How many institutions own WPC stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own WPC shares is 1094, representing 74.54% of the company's common stock.

Who are the major shareholders selling W. P. Carey Inc. stock?

FIRST TRUST ADVISORS LP, in the last quarter, reduced its stake in WPC by -2.76% restricting it's holding to 638.79 thousand shares of worth nearly $41.11M. CWM, LLC also lessened -4.57% of the WPC shares from its portfolio, reducing its holding to 354.21 thousand shares of worth $22.80M. JPMORGAN CHASE & CO also shunned WPC shares holding by -29.39% last quarter which brought its holding to 3.3 million shares worth $212.29M.

Investors who are buying WPC stock?

As per its latest 13F filing, SCHRODER INVESTMENT MANAGEMENT GROUP increased its stake in WPC by 1,213.04% in the last quarter. The institutional holder raised its holding to 634.23 thousand shares having worth more than $40.82M. VICTORY CAPITAL MANAGEMENT INC also added 3.37% more shares of WPC to its portfolio, raising its holding to 756.62 thousand shares of worth $48.70M. MORGAN STANLEY also increased its WPC shares holding by 9.95% which brought its holding to 2 million shares worth $128.55M.

WPC's major insiders: who are they?

The insider with the most stakes in WPC is CAREY WILLIAM P , Chairman at the company. Additionally, WPC stock is highly held by 10 percent owner Karst Jan F and 10 percent owner Estate of Wm. Polk Carey among others.

Did an insider recently sell WPC stock?

Company executives, directors, and other insiders own 1.26% percent of W. P. Carey Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which WPC insiders have sold stock, totaling 500 shares. Insiders that have sold shares include ZANDER BRIAN H, MAHALINGAM ARJUN, and GOLDBERG MARK M.

Which insider recently purchased WPC stock?

There have been 0 transaction(s) during the past 6-months in which W. P. Carey Inc. insiders have bought stock, totalling 0 shares

How much of WPC does insiders own?

Around 10.43K W. P. Carey Inc. shares are held by insiders, which represents about 1.26% of WPC stock.

Who is the insider with the largest stake?

WPC Chairman, CAREY WILLIAM P holds the largest portfolio of the company's shares. WPC shares owned by CAREY total nearly 7.11 million.

Which institution holds the most shares in WPC?

SCHRODER INVESTMENT MANAGEMENT GROUP is the largest institutional owner in WPC which holds 634.23 thousand shares worth $40.82M or 0.29% of the total WPC shares outstanding followed by FIRST TRUST ADVISORS LP with ownership of 638.79 thousand shares representing 0.29% of the WPC ownership. VICTORY CAPITAL MANAGEMENT INC is the third largest stakeholder with 756.62 thousand shares or 0.34% of the ownership worth more than $48.70M.

Is W. P. Carey Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the WPC is concerned, it is a stock which is optionable.

Is there a short position on WPC's shares?

Number of WPC shares short is 5.47M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding WPC shares are there?

As of today, 218.99M shares of WPC are outstanding.

Is there many float in WPC stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, WPC has 216.83M shares in float.

WPC short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for WPC is 4.28.

W P Carey (WPC) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.5

Short Percent Of Float3.43

Shares Outstanding218.99M

Shares Float216.83M

Shares Short5.47M

Short Ratio4.28

3.43%

Short % of Float

2.5%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.26% Percentage of Shares held by All Insiders

74.54% Percentage of Shares held by All Institutions

75.49% Percentage of Float held by Institutions

1094

Number of Institutions Holding Shares

Institutional Ownership

About 74.54% of WPC shares are held by financial institutions. SCHRODER INVESTMENT MANAGEMENT GROUP is the top corporate investor, holding 634.23K shares valued at $40.82M. A 0.29% stake in W. P. Carey Inc. is owned by the company. FIRST TRUST ADVISORS LP owns 638.79K shares valued at $41.11M, which translates its holding of 0.29% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.29%	634.23K	40.82M	585.92K	+1,213.04%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.29%	638.79K	41.11M	-18.1K	-2.76%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.34%	756.62K	48.7M	24.68K	+3.37%
Dec 31, 2025	MORGAN STANLEY	0.91%	2M	128.55M	180.72K	+9.95%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.98%	2.16M	139.23M	2.16M	+31,629.03%
Dec 31, 2025	CWM, LLC	0.16%	354.21K	22.8M	-16.97K	-4.57%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.05%	2.32M	149.08M	161.41K	+7.49%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	1.22%	2.7M	173.71M	128.76K	+5.01%
Dec 31, 2025	NORGES BANK	1.3%	2.86M	184.03M	2.86M	+100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.34%	2.95M	189.71M	143.88K	+5.13%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.45%	3.19M	205.46M	20.59K	+0.65%
Dec 31, 2025	JPMORGAN CHASE & CO	1.5%	3.3M	212.29M	-1.37M	-29.39%
Dec 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.91%	4.21M	271.15M	441.53K	+11.71%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.17%	4.8M	307.91B	110.31K	+2.35%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.12%	267.5K	17.22M	-15.56K	-5.50%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.14%	307.02K	19.76B	-13.16K	-4.11%
Dec 31, 2025	STATE STREET CORP	5.56%	12.25M	799.49M	-77.94K	-0.63%
Dec 31, 2025	BLACKROCK, INC.	12.86%	28.36M	1.83B	301K	+1.07%
Dec 31, 2025	VANGUARD GROUP INC	13.8%	30.44M	1.96T	-188.48K	-0.62%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	317.53K	20.45M	7.33K	+2.36%
Dec 31, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.14%	318.59K	20.5M	6.75K	+2.16%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.12%	270K	17.38M	39.89K	+17.33%
Dec 31, 2025	CSM ADVISORS, LLC	0.13%	278.78K	17.95M	67.69K	+32.07%
Dec 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.13%	286.33K	18.43M	84.9K	+42.15%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	0.14%	300.02K	19.31M	6.72K	+2.29%
Dec 31, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.14%	300.94K	19.37M	17.9K	+6.32%
Dec 31, 2025	KLP KAPITALFORVALTNING AS	0.16%	355.4K	23.15M	75.9K	+27.16%
Dec 31, 2025		0.16%	357.61K	23.02B	357.61K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0.35%	762K	49.04M	-99.43K	-11.54%
Dec 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.44%	966.86K	62.23M	51.89K	+5.67%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.47%	1.03M	66.31M	188.26K	+22.36%
Dec 31, 2025	UBS GROUP AG	0.63%	1.4M	90M	-148.55K	-9.60%
Dec 31, 2025	EQUITY INVESTMENT CORP	0.74%	1.63M	104.66M	43.67K	+2.76%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.15%	324.72K	20.9M	-159.19K	-32.90%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	349.91K	22.52B	-4.81K	-1.36%
Dec 31, 2025	PRIVATE MANAGEMENT GROUP INC	0.16%	363.18K	23.37M	-114.33K	-23.94%
Dec 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.17%	378.8K	24.57M	6.59K	+1.77%
Dec 31, 2025	DEUTSCHE BANK AG\	0.18%	386.51K	24.88M	27.91K	+7.78%
Dec 31, 2025	CITIGROUP INC	0.18%	396.11K	25.49M	91.43K	+30.01%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.18%	399.65K	25.72M	15.3K	+3.98%
Dec 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.18%	399.95K	25.74M	11.04K	+2.84%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.19%	418K	26.9M	165.11K	+65.29%
Dec 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.2%	444.01K	28.76M	-13.59K	-2.97%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.23%	500.99K	32.24M	500.99K	+100.00%
Dec 31, 2025	NUVEEN, LLC	0.26%	569.1K	36.63M	252.9K	+79.98%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.27%	594.86K	38.28M	-131.8K	-18.14%
Dec 31, 2025	SWISS NATIONAL BANK	0.27%	600.25K	38.63M	-30.9K	-4.90%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	601.64K	38.72M	-6.03K	-0.99%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	625.74K	40.27M	29.58K	+4.96%
Dec 31, 2025	RHUMBLINE ADVISERS	0.28%	627.01K	40.35B	-28.36K	-4.33%
Dec 31, 2025	JUPITER ASSET MANAGEMENT LTD	0.29%	646.95K	41.64M	646.95K	+100.00%
Dec 31, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.3%	664.38K	42.76M	-47.75K	-6.71%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.3%	666.92K	42.92M	-8.45K	-1.25%
Dec 31, 2025	MARSHALL WACE, LLP	0.31%	683.99K	44.02M	175.83K	+34.60%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	835.93K	53.8M	-36.45K	-4.18%
Dec 31, 2025	LPL FINANCIAL LLC	0.38%	842.64K	54.23M	14.85K	+1.79%
Dec 31, 2025	APG ASSET MANAGEMENT US INC.	0.4%	875.67K	56.36M	-40.94K	-4.47%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.61%	1.33M	85.87B	-12.24K	-0.91%
Dec 31, 2025	BROWN ADVISORY INC	0.16%	362.13K	23.31M	-1.87K	-0.51%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.2%	441.65K	28.42M	-29.16K	-6.19%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.21%	471.16K	30.32M	-15.11K	-3.11%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.23%	508.89K	32.76M	-37.53K	-6.87%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.24%	533.11K	34.31M	321.12K	+151.48%
Dec 31, 2025	CANDRIAM S.C.A.	0.25%	541.22K	34.83M	389.92K	+257.70%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.51%	1.13M	76.38M	1.04M	+1,183.56%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.61%	1.35M	90.98M	218.5K	+19.37%
Sep 30, 2025	NORTHERN TRUST CORP	1.19%	2.63M	177.48M	-96.57K	-3.55%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.27%	2.8M	189.45M	34.53K	+1.25%
Sep 30, 2025	INVESCO LTD.	1.76%	3.89M	263.01M	3.14M	+416.79%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	354.72K	23.97M	77.06K	+27.75%
Sep 30, 2025	DEUTSCHE BANK AG\	0.16%	358.61K	24.23M	5.75K	+1.63%
Sep 30, 2025	GILLSON CAPITAL LP	0.17%	367.37K	24.82M	-70.58K	-16.12%
Sep 30, 2025	BROWN ADVISORY INC	0.17%	364K	24.6M	-589	-0.16%
Sep 30, 2025	CWM, LLC	0.17%	371.18K	25.08M	353.28K	+1,973.52%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.28%	620.3K	41.91M	-52.38K	-7.79%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	631.15K	42.65M	-31.7K	-4.78%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.38%	842.11K	56.9M	70.57K	+9.15%
Sep 30, 2025	BARCLAYS PLC	0.39%	861.43K	58.21M	661.57K	+331.02%
Sep 30, 2025	BLACKROCK, INC.	12.72%	28.06M	1.9B	311.56K	+1.12%
Sep 30, 2025	VANGUARD GROUP INC	13.88%	30.63M	2.07B	-153.5K	-0.50%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.17%	384.35K	25.97M	2.59K	+0.68%
Sep 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.21%	456.62K	30.85M	438.08K	+2,362.24%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.21%	470.81K	31.81M	-49.48K	-9.51%
Sep 30, 2025	PRIVATE MANAGEMENT GROUP INC	0.22%	477.51K	32.27M	-6.76K	-1.40%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.25%	546.43K	37.19M	52.26K	+10.58%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.3%	651.82K	44.04M	11.31K	+1.77%
Sep 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.32%	712.13K	48.12M	-112.6K	-13.65%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	872.38K	58.95M	-112.1K	-11.39%
Sep 30, 2025	MORGAN STANLEY	0.82%	1.82M	122.75M	-27.36K	-1.48%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.44%	3.17M	214.31M	49.99K	+1.60%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.71%	3.77M	254.84M	55.44K	+1.49%
Sep 30, 2025	JPMORGAN CHASE & CO	2.12%	4.67M	315.67M	-429.37K	-8.42%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.12%	4.69M	315.79M	79.28K	+1.72%
Sep 30, 2025	STATE STREET CORP	5.59%	12.33M	844.07M	119.82K	+0.98%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.18%	388.91K	26.28M	13.47K	+3.59%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.31%	675.38K	45.64M	4.93K	+0.74%
Sep 30, 2025	AMUNDI	0.2%	446.95K	30.47M	60.3K	+15.60%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.1%	230.11K	15.55M	-81.23K	-26.09%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.12%	258.69K	17.48M	6.4K	+2.54%
Sep 30, 2025	MACQUARIE GROUP LTD	0.12%	260.27K	16.92M	131.47K	+102.08%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.12%	264.77K	17.89M	-2.87K	-1.07%
Sep 30, 2025	TWIN TREE MANAGEMENT, LP	0.13%	278.8K	18.84M	-250.5K	-47.33%
Sep 30, 2025	KLP KAPITALFORVALTNING AS	0.13%	279.5K	19.1M	-27.8K	-9.05%
Sep 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.13%	283.05K	19.13M	169.76K	+149.84%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.13%	283.07K	19.13M	-8.76K	-3.00%
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	0.13%	293.3K	19.82M	39.35K	+15.49%
Sep 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.13%	295.95K	20M	-3.96K	-1.32%
Sep 30, 2025	CITIGROUP INC	0.14%	304.68K	20.59M	5.98K	+2.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.14%	305.47K	20.64M	1.81K	+0.60%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	310.2K	21.16M	98.71K	+46.67%
Sep 30, 2025	NUVEEN, LLC	0.14%	316.19K	21.37M	-4.36K	-1.36%
Sep 30, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.15%	329.53K	22.27M	1.22K	+0.37%
Sep 30, 2025	FMR LLC	0.17%	371.31K	25.09M	-179.56K	-32.60%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.17%	372.21K	25.15M	36.21K	+10.78%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	596.16K	40.28M	-6.05K	-1.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	607.67K	41.06M	-8.62K	-1.40%
Sep 30, 2025	RHUMBLINE ADVISERS	0.3%	655.37K	44.28M	-18.91K	-2.80%
Sep 30, 2025	HSBC HOLDINGS PLC	0.39%	851.08K	57.48M	291.67K	+52.14%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	483.91K	32.61M	247.87K	+105.01%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.22%	486.27K	32.86M	-10.14K	-2.04%
Sep 30, 2025	MARSHALL WACE, LLP	0.23%	508.16K	34.34M	508.16K	+100.00%
Sep 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.26%	571.94K	38.65M	2.29K	+0.40%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.41%	914.97K	61.82M	38.98K	+4.45%
Sep 30, 2025	UBS GROUP AG	0.7%	1.55M	104.53M	97.61K	+6.73%
Sep 30, 2025	EQUITY INVESTMENT CORP	0.72%	1.58M	106.93M	-224.2K	-12.41%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.98%	2.15M	145.61M	-82.3K	-3.68%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	1.17%	2.57M	173.67M	19.04K	+0.75%
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.17%	382.39K	25.84M	-1.94K	-0.51%
Sep 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.19%	424.89K	28.71M	47.98K	+12.73%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.21%	457.59K	30.92M	-6.12K	-1.32%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.3%	656.89K	44.39M	-79.55K	-10.80%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.33%	726.66K	49.1M	-132.62K	-15.43%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.33%	731.94K	49.46M	-18.65K	-2.48%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.37%	824.76K	55.76M	40.43K	+5.15%
Sep 30, 2025	LPL FINANCIAL LLC	0.38%	827.79K	55.93M	71.49K	+9.45%
Sep 30, 2025	APG ASSET MANAGEMENT US INC.	0.42%	916.61K	62.76M	104.37K	+12.85%
Jun 30, 2025	NORTHERN TRUST CORP	1.23%	2.72M	169.87M	26.34K	+0.98%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.37%	824.73K	51.45M	-47.76K	-5.47%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.17%	376.91K	23.51B	61.02K	+19.32%
Jun 30, 2025	BROWN ADVISORY INC	0.17%	364.59K	22.74M	-2.52K	-0.69%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.15%	336.01K	20.96M	4.46K	+1.34%
Jun 30, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.15%	328.31K	20.48M	102	+0.03%
Jun 30, 2025		0.17%	385.23K	28.81K	385.23K	+100.00%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.14%	299.92K	18.71M	130.91K	+77.46%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.13%	291.83K	18.2M	273.84K	+1,522.44%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	277.66K	17.32M	-8.38K	-2.93%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.12%	267.64K	16.7M	1.27K	+0.48%
Jun 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.12%	265K	16.53M	-61.1K	-18.74%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.12%	263.87K	16.46M	-23.97K	-8.33%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	0.12%	253.96K	15.84M	5.68K	+2.29%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.11%	252.29K	15.74M	3.3K	+1.33%
Jun 30, 2025	ROYAL BANK OF CANADA	0.11%	252.05K	15.72M	-211	-0.08%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.11%	236.05K	14.52B	70.41K	+42.51%
Jun 30, 2025	CSM ADVISORS, LLC	0.11%	232.51K	14.5M	232.51K	+100.00%
Jun 30, 2025	ACHMEA INVESTMENT MANAGEMENT B.V.	0.1%	213.36K	13.31M	40.16K	+23.19%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	211.49K	13.37M	3.99K	+1.92%
Jun 30, 2025	WATERFRONT CAPITAL PARTNERS, LLC	0.09%	196.02K	12.23M	-74.76K	-27.61%
Jun 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.09%	190.8K	11.9M	27.88K	+17.11%
Jun 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.08%	182.82K	11.4M	4.82K	+2.71%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.08%	181.37K	11.31B	82.47K	+83.38%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.08%	171.38K	10.69M	20.91K	+13.90%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.4%	875.99K	54.64M	52.66K	+6.40%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.38%	830.54K	51.81M	517.86K	+165.61%
Jun 30, 2025	APG ASSET MANAGEMENT US INC.	0.37%	812.24K	51.16M	52.22K	+6.87%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.35%	771.53K	48.13M	744.1K	+2,712.02%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.24%	520.29K	32.46M	520.29K	+100.00%
Jun 30, 2025	AMUNDI	0.18%	386.65K	24.48M	109.98K	+39.75%
Jun 30, 2025	BLACKROCK, INC.	12.58%	27.74M	1.73B	383.39K	+1.40%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.68%	3.72M	231.81M	-502.37K	-11.91%
Jun 30, 2025	MORGAN STANLEY	0.84%	1.84M	115.03B	-180.91K	-8.93%
Jun 30, 2025	EQUITY INVESTMENT CORP	0.82%	1.81M	112.7M	-142.76K	-7.32%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	984.48K	61.41M	-75.69K	-7.14%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.08%	169.69K	10.59M	97.62K	+135.45%
Jun 30, 2025	AVIVA PLC	0.07%	162.92K	10.16M	12.18K	+8.08%
Jun 30, 2025	ANDRA AP-FONDEN	0.07%	160.7K	10.02M	35.1K	+27.95%
Jun 30, 2025	LPL FINANCIAL LLC	0.34%	756.3K	47.18M	75.43K	+11.08%
Jun 30, 2025	INVESCO LTD.	0.34%	753.2K	46.98M	11.64K	+1.57%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.34%	750.59K	46.82M	59.51K	+8.61%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.33%	736.44K	45.94M	595.4K	+422.17%
Jun 30, 2025	RHUMBLINE ADVISERS	0.31%	674.28K	42.06M	10.53K	+1.59%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.3%	672.68K	41.96M	459.49K	+215.53%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.3%	670.45K	41.82M	1.46K	+0.22%
Jun 30, 2025	SWISS NATIONAL BANK	0.3%	662.85K	41.35M	45.6K	+7.39%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.29%	640.51K	39.96M	-441.71K	-40.82%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.24%	529.3K	33.02M	133K	+33.56%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.18%	395.04K	24.64B	-28.65K	-6.76%
Jun 30, 2025	VANGUARD GROUP INC	13.95%	30.78M	1.92B	32.19K	+0.10%
Jun 30, 2025	STATE STREET CORP	5.54%	12.21M	772.36M	-245.98K	-1.97%
Jun 30, 2025	JPMORGAN CHASE & CO	2.31%	5.1M	318.21M	-11.13K	-0.22%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.09%	4.61M	286.58M	87.15K	+1.93%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.42%	3.12M	194.74M	-52.27K	-1.65%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.26%	2.77M	172.74M	106.88K	+4.01%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.16%	2.57M	160.18M	310.82K	+13.77%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	1.16%	2.55M	159.15M	120.5K	+4.96%
Jun 30, 2025	NORGES BANK	1.1%	2.43M	151.41M	2.43M	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.01%	2.24M	139.56M	-10.83K	-0.48%
Jun 30, 2025	UBS GROUP AG	0.66%	1.45M	90.41M	-154.11K	-9.61%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.51%	1.13M	70.36M	-9.57K	-0.84%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.39%	859.27K	53.6M	-136.23K	-13.68%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.36%	784.33K	48.93M	59.5K	+8.21%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.23%	496.42K	30.97M	-6.92K	-1.37%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.22%	494.16K	30.85M	18.69K	+3.93%
Jun 30, 2025	PRIVATE MANAGEMENT GROUP INC	0.22%	484.27K	30.21M	10.12K	+2.13%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.21%	463.71K	28.93M	24.37K	+5.55%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.17%	384.33K	23.97M	4.94K	+1.30%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	383.9K	23.95M	-13.1K	-3.30%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	616.28K	38.44M	9.86K	+1.63%
Jun 30, 2025	GRS ADVISORS, LLC	0.27%	604.27K	37.69M	604.27K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	602.21K	37.57M	16.59K	+2.83%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.26%	569.65K	35.53M	7.25K	+1.29%
Jun 30, 2025	HSBC HOLDINGS PLC	0.25%	559.41K	34.88M	154.7K	+38.23%
Jun 30, 2025	FMR LLC	0.25%	550.87K	34.36M	64.2K	+13.19%
Jun 30, 2025	GILLSON CAPITAL LP	0.2%	437.95K	27.32M	437.95K	+100.00%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.17%	385.23K	28.81K	385.23K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.33%	724.84K	45.76M	-5.44K	-0.75%
Mar 31, 2025	INVESCO LTD.	0.34%	741.56K	46.8M	-8.59K	-1.15%
Mar 31, 2025	APG ASSET MANAGEMENT US INC.	0.34%	760.02K	47.9M	0	0
Mar 31, 2025	PACER ADVISORS, INC.	0.79%	1.75M	110.56M	1.6M	+1,016.76%
Mar 31, 2025	EQUITY INVESTMENT CORP	0.88%	1.95M	123.03M	78.66K	+4.20%
Mar 31, 2025	STATE STREET CORP	5.65%	12.46M	796.71M	368.28K	+3.05%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.52%	1.14M	71.79M	332.54K	+41.31%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.49%	1.08M	68.3M	23.87K	+2.26%
Mar 31, 2025	DEMARS FINANCIAL GROUP, LLC	0.48%	1.06M	16.81M	62.52K	+6.26%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	1.06M	66.91M	-6.32K	-0.59%
Mar 31, 2025	HSBC HOLDINGS PLC	0.18%	404.7K	25.53M	132.89K	+48.89%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.17%	379.39K	23.94M	-9.93K	-2.55%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.17%	374.71K	23.65M	10.47K	+2.87%
Mar 31, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.4%	872.5K	55.06M	372.43K	+74.48%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.26%	562.4K	35.49M	47.5K	+9.22%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.23%	503.33K	31.77M	1.77K	+0.35%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	1.1%	2.43M	153.4M	83.4K	+3.55%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.21%	2.66M	168.02M	20.5K	+0.78%
Mar 31, 2025	NORTHERN TRUST CORP	1.22%	2.7M	170.2M	55.62K	+2.11%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.05%	4.52M	284.64M	-190.16K	-4.04%
Mar 31, 2025	JPMORGAN CHASE & CO	2.32%	5.11M	322.63M	3.75M	+274.71%
Mar 31, 2025	BLACKROCK, INC.	12.41%	27.36M	1.73B	-164.98K	-0.60%
Mar 31, 2025		0.22%	478.43K	30.19M	478.43K	+100.00%
Mar 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.17%	368.29K	23.24M	12.96K	+3.65%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	585.62K	36.96M	8.48K	+1.47%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.3%	668.99K	42.22M	-1.04K	-0.16%
Mar 31, 2025	LPL FINANCIAL LLC	0.31%	680.87K	42.97M	-19.09K	-2.73%
Mar 31, 2025	UBS GROUP AG	0.73%	1.6M	101.2M	-310.4K	-16.22%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.02%	2.26M	142.44M	68.41K	+3.13%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.91%	4.22M	266.22M	195.47K	+4.86%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	606.43K	38.27M	26.67K	+4.60%
Mar 31, 2025	TWIN TREE MANAGEMENT, LP	0.18%	396.3K	25.01M	34.3K	+9.48%
Mar 31, 2025	VANGUARD GROUP INC	13.95%	30.75M	1.94B	-73.81K	-0.24%
Mar 31, 2025	SWISS NATIONAL BANK	0.28%	617.25K	38.95M	-1K	-0.16%
Mar 31, 2025	RHUMBLINE ADVISERS	0.3%	663.75K	41.89M	1.64K	+0.25%
Mar 31, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.31%	686.14K	43.3M	114.85K	+20.10%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.02%	2.25M	141.87M	10.11K	+0.45%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.31%	691.08K	43.61M	27.77K	+4.19%
Mar 31, 2025	MORGAN STANLEY	0.92%	2.02M	127.79M	-63.87K	-3.06%
Mar 31, 2025	BROWN ADVISORY INC	0.17%	367.11K	23.17M	-19.24K	-4.98%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	397K	25.05M	190.2K	+91.97%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.37%	823.33K	51.96M	260.67K	+46.33%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.45%	995.5K	62.83M	-30.76K	-3.00%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.44%	3.17M	200.31M	3.23K	+0.10%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	423.69K	26.74M	2.11K	+0.50%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.2%	439.35K	27.73M	6.11K	+1.41%
Mar 31, 2025	FMR LLC	0.22%	486.67K	30.71M	118.2K	+32.08%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.22%	475.48K	30.02M	20.76K	+4.56%
Mar 31, 2025	PRIVATE MANAGEMENT GROUP INC	0.22%	474.14K	29.92M	474.14K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.31%	681.91K	38.49M	9.65K	+1.44%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.31%	684.47K	38.77M	-121.87K	-15.11%
Mar 31, 2024	BARCLAYS PLC	0.33%	718.57K	40.56M	230.19K	+47.13%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.15%	2.52M	142.06M	-41.1K	-1.61%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.21%	2.65M	149.68M	28.52K	+1.09%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.34%	2.95M	166.43M	-89.26K	-2.94%
Mar 31, 2024	JPMORGAN CHASE & CO	1.47%	3.23M	182.42M	-783.28K	-19.51%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.49%	3.27M	184.82M	23.02K	+0.71%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.96%	4.3M	242.29M	539.78K	+14.36%
Mar 31, 2024	COHEN & STEERS, INC.	3.08%	6.76M	381.52M	-4.53M	-40.13%
Mar 31, 2024	STATE STREET CORP	5.51%	12.07M	691.73M	-841.06K	-6.51%
Mar 31, 2024	BLACKROCK INC.	12.24%	26.83M	1.51B	391.22K	+1.48%
Mar 31, 2024	VANGUARD GROUP INC	14.12%	30.97M	1.75B	187.02K	+0.61%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.21%	456.15K	25.75M	9.32K	+2.09%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.15%	320.34K	18.08M	16.04K	+5.27%
Mar 31, 2024	AEW CAPITAL MANAGEMENT L P	0.1%	216.4K	12.21M	-80.06K	-27.01%
Mar 31, 2024	CETERA ADVISORS LLC	0.1%	216.71K	12.23M	88.47K	+68.98%
Mar 31, 2024	TRUWEALTH ADVISORS, LLC	0.1%	217.02K	12.25M	-115	-0.05%
Mar 31, 2024	SEI INVESTMENTS CO	0.1%	218.48K	12.33B	-163.16K	-42.75%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.1%	229.62K	12.96M	-144.13K	-38.56%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.12%	256.03K	14.45M	33.79K	+15.20%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.12%	265.39K	14.98M	36.44K	+15.91%
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.13%	274.6K	15.5M	721	+0.26%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.13%	289.44K	16.34M	-5.88K	-1.99%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.13%	291.63K	16.46M	84K	+40.45%
Mar 31, 2024	CITIGROUP INC	0.14%	307.87K	17.38M	65.85K	+27.21%
Mar 31, 2024	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.15%	327.38K	18.48M	1.89K	+0.58%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	332.67K	18.78M	-62.87K	-15.89%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	347.24K	19.6M	-20.23K	-5.50%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.16%	360.34K	20.34M	244.7K	+211.61%
Mar 31, 2024	FMR LLC	0.17%	364.24K	20.56M	-32.63K	-8.22%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	369.3K	20.84M	-114.6K	-23.68%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.17%	380.13K	21.45M	8.9K	+2.40%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.18%	390.02K	22.02M	-1.77K	-0.45%
Mar 31, 2024	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.18%	404.25K	22.82M	1.42K	+0.35%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.2%	429.1K	24.22M	429.1K	+100.00%
Mar 31, 2024	BROWN ADVISORY INC	0.2%	438.98K	24.78M	-23.07K	-4.99%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.21%	451.03K	25.46M	11.3K	+2.57%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.21%	466.22K	26.31M	-9.63K	-2.02%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.25%	539.53K	30.45M	-56.1K	-9.42%
Mar 31, 2024	ZACKS INVESTMENT MANAGEMENT	0.25%	541.25K	30.55M	34.13K	+6.73%
Mar 31, 2024	ADVISORS CAPITAL MANAGEMENT, LLC	0.28%	603.31K	34.05M	132.44K	+28.13%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	654.85K	36.96M	-14.1K	-2.11%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.31%	670.16K	37.82M	85.25K	+14.57%
Mar 31, 2024	LPL FINANCIAL LLC	0.33%	724.71K	40.9M	9.97K	+1.40%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.34%	755.97K	42.67M	-6.94K	-0.91%
Mar 31, 2024	INVESCO LTD.	0.35%	761.42K	42.97M	136.78K	+21.90%
Mar 31, 2024	APG ASSET MANAGEMENT US INC.	0.36%	791.04K	44.35M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.37%	821.41K	46.36M	251.94K	+44.24%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.38%	823.47K	46.48M	21.05K	+2.62%
Mar 31, 2024	EQUITY INVESTMENT CORP	0.48%	1.06M	59.8M	1.06M	+100.00%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.53%	1.15M	65.1M	-10.93K	-0.94%
Mar 31, 2024	RUSH ISLAND MANAGEMENT, LP	0.56%	1.24M	69.71M	1.02M	+483.44%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	1.32M	74.47M	1.32M	+100.00%
Mar 31, 2024	UBS GROUP AG	0.64%	1.41M	79.53M	282.46K	+25.07%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.69%	1.5M	84.89M	485.28K	+47.63%
Mar 31, 2024	NORTHERN TRUST CORP	0.8%	1.74M	98.4M	-243.32K	-12.25%
Mar 31, 2024	MORGAN STANLEY	0.81%	1.78M	100.59M	-114K	-6.01%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.87%	1.9M	107.32M	-29.84K	-1.54%
Mar 31, 2024	PGGM INVESTMENTS	0.96%	2.11M	119.04M	1.01K	+0.05%
Mar 31, 2024	DAIWA SECURITIES GROUP INC.	1.08%	2.36M	133.38M	-1.28M	-35.09%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.14%	2.49M	140.63M	55.12K	+2.26%
Dec 31, 2023	HSBC HOLDINGS PLC	0.19%	424.39K	27.51M	20.11K	+4.97%
Dec 31, 2023	NATIONAL PENSION SERVICE	0.19%	424.32K	27.5M	0	0
Dec 31, 2023	AMUNDI	0.19%	414.04K	27.66M	-68.42K	-14.18%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.18%	402.83K	26.11M	9.5K	+2.42%
Dec 31, 2023	FMR LLC	0.18%	396.87K	25.72M	134.06K	+51.01%
Dec 31, 2023	CREDIT SUISSE AG/	0.18%	395.53K	25.63M	-79.29K	-16.70%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.18%	391.79K	25.4M	-66.83K	-14.57%
Dec 31, 2023	SEI INVESTMENTS CO	0.17%	381.64K	24.73M	79.98K	+26.51%
Dec 31, 2023	VANGUARD GROUP INC	14.04%	30.78M	2B	657.19K	+2.18%
Dec 31, 2023	BLACKROCK INC.	12.06%	26.44M	1.71B	10.64M	+67.30%
Dec 31, 2023	STATE STREET CORP	5.89%	12.92M	848.06M	2.77M	+27.24%
Dec 31, 2023	COHEN & STEERS, INC.	5.15%	11.29M	731.8M	5.41M	+91.91%
Dec 31, 2023	JPMORGAN CHASE & CO	1.83%	4.02M	260.24M	-1.34M	-24.95%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.71%	3.76M	243.24M	285.25K	+8.21%
Dec 31, 2023	DAIWA SECURITIES GROUP INC.	1.66%	3.64M	235.97M	1.12M	+44.66%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.48%	3.25M	210.73M	415.89K	+14.67%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.39%	3.04M	196.9M	43.96K	+1.47%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.2%	2.62M	170.03M	338.19K	+14.80%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.17%	2.56M	165.79M	1.47M	+134.61%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	2.44M	157.91M	99.41K	+4.25%
Dec 31, 2023	NORGES BANK	1.11%	2.42M	157.11M	2.42M	+100.00%
Dec 31, 2023	PGGM INVESTMENTS	0.96%	2.11M	136.63M	-855	-0.04%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.2%	439.72K	28.5M	-99.43K	-18.44%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.2%	446.83K	28.89M	121.38K	+37.29%
Dec 31, 2023	BROWN ADVISORY INC	0.21%	462.05K	29.95M	-188.37K	-28.96%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.21%	470.87K	30.52M	-68.34K	-12.67%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.22%	475.85K	31.25M	21.68K	+4.77%
Dec 31, 2023	BARCLAYS PLC	0.22%	488.39K	31.65M	-13.76K	-2.74%
Dec 31, 2023	ZACKS INVESTMENT MANAGEMENT	0.23%	507.12K	32.87M	-48.57K	-8.74%
Dec 31, 2023	CITADEL ADVISORS LLC	0.23%	510.1K	33.06M	-18.9K	-3.57%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.26%	569.47K	36.91M	974	+0.17%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.27%	584.92K	37.91M	-49.58K	-7.81%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.27%	595.63K	38.6M	0	0
Dec 31, 2023	INVESCO LTD.	0.28%	624.64K	40.48M	199K	+46.75%
Dec 31, 2023	SWISS NATIONAL BANK	0.31%	668.95K	43.35M	-19.1K	-2.78%
Dec 31, 2023	RHUMBLINE ADVISERS	0.31%	672.27K	43.57M	388.57K	+136.96%
Dec 31, 2023	NORTHERN TRUST CORP	0.91%	1.99M	128.76M	281.61K	+16.52%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.88%	1.93M	125.17M	88.34K	+4.79%
Dec 31, 2023	MORGAN STANLEY	0.86%	1.9M	122.89M	-72.52K	-3.68%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.53%	1.16M	75.46M	51.68K	+4.65%
Dec 31, 2023	UBS GROUP AG	0.51%	1.13M	73.01M	-356.38K	-24.03%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.46%	1.02M	66.03M	-281.31K	-21.64%
Dec 31, 2023	LONG POND CAPITAL, LP	0.44%	967.99K	62.74M	967.99K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.37%	806.34K	52.27M	-755.17K	-48.36%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.37%	802.43K	52.01M	785.77K	+4,716.48%
Dec 31, 2023	APG ASSET MANAGEMENT US INC.	0.36%	791.04K	51.27M	95.93K	+13.80%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.35%	762.91K	49.44M	12.6K	+1.68%
Dec 31, 2023	WATERFRONT CAPITAL PARTNERS, LLC	0.35%	758.04K	49.13M	82.04K	+12.14%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.34%	750.23K	48.62M	-394.52K	-34.46%
Dec 31, 2023	LPL FINANCIAL LLC	0.33%	714.74K	46.32M	-44.6K	-5.87%

Insiders

Among the WPC insiders holding of 1.26% of the stake in company, CAREY WILLIAM P, Chairman, holds the largest shares of 7.11M. KARST JAN F, 10 percent owner, is the second largest WPC insider with ownership of 6.36M shares. ESTATE OF WM. POLK CAREY, 10 percent owner, stands third with possession of 6.36M shares of that stake.

Insiders	Designation	Shares Held
CAREY WILLIAM P	Chairman	7.11M
KARST JAN F	10 percent owner	6.36M
ESTATE OF WM. POLK CAREY	10 percent owner	6.36M
CAREY H AUGUSTUS	10 percent owner	6.36M
SABATINI GINO M.	Managing Director	669.64K
DUGAN GORDON F	CEO and President	623.75K
FOX JASON E.	CEO	541.82K
PARK JOHN J	President	511.83K
CAREY FRANCIS	director	500.96K
ZACHARIAS THOMAS E	Chief Operating Officer	242.97K
GOLDBERG MARK M	Managing Director	129.24K
PARENTE CHARLES E	director	56.08K
ALEXANDER MARK A	director	45.85K
MILLER JOHN	Chief Investment Officer	38.62K
FABER EBERHARD IV	director	33.41K
FARRELL PETER	director	22.29K
COOLIDGE NATHANIEL S	director	16.75K
MITTELSTAEDT ROBERT E JR	director	15.36K
NIEHAUS CHRISTOPHER	director	14.65K
ZANDER BRIAN H	Chief Accounting Officer	10.43K
HOYSRADT JEAN	director	9.26K
VANDEWEGHE MARY M	director	7.48K
VON KOELLER KARSTEN	director	7.02K
MAHALINGAM ARJUN	Chief Accounting Officer	6.63K
KADER HISHAM A	Chief Accounting Officer	5.92K
FLANAGAN ROBERT J	director	4.72K
GRISWOLD BENJAMIN H IV	director	0
BOND TREVOR P	CEO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 26, 2025	ZANDER BRIAN H	SALE	66.14	500	33.07K	10.43K
Nov 20, 2024	ZANDER BRIAN H	SALE	56.65	440	24.93K	7.24K
Nov 13, 2024	FARRELL PETER	PURCHASE	55.56	1K	55.56K	22.29K
Nov 01, 2024	ALEXANDER MARK A	PURCHASE	55.29	5K	276.43K	45.85K
Aug 16, 2024	ALEXANDER MARK A	PURCHASE	57.03	2K	114.06K	40.12K
Aug 09, 2024	ALEXANDER MARK A	PURCHASE	55.87	3.5K	195.53K	38.12K
Aug 08, 2024	ZANDER BRIAN H	SALE	56.75	500	28.38K	7.68K
Dec 14, 2023	ZANDER BRIAN H	SALE	65.26	200	13.05K	4.22K
May 02, 2023	ALEXANDER MARK A	PURCHASE	72.48	1K	72.48K	26.12K
Feb 17, 2023	ZANDER BRIAN H	SALE	84.14	200	16.81K	4.27K
May 19, 2020	ALEXANDER MARK A	PURCHASE	58.77	4K	235.1K	18.88K
Mar 19, 2020	PARK JOHN J	PURCHASE	43.56	10K	435.61K	511.83K
Mar 19, 2020	SABATINI GINO M.	PURCHASE	42.18	10K	421.8K	669.64K
Mar 19, 2020	FOX JASON E.	PURCHASE	46.03	10K	460.33K	541.82K
Mar 18, 2020	MAHALINGAM ARJUN	PURCHASE	53.50	285	15.25K	6.63K
Mar 18, 2020	ALEXANDER MARK A	PURCHASE	58.65	2K	117.29K	14.88K
Mar 17, 2020	FARRELL PETER	PURCHASE	64.56	1.31K	84.57K	9.29K
Mar 17, 2020	ALEXANDER MARK A	PURCHASE	64.25	1K	64.25K	11.88K
Mar 16, 2020	NIEHAUS CHRISTOPHER	PURCHASE	64.68	1.5K	97.02K	14.65K
Mar 16, 2020	FARRELL PETER	PURCHASE	64.37	215	13.84K	7.98K
Mar 03, 2020	FLANAGAN ROBERT J	PURCHASE	82.29	1K	82.29K	4.72K
Dec 11, 2019	ALEXANDER MARK A	PURCHASE	80.50	2.3K	185.15K	10.88K
Nov 21, 2019	MAHALINGAM ARJUN	SALE	84.95	118	10.02K	4.54K
Nov 13, 2018	NIEHAUS CHRISTOPHER	PURCHASE	66.08	3.85K	254.41K	10.56K
Nov 06, 2018	HOYSRADT JEAN	PURCHASE	64.73	2.3K	148.88K	9.26K
May 29, 2018	MAHALINGAM ARJUN	SALE	66.56	614	40.86K	2.27K
Mar 16, 2018	NIEHAUS CHRISTOPHER	PURCHASE	62.28	4K	249.12K	5.19K
Mar 12, 2018	FARRELL PETER	PURCHASE	61.88	2.04K	125.93K	4.38K
Feb 28, 2017	GOLDBERG MARK M	SALE	63.18	18.07K	1.14M	129.24K
Nov 17, 2016	ALEXANDER MARK A	PURCHASE	57.73	4K	230.92K	4K
Nov 07, 2016	VANDEWEGHE MARY M	PURCHASE	58.67	940	55.15K	7.48K
Sep 01, 2016	GOLDBERG MARK M	SALE	66.53	5.5K	365.92K	2.2K
Aug 26, 2016	COOLIDGE NATHANIEL S	SALE	66.79	350	23.38K	16.75K
May 09, 2016	VANDEWEGHE MARY M	PURCHASE	63.08	1K	63.08K	5.39K
Dec 18, 2015	ZACHARIAS THOMAS E	SALE	60.03	17K	1.02M	242.97K
Dec 17, 2015	COOLIDGE NATHANIEL S	SALE	60.92	757	46.11K	16.09K
Dec 08, 2015	BOND TREVOR P	SALE	61.08	2K	122.04K	0
May 29, 2015	COOLIDGE NATHANIEL S	SALE	63.66	400	25.46K	16.3K
May 21, 2015	BOND TREVOR P	PURCHASE	63.07	2K	126.15K	324.84K
May 20, 2015	VANDEWEGHE MARY M	PURCHASE	63.77	800	51.02K	3.04K
Mar 06, 2015	BOND TREVOR P	PURCHASE	65.59	2K	131.18K	324.42K
Mar 02, 2015	GOLDBERG MARK M	SALE	69.30	20K	1.39M	99.24K
Feb 26, 2015	GRISWOLD BENJAMIN H IV	SALE	68.35	11K	751.89K	0
Nov 10, 2014	BOND TREVOR P	PURCHASE	66.96	400	26.78K	143.07K
Aug 13, 2014	KADER HISHAM A	SALE	68.68	1.49K	102.2K	5.92K
Aug 11, 2014	GRISWOLD BENJAMIN H IV	SALE	68.16	11K	749.77K	11K
Aug 07, 2014	KADER HISHAM A	SALE	66.92	1.71K	114.11K	7.41K
Aug 07, 2014	HOYSRADT JEAN	PURCHASE	66.86	500	33.43K	1.74K
May 20, 2014	BOND TREVOR P	PURCHASE	61.98	1K	61.98K	142.67K
May 15, 2014	ZACHARIAS THOMAS E	SALE	62.00	2.65K	164.24K	215.78K
May 14, 2014	ZACHARIAS THOMAS E	SALE	62.00	4.85K	300.78K	218.43K
May 13, 2014	VANDEWEGHE MARY M	PURCHASE	61.63	800	49.3K	1K
May 13, 2014	GRISWOLD BENJAMIN H IV	SALE	61.51	11K	676.56K	22K
Nov 25, 2013	CAREY H AUGUSTUS	SALE	62.15	750K	46.61M	6.36M
Nov 25, 2013	KARST JAN F	SALE	62.15	750K	46.61M	6.36M
Nov 25, 2013	ESTATE OF WM. POLK CAREY	SALE	62.15	750K	46.61M	6.36M
Sep 09, 2013	ESTATE OF WM. POLK CAREY	SALE	65.00	1.08M	70.4M	1.91M
Sep 09, 2013	KARST JAN F	SALE	65.00	1.08M	70.4M	1.91M
Sep 09, 2013	CAREY H AUGUSTUS	SALE	65.00	1.08M	70.4M	1.91M
Mar 28, 2013	ESTATE OF WM. POLK CAREY	SALE	64.83	616.97K	40M	2.99M
Mar 28, 2013	CAREY H AUGUSTUS	SALE	64.83	616.97K	40M	2.99M
Mar 28, 2013	KARST JAN F	SALE	64.83	616.97K	40M	2.99M
Mar 18, 2013	MILLER JOHN	SALE	67.85	2K	135.7K	38.62K
Dec 18, 2012	GOLDBERG MARK M	PURCHASE	49.45	1.6K	79.12K	7.7K
Dec 11, 2012	CAREY H AUGUSTUS	SALE	48.36	2.66K	128.4K	8.41K
Dec 10, 2012	CAREY H AUGUSTUS	SALE	48.05	3.75K	180.24K	115.25K
Dec 03, 2012	GOLDBERG MARK M	PURCHASE	48.26	750	36.19K	6.1K
Nov 30, 2012	GOLDBERG MARK M	PURCHASE	48.42	500	24.21K	54.33K
May 15, 2012	PARENTE CHARLES E	PURCHASE	43.29	10K	432.9K	56.08K
Mar 16, 2012	MITTELSTAEDT ROBERT E JR	PURCHASE	46.37	2K	92.73K	15.36K
Mar 05, 2012	FABER EBERHARD IV	PURCHASE	45.51	400	18.2K	33.41K
Dec 20, 2011	VON KOELLER KARSTEN	SALE	42.02	813	34.17K	7.02K
May 16, 2011	VON KOELLER KARSTEN	SALE	35.74	618	22.09K	5.48K
Mar 18, 2011	PARENTE CHARLES E	PURCHASE	35.05	20K	700.91K	44.19K
Mar 17, 2011	GRISWOLD BENJAMIN H IV	PURCHASE	34.44	15K	516.6K	108.37K
Mar 16, 2011	GRISWOLD BENJAMIN H IV	PURCHASE	34.56	25K	864K	93.37K
Mar 15, 2011	GRISWOLD BENJAMIN H IV	PURCHASE	34.16	20.04K	684.43K	68.37K
Dec 17, 2010	BOND TREVOR P	PURCHASE	30.49	5K	152.45K	22.2K
Sep 15, 2010	VON KOELLER KARSTEN	SALE	28.09	6.83K	191.91K	6.07K
Jun 07, 2010	CAREY WILLIAM P	PURCHASE	27.05	11K	297.5K	7.11M
Jun 03, 2010	CAREY WILLIAM P	PURCHASE	27.80	1K	27.8K	7.1M
May 27, 2010	CAREY WILLIAM P	PURCHASE	27.65	100	2.77K	7.1M
May 26, 2010	CAREY WILLIAM P	PURCHASE	27.74	2.31K	64.08K	7.1M
May 25, 2010	CAREY WILLIAM P	PURCHASE	27.44	10K	274.38K	7.1M
May 24, 2010	CAREY WILLIAM P	PURCHASE	27.91	10K	279.14K	7.09M
May 21, 2010	CAREY WILLIAM P	PURCHASE	27.36	2K	54.71K	7.08M
Dec 15, 2009	DUGAN GORDON F	SALE	27.44	7K	192.07K	623.75K
Dec 14, 2009	DUGAN GORDON F	SALE	26.92	8K	215.38K	630.75K
Jun 17, 2009	DUGAN GORDON F	SALE	25.41	17.5K	444.68K	644.87K
Jun 16, 2009	DUGAN GORDON F	SALE	26.00	7.5K	195K	662.37K
May 11, 2009	CAREY FRANCIS	PURCHASE	24.30	1K	24.3K	500.96K
Mar 19, 2009	BOND TREVOR P	PURCHASE	23.50	1.7K	39.95K	1.7K
Mar 11, 2009	MILLER JOHN	PURCHASE	20.71	1.9K	39.35K	8.92K
Mar 06, 2009	MITTELSTAEDT ROBERT E JR	PURCHASE	18.35	1.8K	33.02K	6.34K
Mar 04, 2009	BOND TREVOR P	PURCHASE	17.56	4K	70.24K	11.78K
Mar 04, 2009	CAREY FRANCIS	PURCHASE	17.49	2K	34.99K	503.71K
Nov 21, 2008	CAREY FRANCIS	PURCHASE	18.47	1K	18.47K	504.86K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES5001

NET SHARES-5001

SHARES HELD10.43K1

% NET SHARES-104.8%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares2.5

Short Percent Of Float3.43

Shares Outstanding218.99M

Shares Float216.83M

Shares Short5.47M

Short Ratio4.28

3.43%

Short % of Float

2.5%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.26% Percentage of Shares held by All Insiders

74.54% Percentage of Shares held by All Institutions

75.49% Percentage of Float held by Institutions

1094

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.29%	634.23K	40.82M	585.92K	+1,213.04%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.29%	638.79K	41.11M	-18.1K	-2.76%
Dec 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.34%	756.62K	48.7M	24.68K	+3.37%
Dec 31, 2025	MORGAN STANLEY	0.91%	2M	128.55M	180.72K	+9.95%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.98%	2.16M	139.23M	2.16M	+31,629.03%
Dec 31, 2025	CWM, LLC	0.16%	354.21K	22.8M	-16.97K	-4.57%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	1.05%	2.32M	149.08M	161.41K	+7.49%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	1.22%	2.7M	173.71M	128.76K	+5.01%
Dec 31, 2025	NORGES BANK	1.3%	2.86M	184.03M	2.86M	+100.00%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.34%	2.95M	189.71M	143.88K	+5.13%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.45%	3.19M	205.46M	20.59K	+0.65%
Dec 31, 2025	JPMORGAN CHASE & CO	1.5%	3.3M	212.29M	-1.37M	-29.39%
Dec 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.91%	4.21M	271.15M	441.53K	+11.71%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.17%	4.8M	307.91B	110.31K	+2.35%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.12%	267.5K	17.22M	-15.56K	-5.50%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.14%	307.02K	19.76B	-13.16K	-4.11%
Dec 31, 2025	STATE STREET CORP	5.56%	12.25M	799.49M	-77.94K	-0.63%
Dec 31, 2025	BLACKROCK, INC.	12.86%	28.36M	1.83B	301K	+1.07%
Dec 31, 2025	VANGUARD GROUP INC	13.8%	30.44M	1.96T	-188.48K	-0.62%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	317.53K	20.45M	7.33K	+2.36%
Dec 31, 2025	ZURCHER KANTONALBANK (ZURICH CANTONALBANK)	0.14%	318.59K	20.5M	6.75K	+2.16%
Dec 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.12%	270K	17.38M	39.89K	+17.33%
Dec 31, 2025	CSM ADVISORS, LLC	0.13%	278.78K	17.95M	67.69K	+32.07%
Dec 31, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.13%	286.33K	18.43M	84.9K	+42.15%
Dec 31, 2025	TRUWEALTH ADVISORS, LLC	0.14%	300.02K	19.31M	6.72K	+2.29%
Dec 31, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.14%	300.94K	19.37M	17.9K	+6.32%
Dec 31, 2025	KLP KAPITALFORVALTNING AS	0.16%	355.4K	23.15M	75.9K	+27.16%
Dec 31, 2025		0.16%	357.61K	23.02B	357.61K	+100.00%
Dec 31, 2025	BARCLAYS PLC	0.35%	762K	49.04M	-99.43K	-11.54%
Dec 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.44%	966.86K	62.23M	51.89K	+5.67%
Dec 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.47%	1.03M	66.31M	188.26K	+22.36%
Dec 31, 2025	UBS GROUP AG	0.63%	1.4M	90M	-148.55K	-9.60%
Dec 31, 2025	EQUITY INVESTMENT CORP	0.74%	1.63M	104.66M	43.67K	+2.76%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.15%	324.72K	20.9M	-159.19K	-32.90%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.16%	349.91K	22.52B	-4.81K	-1.36%
Dec 31, 2025	PRIVATE MANAGEMENT GROUP INC	0.16%	363.18K	23.37M	-114.33K	-23.94%
Dec 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.17%	378.8K	24.57M	6.59K	+1.77%
Dec 31, 2025	DEUTSCHE BANK AG\	0.18%	386.51K	24.88M	27.91K	+7.78%
Dec 31, 2025	CITIGROUP INC	0.18%	396.11K	25.49M	91.43K	+30.01%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.18%	399.65K	25.72M	15.3K	+3.98%
Dec 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.18%	399.95K	25.74M	11.04K	+2.84%
Dec 31, 2025	TWO SIGMA INVESTMENTS, LP	0.19%	418K	26.9M	165.11K	+65.29%
Dec 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.2%	444.01K	28.76M	-13.59K	-2.97%
Dec 31, 2025	CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.23%	500.99K	32.24M	500.99K	+100.00%
Dec 31, 2025	NUVEEN, LLC	0.26%	569.1K	36.63M	252.9K	+79.98%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.27%	594.86K	38.28M	-131.8K	-18.14%
Dec 31, 2025	SWISS NATIONAL BANK	0.27%	600.25K	38.63M	-30.9K	-4.90%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	601.64K	38.72M	-6.03K	-0.99%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.28%	625.74K	40.27M	29.58K	+4.96%
Dec 31, 2025	RHUMBLINE ADVISERS	0.28%	627.01K	40.35B	-28.36K	-4.33%
Dec 31, 2025	JUPITER ASSET MANAGEMENT LTD	0.29%	646.95K	41.64M	646.95K	+100.00%
Dec 31, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.3%	664.38K	42.76M	-47.75K	-6.71%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.3%	666.92K	42.92M	-8.45K	-1.25%
Dec 31, 2025	MARSHALL WACE, LLP	0.31%	683.99K	44.02M	175.83K	+34.60%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.38%	835.93K	53.8M	-36.45K	-4.18%
Dec 31, 2025	LPL FINANCIAL LLC	0.38%	842.64K	54.23M	14.85K	+1.79%
Dec 31, 2025	APG ASSET MANAGEMENT US INC.	0.4%	875.67K	56.36M	-40.94K	-4.47%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.61%	1.33M	85.87B	-12.24K	-0.91%
Dec 31, 2025	BROWN ADVISORY INC	0.16%	362.13K	23.31M	-1.87K	-0.51%
Dec 31, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.2%	441.65K	28.42M	-29.16K	-6.19%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.21%	471.16K	30.32M	-15.11K	-3.11%
Dec 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.23%	508.89K	32.76M	-37.53K	-6.87%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	0.24%	533.11K	34.31M	321.12K	+151.48%
Dec 31, 2025	CANDRIAM S.C.A.	0.25%	541.22K	34.83M	389.92K	+257.70%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0.51%	1.13M	76.38M	1.04M	+1,183.56%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.61%	1.35M	90.98M	218.5K	+19.37%
Sep 30, 2025	NORTHERN TRUST CORP	1.19%	2.63M	177.48M	-96.57K	-3.55%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.27%	2.8M	189.45M	34.53K	+1.25%
Sep 30, 2025	INVESCO LTD.	1.76%	3.89M	263.01M	3.14M	+416.79%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	354.72K	23.97M	77.06K	+27.75%
Sep 30, 2025	DEUTSCHE BANK AG\	0.16%	358.61K	24.23M	5.75K	+1.63%
Sep 30, 2025	GILLSON CAPITAL LP	0.17%	367.37K	24.82M	-70.58K	-16.12%
Sep 30, 2025	BROWN ADVISORY INC	0.17%	364K	24.6M	-589	-0.16%
Sep 30, 2025	CWM, LLC	0.17%	371.18K	25.08M	353.28K	+1,973.52%
Sep 30, 2025	MILLENNIUM MANAGEMENT LLC	0.28%	620.3K	41.91M	-52.38K	-7.79%
Sep 30, 2025	SWISS NATIONAL BANK	0.29%	631.15K	42.65M	-31.7K	-4.78%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.38%	842.11K	56.9M	70.57K	+9.15%
Sep 30, 2025	BARCLAYS PLC	0.39%	861.43K	58.21M	661.57K	+331.02%
Sep 30, 2025	BLACKROCK, INC.	12.72%	28.06M	1.9B	311.56K	+1.12%
Sep 30, 2025	VANGUARD GROUP INC	13.88%	30.63M	2.07B	-153.5K	-0.50%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.17%	384.35K	25.97M	2.59K	+0.68%
Sep 30, 2025	SCHONFELD STRATEGIC ADVISORS LLC	0.21%	456.62K	30.85M	438.08K	+2,362.24%
Sep 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.21%	470.81K	31.81M	-49.48K	-9.51%
Sep 30, 2025	PRIVATE MANAGEMENT GROUP INC	0.22%	477.51K	32.27M	-6.76K	-1.40%
Sep 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.25%	546.43K	37.19M	52.26K	+10.58%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.3%	651.82K	44.04M	11.31K	+1.77%
Sep 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.32%	712.13K	48.12M	-112.6K	-13.65%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	872.38K	58.95M	-112.1K	-11.39%
Sep 30, 2025	MORGAN STANLEY	0.82%	1.82M	122.75M	-27.36K	-1.48%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.44%	3.17M	214.31M	49.99K	+1.60%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.71%	3.77M	254.84M	55.44K	+1.49%
Sep 30, 2025	JPMORGAN CHASE & CO	2.12%	4.67M	315.67M	-429.37K	-8.42%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.12%	4.69M	315.79M	79.28K	+1.72%
Sep 30, 2025	STATE STREET CORP	5.59%	12.33M	844.07M	119.82K	+0.98%
Sep 30, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.18%	388.91K	26.28M	13.47K	+3.59%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.31%	675.38K	45.64M	4.93K	+0.74%
Sep 30, 2025	AMUNDI	0.2%	446.95K	30.47M	60.3K	+15.60%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0.1%	230.11K	15.55M	-81.23K	-26.09%
Sep 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.12%	258.69K	17.48M	6.4K	+2.54%
Sep 30, 2025	MACQUARIE GROUP LTD	0.12%	260.27K	16.92M	131.47K	+102.08%
Sep 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.12%	264.77K	17.89M	-2.87K	-1.07%
Sep 30, 2025	TWIN TREE MANAGEMENT, LP	0.13%	278.8K	18.84M	-250.5K	-47.33%
Sep 30, 2025	KLP KAPITALFORVALTNING AS	0.13%	279.5K	19.1M	-27.8K	-9.05%
Sep 30, 2025	MITSUBISHI UFJ TRUST & BANKING CORP	0.13%	283.05K	19.13M	169.76K	+149.84%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.13%	283.07K	19.13M	-8.76K	-3.00%
Sep 30, 2025	TRUWEALTH ADVISORS, LLC	0.13%	293.3K	19.82M	39.35K	+15.49%
Sep 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.13%	295.95K	20M	-3.96K	-1.32%
Sep 30, 2025	CITIGROUP INC	0.14%	304.68K	20.59M	5.98K	+2.00%
Sep 30, 2025	FRANKLIN RESOURCES INC	0.14%	305.47K	20.64M	1.81K	+0.60%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.14%	310.2K	21.16M	98.71K	+46.67%
Sep 30, 2025	NUVEEN, LLC	0.14%	316.19K	21.37M	-4.36K	-1.36%
Sep 30, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.15%	329.53K	22.27M	1.22K	+0.37%
Sep 30, 2025	FMR LLC	0.17%	371.31K	25.09M	-179.56K	-32.60%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.17%	372.21K	25.15M	36.21K	+10.78%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	596.16K	40.28M	-6.05K	-1.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	607.67K	41.06M	-8.62K	-1.40%
Sep 30, 2025	RHUMBLINE ADVISERS	0.3%	655.37K	44.28M	-18.91K	-2.80%
Sep 30, 2025	HSBC HOLDINGS PLC	0.39%	851.08K	57.48M	291.67K	+52.14%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.22%	483.91K	32.61M	247.87K	+105.01%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.22%	486.27K	32.86M	-10.14K	-2.04%
Sep 30, 2025	MARSHALL WACE, LLP	0.23%	508.16K	34.34M	508.16K	+100.00%
Sep 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.26%	571.94K	38.65M	2.29K	+0.40%
Sep 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.41%	914.97K	61.82M	38.98K	+4.45%
Sep 30, 2025	UBS GROUP AG	0.7%	1.55M	104.53M	97.61K	+6.73%
Sep 30, 2025	EQUITY INVESTMENT CORP	0.72%	1.58M	106.93M	-224.2K	-12.41%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.98%	2.15M	145.61M	-82.3K	-3.68%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	1.17%	2.57M	173.67M	19.04K	+0.75%
Sep 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.17%	382.39K	25.84M	-1.94K	-0.51%
Sep 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.19%	424.89K	28.71M	47.98K	+12.73%
Sep 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.21%	457.59K	30.92M	-6.12K	-1.32%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.3%	656.89K	44.39M	-79.55K	-10.80%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.33%	726.66K	49.1M	-132.62K	-15.43%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.33%	731.94K	49.46M	-18.65K	-2.48%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.37%	824.76K	55.76M	40.43K	+5.15%
Sep 30, 2025	LPL FINANCIAL LLC	0.38%	827.79K	55.93M	71.49K	+9.45%
Sep 30, 2025	APG ASSET MANAGEMENT US INC.	0.42%	916.61K	62.76M	104.37K	+12.85%
Jun 30, 2025	NORTHERN TRUST CORP	1.23%	2.72M	169.87M	26.34K	+0.98%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.37%	824.73K	51.45M	-47.76K	-5.47%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.17%	376.91K	23.51B	61.02K	+19.32%
Jun 30, 2025	BROWN ADVISORY INC	0.17%	364.59K	22.74M	-2.52K	-0.69%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.15%	336.01K	20.96M	4.46K	+1.34%
Jun 30, 2025	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.15%	328.31K	20.48M	102	+0.03%
Jun 30, 2025		0.17%	385.23K	28.81K	385.23K	+100.00%
Jun 30, 2025	TREASURER OF THE STATE OF NORTH CAROLINA	0.14%	299.92K	18.71M	130.91K	+77.46%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.13%	291.83K	18.2M	273.84K	+1,522.44%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.13%	277.66K	17.32M	-8.38K	-2.93%
Jun 30, 2025	RETIREMENT SYSTEMS OF ALABAMA	0.12%	267.64K	16.7M	1.27K	+0.48%
Jun 30, 2025	LIGHTHOUSE INVESTMENT PARTNERS, LLC	0.12%	265K	16.53M	-61.1K	-18.74%
Jun 30, 2025	SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)	0.12%	263.87K	16.46M	-23.97K	-8.33%
Jun 30, 2025	TRUWEALTH ADVISORS, LLC	0.12%	253.96K	15.84M	5.68K	+2.29%
Jun 30, 2025	VIRGINIA RETIREMENT SYSTEMS ET AL	0.11%	252.29K	15.74M	3.3K	+1.33%
Jun 30, 2025	ROYAL BANK OF CANADA	0.11%	252.05K	15.72M	-211	-0.08%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.11%	236.05K	14.52B	70.41K	+42.51%
Jun 30, 2025	CSM ADVISORS, LLC	0.11%	232.51K	14.5M	232.51K	+100.00%
Jun 30, 2025	ACHMEA INVESTMENT MANAGEMENT B.V.	0.1%	213.36K	13.31M	40.16K	+23.19%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.1%	211.49K	13.37M	3.99K	+1.92%
Jun 30, 2025	WATERFRONT CAPITAL PARTNERS, LLC	0.09%	196.02K	12.23M	-74.76K	-27.61%
Jun 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.09%	190.8K	11.9M	27.88K	+17.11%
Jun 30, 2025	SONORA INVESTMENT MANAGEMENT GROUP, LLC	0.08%	182.82K	11.4M	4.82K	+2.71%
Jun 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.08%	181.37K	11.31B	82.47K	+83.38%
Jun 30, 2025	PICTET ASSET MANAGEMENT HOLDING SA	0.08%	171.38K	10.69M	20.91K	+13.90%
Jun 30, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.4%	875.99K	54.64M	52.66K	+6.40%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.38%	830.54K	51.81M	517.86K	+165.61%
Jun 30, 2025	APG ASSET MANAGEMENT US INC.	0.37%	812.24K	51.16M	52.22K	+6.87%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.35%	771.53K	48.13M	744.1K	+2,712.02%
Jun 30, 2025	ALYESKA INVESTMENT GROUP, L.P.	0.24%	520.29K	32.46M	520.29K	+100.00%
Jun 30, 2025	AMUNDI	0.18%	386.65K	24.48M	109.98K	+39.75%
Jun 30, 2025	BLACKROCK, INC.	12.58%	27.74M	1.73B	383.39K	+1.40%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.68%	3.72M	231.81M	-502.37K	-11.91%
Jun 30, 2025	MORGAN STANLEY	0.84%	1.84M	115.03B	-180.91K	-8.93%
Jun 30, 2025	EQUITY INVESTMENT CORP	0.82%	1.81M	112.7M	-142.76K	-7.32%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.45%	984.48K	61.41M	-75.69K	-7.14%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0.08%	169.69K	10.59M	97.62K	+135.45%
Jun 30, 2025	AVIVA PLC	0.07%	162.92K	10.16M	12.18K	+8.08%
Jun 30, 2025	ANDRA AP-FONDEN	0.07%	160.7K	10.02M	35.1K	+27.95%
Jun 30, 2025	LPL FINANCIAL LLC	0.34%	756.3K	47.18M	75.43K	+11.08%
Jun 30, 2025	INVESCO LTD.	0.34%	753.2K	46.98M	11.64K	+1.57%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.34%	750.59K	46.82M	59.51K	+8.61%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.33%	736.44K	45.94M	595.4K	+422.17%
Jun 30, 2025	RHUMBLINE ADVISERS	0.31%	674.28K	42.06M	10.53K	+1.59%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0.3%	672.68K	41.96M	459.49K	+215.53%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.3%	670.45K	41.82M	1.46K	+0.22%
Jun 30, 2025	SWISS NATIONAL BANK	0.3%	662.85K	41.35M	45.6K	+7.39%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.29%	640.51K	39.96M	-441.71K	-40.82%
Jun 30, 2025	TWIN TREE MANAGEMENT, LP	0.24%	529.3K	33.02M	133K	+33.56%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.18%	395.04K	24.64B	-28.65K	-6.76%
Jun 30, 2025	VANGUARD GROUP INC	13.95%	30.78M	1.92B	32.19K	+0.10%
Jun 30, 2025	STATE STREET CORP	5.54%	12.21M	772.36M	-245.98K	-1.97%
Jun 30, 2025	JPMORGAN CHASE & CO	2.31%	5.1M	318.21M	-11.13K	-0.22%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.09%	4.61M	286.58M	87.15K	+1.93%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	1.42%	3.12M	194.74M	-52.27K	-1.65%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.26%	2.77M	172.74M	106.88K	+4.01%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.16%	2.57M	160.18M	310.82K	+13.77%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	1.16%	2.55M	159.15M	120.5K	+4.96%
Jun 30, 2025	NORGES BANK	1.1%	2.43M	151.41M	2.43M	+100.00%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	1.01%	2.24M	139.56M	-10.83K	-0.48%
Jun 30, 2025	UBS GROUP AG	0.66%	1.45M	90.41M	-154.11K	-9.61%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.51%	1.13M	70.36M	-9.57K	-0.84%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.39%	859.27K	53.6M	-136.23K	-13.68%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.36%	784.33K	48.93M	59.5K	+8.21%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.23%	496.42K	30.97M	-6.92K	-1.37%
Jun 30, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.22%	494.16K	30.85M	18.69K	+3.93%
Jun 30, 2025	PRIVATE MANAGEMENT GROUP INC	0.22%	484.27K	30.21M	10.12K	+2.13%
Jun 30, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.21%	463.71K	28.93M	24.37K	+5.55%
Jun 30, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.17%	384.33K	23.97M	4.94K	+1.30%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	383.9K	23.95M	-13.1K	-3.30%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	616.28K	38.44M	9.86K	+1.63%
Jun 30, 2025	GRS ADVISORS, LLC	0.27%	604.27K	37.69M	604.27K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	602.21K	37.57M	16.59K	+2.83%
Jun 30, 2025	ZACKS INVESTMENT MANAGEMENT	0.26%	569.65K	35.53M	7.25K	+1.29%
Jun 30, 2025	HSBC HOLDINGS PLC	0.25%	559.41K	34.88M	154.7K	+38.23%
Jun 30, 2025	FMR LLC	0.25%	550.87K	34.36M	64.2K	+13.19%
Jun 30, 2025	GILLSON CAPITAL LP	0.2%	437.95K	27.32M	437.95K	+100.00%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	0.17%	385.23K	28.81K	385.23K	+100.00%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.33%	724.84K	45.76M	-5.44K	-0.75%
Mar 31, 2025	INVESCO LTD.	0.34%	741.56K	46.8M	-8.59K	-1.15%
Mar 31, 2025	APG ASSET MANAGEMENT US INC.	0.34%	760.02K	47.9M	0	0
Mar 31, 2025	PACER ADVISORS, INC.	0.79%	1.75M	110.56M	1.6M	+1,016.76%
Mar 31, 2025	EQUITY INVESTMENT CORP	0.88%	1.95M	123.03M	78.66K	+4.20%
Mar 31, 2025	STATE STREET CORP	5.65%	12.46M	796.71M	368.28K	+3.05%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.52%	1.14M	71.79M	332.54K	+41.31%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	0.49%	1.08M	68.3M	23.87K	+2.26%
Mar 31, 2025	DEMARS FINANCIAL GROUP, LLC	0.48%	1.06M	16.81M	62.52K	+6.26%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	1.06M	66.91M	-6.32K	-0.59%
Mar 31, 2025	HSBC HOLDINGS PLC	0.18%	404.7K	25.53M	132.89K	+48.89%
Mar 31, 2025	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.17%	379.39K	23.94M	-9.93K	-2.55%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.17%	374.71K	23.65M	10.47K	+2.87%
Mar 31, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.4%	872.5K	55.06M	372.43K	+74.48%
Mar 31, 2025	ZACKS INVESTMENT MANAGEMENT	0.26%	562.4K	35.49M	47.5K	+9.22%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.23%	503.33K	31.77M	1.77K	+0.35%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	1.1%	2.43M	153.4M	83.4K	+3.55%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.21%	2.66M	168.02M	20.5K	+0.78%
Mar 31, 2025	NORTHERN TRUST CORP	1.22%	2.7M	170.2M	55.62K	+2.11%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.05%	4.52M	284.64M	-190.16K	-4.04%
Mar 31, 2025	JPMORGAN CHASE & CO	2.32%	5.11M	322.63M	3.75M	+274.71%
Mar 31, 2025	BLACKROCK, INC.	12.41%	27.36M	1.73B	-164.98K	-0.60%
Mar 31, 2025		0.22%	478.43K	30.19M	478.43K	+100.00%
Mar 31, 2025	NOMURA ASSET MANAGEMENT CO LTD	0.17%	368.29K	23.24M	12.96K	+3.65%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	585.62K	36.96M	8.48K	+1.47%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.3%	668.99K	42.22M	-1.04K	-0.16%
Mar 31, 2025	LPL FINANCIAL LLC	0.31%	680.87K	42.97M	-19.09K	-2.73%
Mar 31, 2025	UBS GROUP AG	0.73%	1.6M	101.2M	-310.4K	-16.22%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	1.02%	2.26M	142.44M	68.41K	+3.13%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.91%	4.22M	266.22M	195.47K	+4.86%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	606.43K	38.27M	26.67K	+4.60%
Mar 31, 2025	TWIN TREE MANAGEMENT, LP	0.18%	396.3K	25.01M	34.3K	+9.48%
Mar 31, 2025	VANGUARD GROUP INC	13.95%	30.75M	1.94B	-73.81K	-0.24%
Mar 31, 2025	SWISS NATIONAL BANK	0.28%	617.25K	38.95M	-1K	-0.16%
Mar 31, 2025	RHUMBLINE ADVISERS	0.3%	663.75K	41.89M	1.64K	+0.25%
Mar 31, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.31%	686.14K	43.3M	114.85K	+20.10%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	1.02%	2.25M	141.87M	10.11K	+0.45%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.31%	691.08K	43.61M	27.77K	+4.19%
Mar 31, 2025	MORGAN STANLEY	0.92%	2.02M	127.79M	-63.87K	-3.06%
Mar 31, 2025	BROWN ADVISORY INC	0.17%	367.11K	23.17M	-19.24K	-4.98%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	397K	25.05M	190.2K	+91.97%
Mar 31, 2025	ADVISORS CAPITAL MANAGEMENT, LLC	0.37%	823.33K	51.96M	260.67K	+46.33%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.45%	995.5K	62.83M	-30.76K	-3.00%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	1.44%	3.17M	200.31M	3.23K	+0.10%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.19%	423.69K	26.74M	2.11K	+0.50%
Mar 31, 2025	ASSET MANAGEMENT ONE CO., LTD.	0.2%	439.35K	27.73M	6.11K	+1.41%
Mar 31, 2025	FMR LLC	0.22%	486.67K	30.71M	118.2K	+32.08%
Mar 31, 2025	GREAT WEST LIFE ASSURANCE CO /CAN/	0.22%	475.48K	30.02M	20.76K	+4.56%
Mar 31, 2025	PRIVATE MANAGEMENT GROUP INC	0.22%	474.14K	29.92M	474.14K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.31%	681.91K	38.49M	9.65K	+1.44%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.31%	684.47K	38.77M	-121.87K	-15.11%
Mar 31, 2024	BARCLAYS PLC	0.33%	718.57K	40.56M	230.19K	+47.13%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	1.15%	2.52M	142.06M	-41.1K	-1.61%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.21%	2.65M	149.68M	28.52K	+1.09%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.34%	2.95M	166.43M	-89.26K	-2.94%
Mar 31, 2024	JPMORGAN CHASE & CO	1.47%	3.23M	182.42M	-783.28K	-19.51%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	1.49%	3.27M	184.82M	23.02K	+0.71%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.96%	4.3M	242.29M	539.78K	+14.36%
Mar 31, 2024	COHEN & STEERS, INC.	3.08%	6.76M	381.52M	-4.53M	-40.13%
Mar 31, 2024	STATE STREET CORP	5.51%	12.07M	691.73M	-841.06K	-6.51%
Mar 31, 2024	BLACKROCK INC.	12.24%	26.83M	1.51B	391.22K	+1.48%
Mar 31, 2024	VANGUARD GROUP INC	14.12%	30.97M	1.75B	187.02K	+0.61%
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0.21%	456.15K	25.75M	9.32K	+2.09%
Mar 31, 2024	NOMURA ASSET MANAGEMENT CO LTD	0.15%	320.34K	18.08M	16.04K	+5.27%
Mar 31, 2024	AEW CAPITAL MANAGEMENT L P	0.1%	216.4K	12.21M	-80.06K	-27.01%
Mar 31, 2024	CETERA ADVISORS LLC	0.1%	216.71K	12.23M	88.47K	+68.98%
Mar 31, 2024	TRUWEALTH ADVISORS, LLC	0.1%	217.02K	12.25M	-115	-0.05%
Mar 31, 2024	SEI INVESTMENTS CO	0.1%	218.48K	12.33B	-163.16K	-42.75%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.1%	229.62K	12.96M	-144.13K	-38.56%
Mar 31, 2024	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.12%	256.03K	14.45M	33.79K	+15.20%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.12%	265.39K	14.98M	36.44K	+15.91%
Mar 31, 2024	RETIREMENT SYSTEMS OF ALABAMA	0.13%	274.6K	15.5M	721	+0.26%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.13%	289.44K	16.34M	-5.88K	-1.99%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.13%	291.63K	16.46M	84K	+40.45%
Mar 31, 2024	CITIGROUP INC	0.14%	307.87K	17.38M	65.85K	+27.21%
Mar 31, 2024	BERKSHIRE ASSET MANAGEMENT LLC/PA	0.15%	327.38K	18.48M	1.89K	+0.58%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	332.67K	18.78M	-62.87K	-15.89%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.16%	347.24K	19.6M	-20.23K	-5.50%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.16%	360.34K	20.34M	244.7K	+211.61%
Mar 31, 2024	FMR LLC	0.17%	364.24K	20.56M	-32.63K	-8.22%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	369.3K	20.84M	-114.6K	-23.68%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.17%	380.13K	21.45M	8.9K	+2.40%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.18%	390.02K	22.02M	-1.77K	-0.45%
Mar 31, 2024	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.18%	404.25K	22.82M	1.42K	+0.35%
Mar 31, 2024	TWIN TREE MANAGEMENT, LP	0.2%	429.1K	24.22M	429.1K	+100.00%
Mar 31, 2024	BROWN ADVISORY INC	0.2%	438.98K	24.78M	-23.07K	-4.99%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.21%	451.03K	25.46M	11.3K	+2.57%
Mar 31, 2024	ASSET MANAGEMENT ONE CO., LTD.	0.21%	466.22K	26.31M	-9.63K	-2.02%
Mar 31, 2024	CANADA PENSION PLAN INVESTMENT BOARD	0.25%	539.53K	30.45M	-56.1K	-9.42%
Mar 31, 2024	ZACKS INVESTMENT MANAGEMENT	0.25%	541.25K	30.55M	34.13K	+6.73%
Mar 31, 2024	ADVISORS CAPITAL MANAGEMENT, LLC	0.28%	603.31K	34.05M	132.44K	+28.13%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	654.85K	36.96M	-14.1K	-2.11%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.31%	670.16K	37.82M	85.25K	+14.57%
Mar 31, 2024	LPL FINANCIAL LLC	0.33%	724.71K	40.9M	9.97K	+1.40%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.34%	755.97K	42.67M	-6.94K	-0.91%
Mar 31, 2024	INVESCO LTD.	0.35%	761.42K	42.97M	136.78K	+21.90%
Mar 31, 2024	APG ASSET MANAGEMENT US INC.	0.36%	791.04K	44.35M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.37%	821.41K	46.36M	251.94K	+44.24%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.38%	823.47K	46.48M	21.05K	+2.62%
Mar 31, 2024	EQUITY INVESTMENT CORP	0.48%	1.06M	59.8M	1.06M	+100.00%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.53%	1.15M	65.1M	-10.93K	-0.94%
Mar 31, 2024	RUSH ISLAND MANAGEMENT, LP	0.56%	1.24M	69.71M	1.02M	+483.44%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.6%	1.32M	74.47M	1.32M	+100.00%
Mar 31, 2024	UBS GROUP AG	0.64%	1.41M	79.53M	282.46K	+25.07%
Mar 31, 2024	BALYASNY ASSET MANAGEMENT L.P.	0.69%	1.5M	84.89M	485.28K	+47.63%
Mar 31, 2024	NORTHERN TRUST CORP	0.8%	1.74M	98.4M	-243.32K	-12.25%
Mar 31, 2024	MORGAN STANLEY	0.81%	1.78M	100.59M	-114K	-6.01%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.87%	1.9M	107.32M	-29.84K	-1.54%
Mar 31, 2024	PGGM INVESTMENTS	0.96%	2.11M	119.04M	1.01K	+0.05%
Mar 31, 2024	DAIWA SECURITIES GROUP INC.	1.08%	2.36M	133.38M	-1.28M	-35.09%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.14%	2.49M	140.63M	55.12K	+2.26%
Dec 31, 2023	HSBC HOLDINGS PLC	0.19%	424.39K	27.51M	20.11K	+4.97%
Dec 31, 2023	NATIONAL PENSION SERVICE	0.19%	424.32K	27.5M	0	0
Dec 31, 2023	AMUNDI	0.19%	414.04K	27.66M	-68.42K	-14.18%
Dec 31, 2023	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.18%	402.83K	26.11M	9.5K	+2.42%
Dec 31, 2023	FMR LLC	0.18%	396.87K	25.72M	134.06K	+51.01%
Dec 31, 2023	CREDIT SUISSE AG/	0.18%	395.53K	25.63M	-79.29K	-16.70%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.18%	391.79K	25.4M	-66.83K	-14.57%
Dec 31, 2023	SEI INVESTMENTS CO	0.17%	381.64K	24.73M	79.98K	+26.51%
Dec 31, 2023	VANGUARD GROUP INC	14.04%	30.78M	2B	657.19K	+2.18%
Dec 31, 2023	BLACKROCK INC.	12.06%	26.44M	1.71B	10.64M	+67.30%
Dec 31, 2023	STATE STREET CORP	5.89%	12.92M	848.06M	2.77M	+27.24%
Dec 31, 2023	COHEN & STEERS, INC.	5.15%	11.29M	731.8M	5.41M	+91.91%
Dec 31, 2023	JPMORGAN CHASE & CO	1.83%	4.02M	260.24M	-1.34M	-24.95%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.71%	3.76M	243.24M	285.25K	+8.21%
Dec 31, 2023	DAIWA SECURITIES GROUP INC.	1.66%	3.64M	235.97M	1.12M	+44.66%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	1.48%	3.25M	210.73M	415.89K	+14.67%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.39%	3.04M	196.9M	43.96K	+1.47%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.2%	2.62M	170.03M	338.19K	+14.80%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	1.17%	2.56M	165.79M	1.47M	+134.61%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	2.44M	157.91M	99.41K	+4.25%
Dec 31, 2023	NORGES BANK	1.11%	2.42M	157.11M	2.42M	+100.00%
Dec 31, 2023	PGGM INVESTMENTS	0.96%	2.11M	136.63M	-855	-0.04%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.2%	439.72K	28.5M	-99.43K	-18.44%
Dec 31, 2023	GREAT WEST LIFE ASSURANCE CO /CAN/	0.2%	446.83K	28.89M	121.38K	+37.29%
Dec 31, 2023	BROWN ADVISORY INC	0.21%	462.05K	29.95M	-188.37K	-28.96%
Dec 31, 2023	ADVISORS CAPITAL MANAGEMENT, LLC	0.21%	470.87K	30.52M	-68.34K	-12.67%
Dec 31, 2023	ASSET MANAGEMENT ONE CO., LTD.	0.22%	475.85K	31.25M	21.68K	+4.77%
Dec 31, 2023	BARCLAYS PLC	0.22%	488.39K	31.65M	-13.76K	-2.74%
Dec 31, 2023	ZACKS INVESTMENT MANAGEMENT	0.23%	507.12K	32.87M	-48.57K	-8.74%
Dec 31, 2023	CITADEL ADVISORS LLC	0.23%	510.1K	33.06M	-18.9K	-3.57%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.26%	569.47K	36.91M	974	+0.17%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.27%	584.92K	37.91M	-49.58K	-7.81%
Dec 31, 2023	CANADA PENSION PLAN INVESTMENT BOARD	0.27%	595.63K	38.6M	0	0
Dec 31, 2023	INVESCO LTD.	0.28%	624.64K	40.48M	199K	+46.75%
Dec 31, 2023	SWISS NATIONAL BANK	0.31%	668.95K	43.35M	-19.1K	-2.78%
Dec 31, 2023	RHUMBLINE ADVISERS	0.31%	672.27K	43.57M	388.57K	+136.96%
Dec 31, 2023	NORTHERN TRUST CORP	0.91%	1.99M	128.76M	281.61K	+16.52%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.88%	1.93M	125.17M	88.34K	+4.79%
Dec 31, 2023	MORGAN STANLEY	0.86%	1.9M	122.89M	-72.52K	-3.68%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.53%	1.16M	75.46M	51.68K	+4.65%
Dec 31, 2023	UBS GROUP AG	0.51%	1.13M	73.01M	-356.38K	-24.03%
Dec 31, 2023	BALYASNY ASSET MANAGEMENT L.P.	0.46%	1.02M	66.03M	-281.31K	-21.64%
Dec 31, 2023	LONG POND CAPITAL, LP	0.44%	967.99K	62.74M	967.99K	+100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.37%	806.34K	52.27M	-755.17K	-48.36%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.37%	802.43K	52.01M	785.77K	+4,716.48%
Dec 31, 2023	APG ASSET MANAGEMENT US INC.	0.36%	791.04K	51.27M	95.93K	+13.80%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.35%	762.91K	49.44M	12.6K	+1.68%
Dec 31, 2023	WATERFRONT CAPITAL PARTNERS, LLC	0.35%	758.04K	49.13M	82.04K	+12.14%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.34%	750.23K	48.62M	-394.52K	-34.46%
Dec 31, 2023	LPL FINANCIAL LLC	0.33%	714.74K	46.32M	-44.6K	-5.87%

Insiders

Insiders	Designation	Shares Held
CAREY WILLIAM P	Chairman	7.11M
KARST JAN F	10 percent owner	6.36M
ESTATE OF WM. POLK CAREY	10 percent owner	6.36M
CAREY H AUGUSTUS	10 percent owner	6.36M
SABATINI GINO M.	Managing Director	669.64K
DUGAN GORDON F	CEO and President	623.75K
FOX JASON E.	CEO	541.82K
PARK JOHN J	President	511.83K
CAREY FRANCIS	director	500.96K
ZACHARIAS THOMAS E	Chief Operating Officer	242.97K
GOLDBERG MARK M	Managing Director	129.24K
PARENTE CHARLES E	director	56.08K
ALEXANDER MARK A	director	45.85K
MILLER JOHN	Chief Investment Officer	38.62K
FABER EBERHARD IV	director	33.41K
FARRELL PETER	director	22.29K
COOLIDGE NATHANIEL S	director	16.75K
MITTELSTAEDT ROBERT E JR	director	15.36K
NIEHAUS CHRISTOPHER	director	14.65K
ZANDER BRIAN H	Chief Accounting Officer	10.43K
HOYSRADT JEAN	director	9.26K
VANDEWEGHE MARY M	director	7.48K
VON KOELLER KARSTEN	director	7.02K
MAHALINGAM ARJUN	Chief Accounting Officer	6.63K
KADER HISHAM A	Chief Accounting Officer	5.92K
FLANAGAN ROBERT J	director	4.72K
GRISWOLD BENJAMIN H IV	director	0
BOND TREVOR P	CEO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 26, 2025	ZANDER BRIAN H	SALE	66.14	500	33.07K	10.43K
Nov 20, 2024	ZANDER BRIAN H	SALE	56.65	440	24.93K	7.24K
Nov 13, 2024	FARRELL PETER	PURCHASE	55.56	1K	55.56K	22.29K
Nov 01, 2024	ALEXANDER MARK A	PURCHASE	55.29	5K	276.43K	45.85K
Aug 16, 2024	ALEXANDER MARK A	PURCHASE	57.03	2K	114.06K	40.12K
Aug 09, 2024	ALEXANDER MARK A	PURCHASE	55.87	3.5K	195.53K	38.12K
Aug 08, 2024	ZANDER BRIAN H	SALE	56.75	500	28.38K	7.68K
Dec 14, 2023	ZANDER BRIAN H	SALE	65.26	200	13.05K	4.22K
May 02, 2023	ALEXANDER MARK A	PURCHASE	72.48	1K	72.48K	26.12K
Feb 17, 2023	ZANDER BRIAN H	SALE	84.14	200	16.81K	4.27K
May 19, 2020	ALEXANDER MARK A	PURCHASE	58.77	4K	235.1K	18.88K
Mar 19, 2020	PARK JOHN J	PURCHASE	43.56	10K	435.61K	511.83K
Mar 19, 2020	SABATINI GINO M.	PURCHASE	42.18	10K	421.8K	669.64K
Mar 19, 2020	FOX JASON E.	PURCHASE	46.03	10K	460.33K	541.82K
Mar 18, 2020	MAHALINGAM ARJUN	PURCHASE	53.50	285	15.25K	6.63K
Mar 18, 2020	ALEXANDER MARK A	PURCHASE	58.65	2K	117.29K	14.88K
Mar 17, 2020	FARRELL PETER	PURCHASE	64.56	1.31K	84.57K	9.29K
Mar 17, 2020	ALEXANDER MARK A	PURCHASE	64.25	1K	64.25K	11.88K
Mar 16, 2020	NIEHAUS CHRISTOPHER	PURCHASE	64.68	1.5K	97.02K	14.65K
Mar 16, 2020	FARRELL PETER	PURCHASE	64.37	215	13.84K	7.98K
Mar 03, 2020	FLANAGAN ROBERT J	PURCHASE	82.29	1K	82.29K	4.72K
Dec 11, 2019	ALEXANDER MARK A	PURCHASE	80.50	2.3K	185.15K	10.88K
Nov 21, 2019	MAHALINGAM ARJUN	SALE	84.95	118	10.02K	4.54K
Nov 13, 2018	NIEHAUS CHRISTOPHER	PURCHASE	66.08	3.85K	254.41K	10.56K
Nov 06, 2018	HOYSRADT JEAN	PURCHASE	64.73	2.3K	148.88K	9.26K
May 29, 2018	MAHALINGAM ARJUN	SALE	66.56	614	40.86K	2.27K
Mar 16, 2018	NIEHAUS CHRISTOPHER	PURCHASE	62.28	4K	249.12K	5.19K
Mar 12, 2018	FARRELL PETER	PURCHASE	61.88	2.04K	125.93K	4.38K
Feb 28, 2017	GOLDBERG MARK M	SALE	63.18	18.07K	1.14M	129.24K
Nov 17, 2016	ALEXANDER MARK A	PURCHASE	57.73	4K	230.92K	4K
Nov 07, 2016	VANDEWEGHE MARY M	PURCHASE	58.67	940	55.15K	7.48K
Sep 01, 2016	GOLDBERG MARK M	SALE	66.53	5.5K	365.92K	2.2K
Aug 26, 2016	COOLIDGE NATHANIEL S	SALE	66.79	350	23.38K	16.75K
May 09, 2016	VANDEWEGHE MARY M	PURCHASE	63.08	1K	63.08K	5.39K
Dec 18, 2015	ZACHARIAS THOMAS E	SALE	60.03	17K	1.02M	242.97K
Dec 17, 2015	COOLIDGE NATHANIEL S	SALE	60.92	757	46.11K	16.09K
Dec 08, 2015	BOND TREVOR P	SALE	61.08	2K	122.04K	0
May 29, 2015	COOLIDGE NATHANIEL S	SALE	63.66	400	25.46K	16.3K
May 21, 2015	BOND TREVOR P	PURCHASE	63.07	2K	126.15K	324.84K
May 20, 2015	VANDEWEGHE MARY M	PURCHASE	63.77	800	51.02K	3.04K
Mar 06, 2015	BOND TREVOR P	PURCHASE	65.59	2K	131.18K	324.42K
Mar 02, 2015	GOLDBERG MARK M	SALE	69.30	20K	1.39M	99.24K
Feb 26, 2015	GRISWOLD BENJAMIN H IV	SALE	68.35	11K	751.89K	0
Nov 10, 2014	BOND TREVOR P	PURCHASE	66.96	400	26.78K	143.07K
Aug 13, 2014	KADER HISHAM A	SALE	68.68	1.49K	102.2K	5.92K
Aug 11, 2014	GRISWOLD BENJAMIN H IV	SALE	68.16	11K	749.77K	11K
Aug 07, 2014	KADER HISHAM A	SALE	66.92	1.71K	114.11K	7.41K
Aug 07, 2014	HOYSRADT JEAN	PURCHASE	66.86	500	33.43K	1.74K
May 20, 2014	BOND TREVOR P	PURCHASE	61.98	1K	61.98K	142.67K
May 15, 2014	ZACHARIAS THOMAS E	SALE	62.00	2.65K	164.24K	215.78K
May 14, 2014	ZACHARIAS THOMAS E	SALE	62.00	4.85K	300.78K	218.43K
May 13, 2014	VANDEWEGHE MARY M	PURCHASE	61.63	800	49.3K	1K
May 13, 2014	GRISWOLD BENJAMIN H IV	SALE	61.51	11K	676.56K	22K
Nov 25, 2013	CAREY H AUGUSTUS	SALE	62.15	750K	46.61M	6.36M
Nov 25, 2013	KARST JAN F	SALE	62.15	750K	46.61M	6.36M
Nov 25, 2013	ESTATE OF WM. POLK CAREY	SALE	62.15	750K	46.61M	6.36M
Sep 09, 2013	ESTATE OF WM. POLK CAREY	SALE	65.00	1.08M	70.4M	1.91M
Sep 09, 2013	KARST JAN F	SALE	65.00	1.08M	70.4M	1.91M
Sep 09, 2013	CAREY H AUGUSTUS	SALE	65.00	1.08M	70.4M	1.91M
Mar 28, 2013	ESTATE OF WM. POLK CAREY	SALE	64.83	616.97K	40M	2.99M
Mar 28, 2013	CAREY H AUGUSTUS	SALE	64.83	616.97K	40M	2.99M
Mar 28, 2013	KARST JAN F	SALE	64.83	616.97K	40M	2.99M
Mar 18, 2013	MILLER JOHN	SALE	67.85	2K	135.7K	38.62K
Dec 18, 2012	GOLDBERG MARK M	PURCHASE	49.45	1.6K	79.12K	7.7K
Dec 11, 2012	CAREY H AUGUSTUS	SALE	48.36	2.66K	128.4K	8.41K
Dec 10, 2012	CAREY H AUGUSTUS	SALE	48.05	3.75K	180.24K	115.25K
Dec 03, 2012	GOLDBERG MARK M	PURCHASE	48.26	750	36.19K	6.1K
Nov 30, 2012	GOLDBERG MARK M	PURCHASE	48.42	500	24.21K	54.33K
May 15, 2012	PARENTE CHARLES E	PURCHASE	43.29	10K	432.9K	56.08K
Mar 16, 2012	MITTELSTAEDT ROBERT E JR	PURCHASE	46.37	2K	92.73K	15.36K
Mar 05, 2012	FABER EBERHARD IV	PURCHASE	45.51	400	18.2K	33.41K
Dec 20, 2011	VON KOELLER KARSTEN	SALE	42.02	813	34.17K	7.02K
May 16, 2011	VON KOELLER KARSTEN	SALE	35.74	618	22.09K	5.48K
Mar 18, 2011	PARENTE CHARLES E	PURCHASE	35.05	20K	700.91K	44.19K
Mar 17, 2011	GRISWOLD BENJAMIN H IV	PURCHASE	34.44	15K	516.6K	108.37K
Mar 16, 2011	GRISWOLD BENJAMIN H IV	PURCHASE	34.56	25K	864K	93.37K
Mar 15, 2011	GRISWOLD BENJAMIN H IV	PURCHASE	34.16	20.04K	684.43K	68.37K
Dec 17, 2010	BOND TREVOR P	PURCHASE	30.49	5K	152.45K	22.2K
Sep 15, 2010	VON KOELLER KARSTEN	SALE	28.09	6.83K	191.91K	6.07K
Jun 07, 2010	CAREY WILLIAM P	PURCHASE	27.05	11K	297.5K	7.11M
Jun 03, 2010	CAREY WILLIAM P	PURCHASE	27.80	1K	27.8K	7.1M
May 27, 2010	CAREY WILLIAM P	PURCHASE	27.65	100	2.77K	7.1M
May 26, 2010	CAREY WILLIAM P	PURCHASE	27.74	2.31K	64.08K	7.1M
May 25, 2010	CAREY WILLIAM P	PURCHASE	27.44	10K	274.38K	7.1M
May 24, 2010	CAREY WILLIAM P	PURCHASE	27.91	10K	279.14K	7.09M
May 21, 2010	CAREY WILLIAM P	PURCHASE	27.36	2K	54.71K	7.08M
Dec 15, 2009	DUGAN GORDON F	SALE	27.44	7K	192.07K	623.75K
Dec 14, 2009	DUGAN GORDON F	SALE	26.92	8K	215.38K	630.75K
Jun 17, 2009	DUGAN GORDON F	SALE	25.41	17.5K	444.68K	644.87K
Jun 16, 2009	DUGAN GORDON F	SALE	26.00	7.5K	195K	662.37K
May 11, 2009	CAREY FRANCIS	PURCHASE	24.30	1K	24.3K	500.96K
Mar 19, 2009	BOND TREVOR P	PURCHASE	23.50	1.7K	39.95K	1.7K
Mar 11, 2009	MILLER JOHN	PURCHASE	20.71	1.9K	39.35K	8.92K
Mar 06, 2009	MITTELSTAEDT ROBERT E JR	PURCHASE	18.35	1.8K	33.02K	6.34K
Mar 04, 2009	BOND TREVOR P	PURCHASE	17.56	4K	70.24K	11.78K
Mar 04, 2009	CAREY FRANCIS	PURCHASE	17.49	2K	34.99K	503.71K
Nov 21, 2008	CAREY FRANCIS	PURCHASE	18.47	1K	18.47K	504.86K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES5001

NET SHARES-5001

SHARES HELD10.43K1

% NET SHARES-104.8%0%

WPC Stock Ownership Breakdown

W P Carey

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

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Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions