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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B +$77M +972,688 +4%
BlackRock
2
BlackRock
New York
$1.11B +$25.1M +316,286 +2%
State Street
3
State Street
Massachusetts
$578M +$66.6M +840,171 +13%
JP Morgan Chase
4
JP Morgan Chase
New York
$387M +$65.8M +830,936 +21%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$190M +$12.5M +158,388 +7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$185M +$21.6M +272,413 +13%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$161M -$14.6M -184,322 -8%
Northern Trust
8
Northern Trust
Illinois
$150M +$13.4M +168,682 +10%
Legal & General Group
9
Legal & General Group
United Kingdom
$150M +$24.6M +310,649 +20%
CIM
10
Centersquare Investment Management
Pennsylvania
$148M -$5.91M -74,572 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$141M +$6.85M +86,497 +5%
Norges Bank
12
Norges Bank
Norway
$122M -$1.24M -15,624 -1%
UBS Group
13
UBS Group
Switzerland
$114M -$2.55M -32,236 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$103M -$1.22M -15,366 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$101M +$1.39M +17,594 +1%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$98.9M +$20.1M +254,135 +26%
UBS AM
17
UBS AM
Illinois
$86.4M +$4.25M +53,707 +5%
Goldman Sachs
18
Goldman Sachs
New York
$82M +$19.4M +245,185 +31%
Brown Advisory
19
Brown Advisory
Maryland
$65.8M -$6.57M -82,921 -9%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$64.6M +$10.6M +133,287 +20%
Charles Schwab
21
Charles Schwab
California
$63.7M +$5M +63,136 +9%
DC
22
Davenport & Co
Virginia
$61.7M -$7.57M -95,617 -11%
Ameriprise
23
Ameriprise
Minnesota
$59.2M +$6.95M +87,785 +13%
Wells Fargo
24
Wells Fargo
California
$51.2M +$8.46M +106,860 +20%
Morgan Stanley
25
Morgan Stanley
New York
$47.8M -$1.26M -15,902 -3%