DIMENSIONAL FUND ADVISORS LP

CIK

354204

City

AUSTIN

State / Country

Stock

WPC — W. P. Carey Inc.

Top Portfolio Positions

3,159 positions · $475,530,451,270 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	94,521,253	$16,484,506,522	3.47%
AAPL	Apple Inc. Technology	58,554,032	$14,860,427,780	3.13%
MSFT	Microsoft Corp Technology	29,323,744	$10,854,770,313	2.28%
AMZN	Amazon Com Inc Consumer Cyclical	39,029,984	$8,128,774,765	1.71%
META	Meta Platforms, Inc. Communication Services	10,429,812	$5,967,208,338	1.25%
JPM	Jpmorgan Chase & Co Financial Services	18,968,884	$5,579,886,915	1.17%
GOOGL	Alphabet Inc. Communication Services	18,281,276	$5,256,963,724	1.11%
XOM	Exxon Mobil Corp Energy	28,364,314	$4,812,289,511	1.01%
AVGO	Broadcom Inc. Technology	12,722,632	$3,937,781,828	0.83%
JNJ	Johnson & Johnson Healthcare	15,832,514	$3,870,099,719	0.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in WPC

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$227,539,049	3,348,132	+4.9%	Shares	Sole	2026-05-07
2025-12-31	$205,454,817	3,192,275	+0.6%	Shares	Sole	2026-02-12
2025-09-30	$214,311,091	3,171,690	+1.6%	Shares	Defined	2025-11-12
2025-06-30	$194,731,520	3,121,698	-1.6%	Shares	Sole	2025-08-12
2025-03-31	$200,308,929	3,173,965	+0.1%	Shares	Sole	2025-05-13
2024-12-31	$172,741,694	3,170,736	-0.3%	Shares	Sole	2025-02-13
2024-09-30	$198,174,180	3,180,966	+0.9%	Shares	Sole	2024-11-07
2024-06-30	$173,565,987	3,152,879	+6.9%	Shares	Sole	2024-08-09
2024-03-31	$166,431,117	2,948,815	-2.9%	Shares	Sole	2024-05-10
2023-12-31	$196,897,573	3,038,074	+1.5%	Shares	Sole	2024-02-07
2023-09-30	$158,591,382	2,994,115	+2.7%	Shares	Sole	2023-11-09
2023-06-30	$192,843,107	2,914,341	+2.0%	Shares	Sole	2023-08-09
2023-03-31	$216,742,561	2,857,252	+3.8%	Shares	Sole	2023-05-12
2022-12-31	$210,712,590	2,752,880	+7.6%	Shares	Sole	2023-02-09
2022-09-30	$174,972,612	2,559,415	-0.5%	Shares	Sole	2022-11-10
2022-06-30	$208,667,696	2,571,202	+1.0%	Shares	Sole	2022-08-12
2022-03-31	$201,632,278	2,546,592	+0.7%	Shares	Defined	2022-05-13
2021-12-31	$203,227,107	2,528,883	-1.4%	Shares	Defined	2022-02-09
2021-09-30	$183,522,457	2,565,395	+2.3%	Shares	Defined	2021-11-12
2021-06-30	$183,229,785	2,507,071	+1.4%	Shares	Defined	2021-08-12
2021-03-31	$171,306,763	2,471,795	-0.5%	Shares	Defined	2021-05-14
2020-12-31	$171,699,903	2,483,786	-1.5%	Shares	Defined	2021-03-08
2020-09-30	$160,925,773	2,521,565	-1.5%	Shares	Defined	2020-11-12
2020-06-30	$169,690,924	2,561,040	+1.1%	Shares	Defined	2020-08-13
2020-03-31	$144,045,949	2,532,213	—	Shares	Defined	2020-05-14
No 13F history on record for this holder in this stock.