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W.P. Carey

527 hedge funds and large institutions have $5.57B invested in W.P. Carey in 2018 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 242 increasing their positions, 61 reducing their positions, and 42 closing their positions.

Holders
527
Holders Change
+113
Holders Change %
+27.29%
% of All Funds
11.76%
Holding in Top 10
11
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+1,000%
% of All Funds
0.25%
New
158
Increased
242
Reduced
61
Closed
42
Calls
$18.7M
Puts
$8.28M
Net Calls
+$10.4M
Net Calls Change
+$10.8M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.52B 23,268,071 +7,857,499 +51%
BlackRock
2
BlackRock
New York
$834M 12,757,812 +5,409,609 +74%
State Street
3
State Street
Massachusetts
$302M 4,555,459 +2,367,552 +108%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$166M 2,536,876 +2,079,698 +455%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$126M 1,928,855 +1,333,893 +224%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$122M 1,862,771 +266,288 +17%
CIM
7
Centersquare Investment Management
Pennsylvania
$118M 1,800,080 +1,800,080 New
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$117M 1,792,734 +280,310 +19%
Northern Trust
9
Northern Trust
Illinois
$110M 1,676,755 +561,017 +50%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$102M 1,558,680 +547,179 +54%
UBS Group
11
UBS Group
Switzerland
$92.2M 1,411,272 +23,623 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$83.7M 1,280,531 +43,124 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$79.5M 1,217,146 +552,238 +83%
Norges Bank
14
Norges Bank
Norway
$71.2M 1,090,437 +173,717 +19%
DC
15
Davenport & Co
Virginia
$70.2M 1,073,778 -2,847 -0.3%
Brown Advisory
16
Brown Advisory
Maryland
$58.3M 892,411 +3,899 +0.4%
UBS AM
17
UBS AM
Illinois
$54.9M 840,260 +497,956 +145%
Charles Schwab
18
Charles Schwab
California
$52.8M 807,911 +227,040 +39%
Legal & General Group
19
Legal & General Group
United Kingdom
$52.2M 798,968 +415,020 +108%
Ameriprise
20
Ameriprise
Minnesota
$49.6M 740,953 +463,705 +167%
Wells Fargo
21
Wells Fargo
California
$49.5M 757,488 +243,437 +47%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$46.7M 715,640 +604,084 +542%
Asset Management One
23
Asset Management One
Japan
$42.8M 650,147 +396,786 +157%
Goldman Sachs
24
Goldman Sachs
New York
$41.1M 629,607 -70,716 -10%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$37.6M 575,329 -418,154 -42%