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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.07B -$10M -153,500 -0.5%
BlackRock
2
BlackRock
New York
$1.9B +$20.4M +311,555 +1%
State Street
3
State Street
Massachusetts
$844M +$7.84M +119,817 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$316M +$5.19M +79,280 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$316M -$28.1M -429,369 -8%
Invesco
6
Invesco
Georgia
$263M +$205M +3,139,266 +417%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$255M +$3.63M +55,437 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$214M +$3.27M +49,992 +2%
Charles Schwab
9
Charles Schwab
California
$189M +$2.26M +34,530 +1%
Northern Trust
10
Northern Trust
Illinois
$177M -$6.32M -96,572 -4%
Legal & General Group
11
Legal & General Group
United Kingdom
$174M +$1.25M +19,044 +0.7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$146M -$5.39M -82,296 -4%
Morgan Stanley
13
Morgan Stanley
New York
$123M -$1.79M -27,361 -1%
EIC
14
Equity Investment Corp
Georgia
$107M -$14.7M -224,196 -12%
UBS Group
15
UBS Group
Switzerland
$105M +$6.39M +97,614 +7%
Bank of America
16
Bank of America
North Carolina
$91M +$14.3M +218,500 +19%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$76.4M +$68.2M +1,042,334 +1,184%
AAMU
18
APG Asset Management US
New York
$62.8M +$6.83M +104,365 +13%
ACM
19
Advisors Capital Management
New Jersey
$61.8M +$2.55M +38,981 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$58.9M -$7.34M -112,103 -11%
Barclays
21
Barclays
United Kingdom
$58.2M +$43.3M +661,572 +331%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$57.5M +$19.1M +291,671 +52%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$56.9M +$4.62M +70,572 +9%
LPL Financial
24
LPL Financial
California
$55.9M +$4.68M +71,490 +9%
Ameriprise
25
Ameriprise
Minnesota
$55.8M +$2.65M +40,429 +5%