W. P. Carey Ownership | Who Owns W. P. Carey?
W. P. Carey Ownership Summary
W. P. Carey is owned by 82.31% institutional investors, 0.98% insiders, and 16.71% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.04% of WPC shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.66% of its assets in W. P. Carey shares.
WPC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | W. P. Carey | 82.31% | 0.98% | 16.71% |
| Sector | Real Estate Stocks | 73.63% | 9.57% | 16.80% |
| Industry | Diversified REIT Stocks | 61.27% | 10.79% | 27.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 33.17M | 15.04% | $2.37B |
| Vanguard group | 30.44M | 13.80% | $1.96B |
| Blackrock | 26.79M | 12.18% | $1.47B |
| State street | 12.36M | 5.60% | $894.77M |
| Vanguard capital management | 10.03M | 4.54% | $716.86M |
| Geode capital management | 5.03M | 2.28% | $358.76M |
| Invesco | 4.54M | 2.06% | $324.30M |
| Massachusetts financial services co /ma/ | 4.47M | 2.02% | $325.19M |
| Northern trust | 3.40M | 1.54% | $243.43M |
| Dimensional fund advisors lp | 3.35M | 1.52% | $239.30M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Waterfront capital partners | 114.00K | 5.04% | $7.70M |
| Seneca house advisors | 120.72K | 3.05% | $8.63M |
| Creegan & nassoura financial group | 51.66K | 2.25% | $3.49M |
| Equity investment | 1.51M | 2.06% | $108.15M |
| Prairiewood capital | 107.25K | 1.99% | $7.67M |
| Rock point advisors | 110.73K | 1.94% | $7.92M |
| Gsi capital advisors | 50.57K | 1.71% | $3.62M |
| Pensionfund sabic | 22.30K | 1.71% | $1.59M |
| Dupree financial group | 63.18K | 1.69% | $4.52M |
| Pensionfund dsm netherlands | 45.80K | 1.69% | $3.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 3.26M | 0.03% | 3.26M |
| Blackrock funding, inc. /de | 33.17M | 0.04% | 3.06M |
| Norges bank | 2.85M | 0.02% | 2.85M |
| Deutsche bank ag\ | 1.79M | 0.04% | 1.32M |
| Northern trust | 3.40M | 0.03% | 745.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 1.48M | 0.01% | -1.88M |
| Rush island management, lp | - | - | -1.24M |
| Citadel advisors | 497.88K | 0.00% | -973.80K |
| Alyeska investment group | - | - | -664.47K |
| Jupiter asset management | - | - | -646.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 3.26M | 0.03% | 3.26M | $233.23M |
| Norges bank | 2.85M | 0.02% | 2.85M | $203.58M |
| Cbre investment management listed real assets | 339.98K | 0.34% | 339.98K | $24.31M |
| Jane street group | 196.61K | 0.00% | 196.61K | $14.06M |
| Mizuho markets americas | 183.00K | 0.21% | 183.00K | $13.08M |
Sold Out
| Holder | Change |
|---|---|
| Mbm wealth consultants | -2.00 |
| Scarborough advisors | -2.00 |
| Greenline partners | -2.00 |
| West branch capital | -3.00 |
| Private wealth asset management | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 902 | 2.50% | 181,592,206 | 6.05% | 82 | 1.36% | 447 | -0.89% | 298 | 12.45% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 8.34M | 3.66% | -3.93K |
| iShares Core S&P Mid-Cap ETF | 7.65M | 3.36% | 235.00 |
| Vanguard Total Stock Mkt Idx Inv | 7.07M | 3.22% | -91.10K |
| Vanguard US Total Market Shares ETF | 6.95M | 3.17% | 4.42K |
| Vanguard MStar Total Stk Mkt Idx Invest | 7.08M | 3.11% | 16.90K |
| Vanguard Morn Total Stk Mkt Idx Investor | 7.07M | 3.10% | -91.10K |
| Vanguard Small Cap Index | 5.12M | 2.25% | 12.44K |
| Vanguard Small Cap Value Index Inv | 3.24M | 1.48% | -95.50K |
| Vanguard MStar Small Cap Value Index | 3.25M | 1.43% | 9.66K |
| Vanguard Morn Small Cap Value Index | 3.24M | 1.42% | -95.50K |
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 Q3 | - | - |
| 2026 Q2 | - | 1 |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
WPC Ownership FAQ
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