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BATS BZX Real-Time Price
As of 3:46pm ET
 +0.45 / +0.74%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $1.2 million shares of WPC during the quarter ended September 2016, and now own 49.36% of the total float, a percentage that is typical for companies in the Real Estate Investment Trusts industry.
Mutual fund holders27.79%
Other institutional21.57%
Individual stakeholders12.36%

Largest Quarterly Institutional

Latest Institutional Activity

12/31/2016SHELL ASSET MANAGEMENT COMPANY B...  Bought 17.7 Thousand shares of W. P. Carey Inc
12/31/2016METLIFE SECURITIES, INC.  Bought 8.1 Thousand shares of W. P. Carey Inc
12/31/2016FOX RUN MANAGEMENT LLC  Bought 5.8 Thousand shares of W. P. Carey Inc

Top 10 Owners of W. P. Carey Inc

Total value ($)Shares
bought / sold
The Vanguard Group, Inc.14.66%15,578,607920,539,888+521,032+3.46%
BlackRock Fund Advisors4.69%4,987,362294,703,221+248,043+5.23%
Fidelity Management & Research Co...3.70%3,930,198232,235,400-142,803-3.51%
SSgA Funds Management, Inc.1.65%1,751,827103,515,457+86,349+5.18%
UBS Financial Services, Inc.1.49%1,584,04093,600,924-109,053-6.44%
Dimensional Fund Advisors LP1.21%1,289,09676,172,683+11,773+0.92%
Brown Advisory LLC1.19%1,267,83274,916,193-114,801-8.30%
Davenport & Co. LLC1.00%1,063,77862,858,642-1,157-0.11%
Goldman Sachs Asset Management LP0.96%1,021,33860,350,862-204,209-16.66%
Markel-Gayner Asset Management Co...0.89%950,20056,147,31800.00%

Top 10 Mutual Funds Holding W. P. Carey Inc

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Vanguard REIT Index Fund7.14%7,590,217448,505,923-88,051-1.15%
Fidelity Japan Fidelity US REIT M...2.39%2,538,986150,028,683-358,059-12.36%
Vanguard Small Cap Index Fund2.21%2,343,454138,474,697+44,608+1.94%
Vanguard Total Stock Market Index...2.11%2,237,676132,224,275+39,701+1.81%
Vanguard Small Cap Growth Index F...1.24%1,320,82678,047,608+24,852+1.92%
Vanguard Extended Market Index Fu...1.15%1,218,08671,976,702+4,642+0.38%
Goldman Sachs AM GS US REIT Mothe...1.00%1,058,26562,532,879+232,800+28.20%
DFA Real Estate Securities Portfo...0.89%949,55056,108,91000.00%
Fidelity Real Estate Income Fund0.73%777,60045,948,384-13,400-1.69%
iShares US Real Estate ETF0.46%483,82828,589,397+3,488+0.73%