Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / COM
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
142K
-
Shares change
-
-136K
-
Total reported value, excl. options
-
$9.24M
-
Value change
-
-$8.78M
-
Number of buys
-
2
-
Number of sells
-
-5
-
Price
-
$64.81
Significant Holders of W. P. Carey Inc. - COM (WPC) as of Q4 2023
10 filings reported holding WPC - W. P. Carey Inc. - COM as of Q4 2023.
W. P. Carey Inc. - COM (WPC) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 142K shares
.
Largest 10 shareholders include VANGUARD GROUP INC (30.8M shares), BlackRock Inc. (26.4M shares), STATE STREET CORP (12.9M shares), COHEN & STEERS, INC. (11.3M shares), JPMORGAN CHASE & CO (4.02M shares), GEODE CAPITAL MANAGEMENT, LLC (3.76M shares), Daiwa Securities Group Inc. (3.64M shares), DIMENSIONAL FUND ADVISORS LP (3.04M shares), Legal & General Group Plc (2.97M shares), and MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (2.62M shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.