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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B +$35.5M +531,974 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$267M -$10M -150,295 -3%
BIT
3
BlackRock Institutional Trust
California
$218M +$9.02M +135,234 +4%
State Street
4
State Street
Massachusetts
$113M +$5.88M +88,162 +5%
BFA
5
BlackRock Fund Advisors
California
$104M +$7.87M +118,018 +8%
UBS Group
6
UBS Group
Switzerland
$103M -$8.29M -124,180 -7%
Goldman Sachs
7
Goldman Sachs
New York
$85.8M -$12.4M -185,487 -12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$83.2M +$802K +12,020 +0.9%
Brown Advisory
9
Brown Advisory
Maryland
$81.8M -$7.82M -117,212 -8%
DC
10
Davenport & Co
Virginia
$68.7M -$12.2M -182,267 -14%
MG
11
Markel Group
Virginia
$61.3M
Northern Trust
12
Northern Trust
Illinois
$54.4M +$2.39M +35,751 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$52.3M +$8.71M +130,583 +19%
Norges Bank
14
Norges Bank
Norway
$48M +$2.7M +40,525 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$44.5M +$3.2M +47,969 +7%
American Century Companies
16
American Century Companies
Missouri
$43.8M +$17.3M +258,665 +60%
Morgan Stanley
17
Morgan Stanley
New York
$40M +$2.02M +30,264 +5%
BG
18
BlackRock Group
United Kingdom
$39.5M +$1.9M +28,431 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$35.4M -$1.23M -18,443 -3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$26.2M +$1.45M +21,760 +6%
JP Morgan Chase
21
JP Morgan Chase
New York
$25.9M -$2.97M -44,517 -10%
MAM
22
Martingale Asset Management
Massachusetts
$22.1M +$844K +12,644 +4%
Wells Fargo
23
Wells Fargo
California
$21.2M +$727K +10,901 +3%
SOMRS
24
State of Michigan Retirement System
Michigan
$19.3M
Charles Schwab
25
Charles Schwab
California
$19.3M +$1.64M +24,527 +9%