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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B +$54.8M +873,110 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$297M -$66.7M -1,061,715 -20%
BIT
3
BlackRock Institutional Trust
California
$225M +$982K +15,636 +0.5%
UBS Group
4
UBS Group
Switzerland
$119M +$435K +6,935 +0.4%
State Street
5
State Street
Massachusetts
$116M +$3.43M +54,614 +3%
Goldman Sachs
6
Goldman Sachs
New York
$105M +$8.74M +139,222 +10%
BFA
7
BlackRock Fund Advisors
California
$104M +$2.69M +42,775 +3%
Brown Advisory
8
Brown Advisory
Maryland
$96M -$4.94M -78,750 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$88.7M +$1.04M +16,560 +1%
DC
10
Davenport & Co
Virginia
$86.3M +$398K +6,338 +0.5%
MG
11
Markel Group
Virginia
$66M
Northern Trust
12
Northern Trust
Illinois
$56.1M +$4.44M +70,776 +9%
Norges Bank
13
Norges Bank
Norway
$51.3M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$47.3M +$6.71M +106,870 +18%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$44.6M +$1.67M +26,627 +4%
Morgan Stanley
16
Morgan Stanley
New York
$40.9M +$1.94M +30,937 +5%
BG
17
BlackRock Group
United Kingdom
$40.6M -$1.29M -20,476 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$39.4M +$1.79M +28,544 +5%
JP Morgan Chase
19
JP Morgan Chase
New York
$30.9M +$3.47M +55,304 +14%
American Century Companies
20
American Century Companies
Missouri
$29.5M +$22.1M +352,438 +430%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$26.7M -$349K -5,564 -1%
MAM
22
Martingale Asset Management
Massachusetts
$22.9M +$4.82M +76,801 +30%
Wells Fargo
23
Wells Fargo
California
$22.1M +$1.89M +30,138 +10%
SOMRS
24
State of Michigan Retirement System
Michigan
$20.8M
Charles Schwab
25
Charles Schwab
California
$19.1M +$1.89M +30,089 +12%