MORGAN STANLEY

Position in WPC — W. P. Carey Inc.

CIK 895421 NEW YORK, NY

Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$146,429,924

+$11,097,311 QoQ

Shares Held

2,047,971

+2.8% QoQ

Ownership

0.899%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#16

of 890 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $596,229,214 across 16 REIT - Diversified names. WPC ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	9,157,668	$243,136,079
2	WPC	W. P. Carey Inc. This page	2,047,971	$146,429,924
3	JBGS	JBG SMITH Properties	3,941,026	$57,814,849
4	BNL	Broadstone Net Lease, Inc.	1,571,937	$32,491,934
5	GNL	Global Net Lease, Inc.	3,098,025	$27,696,340
6	AAT	American Assets Trust, Inc.	953,785	$23,548,949
7	SAFE	Safehold Inc.	793,269	$12,454,319
8	NXDT	Nexpoint Diversified Real Estate Trust	2,243,416	$11,643,326

All Filings in WPC

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,429,924	2,047,971	+2.8%	Shares	Defined	2026-08-13
2026-03-31	$135,332,613	1,991,357	+8.0%	Shares	Defined	2026-05-15
2025-06-30	$115,028,089	1,843,990	-8.9%	Shares	Defined	2025-08-15
2025-03-31	$127,791,433	2,024,900	-3.1%	Shares	Defined	2025-05-15
2024-12-31	$113,796,182	2,088,770	+7.1%	Shares	Defined	2025-05-15
2024-09-30	$121,529,726	1,950,718	+1.1%	Shares	Defined	2025-05-14
2024-06-30	$106,258,881	1,930,225	+8.3%	Shares	Defined	2025-05-14
2024-03-31	$100,586,855	1,782,191	-6.0%	Shares	Defined	2024-10-17
2023-12-31	$122,892,264	1,896,193	-3.7%	Shares	Defined	2024-08-16
2023-09-30	$106,467,926	1,968,711	+5.5%	Shares	Defined	2023-11-15
2023-06-30	$126,074,955	1,866,119	-6.1%	Shares	Defined	2023-08-14
2023-03-31	$153,873,232	1,986,743	-1.6%	Shares	Defined	2023-05-15
2022-12-31	$157,720,672	2,018,179	+9.6%	Shares	Defined	2023-02-14
2022-09-30	$128,528,088	1,841,378	+4.3%	Shares	Defined	2022-11-14
2022-06-30	$146,287,282	1,765,476	+21.2%	Shares	Defined	2022-10-27
2022-03-31	$117,733,790	1,456,380	+16.9%	Shares	Defined	2022-10-27
2021-12-31	$102,233,325	1,245,988	-1.4%	Shares	Defined	2022-02-14
2021-09-30	$92,272,804	1,263,319	+12.4%	Shares	Defined	2021-11-15
2021-06-30	$83,874,880	1,124,027	+22.1%	Shares	Defined	2021-08-23
2021-03-31	$65,131,176	920,452	+32.4%	Shares	Defined	2021-05-17
2020-12-31	$49,061,916	695,125	+14.0%	Shares	Defined	2021-02-16
2020-09-30	$39,743,697	609,940	-12.6%	Shares	Defined	2020-11-13
2020-06-30	$47,231,558	698,175	+34.7%	Shares	Defined	2020-08-14
2020-03-31	$30,107,446	518,379	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.