asset management	-	-	-646.95K
Grs advisors	-	-	-604.27K
Kingstone capital partners texas	-	-	-385.23K
Apg asset management us	580.01K	0.31%	-295.66K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.86M	0.02%	2.86M	$184.03M
Vanguard fiduciary trust	1.36M	0.02%	1.36M	$92.56M
Vanguard asset management	384.97K	0.02%	384.97K	$26.16M
Vanguard investments australia	252.40K	0.05%	252.40K	$17.15M
Brookfield corp /on/	220.01K	0.02%	220.01K	$14.95M

Sold Out

Holder	Change
Greenline partners	-2.00
West branch capital	-3.00
Private wealth asset management	-3.00
New millennium group	-5.00
Palisade asset management	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	855	-1.95%	168,371,841	2.29%	76	1.37%	438	9.77%	257	-17.89%
Dec 31, 2025	555	-32.81%	106,488,268	-31.86%	48	0.96%	237	-38.44%	200	-27.80%
Sep 30, 2025	546	-33.58%	106,007,458	-30.94%	48	0.99%	242	-42.38%	182	-29.73%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	8.13M	3.65%	-26.57K
iShares Core S&P Mid-Cap ETF	7.40M	3.32%	-3.73K
Vanguard Total Stock Mkt Idx Inv	7.16M	3.21%	25.64K
Vanguard US Total Market Shares ETF	6.95M	3.17%	4.42K
Vanguard Small Cap Index	5.19M	2.33%	-10.43K
Vanguard Small Cap Value Index Inv	3.33M	1.50%	23.25K
Vanguard Institutional Extnd Mkt Idx Tr	2.47M	1.11%	25.95K
Vanguard Mid Cap Index Institutional	2.40M	1.10%	22.81K
MFS Mid Cap Value Equity	1.90M	0.86%	-82.16K
MFS Mid Cap Value A	1.90M	0.86%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 06, 2026	Zander Brian H	Chief Accounting Officer	Sell	$32.04K
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

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	1
2026 Q1	-	-
2025 Q4	-	-
2025 Q3	-	1
2025 Q2	-	-

WPC Ownership FAQ

Who Owns W. P. Carey?

W. P. Carey shareholders are primarily institutional investors at 76.36%, followed by 1.00% insiders and 22.64% retail investors. The average institutional ownership in W. P. Carey's industry, Diversified REIT Stocks, is 48.30%, which W. P. Carey exceeds.

Who owns the most shares of W. P. Carey?

W. P. Carey’s largest shareholders are Vanguard group (30.44M shares, 13.80%), Blackrock funding, inc. /de (30.11M shares, 13.65%), and Blackrock (26.79M shares, 12.18%). Together, they hold 39.63% of W. P. Carey’s total shares outstanding.

Does Blackrock own W. P. Carey?

Yes, BlackRock owns 12.18% of W. P. Carey, totaling 26.79M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.47B$. In the last quarter, BlackRock decreased its holdings by -44.31K shares, a -0.17% change.

Who is W. P. Carey’s biggest shareholder by percentage of total assets invested?

Brummer multi-strategy ab is W. P. Carey’s biggest shareholder by percentage of total assets invested, with 8.07% of its assets in 28.51K W. P. Carey shares, valued at 1.94M$.

Who is the top mutual fund holder of W. P. Carey shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of W. P. Carey shares, with 3.65% of its total shares outstanding invested in 8.13M W. P. Carey shares.

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