Institutional Ownership
Vanguard Group Inc is the biggest individual institutional holder of W P Carey Inc (WPC), owning a total of 30.6 million shares. Combined, the top 37 institutional holders of WPC own 64.53% of the company with a total of 141 million shares.
In the latest ownership report on September 30th 2024, the top 37 institutional holders decreased their combined ownership of WPC by 224 thousand shares. 9 institutions bought 3,358,744 total additional shares and increased their ownership by an average of 140.46%. However 9 institutions sold 3,582,968 total shares and decreased their ownership by an average of 12.45%.
Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of W P Carey decreased by a net total of -224,224 in the latest quarter.
Institution Ownership Chart
Latest Institutional Ownership Changes
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13.972% | -0.654% | 30,578,089 | -201,266 | 2024-09-30 |
| State Street Corp | 5.379% | -2.349% | 11,770,831 | -283,173 | 2024-09-30 |
| Geode Capital Management, LLC | 2.090% | 2.867% | 4,573,938 | 127,477 | 2024-09-30 |
| Dimensional Fund Advisors, Inc. | 1.454% | 0.891% | 3,180,966 | 28,087 | 2024-09-30 |
| Massachusetts Financial Services Company | 1.424% | -3.838% | 3,116,331 | -124,374 | 2024-09-30 |
| Legal & General Group PLC | 1.252% | -4.396% | 2,740,753 | -126,029 | 2024-09-30 |
| Charles Schwab Investment Management Inc | 1.187% | 4.133% | 2,598,618 | 103,147 | 2024-09-30 |
| PGGM Investments | 1.187% | 3.981% | 2,598,446 | 99,471 | 2024-09-30 |
| Bank of New York Mellon Corp | 1.027% | -10.942% | 2,248,256 | -276,234 | 2024-09-30 |
| UBS Asset Mgmt Americas Inc | 0.939% | 660.914% | 2,054,080 | 1,784,131 | 2024-09-30 |
| Morgan Stanley - Brokerage Accounts | 0.891% | -49.469% | 1,950,718 | -1,909,732 | 2024-09-30 |
| Northern Trust Corp | 0.860% | -4.654% | 1,882,602 | -91,897 | 2024-09-30 |
| JPMorgan Chase & Co | 0.692% | 21.142% | 1,514,049 | 264,230 | 2024-09-30 |
| Equity Investment Corp | 0.677% | 0.653% | 1,481,627 | 9,610 | 2024-09-30 |
| UBS Group AG | 0.663% | 4.463% | 1,451,539 | 62,012 | 2024-09-30 |
| Balyasny Asset Management LLC | 0.534% | -30.005% | 1,167,685 | -500,552 | 2024-09-30 |
| Commonwealth Equity Services Inc | 0.526% | -5.713% | 1,150,464 | -69,711 | 2024-09-30 |
| T. Rowe Price Associates, Inc. | 0.474% | 565.133% | 1,036,397 | 880,579 | 2024-09-30 |
Top Institutions
| Owner | Percent Owned | Percent Change | Shares Owned | Share Change | Date Reported |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13.972% | -0.654% | 30,578,089 | -201,266 | 2024-09-30 |
| BlackRock Inc | 12.241% | -0.165% | 26,789,725 | -44,310 | 2024-06-30 |
| State Street Corporation | 5.517% | -6.512% | 12,074,590 | -841,055 | 2024-03-31 |
| State Street Corp | 5.379% | -2.349% | 11,770,831 | -283,173 | 2024-09-30 |
| Geode Capital Management, LLC | 2.090% | 2.867% | 4,573,938 | 127,477 | 2024-09-30 |
| Dimensional Fund Advisors, Inc. | 1.454% | 0.891% | 3,180,966 | 28,087 | 2024-09-30 |
| Cohen & Steers Inc | 1.426% | -53.839% | 3,120,565 | -3,639,571 | 2024-06-30 |
| Massachusetts Financial Services Company | 1.424% | -3.838% | 3,116,331 | -124,374 | 2024-09-30 |
| Legal & General Group PLC | 1.252% | -4.396% | 2,740,753 | -126,029 | 2024-09-30 |
| Capital World Investors | 1.216% | -17.973% | 2,601,691 | -570,074 | 2023-03-31 |
| Charles Schwab Investment Management Inc | 1.187% | 4.133% | 2,598,618 | 103,147 | 2024-09-30 |
| PGGM Investments | 1.187% | 3.981% | 2,598,446 | 99,471 | 2024-09-30 |
| NORGES BANK | 1.153% | 4.124% | 2,524,080 | 99,965 | 2024-06-30 |
| Bank of New York Mellon Corp | 1.027% | -10.942% | 2,248,256 | -276,234 | 2024-09-30 |
| UBS Asset Mgmt Americas Inc | 0.939% | 660.914% | 2,054,080 | 1,784,131 | 2024-09-30 |
| Morgan Stanley - Brokerage Accounts | 0.891% | -49.469% | 1,950,718 | -1,909,732 | 2024-09-30 |
| Northern Trust Corp | 0.860% | -4.654% | 1,882,602 | -91,897 | 2024-09-30 |
| Envestnet Asset Management Inc | 0.833% | 248.434% | 1,782,450 | 1,270,889 | 2023-03-31 |
| Ameriprise Financial Inc | 0.714% | -12.503% | 1,561,507 | -223,129 | 2023-09-30 |
| JPMorgan Chase & Co | 0.692% | 21.142% | 1,514,049 | 264,230 | 2024-09-30 |
| Equity Investment Corp | 0.677% | 0.653% | 1,481,627 | 9,610 | 2024-09-30 |
| UBS Group AG | 0.663% | 4.463% | 1,451,539 | 62,012 | 2024-09-30 |
| Resolution Capital Limited | 0.643% | -4.127% | 1,375,426 | -59,211 | 2022-12-31 |
| Daiwa Securities Group Inc | 0.626% | -42.050% | 1,369,514 | -993,753 | 2024-06-30 |
| Deutsche Bank AG | 0.580% | -48.593% | 1,268,772 | -1,199,300 | 2023-06-30 |
| Rush Island Management, LP | 0.564% | 853.818% | 1,235,166 | 1,105,669 | 2024-03-31 |
| Zacks Investment Management Inc | 0.561% | 129.500% | 1,199,079 | 676,604 | 2022-12-31 |
| Balyasny Asset Management LLC | 0.534% | -30.005% | 1,167,685 | -500,552 | 2024-09-30 |
| Wellington Management Company LLP | 0.554% | 0.313% | 1,152,928 | 3,600 | 2022-09-30 |
| Commonwealth Equity Services Inc | 0.526% | -5.713% | 1,150,464 | -69,711 | 2024-09-30 |
| American Century Companies Inc | 0.524% | 7.322% | 1,144,746 | 78,096 | 2023-09-30 |
| Amvescap Plc. | 0.485% | 39.404% | 1,061,452 | 300,031 | 2024-06-30 |
| Epoch Investment Partners Inc | 0.505% | -2.833% | 1,050,238 | -30,619 | 2022-09-30 |
| California Public Employees Retrmnt Sys | 0.479% | -9.167% | 1,047,629 | -105,731 | 2024-06-30 |
| T. Rowe Price Associates, Inc. | 0.474% | 565.133% | 1,036,397 | 880,579 | 2024-09-30 |
| LPL Financial Corp | 0.351% | 5.970% | 767,971 | 43,264 | 2024-06-30 |
| Principal Financial Group Inc | 0.333% | -11.528% | 728,540 | -94,931 | 2024-06-30 |
$WPC Let it go...
$WPC buy buy buy!!
$WPC we want higher!!!
$WPC id rather have a dip then rip than a gap and crap
$WPC to the moon!!! lfG
$WPC steady steady n hold
$WPC we back boys
$WPC the future is so bright .. I gotta wear shades..
$WPC This may be your last opportunity to buy on the cheap??
$WPC HERE WE GO