Vanguard Personalized Indexing Management, LLC
Position in WPC — W. P. Carey Inc.
CIK 1767306
OAKLAND, CA
Position in WPC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,558,127
+$202,566 QoQ
Shares Held
35,778
+3.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#236
of 891 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $7,023,805 across 11 REIT - Diversified names. WPC ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
35,778 | $2,558,127 | |
| 2 | VICI |
Vici Properties Inc.
|
73,834 | $1,960,292 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
42,404 | $876,490 | |
| 4 | SAFE |
Safehold Inc.
|
20,403 | $320,327 | |
| 5 | AAT |
American Assets Trust, Inc.
|
11,888 | $293,514 | |
| 6 | GNL |
Global Net Lease, Inc.
|
25,852 | $231,116 | |
| 7 | OLP |
One Liberty Properties Inc
|
8,301 | $202,710 | |
| 8 | JBGS |
JBG SMITH Properties
|
12,572 | $184,431 |
All Filings in WPC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,558,127 | 35,778 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,355,561 | 34,661 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,261,417 | 35,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,362,044 | 34,957 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,166,020 | 34,723 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,990,804 | 31,545 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,546,251 | 28,382 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,868,065 | 29,985 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,646,600 | 29,911 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,363,364 | 24,156 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,527,766 | 23,573 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $795,138 | 14,703 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $653,913 | 9,679 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $754,208 | 9,738 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $729,842 | 9,339 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,280,061 | 18,339 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,392,461 | 16,805 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,369,591 | 16,942 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,718,291 | 20,942 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $537,574 | 7,360 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $616,137 | 8,257 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||