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WPC · W. P. Carey Inc. · Held by Funds

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$64.63 -1.35 (-2.05%) At close · Sep 30
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$15.06B
Shares
227.82M
Volume · Sep 30 1.95M Avg daily vol (3M) 1.41M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding WPC

470 fund positions
Fund Balance Value % of Fund Open
VANGUARD REAL ESTATE INDEX FUND 8,341,971 $613,969,066 0.84%
iShares Core S&P Mid-Cap ETF 7,622,678 $545,021,477 0.44%
VANGUARD TOTAL STOCK MARKET INDEX FUND 7,065,707 $505,198,051 0.02%
VANGUARD SMALL-CAP INDEX FUND 5,107,534 $365,188,681 0.19%
VANGUARD SMALL-CAP VALUE INDEX FUND 3,235,901 $231,366,922 0.34%
VANGUARD EXTENDED MARKET INDEX FUND 2,554,442 $182,642,603 0.19%
MFS Mid Cap Value Fund 1,882,018 $134,564,287 0.78%
Invesco S&P MidCap Momentum ETF 1,702,456 $125,300,762 1.75%
State Street SPDR S&P MidCap 400SM ETF Trust 1,713,766 $122,534,269 0.44%
Schwab U.S. REIT ETF 1,550,311 $115,374,145 1.16%
VANGUARD REAL ESTATE II INDEX FUND 1,464,034 $107,752,902 0.98%
DFA REAL ESTATE SECURITIES PORTFOLIO 1,200,101 $88,327,434 1.24%
Fidelity Extended Market Index Fund 1,133,389 $84,346,809 0.20%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 1,127,446 $80,612,389 0.44%
iShares Russell Mid-Cap ETF 907,610 $64,894,115 0.11%
DFA Global Real Estate Securities Portfolio 838,670 $61,726,112 0.79%
Fidelity Mid Cap Index Fund 837,423 $61,634,333 0.12%
iShares Core U.S. REIT ETF 828,663 $60,989,597 1.31%
iShares U.S. Real Estate ETF 769,109 $54,991,294 1.18%
Nuveen Real Estate Securities Select Fund 734,784 $52,537,056 2.00%
iShares S&P Mid-Cap 400 Growth ETF 706,426 $50,509,459 0.45%
iShares Global REIT ETF 606,007 $44,602,115 0.87%
Schwab U.S. Mid-Cap ETF 592,583 $44,100,027 0.30%
iShares S&P Mid-Cap 400 Value ETF 524,489 $37,500,964 0.43%
iShares Russell 1000 Value ETF 494,587 $35,362,971 0.04%
WisdomTree U.S. Midcap Dividend Fund 466,661 $33,366,262 0.84%
Fidelity Real Estate Index Fund 452,038 $33,269,997 1.02%
MFS Blended Research Mid Cap Equity Fund 429,379 $31,954,385 1.09%
First Trust Value Line Dividend Index Fund 438,789 $31,373,414 0.39%
Dimensional Global Real Estate ETF 419,967 $30,909,571 0.80%
Fidelity Total Market Index Fund 414,303 $30,832,429 0.02%
State Street(R) SPDR(R) Dow Jones(R) REIT ETF 386,039 $27,601,789 1.50%
Fidelity SAI U.S. Low Volatility Index Fund 368,788 $27,142,797 0.11%
VANGUARD S&P MID-CAP 400 INDEX FUND 349,676 $26,022,888 0.46%
Invesco Real Estate Fund 336,499 $25,042,256 3.65%
Fidelity Series Total Market Index Fund 336,354 $25,031,465 0.02%
WisdomTree U.S. Value Fund 345,630 $24,712,545 0.84%
iShares Russell Mid-Cap Value ETF 339,952 $24,306,568 0.16%
Dimensional US Real Estate ETF 292,786 $21,549,050 1.21%
iShares Core S&P Total U.S. Stock Market ETF 289,126 $20,672,509 0.02%
iShares FTSE NAREIT All Equity REIT Index Fund 280,140 $20,618,304 1.04%
College Retirement Equities Fund - Total Global Stock Account 266,317 $19,041,666 0.01%
Empower Real Estate Index Fund 255,463 $18,265,605 1.27%
DWS RREEF Real Estate Securities Fund 247,244 $17,677,946 1.91%
Schwab U.S. Large-Cap ETF 230,163 $17,128,730 0.02%
JPMorgan BetaBuilders MSCI US REIT ETF 226,207 $16,834,325 1.37%
MFS Equity Income Fund 227,754 $16,762,694 1.82%
JNL Mid Cap Index Fund 224,981 $16,086,142 0.43%
JNL/WMC Global Real Estate Fund 231,176 $15,710,721 3.07%
Nuveen Real Estate Securities Fund 219,573 $15,699,470 1.93%
Showing 1–50 of 470 positions
Key facts CIK 1025378 CUSIP 92936U109 13F (30d) 20 filings 16 filers Visit website Investor relations