Institutional Ownership W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC). We have compiled data on the 879 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $7.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
30,578,089
shares
|
$1.71 Billion
0.03% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
26,789,725
shares
|
$1.5 Billion
0.03% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,770,831
shares
|
$659 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,573,938
shares
|
$256 Million
0.02% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
3,180,966
shares
|
$178 Million
0.05% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,116,331
shares
|
$175 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,740,753
shares
|
$154 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,598,618
shares
|
$146 Million
0.03% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,054,080
shares
|
$115 Million
0.03% of portfolio
|
Q3 2024
Added 660.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,950,718
shares
|
$109 Million
0.01% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,882,602
shares
|
$105 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,514,049
shares
|
$84.8 Million
0.01% of portfolio
|
Q3 2024
Added 21.14%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,481,627
shares
|
$83 Million
2.3% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,451,539
shares
|
$81.3 Million
0.02% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,167,685
shares
|
$65.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,150,464
shares
|
$64.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,036,397
shares
|
$58.1 Million
0.01% of portfolio
|
Q3 2024
Added 565.13%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 13, 2024 Q3 2024 |
1,026,124
shares
|
$57.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
922,004
shares
|
$51.7 Million
0.0% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
894,202
shares
|
$50.1 Million
0.01% of portfolio
|
Q3 2024
Added 3012.65%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
776,897
shares
|
$43.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
727,296
shares
|
$40.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
690,608
shares
|
$38.7 Million
0.03% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
682,794
shares
|
$38.3 Million
0.01% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
677,809
shares
|
$38 Million
0.69% of portfolio
|
Q3 2024
Added 4.97%
|