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WP CAREY INC COM
WP CAREY INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 344 Institutional holders with a total value of $3,119,429,576.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 14,202,423 883,959,000 28.34%
2 FMR LLC 5,321,194 331,191,000 10.62%
3 BlackRock Institutional Trust Company, N.A. 3,223,332 200,620,000 6.43%
4 UBS Group AG 1,705,392 106,144,000 3.40%
5 STATE STREET CORP 1,611,987 100,330,000 3.22%
6 BROWN ADVISORY INC 1,459,763 90,855,000 2.91%
7 BlackRock Fund Advisors 1,458,778 90,794,000 2.91%
8 GOLDMAN SACHS GROUP INC 1,375,700 85,623,000 2.74%
9 DIMENSIONAL FUND ADVISORS LP 1,261,104 78,489,000 2.52%
10 DAVENPORT & Co LLC 1,237,246 77,006,191 2.47%
11 MARKEL GROUP INC. 950,200 59,141,000 1.90%
12 NORGES BANK 738,845 45,986,000 1.47%
13 NORTHERN TRUST CORP 738,364 45,955,000 1.47%
14 GEODE CAPITAL MANAGEMENT, LLC 616,225 38,353,000 1.23%
15 BlackRock Group LTD 604,266 37,610,000 1.21%
16 ROYAL BANK OF CANADA 577,132 35,921,000 1.15%
17 MORGAN STANLEY 559,357 34,814,000 1.12%
18 Bank of New York Mellon Corp 539,061 33,552,000 1.08%
19 JPMORGAN CHASE & CO 391,028 24,338,000 0.78%
20 Commonwealth Equity Services, Inc 390,740 24,320,000 0.78%
21 DEUTSCHE BANK AG\ 301,522 18,765,000 0.60%
22 STATE OF MICHIGAN RETIREMENT SYSTEM 299,202 18,622,000 0.60%
23 WELLS FARGO & COMPANY/MN 289,082 17,992,000 0.58%
24 RENAISSANCE TECHNOLOGIES LLC 259,500 16,151,000 0.52%
25 MARTINGALE ASSET MANAGEMENT L P 254,976 15,870,000 0.51%
26 NICHOLAS COMPANY, INC. 247,045 15,376,000 0.49%
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 245,093 15,255,000 0.49%
28 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 242,708 15,107,000 0.48%
29 AMERIPRISE FINANCIAL INC 240,866 15,005,000 0.48%
30 CREDIT SUISSE AG/ 238,024 14,815,000 0.47%
31 NEW YORK STATE COMMON RETIREMENT FUND 237,800 14,801,000 0.47%
32 Asset Management One Co., Ltd. 238,196 14,650,000 0.47%
33 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 227,991 14,190,000 0.45%
34 BANK OF AMERICA CORP /DE/ 225,162 14,015,000 0.45%
35 LPL Financial LLC 207,701 12,715,000 0.41%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 176,940 11,013,000 0.35%
37 GUGGENHEIM CAPITAL LLC 174,125 10,837,000 0.35%
38 Legal & General Group Plc 169,079 10,524,000 0.34%
39 D. E. Shaw & Co., Inc. 167,781 10,443,000 0.33%
40 Neuberger Berman Group LLC 162,121 10,090,000 0.32%
41 Swiss National Bank 164,651 9,893,000 0.32%
42 Rock Point Advisors, LLC 154,287 9,603,000 0.31%
43 PEAK6 Group LLC 152,800 9,510,000 0.30% Call
44 CITADEL ADVISORS LLC 152,560 9,496,000 0.30%
45 WELCH CAPITAL PARTNERS LLC/NY 145,274 9,042,000 0.29%
46 ALLIANCEBERNSTEIN L.P. 142,911 8,895,000 0.29%
47 STRS OHIO 135,166 8,412,000 0.27%
48 GENEOS WEALTH MANAGEMENT INC. 132,338 8,177,000 0.26%
49 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 127,100 7,911,000 0.25%
50 TWO SIGMA INVESTMENTS, LP 119,498 7,438,000 0.24%
Page 1 of 7

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.