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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$781M +$25.6M +390,731 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$309M +$49.6M +758,297 +18%
BIT
3
BlackRock Institutional Trust
California
$169M +$8.74M +133,455 +5%
U
4
UBS
Switzerland
$123M +$13.4M +205,418 +12%
BFA
5
BlackRock Fund Advisors
California
$87.7M +$13.9M +212,909 +18%
State Street
6
State Street
Massachusetts
$79.7M +$362K +5,536 +0.4%
DC
7
Davenport & Co
Virginia
$72.3M +$1.17M +17,930 +2%
MG
8
Markel Group
Virginia
$60.6M
Morgan Stanley
9
Morgan Stanley
New York
$51.5M +$30.7M +468,832 +132%
TA
10
Teachers Advisors
New York
$44.5M +$465K +7,102 +1%
Norges Bank
11
Norges Bank
Norway
$44.1M -$46.2M -706,087 -50%
Northern Trust
12
Northern Trust
Illinois
$40.8M +$8.96M +136,818 +27%
PSAMP
13
P. Schoenfeld Asset Management (PSAM)
New York
$40.7M +$11.5M +175,249 +37%
BG
14
BlackRock Group
United Kingdom
$38.1M +$1.28M +19,521 +3%
American Century Companies
15
American Century Companies
Missouri
$35.5M +$37.2M +567,958 New
Brown Advisory
16
Brown Advisory
Maryland
$35.1M +$2.51M +38,283 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$31.2M +$11.9M +182,247 +57%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$31.1M +$8.61M +131,531 +36%
FM
19
Forward Management
California
$31M +$6.07M +92,789 +23%
CC
20
Cannell & Co
New York
$29.8M -$7.13M -108,940 -19%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$29.3M +$3.3M +50,371 +12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$26.8M +$805K +12,299 +3%
AAMU
23
APG Asset Management US
New York
$26.6M -$7.88M -120,411 -22%
Marshall Wace
24
Marshall Wace
United Kingdom
$24.3M +$25.5M +389,426 New
BAM
25
Berkshire Asset Management
Pennsylvania
$18.7M +$2.13M +32,554 +12%