W. P. Carey Ownership | Who Owns W. P. Carey?
W. P. Carey Ownership Summary
W. P. Carey is owned by 48.06% institutional investors, 1.26% insiders, and 50.68% retail investors. Vanguard group is the largest institutional shareholder, holding 13.88% 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 | 48.06% | 1.26% | 50.68% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Diversified REIT Stocks | 44.38% | 5.55% | 50.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 30.63M | 13.88% | $2.07B |
| Blackrock funding, inc. /de | 28.06M | 12.72% | $1.90B |
| Blackrock | 26.79M | 12.18% | $1.47B |
| State street | 12.33M | 5.59% | $844.07M |
| Geode capital management | 4.69M | 2.12% | $315.79M |
| Jpmorgan chase | 4.67M | 2.12% | $315.67M |
| Invesco | 3.89M | 1.76% | $263.01M |
| Massachusetts financial services co /ma/ | 3.77M | 1.71% | $254.84M |
| Dimensional fund advisors lp | 3.17M | 1.44% | $214.31M |
| Charles schwab investment management | 2.80M | 1.27% | $189.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Waterfront capital partners | 114.00K | 5.04% | $7.70M |
| Seneca house advisors | 121.36K | 3.31% | $8.20M |
| Tt capital management | 61.99K | 3.20% | $4.19M |
| Graham capital wealth management | 33.62K | 2.31% | $2.27M |
| Creegan & nassoura financial group | 51.66K | 2.25% | $3.49M |
| Equity investment | 1.58M | 2.24% | $106.93M |
| Dupree financial group | 86.39K | 2.22% | $5.84M |
| Gillson capital lp | 367.37K | 2.15% | $24.82M |
| Rock point advisors | 112.99K | 2.02% | $7.63M |
| Prairiewood capital | 85.50K | 1.92% | $5.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 3.89M | 0.04% | 3.14M |
| Norges bank | 2.56M | 0.02% | 2.56M |
| Wellington management group llp | 1.13M | 0.01% | 1.04M |
| Captrust financial advisors | 771.53K | 0.11% | 744.10K |
| Barclays | 861.43K | 0.01% | 661.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 6.82K | 0.00% | -2.56M |
| Rush island management, lp | - | - | -1.24M |
| Grs advisors | - | - | -604.27K |
| Canada pension plan investment board | - | - | -583.85K |
| Jpmorgan chase | 4.67M | 0.02% | -429.37K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.56M | 0.02% | 2.56M | $139.38M |
| Marshall wace, llp | 508.16K | 0.03% | 508.16K | $34.34M |
| Rakuten investment management | 212.44K | 0.09% | 212.44K | $24.38M |
| Tectonic advisors | 163.03K | 0.60% | 163.03K | $11.02M |
| Axa investment managers | 151.88K | 0.03% | 151.88K | $10.26M |
Sold Out
| Holder | Change |
|---|---|
| Greenline partners | -2.00 |
| West branch capital | -3.00 |
| New millennium group | -5.00 |
| Crewe advisors | -5.00 |
| Stephens consulting | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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 | 7.13M | 3.25% | - |
| 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 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 2 | 1 |
WPC Ownership FAQ
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