WPC
W. P. Carey Inc.Company with tickers: WPC
Market Cap
$16.45B
Shares Outstanding
222,739,105
CIK
1025378
CUSIP
92936U109
13F Activity (30d)
54 filings
10 filers
Website
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Investor Relations
Investor relations
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding WPC
363 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | — | 7,255,672 | $493,095,469 | 0.46% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 7,132,647 | $484,734,690 | 0.02% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 5,192,286 | $352,867,757 | 0.21% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 3,306,212 | $224,690,168 | 0.37% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 2,443,960 | $166,091,522 | 0.20% | Long | 2026-03-31 | |
| MFS Mid Cap Value Fund | — | 1,904,558 | $129,433,762 | 0.81% | Long | 2026-03-31 | |
| Schwab U.S. REIT ETF | — | 1,516,018 | $113,170,744 | 1.16% | Long | 2026-02-28 | |
| State Street SPDR S&P MidCap 400SM ETF Trust | MDY | 1,651,719 | $112,250,823 | 0.46% | Long | 2026-03-31 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | — | 1,225,879 | $89,403,355 | 1.29% | Long | 2026-04-30 | |
| Fidelity Extended Market Index Fund | — | 1,142,062 | $85,254,928 | 0.21% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | — | 1,070,598 | $72,757,840 | 0.47% | Long | 2026-03-31 | |
| DFA Global Real Estate Securities Portfolio | — | 860,362 | $62,746,201 | 0.82% | Long | 2026-04-30 | |
| iShares Russell Mid-Cap ETF | — | 828,872 | $56,330,141 | 0.12% | Long | 2026-03-31 | |
| Nuveen Real Estate Securities Select Fund | — | 774,444 | $52,631,214 | 2.04% | Long | 2026-03-31 | |
| iShares Core U.S. REIT ETF | — | 704,840 | $51,403,981 | 1.36% | Long | 2026-04-30 | |
| iShares S&P Mid-Cap 400 Growth ETF | — | 705,368 | $47,936,809 | 0.48% | Long | 2026-03-31 | |
| iShares U.S. Real Estate ETF | — | 692,500 | $47,062,300 | 1.19% | Long | 2026-03-31 | |
| Schwab U.S. Mid-Cap ETF | — | 592,705 | $44,245,428 | 0.32% | Long | 2026-02-28 | |
| iShares Global REIT ETF | — | 577,838 | $42,141,725 | 0.88% | Long | 2026-04-30 | |
| iShares S&P Mid-Cap 400 Value ETF | — | 523,274 | $35,561,701 | 0.45% | Long | 2026-03-31 | |
| First Trust Value Line Dividend Index Fund | — | 501,473 | $34,080,105 | 0.42% | Long | 2026-03-31 | |
| iShares Russell 1000 Value ETF | — | 497,346 | $33,799,634 | 0.05% | Long | 2026-03-31 | |
| WisdomTree U.S. Midcap Dividend Fund | — | 471,004 | $32,009,432 | 0.86% | Long | 2026-03-31 | |
| MFS Blended Research Mid Cap Equity Fund | — | 410,389 | $30,635,539 | 1.20% | Long | 2026-02-28 | |
| Fidelity Total Market Index Fund | — | 409,558 | $30,573,505 | 0.02% | Long | 2026-02-28 | |
| iShares MSCI USA Value Factor ETF | — | 409,374 | $29,855,646 | 0.25% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF | — | 395,802 | $26,898,704 | 1.58% | Long | 2026-03-31 | |
| VANGUARD S&P MID-CAP 400 INDEX FUND | — | 333,553 | $24,899,731 | 0.47% | Long | 2026-02-28 | |
| Invesco Real Estate Fund | — | 325,096 | $24,268,416 | 3.48% | Long | 2026-02-28 | |
| Fidelity Series Total Market Index Fund | — | 324,429 | $24,218,625 | 0.02% | Long | 2026-02-28 | |
| WisdomTree U.S. Value Fund | — | 328,547 | $22,328,054 | 0.86% | Long | 2026-03-31 | |
| iShares Russell Mid-Cap Value ETF | — | 312,365 | $21,228,325 | 0.15% | Long | 2026-03-31 | |
| iShares FTSE NAREIT All Equity REIT Index Fund | — | 280,631 | $20,466,419 | 1.04% | Long | 2026-04-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 276,273 | $18,775,513 | 0.02% | Long | 2026-03-31 | |
| Schwab U.S. Large-Cap ETF | — | 229,132 | $17,104,704 | 0.03% | Long | 2026-02-28 | |
| Empower Real Estate Index Fund | — | 250,559 | $17,027,990 | 1.33% | Long | 2026-03-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 247,625 | $16,828,595 | 0.01% | Long | 2026-03-31 | |
| Nuveen Real Estate Securities Fund | — | 237,887 | $16,166,801 | 2.16% | Long | 2026-03-31 | |
| JPMorgan BetaBuilders MSCI US REIT ETF | — | 210,575 | $15,719,424 | 1.39% | Long | 2026-02-28 | |
| JNL/WMC Global Real Estate Fund | — | 231,176 | $15,710,721 | 3.07% | Long | 2026-03-31 | |
| Fidelity MSCI Real Estate Index ETF | — | 208,208 | $15,184,609 | 1.05% | Long | 2026-04-30 | |
| JNL Mid Cap Index Fund | — | 221,124 | $15,027,587 | 0.46% | Long | 2026-03-31 | |
| JNL/MFS Mid Cap Value Fund | — | 221,052 | $15,022,694 | 0.81% | Long | 2026-03-31 | |
| MFS Equity Income Fund | — | 205,748 | $15,005,202 | 1.90% | Long | 2026-04-30 | |
| Real Estate Securities Trust | — | 208,701 | $14,183,320 | 4.62% | Long | 2026-03-31 | |
| Mid Cap Index Fund | — | 167,359 | $12,493,349 | 0.47% | Long | 2026-02-28 | |
| BlackRock Real Estate Securities Fund | — | 167,691 | $12,229,705 | 2.80% | Long | 2026-04-30 | |
| EQ/Mid Cap Index Portfolio | — | 179,630 | $12,207,655 | 0.46% | Long | 2026-03-31 | |
| Columbia Mid Cap Index Fund | — | 161,595 | $12,063,067 | 0.47% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF | — | 176,339 | $11,983,998 | 0.48% | Long | 2026-03-31 |
Showing 1–50 of 363 positions