W. P. Carey Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 30.82 M | $1.68 B | 0.79% | 14.00% |
| BLACKROCK, INC. | 02/07/2025 | 27.53 M | $1.50 B | 2.21% | 12.50% |
| STATE STREET CORP | 02/14/2025 | 12.09 M | $669.11 M | 2.69% | 5.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 4.71 M | $256.20 M | 2.95% | 2.14% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 4.02 M | $219.17 M | 29.09% | 1.83% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 3.17 M | $172.74 M | -0.32% | 1.44% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 2.64 M | $143.93 M | 1.66% | 1.20% |
| NORTHERN TRUST CORP | 02/14/2025 | 2.64 M | $143.89 M | 40.30% | 1.20% |
| PGGM INVESTMENTS | 02/10/2025 | 2.60 M | $141.56 M | 0.00% | 1.18% |
| NORGES BANK | 02/12/2025 | 2.56 M | $139.38 M | 100.00% | 1.16% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 2.35 M | $127.88 M | -4.19% | 1.07% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 2.24 M | $121.92 M | -0.46% | 1.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 2.19 M | $119.24 M | 6.55% | 0.99% |
| MORGAN STANLEY | 02/14/2025 | 2.09 M | $113.80 M | 7.08% | 0.95% |
| UBS GROUP AG | 02/14/2025 | 1.91 M | $104.27 M | 31.85% | 0.87% |
| EQUITY INVESTMENT CORP | 02/05/2025 | 1.87 M | $101.92 M | 26.26% | 0.85% |
| JPMORGAN CHASE & CO | 02/12/2025 | 1.36 M | $74.33 M | -9.89% | 0.62% |
| CITADEL ADVISORS LLC | 02/14/2025 | 1.27 M | $69.34 M | 42.33% | 0.58% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 1.07 M | $58.10 M | -7.30% | 0.48% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 1.06 M | $57.66 M | 2.12% | 0.48% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 04/23/2025 | 1.03 M | $55.91 M | 0.01% | 0.47% |
| DEMARS FINANCIAL GROUP, LLC | 02/13/2025 | 998.29 K | $18.32 M | 10,001.10% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 805.02 K | $43.86 M | -12.69% | 0.37% |
| APG ASSET MANAGEMENT US INC. | 02/13/2025 | 760.02 K | $41.41 M | -2.17% | 0.35% |
| INVESCO LTD. | 02/13/2025 | 750.15 K | $40.87 M | 10.75% | 0.34% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 730.28 K | $39.67 M | 6.95% | 0.33% |
| LPL FINANCIAL LLC | 02/11/2025 | 699.96 K | $38.13 M | -3.76% | 0.32% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 670.03 K | $36.50 M | 2.98% | 0.30% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 663.32 K | $36.14 M | 19.76% | 0.30% |
| RHUMBLINE ADVISERS | 01/30/2025 | 662.11 K | $36.07 M | 0.56% | 0.30% |
| SWISS NATIONAL BANK | 02/10/2025 | 618.25 K | $33.68 M | -4.80% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 579.76 K | $31.59 M | -12.93% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 577.14 K | $31.44 M | 100.00% | 0.26% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/14/2025 | 571.29 K | $31.12 M | 100.00% | 0.26% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 02/13/2025 | 562.65 K | $30.65 M | -16.99% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 538.93 K | $29.36 M | 514.72% | 0.24% |
| ZACKS INVESTMENT MANAGEMENT | 02/13/2025 | 514.90 K | $28.05 M | -16.11% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 501.57 K | $27.33 M | -1.01% | 0.23% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 01/23/2025 | 500.06 K | $27.24 M | 23.23% | 0.23% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 463.74 K | $25.26 M | -0.48% | 0.21% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 458.32 K | $24.97 M | -6.24% | 0.21% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2025 | 454.72 K | $24.77 M | 3.30% | 0.21% |
| ASSET MANAGEMENT ONE CO., LTD. | 01/30/2025 | 433.24 K | $23.62 M | 1.00% | 0.20% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 421.58 K | $22.97 M | 12.97% | 0.19% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/19/2025 | 389.32 K | $21.21 M | -1.98% | 0.18% |
| BARCLAYS PLC | 02/13/2025 | 387.84 K | $21.13 M | 9.59% | 0.18% |
| BROWN ADVISORY INC | 02/14/2025 | 386.34 K | $21.05 M | -4.46% | 0.18% |
| FMR LLC | 02/13/2025 | 368.48 K | $20.07 M | -54.29% | 0.17% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 364.24 K | $19.84 M | -4.11% | 0.17% |
| TWIN TREE MANAGEMENT, LP | 02/10/2025 | 362.00 K | $19.72 M | -12.43% | 0.16% |
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W. P. Carey Inc. institutional Ownership - FAQ's
During the previous two years, 802 institutional investors and hedge funds held shares of W. P. Carey Inc.. The most heavily invested institutionals were:
New Millennium Group LLC: 0
HBW Advisory Services LLC: 0
Armstrong, Fleming & Moore, Inc: 0
Financial Perspectives, Inc: 0
Nelson, Van Denburg & Campbell Wealth Management Group, LLC: 0
PARK AVENUE SECURITIES LLC: 0
68.20% of W. P. Carey Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 143.30 M shares in the last 24 months. This purchase volume represents approximately $8.84 B in transactions.