W. P. Carey Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 30.63 M | $2.07 B | -0.50% | 13.88% |
| BLACKROCK, INC. | 11/12/2025 | 28.06 M | $1.90 B | 1.12% | 12.72% |
| STATE STREET CORP | 11/14/2025 | 12.33 M | $844.07 M | 0.98% | 5.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 4.69 M | $315.79 M | 1.72% | 2.12% |
| JPMORGAN CHASE & CO | 11/26/2025 | 4.67 M | $315.67 M | -8.42% | 2.12% |
| INVESCO LTD. | 11/13/2025 | 3.89 M | $263.01 M | 416.79% | 1.76% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 3.77 M | $254.84 M | 1.49% | 1.71% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 3.17 M | $214.31 M | 1.60% | 1.44% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 2.80 M | $189.45 M | 1.25% | 1.27% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.63 M | $177.48 M | -3.55% | 1.19% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 2.57 M | $173.67 M | 0.75% | 1.17% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 2.15 M | $145.61 M | -3.68% | 0.98% |
| MORGAN STANLEY | 11/14/2025 | 1.82 M | $122.75 M | -1.48% | 0.82% |
| EQUITY INVESTMENT CORP | 11/05/2025 | 1.58 M | $106.93 M | -12.41% | 0.72% |
| UBS GROUP AG | 11/13/2025 | 1.55 M | $104.53 M | 6.73% | 0.70% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.35 M | $90.98 M | 19.37% | 0.61% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.13 M | $76.38 M | 1,183.56% | 0.51% |
| APG ASSET MANAGEMENT US INC. | 11/12/2025 | 916.61 K | $62.76 M | 12.85% | 0.42% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 11/07/2025 | 914.97 K | $61.82 M | 4.45% | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 872.38 K | $58.95 M | -11.39% | 0.40% |
| BARCLAYS PLC | 11/12/2025 | 861.43 K | $58.21 M | 331.02% | 0.39% |
| HSBC HOLDINGS PLC | 11/13/2025 | 851.08 K | $57.48 M | 52.14% | 0.39% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 842.11 K | $56.90 M | 9.15% | 0.38% |
| LPL FINANCIAL LLC | 11/12/2025 | 827.79 K | $55.93 M | 9.45% | 0.38% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 824.76 K | $55.76 M | 5.15% | 0.37% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 731.94 K | $49.46 M | -2.48% | 0.33% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 726.66 K | $49.10 M | -15.43% | 0.33% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 10/22/2025 | 712.13 K | $48.12 M | -13.65% | 0.32% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 675.38 K | $45.64 M | 0.74% | 0.31% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 656.89 K | $44.39 M | -10.80% | 0.30% |
| RHUMBLINE ADVISERS | 11/06/2025 | 655.37 K | $44.28 M | -2.80% | 0.30% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 651.82 K | $44.04 M | 1.77% | 0.30% |
| SWISS NATIONAL BANK | 11/13/2025 | 631.15 K | $42.65 M | -4.78% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 620.30 K | $41.91 M | -7.79% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 607.67 K | $41.06 M | -1.40% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 596.16 K | $40.28 M | -1.00% | 0.27% |
| ZACKS INVESTMENT MANAGEMENT | 11/14/2025 | 571.94 K | $38.65 M | 0.40% | 0.26% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 546.43 K | $37.19 M | 10.58% | 0.25% |
| MARSHALL WACE, LLP | 11/13/2025 | 508.16 K | $34.34 M | 100.00% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 486.27 K | $32.86 M | -2.04% | 0.22% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 483.91 K | $32.61 M | 105.01% | 0.22% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 477.51 K | $32.27 M | -1.40% | 0.22% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 470.81 K | $31.81 M | -9.51% | 0.21% |
| ASSET MANAGEMENT ONE CO., LTD. | 10/22/2025 | 457.59 K | $30.92 M | -1.32% | 0.21% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2025 | 456.62 K | $30.85 M | 2,362.24% | 0.21% |
| AMUNDI | 11/14/2025 | 446.95 K | $30.47 M | 15.60% | 0.20% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 424.89 K | $28.71 M | 12.73% | 0.19% |
| NOMURA ASSET MANAGEMENT CO LTD | 11/12/2025 | 388.91 K | $26.28 M | 3.59% | 0.18% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 384.35 K | $25.97 M | 0.68% | 0.17% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/14/2025 | 382.39 K | $25.84 M | -0.51% | 0.17% |
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W. P. Carey Inc. institutional Ownership - FAQ's
During the previous two years, 1173 institutional investors and hedge funds held shares of W. P. Carey Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 30.63 M
BlackRock, Inc.: 28.06 M
STATE STREET CORP: 12.33 M
GEODE CAPITAL MANAGEMENT, LLC: 4.69 M
JPMORGAN CHASE & CO: 4.67 M
Invesco Ltd.: 3.89 M
70.76% of W. P. Carey Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 200.62 M shares in the last 24 months. This purchase volume represents approximately $13.88 B in transactions.