UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK

861177

City

NEW YORK

State / Country

Stock

WPC — W. P. Carey Inc.

Top Portfolio Positions

3,057 positions · $462,638,919,368 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.50%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.79%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.11%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.33%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.81%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.61%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.59%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.57%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.41%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.19%

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	$149,866,407	2,205,215	+1.9%	Shares	Defined	2026-05-13
2025-12-31	$139,229,018	2,163,285	+31629.0%	Shares	Defined	2026-02-13
2025-09-30	$460,692	6,818	-99.7%	Shares	Sole	2025-11-14
2025-06-30	$160,181,355	2,567,832	+13.8%	Shares	Defined	2025-08-14
2025-03-31	$142,440,338	2,257,017	+3.1%	Shares	Defined	2025-05-19
2024-12-31	$119,235,086	2,188,603	+6.5%	Shares	Defined	2025-02-14
2024-09-30	$127,969,180	2,054,080	+660.9%	Shares	Defined	2024-11-14
2024-06-30	$14,860,692	269,949	-85.8%	Shares	Defined	2024-08-14
2024-03-31	$107,318,004	1,901,453	-1.5%	Shares	Defined	2024-05-15
2023-12-31	$125,167,031	1,931,292	+4.8%	Shares	Defined	2024-02-14
2023-09-30	$97,616,924	1,842,952	+6.5%	Shares	Defined	2023-11-13
2023-06-30	$114,481,007	1,730,094	0.0%	Shares	Defined	2023-08-11
2023-03-31	$131,239,736	1,730,094	+2.6%	Shares	Defined	2023-05-15
2022-12-31	$129,042,629	1,685,893	+12.3%	Shares	Defined	2023-02-14
2022-09-30	$102,649,675	1,501,510	-2.6%	Shares	Defined	2022-11-14
2022-06-30	$125,122,769	1,541,762	+7.5%	Shares	Defined	2022-08-12
2022-03-31	$113,577,376	1,434,469	-0.6%	Shares	Defined	2022-05-16
2021-12-31	$115,973,707	1,443,134	+7.5%	Shares	Defined	2022-02-14
2021-09-30	$96,016,824	1,342,185	+3.3%	Shares	Defined	2021-11-15
2021-06-30	$94,975,745	1,299,521	-4.3%	Shares	Defined	2021-08-16
2021-03-31	$94,155,006	1,358,568	+1.2%	Shares	Defined	2021-05-14
2020-12-31	$92,834,671	1,342,933	+15.6%	Shares	Defined	2021-03-01
2020-09-30	$74,113,802	1,161,298	+9.3%	Shares	Defined	2020-11-13
2020-06-30	$70,389,090	1,062,339	-25.7%	Shares	Defined	2020-08-14
2020-03-31	$81,320,178	1,429,544	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.