- Type / Class
- Equity / COM
- Total 13F shares
- 54,114,269
- Share change
- +564,388
- Total reported value
- $3,727,263,575
- Put/Call ratio
- 51%
- Price per share
- $68.90
- Number of holders
- 414
- Value change
- +$38,464,191
- Number of buys
- 177
- Number of sells
- 119
Quarterly Holders Quick Answers
What is CUSIP 92936U109?
CUSIP 92936U109 identifies WPC - W. P. Carey Inc. - COM in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 92936U109:
Top shareholders of WPC - W. P. Carey Inc. - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
16,817,985
|
$1,133,364,000 | — | 30 Sep 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
6,992,974
|
$471,256,000 | — | 30 Sep 2017 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
2,464,633
|
$166,092,000 | — | 30 Sep 2017 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
2,082,515
|
$140,343,000 | — | 30 Sep 2017 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
1,531,798
|
$103,228,000 | — | 30 Sep 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
1,438,563
|
$96,948,000 | — | 30 Sep 2017 | |
| BROWN ADVISORY INC |
13F
|
Company |
—
class O/S missing
|
1,149,721
|
$77,479,000 | — | 30 Sep 2017 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
1,101,655
|
$74,241,000 | — | 30 Sep 2017 | |
| DAVENPORT & Co LLC |
13F
|
Company |
—
class O/S missing
|
1,085,203
|
$73,131,847 | — | 30 Sep 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,079,051
|
$72,718,000 | — | 30 Sep 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
992,168
|
$66,862,000 | — | 30 Sep 2017 | |
| NORGES BANK |
13F
|
Company |
—
class O/S missing
|
961,902
|
$64,823,000 | — | 30 Sep 2017 | |
| MARKEL GROUP INC. |
13F
|
Company |
—
class O/S missing
|
950,200
|
$64,034,000 | — | 30 Sep 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
892,929
|
$60,174,000 | — | 30 Sep 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
733,970
|
$49,462,000 | — | 30 Sep 2017 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
578,832
|
$39,009,000 | — | 30 Sep 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
472,902
|
$31,869,000 | — | 30 Sep 2017 | |
| Commonwealth Equity Services, Inc |
13F
|
Company |
—
class O/S missing
|
436,308
|
$29,403,000 | — | 30 Sep 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
430,984
|
$29,045,000 | — | 30 Sep 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
394,251
|
$27,026,000 | — | 30 Sep 2017 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
333,804
|
$22,495,000 | — | 30 Sep 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
323,098
|
$21,774,000 | — | 30 Sep 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
289,921
|
$19,538,000 | — | 30 Sep 2017 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
—
class O/S missing
|
286,423
|
$19,303,000 | — | 30 Sep 2017 | |
| BERKSHIRE ASSET MANAGEMENT LLC/PA |
13F
|
Company |
—
class O/S missing
|
268,748
|
$18,111,000 | — | 30 Sep 2017 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
257,846
|
$17,648,000 | — | 30 Sep 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
246,912
|
$16,633,000 | — | 30 Sep 2017 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
237,341
|
$15,994,411 | — | 30 Sep 2017 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
234,400
|
$15,796,000 | — | 30 Sep 2017 | |
| Advisors Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
203,872
|
$13,739,000 | — | 30 Sep 2017 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
—
class O/S missing
|
191,486
|
$12,904,000 | — | 30 Sep 2017 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
186,410
|
$12,562,000 | — | 30 Sep 2017 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
184,644
|
$12,443,000 | — | 30 Sep 2017 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
178,151
|
$12,006,000 | — | 30 Sep 2017 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
176,427
|
$11,889,000 | — | 30 Sep 2017 | |
| NICHOLAS COMPANY, INC. |
13F
|
Company |
—
class O/S missing
|
169,735
|
$11,438,000 | — | 30 Sep 2017 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
169,651
|
$11,433,000 | — | 30 Sep 2017 | |
| BB&T SECURITIES, LLC |
13F
|
Company |
—
class O/S missing
|
153,099
|
$10,317,000 | — | 30 Sep 2017 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
146,015
|
$9,840,000 | — | 30 Sep 2017 | |
| LADENBURG THALMANN FINANCIAL SERVICES INC. |
13F
|
Company |
—
class O/S missing
|
144,134
|
$9,720,000 | — | 30 Sep 2017 | |
| NORTHSTAR INVESTMENT ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
133,553
|
$9,000,000 | — | 30 Sep 2017 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
—
class O/S missing
|
133,535
|
$8,998,000 | — | 30 Sep 2017 | |
| STRS OHIO |
13F
|
Company |
—
class O/S missing
|
132,822
|
$8,950,000 | — | 30 Sep 2017 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
122,803
|
$8,276,000 | — | 30 Sep 2017 | |
| Rock Point Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
122,282
|
$8,241,000 | — | 30 Sep 2017 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
115,809
|
$7,804,000 | — | 30 Sep 2017 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
115,141
|
$7,759,000 | — | 30 Sep 2017 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
114,595
|
$7,723,000 | — | 30 Sep 2017 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
107,735
|
$7,258,000 | — | 30 Sep 2017 | |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
13F
|
Company |
—
class O/S missing
|
105,577
|
$7,115,000 | — | 30 Sep 2017 |
Institutional Holders of W. P. Carey Inc. - COM (WPC) as of Q4 2017
As of 31 Dec 2017,
W. P. Carey Inc. - COM (WPC) was held by
414 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
54,114,269 shares.
The largest 10 holders included
Vanguard Group Inc, BlackRock Inc., STATE STREET CORP, FMR LLC, UBS Group AG, DIMENSIONAL FUND ADVISORS LP, ROYAL BANK OF CANADA, BROWN ADVISORY INC, DAVENPORT & Co LLC, and NORTHERN TRUST CORP.
This page lists
414
institutional shareholders reporting positions in this security
for the Q4 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
361
Q4 2017 holders
414
Holder diff
53
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 Value $ | Q4 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.