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Get Institutions for : 
WP Carey & Co (WPC)  
$59.99 0.12 (0.2%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 737    22
Total shares held : 
 160,818,674  
% of shares held : 
 91.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -78  
Amount of shares held : 
 24,029,002  
% of shares held change : 
   13.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.48  
Last Quarter's Ending Price : 
 $64.81  
Last Quarter's Average Price : 
 $58.01  
Change from last quarter's     
avg. price to the last closing  : 
1.98 (3.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
53
 5,330,393
 3.31%
 
Increased Positions :
247
 29,000,309
 18.03%
 
Unchanged Positions :
134
 2,060,744
 1.28%
 
Decreased Positions :
303
-8,415,786
-5.23%
 
Closed Positions :
75
-1,885,914
-1.17%
 
Guru Positions :
2
10,974
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 487 - 2024-03-31 30,971,062 $1,748,007,000 187,022
   BLACKROCK INC. 449 - 2024-03-31 26,834,035 $1,514,513,000 391,216
   GEODE CAPITAL MANAGEMENT LLC 541 - 2024-03-31 4,298,573 $242,285,000 539,779
   LEGAL & GENERAL GROUP PLC 390 - 2024-03-31 3,274,571 $184,817,000 23,022
   NORGES BANK 475 - 2023-12-31 2,424,115 $157,107,000 192,437
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 321 - 2024-03-31 2,652,069 $149,683,000 28,520
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 466 - 2024-03-31 2,491,586 $140,625,000 55,117
   BALYASNY ASSET MANAGEMENT LLC 113 - 2024-03-31 1,504,137 $84,893,000 485,284
   UBS Group AG 563 - 2024-03-31 1,409,026 $79,525,000 282,458
   NORTHWOOD LIQUID MANAGEMENT LP 7 - 2024-03-31 1,235,166 $69,713,000 1,023,461
   PRINCIPAL FINANCIAL GROUP INC 513 - 2024-03-31 823,471 $46,477,000 21,045
   BANK OF AMERICA CORP /DE/ 1324 - 2024-03-31 821,408 $46,360,000 251,940
   INVESCO LTD 1098 - 2024-03-31 761,421 $42,975,000 136,781
   LPL FINANCIAL CORP 614 - 2024-03-31 724,707 $40,902,000 9,971
   BARCLAYS PLC 555 - 2024-03-31 718,570 $40,555,000 230,185
   RHUMBLINE ADVISERS 408 - 2024-03-31 681,913 $38,487,000 9,647
   ENVESTNET ASSET MANAGEMENT INC 786 - 2024-03-31 670,163 $37,824,000 85,245
   ADVISORS CAPITAL MANAGEMENT LLC 50 - 2024-03-31 603,313 $34,051,000 132,443
   ZACKS INVESTMENT MANAGEMENT 81 - 2024-03-31 541,246 $30,548,000 34,128
   GREAT WEST LIFE ASSURANCE CO /CAN/ 328 - 2024-03-31 456,149 $25,749,000 9,324
   WELLS FARGO & CO/MN 995 - 2024-03-31 451,026 $25,456,000 11,302
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 196 - 2024-03-31 404,249 $22,816,000 1,424
   ALLIANCEBERNSTEIN L.P. 843 - 2024-03-31 380,134 $21,455,000 8,900
   BERKSHIRE ASSET MANAGEMENT INC/PA 38 - 2024-03-31 327,383 $18,477,000 1,891
   NOMURA ASSET MANAGEMENT CO LTD 276 - 2024-03-31 320,337 $18,080,000 16,035
   CITIGROUP INC 674 - 2024-03-31 307,874 $17,376,000 65,849
   DEUTSCHE BANK AG 864 - 2024-03-31 292,787 $16,525,000 69,970
   RAYMOND JAMES & ASSOCIATES 863 - 2024-03-31 291,631 $16,460,000 83,998
   Retirement Systems of Alabama 343 - 2024-03-31 274,596 $15,498,000 721
   BNP PARIBAS ARBITRAGE SA 626 - 2024-03-31 265,394 $14,979,000 36,435
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 492 - 2024-03-31 256,033 $14,451,000 33,790
   ROYAL BANK OF CANADA 1317 - 2024-03-31 243,982 $13,771,000 67,716
   MULTIFINANCIAL SECURITIES CORP 205 - 2024-03-31 216,708 $12,231,000 88,466
   AVIVA PLC 394 - 2024-03-31 205,848 $11,618,000 34,309
   Pacer Advisors Inc. 327 - 2024-03-31 204,659 $11,551,000 24,429
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 515 - 2024-03-31 202,417 $11,424,000 10,508
   BB&T CORP 591 - 2024-03-31 195,328 $11,024,000 15,322
   TEXAS PERMANENT SCHOOL FUND 199 - 2024-03-31 191,379 $10,801,000 2,502
   WealthPlan Investment Management LLC 21 - 2024-03-31 180,923 $10,211,000 26,012
   JANNEY MONTGOMERY SCOTT LLC 536 - 2024-03-31 172,649 $9,744,000 4,991
   MITSUBISHI UFJ TRUST & BANKING CORP 570 - 2024-03-31 169,780 $9,566,000 24,970
   Foundry Partners LLC 56 - 2024-03-31 159,398 $8,996,000 5,564
   PRICE T ROWE ASSOCIATES INC /MD/ 1122 - 2024-03-31 157,771 $8,906,000 5,975
   Handelsbanken Fonder AB 382 - 2024-03-31 148,635 $8,389,000 9,541
   MML INVESTORS SERVICES LLC 468 - 2024-03-31 147,336 $8,316,000 50,021
   Sonora Investment Management Group LLC 52 - 2024-03-31 143,406 $8,094,000 8,614
   SG AMERICAS SECURITIES LLC 380 - 2024-03-31 143,377 $8,092,000 65,027
   DEKABANK DEUTSCHE GIROZENTRALE 487 - 2024-03-31 142,649 $7,905,000 4,449
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 931 - 2024-03-31 130,937 $7,390,000 1,684
   FJARDE APFONDEN /FOURTH SWEDISH NATIONAL PENSION F 266 - 2024-03-31 130,534 $7,367,000 38,900
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 113 - 2024-03-31 123,931 $6,995,000 2,477
   Beacon Pointe Advisors LLC 230 - 2024-03-31 121,499 $6,857,000 33,464
   CRAWFORD INVESTMENT COUNSEL INC 118 - 2024-03-31 120,462 $6,799,000 1,975
   Pictet Asset Management Holding SA 729 - 2024-03-31 120,402 $6,795,000 7,458
   ROCK POINT ADVISORS LLC 20 - 2024-03-31 119,394 $6,739,000 5,642
   Standard Life Aberdeen plc 618 - 2024-03-31 119,218 $6,729,000 250
   STATE OF WISCONSIN INVESTMENT BOARD 835 - 2024-03-31 119,053 $6,719,000 5,446
   MACQUARIE GROUP LTD 900 - 2024-03-31 117,543 $6,634,000 4,737
   HANSON MCCLAIN, INC. 159 - 2024-03-31 115,535 $6,521,000 7,485
   Illinois Municipal Retirement Fund 269 - 2024-03-31 109,500 $6,180,000 52,322
   Kestra Advisory Services LLC 488 - 2024-03-31 95,721 $5,485,000 82,754
   Dupree Financial Group LLC 17 - 2024-03-31 96,169 $5,428,000 529
   EXCHANGE TRADED CONCEPTS LLC 157 - 2024-03-31 93,299 $5,266,000 15,447
   VAN ECK ASSOCIATES CORP 566 - 2024-03-31 91,076 $5,140,000 10,290
   FORSTA AP-FONDEN 381 - 2024-03-31 89,700 $5,063,000 31,700
   SHEETS SMITH & ASSOCIATES INC 44 - 2024-03-31 88,612 $5,001,000 5,055
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 400 - 2024-03-31 86,909 $4,905,000 120
   MARINER WEALTH ADVISORS, LLC 737 - 2024-03-31 86,855 $4,902,000 2,267
   NISA INVESTMENT ADVISORS L L C 443 - 2024-03-31 85,400 $4,895,000 2,356
   Te Ahumairangi Investment Management Ltd 49 - 2024-03-31 83,921 $4,737,000 22,230
   USS Investment Management Ltd 389 - 2024-03-31 83,150 $4,692,000 12,830
   FINANCIAL NETWORK 666 - 2024-03-31 80,869 $4,564,000 509
   Arkfeld Wealth Strategies L.L.C. 9 - 2024-03-31 81,759 $4,551,000 30,491
   Sequoia Financial Advisors LLC 208 - 2024-03-31 78,824 $4,449,000 106
   VICTORY CAPITAL MANAGEMENT INC 1244 - 2024-03-31 73,737 $4,162,000 2,484
   Squarepoint Ops LLC 766 - 2024-03-31 73,343 $4,139,000 73,343
   Atria Wealth Solutions Inc. 391 - 2024-03-31 71,843 $4,111,000 424
   KARPAS STRATEGIES LLC 23 - 2024-03-31 67,024 $3,783,000 334
   UniSuper Management Pty Ltd 193 - 2024-03-31 65,200 $3,680,000 3,200
   Louisiana State Employees Retirement System 223 - 2024-03-31 62,900 $3,550,000 1,500
   COZAD ASSET MANAGEMENT INC 72 - 2024-03-31 62,535 $3,529,000 7,995
   ARIZONA STATE RETIREMENT SYSTEM 521 - 2024-03-31 60,145 $3,395,000 1,350
   Prairiewood Capital LLC 16 - 2024-03-31 59,160 $3,339,000 4,923
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 344 - 2024-03-31 57,633 $3,253,000 1,730
   AXA 638 - 2024-03-31 56,828 $3,207,000 23,121
   COHEN CAPITAL MANAGEMENT, INC. 46 - 2024-03-31 54,788 $3,092,000 253
   PENSIONFUND DSM NETHERLANDS 20 - 2024-03-31 53,800 $3,036,000 2,000
   STATE TREASURER STATE OF MICHIGAN 521 - 2024-03-31 53,700 $3,031,000 1,200
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 403 - 2024-03-31 52,495 $2,963,000 92
   H D Vest Advisory Services 433 - 2024-03-31 52,260 $2,950,000 1,117
   FULLER & THALER ASSET MANAGEMENT, INC. 343 - 2024-03-31 48,992 $2,765,000 5,535
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 138 - 2024-03-31 48,773 $2,753,000 124
   HIGHTOWER ADVISORS, LLC 1274 - 2024-03-31 46,405 $2,622,000 2,568
   Capital Square LLC 12 - 2024-03-31 45,636 $2,576,000 3,212
   Pensionfund Sabic 31 - 2024-03-31 43,304 $2,444,000 3,000
   Skandinaviska Enskilda Banken AB (publ) 534 - 2024-03-31 42,545 $2,401,000 2,700
   Wealthfront Advisers LLC 447 - 2024-03-31 41,674 $2,352,000 9,265
   Gibson Wealth Advisors LLC 51 - 2022-12-31 27,909 $2,140,000 27,466
   FIS GROUP INC. 503 - 2024-03-31 37,333 $2,107,000 10,735
   UTAH RETIREMENT SYSTEMS 549 - 2024-03-31 36,876 $2,081,000 200
  100 Records found
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