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 FUNDING, INC. /DE | 02/07/2025 | 27.53 M | $1.50 B | 2.21% | 12.50% |
| 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% |
| 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 | -14.35% | 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% |
| 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% |
| 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 | 02/12/2025 | 1.03 M | $55.91 M | 0.01% | 0.47% |
| DEMARS FINANCIAL GROUP, LLC | 02/13/2025 | 998,292 | $18.32 M | 10,001.10% | 0.45% |
| APG ASSET MANAGEMENT US INC. | 02/13/2025 | 760,019 | $41.41 M | -2.17% | 0.35% |
| INVESCO LTD. | 02/13/2025 | 750,151 | $40.87 M | 10.75% | 0.34% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 730,278 | $39.67 M | 6.95% | 0.33% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 670,027 | $36.50 M | 2.98% | 0.30% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 663,317 | $36.14 M | 19.76% | 0.30% |
| RHUMBLINE ADVISERS | 01/30/2025 | 662,113 | $36.07 M | 0.56% | 0.30% |
| SWISS NATIONAL BANK | 02/10/2025 | 618,251 | $33.68 M | -4.80% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 579,762 | $31.59 M | -12.93% | 0.26% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 577,138 | $31.44 M | 100.00% | 0.26% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/14/2025 | 571,289 | $31.12 M | 100.00% | 0.26% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 02/13/2025 | 562,654 | $30.65 M | -16.99% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 538,933 | $29.36 M | 514.72% | 0.24% |
| ZACKS INVESTMENT MANAGEMENT | 02/13/2025 | 514,898 | $28.05 M | -16.11% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 501,566 | $27.33 M | -1.01% | 0.23% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 01/23/2025 | 500,063 | $27.24 M | 23.23% | 0.23% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 463,740 | $25.26 M | -0.48% | 0.21% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 458,323 | $24.97 M | -6.24% | 0.21% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2025 | 454,720 | $24.77 M | 3.30% | 0.21% |
| ASSET MANAGEMENT ONE CO., LTD. | 01/30/2025 | 433,241 | $23.62 M | 1.00% | 0.20% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 421,576 | $22.97 M | 12.97% | 0.19% |
| BARCLAYS PLC | 02/13/2025 | 387,839 | $21.13 M | 9.59% | 0.18% |
| BROWN ADVISORY INC | 02/14/2025 | 386,343 | $21.05 M | -4.46% | 0.18% |
| FMR LLC | 02/13/2025 | 368,479 | $20.07 M | -54.29% | 0.17% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 364,236 | $19.84 M | -4.11% | 0.17% |
| TWIN TREE MANAGEMENT, LP | 02/10/2025 | 362,000 | $19.72 M | -12.43% | 0.16% |
| NOMURA ASSET MANAGEMENT CO LTD | 02/12/2025 | 355,333 | $19.36 M | 3.66% | 0.16% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 02/07/2025 | 322,771 | $17.84 M | -2.77% | 0.15% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 319,738 | $17.42 M | 26.17% | 0.15% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/14/2025 | 313,452 | $17.08 M | 3.09% | 0.14% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/12/2025 | 301,994 | $16.56 M | 1.12% | 0.14% |
| DEUTSCHE BANK AG\ | 02/14/2025 | 285,607 | $15.56 M | -2.89% | 0.13% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/12/2025 | 282,368 | $15.17 M | 69.24% | 0.13% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
W. P. Carey Inc. institutional Ownership - FAQ's
During the previous two years, 1092 institutional investors and hedge funds held shares of W. P. Carey Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 30.82 M
BlackRock Funding, Inc. /DE: 27.53 M
GEODE CAPITAL MANAGEMENT, LLC: 4.71 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 4.02 M
DIMENSIONAL FUND ADVISORS LP: 3.17 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2.64 M
68.11% of W. P. Carey Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 176.76 M shares in the last 24 months. This purchase volume represents approximately $9.71 B in transactions.