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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$884M +$22M +388,001 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$331M +$25.7M +451,687 +9%
BIT
3
BlackRock Institutional Trust
California
$201M +$235K +4,134 +0.1%
UBS Group
4
UBS Group
Switzerland
$106M -$5.38M -94,667 -5%
State Street
5
State Street
Massachusetts
$100M +$2.4M +42,249 +3%
Brown Advisory
6
Brown Advisory
Maryland
$90.9M -$6.45M -113,552 -7%
BFA
7
BlackRock Fund Advisors
California
$90.8M -$2.45M -43,140 -3%
Goldman Sachs
8
Goldman Sachs
New York
$85.6M +$10.3M +181,568 +15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$78.5M +$1.89M +33,214 +3%
DC
10
Davenport & Co
Virginia
$77M +$1.39M +24,522 +2%
MG
11
Markel Group
Virginia
$59.1M
Norges Bank
12
Norges Bank
Norway
$46M +$20.1M +353,956 +88%
Northern Trust
13
Northern Trust
Illinois
$45.7M +$1.39M +24,545 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$38.4M +$1.35M +23,839 +4%
BG
15
BlackRock Group
United Kingdom
$37.6M +$309K +5,447 +0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$35.9M +$8.23M +144,933 +33%
Morgan Stanley
17
Morgan Stanley
New York
$34.8M +$1.93M +33,937 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$33.6M +$761K +13,392 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$24.3M -$2.35M -41,330 -9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$24.3M -$525K -9,249 -2%
BAM
21
Berkshire Asset Management
Pennsylvania
$20.8M +$2.1M +36,943 +12%
Deutsche Bank
22
Deutsche Bank
Germany
$18.8M -$118K -2,075 -0.7%
SOMRS
23
State of Michigan Retirement System
Michigan
$18.6M +$766K +13,479 +5%
Wells Fargo
24
Wells Fargo
California
$18M +$1.13M +19,884 +7%
Renaissance Technologies
25
Renaissance Technologies
New York
$16.2M +$15M +264,950 New