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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85B +$28.4M +393,735 +2%
BlackRock
2
BlackRock
New York
$1.05B +$43.6M +604,575 +5%
State Street
3
State Street
Massachusetts
$493M +$122M +1,688,173 +36%
JP Morgan Chase
4
JP Morgan Chase
New York
$309M +$148M +2,052,190 +104%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$171M +$23.7M +328,801 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$169M -$27.6M -382,908 -15%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$158M +$16.2M +225,169 +12%
CIM
8
Centersquare Investment Management
Pennsylvania
$148M +$6.83M +94,795 +5%
Northern Trust
9
Northern Trust
Illinois
$132M +$702K +9,744 +0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$129M +$6.76M +93,832 +6%
Legal & General Group
11
Legal & General Group
United Kingdom
$121M +$54.9M +762,251 +93%
Norges Bank
12
Norges Bank
Norway
$119M +$31.9M +442,241 +40%
UBS Group
13
UBS Group
Switzerland
$113M +$1.88M +26,120 +2%
BC
14
Brookfield Corp
Ontario, Canada
$109M +$102M +1,417,782 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$101M +$580K +8,046 +0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$95.8M +$416K +5,770 +0.5%
UBS AM
17
UBS AM
Illinois
$79.2M +$12.6M +174,829 +20%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$75.9M +$58.6M +812,945 +461%
Brown Advisory
19
Brown Advisory
Maryland
$69.9M -$14.4K -200 -0%
DC
20
Davenport & Co
Virginia
$66.9M -$16.2M -224,372 -20%
Goldman Sachs
21
Goldman Sachs
New York
$60.3M +$10.3M +143,333 +22%
Charles Schwab
22
Charles Schwab
California
$56.7M -$6.23M -86,421 -10%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$52.1M -$3.67M -50,999 -7%
Ameriprise
24
Ameriprise
Minnesota
$50.3M -$7.34M -101,836 -13%
Morgan Stanley
25
Morgan Stanley
New York
$47.4M +$5.81M +80,647 +15%