W. P. Carey Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 33.17 M | $2.37 B | 10.17% | 14.68% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 19.24 M | $1.38 B | 0.47% | 8.52% |
| STATE STREET CORP | 09/22/2026 | 12.36 M | $894.77 M | 0.14% | 5.60% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 10.03 M | $716.86 M | 0.33% | 4.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 5.03 M | $358.76 M | 2.35% | 2.23% |
| INVESCO LTD. | 08/14/2026 | 4.54 M | $324.30 M | 0.97% | 2.01% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 4.47 M | $325.19 M | 6.59% | 1.98% |
| NORTHERN TRUST CORP | 08/13/2026 | 3.40 M | $243.43 M | 28.02% | 1.51% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.35 M | $239.30 M | -0.05% | 1.48% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 3.26 M | $233.23 M | 7.08% | 1.44% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 3.26 M | $233.23 M | 100.00% | 1.44% |
| NORGES BANK | 08/12/2026 | 2.85 M | $203.58 M | 100.00% | 1.26% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 2.65 M | $189.32 M | -3.48% | 1.17% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 2.31 M | $164.85 M | -2.05% | 1.02% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 2.27 M | $162.34 M | 2.96% | 1.00% |
| NUVEEN, LLC | 08/11/2026 | 2.10 M | $149.87 M | -1.41% | 0.93% |
| MORGAN STANLEY | 08/13/2026 | 2.05 M | $146.43 M | 2.84% | 0.91% |
| UBS GROUP AG | 08/13/2026 | 2.02 M | $144.43 M | 21.30% | 0.89% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.79 M | $128.03 M | 31.12% | 0.79% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 1.79 M | $127.82 M | 284.19% | 0.79% |
| EQUITY INVESTMENT CORP | 08/07/2026 | 1.51 M | $108.15 M | -4.44% | 0.67% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.48 M | $108.88 M | -55.90% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 1.41 M | $100.64 M | 3.35% | 0.62% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.26 M | $90.10 M | -11.63% | 0.56% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 08/14/2026 | 1.08 M | $76.91 M | 121.45% | 0.48% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 08/11/2026 | 1.03 M | $73.74 M | 1.44% | 0.46% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 941.27 K | $67.30 M | -14.05% | 0.42% |
| HSBC HOLDINGS PLC | 08/14/2026 | 938.42 K | $67.14 M | 1.08% | 0.42% |
| AMUNDI | 08/11/2026 | 905.91 K | $64.77 M | 0.63% | 0.40% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 07/21/2026 | 833.41 K | $59.59 M | -3.69% | 0.37% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 809.34 K | $57.89 M | -4.08% | 0.36% |
| LPL FINANCIAL LLC | 08/07/2026 | 793.57 K | $56.74 M | -1.42% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 775.61 K | $55.46 M | -2.19% | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 771.15 K | $55.14 M | -3.81% | 0.34% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 675.91 K | $48.33 M | 8.50% | 0.31% |
| ZACKS INVESTMENT MANAGEMENT | 08/13/2026 | 685.31 K | $49.00 M | 20.65% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 683.92 K | $48.90 M | 20.27% | 0.30% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 671.88 K | $48.04 M | 3.34% | 0.30% |
| RHUMBLINE ADVISERS | 08/12/2026 | 651.46 K | $46.58 M | 2.93% | 0.29% |
| SUMITOMO MITSUI TRUST GROUP, INC. | 07/30/2026 | 620.94 K | $44.40 M | -2.39% | 0.27% |
| SWISS NATIONAL BANK | 08/11/2026 | 618.35 K | $44.21 M | -3.86% | 0.27% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 602.49 K | $43.17 M | 262.66% | 0.27% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 582.53 K | $41.65 M | 1,203.28% | 0.26% |
| VIRGINIA RETIREMENT SYSTEMS ET AL | 08/25/2026 | 581.38 K | $41.57 M | 10.97% | 0.26% |
| APG ASSET MANAGEMENT US INC. | 08/12/2026 | 580.01 K | $41.07 M | 0.00% | 0.26% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 570.37 K | $41.39 M | -8.14% | 0.25% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 567.34 K | $40.56 M | 4.07% | 0.25% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/13/2026 | 519.70 K | $37.16 M | 2.17% | 0.23% |
| BARCLAYS PLC | 08/14/2026 | 511.61 K | $36.58 M | -24.40% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 505.69 K | $36.16 M | 3.42% | 0.22% |
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W. P. Carey Inc institutional Ownership - FAQ's
During the previous two years, 1298 institutional investors and hedge funds held shares of W. P. Carey Inc. The most heavily invested institutionals were:
Adams Asset Advisors, LLC: 96,247
Pensionfund DSM Netherlands: 43,300
Weaver Consulting Group: 33,273
Pensionfund Sabic: 21,104
Farther Finance Advisors, LLC: 16,683
Applied Capital LLC/FL: 14,161
82.64% of W. P. Carey Inc stock is owned by institutional investors.
Institutional investors have bought a total of 256.57 M shares in the last 24 months. This purchase volume represents approximately $18.57 B in transactions.