W. P. Carey Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 30.44 M | $1.96 B | -0.62% | 13.80% |
| BLACKROCK, INC. | 02/12/2026 | 28.36 M | $1.83 B | 1.07% | 12.86% |
| STATE STREET CORP | 02/13/2026 | 12.25 M | $799.49 M | -0.63% | 5.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 4.80 M | $307.91 M | 2.35% | 2.17% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 4.21 M | $271.15 M | 11.71% | 1.91% |
| INVESCO LTD. | 02/19/2026 | 3.90 M | $251.31 M | 0.32% | 1.77% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.30 M | $212.29 M | -29.39% | 1.50% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 3.19 M | $205.46 M | 0.65% | 1.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 2.95 M | $189.71 M | 5.13% | 1.34% |
| NORGES BANK | 02/10/2026 | 2.86 M | $184.03 M | 100.00% | 1.30% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 2.70 M | $173.71 M | 5.01% | 1.22% |
| NORTHERN TRUST CORP | 02/17/2026 | 2.61 M | $167.99 M | -0.63% | 1.18% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 2.32 M | $149.08 M | 7.49% | 1.05% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 2.16 M | $139.23 M | 31,629.03% | 0.98% |
| MORGAN STANLEY | 02/13/2026 | 2.00 M | $128.55 M | 9.95% | 0.91% |
| EQUITY INVESTMENT CORP | 02/12/2026 | 1.63 M | $104.66 M | 2.76% | 0.74% |
| UBS GROUP AG | 01/29/2026 | 1.40 M | $90.00 M | -9.60% | 0.63% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.33 M | $85.87 M | -0.91% | 0.61% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.22 M | $78.49 M | 7.89% | 0.55% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 1.03 M | $66.31 M | 22.36% | 0.47% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 01/29/2026 | 966.86 K | $62.23 M | 5.67% | 0.44% |
| HSBC HOLDINGS PLC | 03/20/2026 | 922.54 K | $59.37 M | 8.40% | 0.42% |
| APG ASSET MANAGEMENT US INC. | 02/12/2026 | 875.67 K | $56.36 M | -4.47% | 0.40% |
| LPL FINANCIAL LLC | 02/11/2026 | 842.64 K | $54.23 M | 1.79% | 0.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 835.93 K | $53.80 M | -4.18% | 0.38% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 835.70 K | $53.76 M | 1.33% | 0.38% |
| AMUNDI | 02/17/2026 | 796.31 K | $51.25 M | 78.16% | 0.36% |
| BARCLAYS PLC | 02/13/2026 | 762.00 K | $49.04 M | -11.54% | 0.35% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 756.62 K | $48.70 M | 3.37% | 0.34% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/17/2026 | 704.04 K | $45.31 M | 529.19% | 0.32% |
| MARSHALL WACE, LLP | 02/13/2026 | 683.99 K | $44.02 M | 34.60% | 0.31% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 666.92 K | $42.92 M | -1.25% | 0.30% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 01/23/2026 | 664.38 K | $42.76 M | -6.71% | 0.30% |
| JUPITER ASSET MANAGEMENT LTD | 02/10/2026 | 646.95 K | $41.64 M | 100.00% | 0.29% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 638.79 K | $41.11 M | -2.76% | 0.29% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 634.23 K | $40.82 M | 1,213.04% | 0.29% |
| RHUMBLINE ADVISERS | 02/13/2026 | 627.01 K | $40.35 M | -4.33% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 625.74 K | $40.27 M | 4.96% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 601.64 K | $38.72 M | -0.99% | 0.27% |
| SWISS NATIONAL BANK | 02/12/2026 | 600.25 K | $38.63 M | -4.90% | 0.27% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 594.86 K | $38.28 M | -18.14% | 0.27% |
| NUVEEN, LLC | 02/12/2026 | 569.10 K | $36.63 M | 79.98% | 0.26% |
| ZACKS INVESTMENT MANAGEMENT | 02/17/2026 | 559.33 K | $36.00 M | -2.21% | 0.25% |
| CANDRIAM S.C.A. | 04/30/2026 | 541.22 K | $34.83 M | 257.70% | 0.25% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 533.11 K | $34.31 M | 151.48% | 0.24% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2026 | 508.89 K | $32.76 M | -6.87% | 0.23% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 500.99 K | $32.24 M | 100.00% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 471.16 K | $30.32 M | -3.11% | 0.21% |
| ASSET MANAGEMENT ONE CO., LTD. | 01/27/2026 | 444.01 K | $28.76 M | -2.97% | 0.20% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 441.65 K | $28.42 M | -6.19% | 0.20% |
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W. P. Carey Inc institutional Ownership - FAQ's
During the previous two years, 1231 institutional investors and hedge funds held shares of W. P. Carey Inc. The most heavily invested institutionals were:
Invesco Ltd.: 4.49 M
DIMENSIONAL FUND ADVISORS LP: 3.35 M
Legal & General Group Plc: 2.74 M
Bank of New York Mellon Corp: 2.35 M
Nuveen, LLC: 2.13 M
UBS Group AG: 1.67 M
74.63% of W. P. Carey Inc stock is owned by institutional investors.
Institutional investors have bought a total of 212.82 M shares in the last 24 months. This purchase volume represents approximately $15.41 B in transactions.