Who Owns WPC?

W. P. Carey Inc. — Institutional Ownership & 13F Holdings

$72.89

+0.83 (+1.16%)

Market Cap

$15.8B

Shares Outstanding

219,288,000

Institutional Holders

799

Total Inst. Value

$9.0B

% of Float Held

70.8%

QoQ Holder Change

+278

Institutional data as of Q1 2025

New Positions

200

Closed Positions

66

Increased

277

Decreased

221

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1VANGUARD GROUP INC$1.9B30,746,852
2BlackRock, Inc.$1.7B27,360,987
3STATE STREET CORP$796.7M12,455,317
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$533.4M8,451
5JPMORGAN CHASE & CO$322.6M5,112,190
6GEODE CAPITAL MANAGEMENT, LLC$284.6M4,518,868
7DIMENSIONAL FUND ADVISORS LP$200.3M3,173,965
8NORTHERN TRUST CORP$170.2M2,696,844
9Legal & General Group Plc$153.4M2,430,753
10UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$142.4M2,257,017

Biggest Buyers & Sellers This Quarter

Top Buyers

Top Sellers

FundShares RemovedValue
PGGM Investments-2.6M$1.5M
UBS Group AG-310K$101.2M
WELLINGTON MANAGEMENT GROUP LLP-228K$5.8M
GEODE CAPITAL MANAGEMENT, LLC-190K$284.6M
BlackRock, Inc.-165K$1.7B

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Frequently Asked Questions

How many institutional investors hold WPC?

As of Q1 2025, 799 institutional investors report holding WPC (W. P. Carey Inc.) in their 13F filings.

What percentage of W. P. Carey Inc. is owned by institutions?

Institutional investors hold approximately 70.8% of W. P. Carey Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most WPC?

The largest institutional holder of WPC is VANGUARD GROUP INC with $1.9B in shares.

Are institutions buying or selling WPC?

This quarter, 200 institutions opened new positions in WPC and 66 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.