W. P. Carey Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 30.11 M | $2.05 B | 6.18% | 13.65% |
| 05/08/2026 | 19.15 M | $1.30 B | 100.00% | 8.69% | |
| STATE STREET CORP | 05/15/2026 | 12.34 M | $849.69 M | 0.71% | 5.60% |
| 05/15/2026 | 9.99 M | $679.14 M | 100.00% | 4.53% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 4.91 M | $333.17 M | 2.47% | 2.23% |
| INVESCO LTD. | 05/12/2026 | 4.49 M | $305.26 M | 15.03% | 2.04% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 4.19 M | $289.77 M | -0.52% | 1.90% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.36 M | $228.10 M | 1.83% | 1.52% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.35 M | $227.54 M | 4.88% | 1.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 3.05 M | $207.02 M | 3.35% | 1.38% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 2.74 M | $186.43 M | 1.63% | 1.24% |
| NORTHERN TRUST CORP | 05/14/2026 | 2.66 M | $180.74 M | 1.89% | 1.21% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 2.35 M | $159.97 M | 1.63% | 1.07% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 2.21 M | $149.87 M | 1.94% | 1.00% |
| NUVEEN, LLC | 04/30/2026 | 2.13 M | $144.49 M | 273.60% | 0.96% |
| MORGAN STANLEY | 05/15/2026 | 1.99 M | $135.33 M | -0.30% | 0.90% |
| UBS GROUP AG | 05/05/2026 | 1.67 M | $113.17 M | 19.08% | 0.76% |
| EQUITY INVESTMENT CORP | 05/04/2026 | 1.58 M | $107.57 M | -2.66% | 0.72% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.47 M | $100.02 M | 1,750.21% | 0.67% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.43 M | $96.91 M | 16.93% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.37 M | $92.81 M | 2.36% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.36 M | $92.56 M | 100.00% | 0.62% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 1.10 M | $74.43 M | 6.29% | 0.50% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 05/01/2026 | 1.02 M | $69.09 M | 5.15% | 0.46% |
| HSBC HOLDINGS PLC | 04/30/2026 | 928.44 K | $63.10 M | 0.64% | 0.42% |
| AMUNDI | 05/18/2026 | 900.19 K | $61.18 M | 13.05% | 0.41% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 04/21/2026 | 865.37 K | $58.81 M | 30.25% | 0.39% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 843.78 K | $57.36 M | 0.97% | 0.38% |
| MARSHALL WACE, LLP | 05/15/2026 | 810.73 K | $55.10 M | 18.53% | 0.37% |
| LPL FINANCIAL LLC | 05/06/2026 | 805.03 K | $54.71 M | -4.46% | 0.37% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 801.70 K | $54.48 M | 91.80% | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 792.95 K | $53.89 M | -5.14% | 0.36% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 679.23 K | $46.16 M | 27.41% | 0.31% |
| BARCLAYS PLC | 05/15/2026 | 676.74 K | $45.99 M | -11.19% | 0.31% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 664.47 K | $45.16 M | 50.45% | 0.30% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 650.20 K | $44.19 M | 1.79% | 0.29% |
| SWISS NATIONAL BANK | 05/07/2026 | 643.15 K | $43.71 M | 7.15% | 0.29% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 636.13 K | $43.23 M | -4.62% | 0.29% |
| RHUMBLINE ADVISERS | 05/12/2026 | 632.90 K | $43.01 M | 0.94% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 622.95 K | $42.34 M | 3.54% | 0.28% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 620.89 K | $41.59 M | -2.10% | 0.28% |
| APG ASSET MANAGEMENT US INC. | 05/13/2026 | 580.01 K | $40.25 M | -33.76% | 0.26% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 577.78 K | $39.27 M | 88.19% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 568.64 K | $38.64 M | -9.13% | 0.26% |
| ZACKS INVESTMENT MANAGEMENT | 05/14/2026 | 568.02 K | $38.60 M | 1.55% | 0.26% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/06/2026 | 550.88 K | $37.44 M | -7.39% | 0.25% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 545.12 K | $37.05 M | -27.95% | 0.25% |
| CANDRIAM S.C.A. | 04/30/2026 | 537.19 K | $36.51 M | -0.75% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 525.41 K | $35.71 M | 872.71% | 0.24% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 518.75 K | $35.25 M | 10,714.13% | 0.24% |
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W. P. Carey Inc institutional Ownership - FAQ's
During the previous two years, 1197 institutional investors and hedge funds held shares of W. P. Carey Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 30.11 M
STATE STREET CORP: 12.34 M
GEODE CAPITAL MANAGEMENT, LLC: 4.91 M
Invesco Ltd.: 4.49 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 4.19 M
JPMORGAN CHASE & CO: 3.36 M
77.65% of W. P. Carey Inc stock is owned by institutional investors.
Institutional investors have bought a total of 217.23 M shares in the last 24 months. This purchase volume represents approximately $15.73 B in transactions.