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WPC

W. P. Carey Inc.
$71.32 +0.51 (+0.72%) At close · Jul 2
Market Cap
$15.89B
Shares
222,739,105

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 851
Total Value: $10,131,466,783
Total Shares: 149,075,949
Showing 1–100 of 859 holdings by value · page 1 of 9

Institutional Ownership Trend

26 quarters

Superinvestors Holding WPC

All superinvestors →
Ray Dalio $502,360

Holder Concentration

Across 850 13F filers
Top Holder
20.2%
Jun 2023 → Mar 2026 · range 18.7% – 21.9%
of institutional value
Top 5
41.5%
Jun 2023 → Mar 2026 · range 41.5% – 52.4%
of institutional value
Top 10
52.2%
Jun 2023 → Mar 2026 · range 52.2% – 62.2%
of institutional value
HHI
589
Jun 2023 → Mar 2026 · range 589 – 868
Broadly held
Showing 100 of 859
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $2,046,213,680 20.20% 30,109,089
Mega STATE STREET CORP $838,530,916 8.28% 12,338,595
Mega VANGUARD CAPITAL MANAGEMENT LLC $679,137,192 6.70% 9,993,190
Mega GEODE CAPITAL MANAGEMENT, LLC $333,949,390 3.30% 4,913,911
Mega Invesco Ltd. $305,264,149 3.01% 4,491,821
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $284,815,802 2.81% 4,190,933
Mega DIMENSIONAL FUND ADVISORS LP $227,539,049 2.25% 3,348,132
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $207,021,518 2.04% 3,046,226
Mega Legal & General Group Plc $186,425,967 1.84% 2,743,172
Mega NORTHERN TRUST CORP Bank $180,742,335 1.78% 2,659,540
Mega Bank of New York Mellon Corp Bank $159,974,026 1.58% 2,353,944
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $149,866,407 1.48% 2,205,215
Mega Nuveen, LLC $144,492,813 1.43% 2,126,145
Mega MORGAN STANLEY $135,332,613 1.34% 1,991,357
Mega UBS Group AG $113,170,864 1.12% 1,665,257
Mid EQUITY INVESTMENT CORP $107,569,126 1.06% 1,582,830
Mega CITADEL ADVISORS LLC $100,015,100 0.99% 1,471,676
Mega WELLINGTON MANAGEMENT GROUP LLP $96,910,482 0.96% 1,425,993
Mega BANK OF AMERICA CORP /DE/ Bank $92,814,599 0.92% 1,365,724
Mega VANGUARD FIDUCIARY TRUST CO Bank $92,557,782 0.91% 1,361,945
Large CAPTRUST FINANCIAL ADVISORS $74,427,209 0.73% 1,095,162
Mid Advisors Capital Management, LLC $69,088,883 0.68% 1,016,611
Mega HSBC HOLDINGS PLC $63,096,645 0.62% 928,438
Mega Amundi $61,177,183 0.60% 900,194
Large Robeco Institutional Asset Management B.V. $58,810,681 0.58% 865,372
Mega AMERIPRISE FINANCIAL INC $57,343,287 0.57% 843,780
Large MARSHALL WACE, LLP $55,097,006 0.54% 810,727
Mega LPL Financial LLC $54,710,110 0.54% 805,034
Mega TWO SIGMA INVESTMENTS, LP $54,483,803 0.54% 801,704
Large COMMONWEALTH EQUITY SERVICES, LLC $53,888,678 0.53% 792,947
Mega AMERICAN CENTURY COMPANIES INC $46,160,538 0.46% 679,231
Mega BARCLAYS PLC $45,991,181 0.45% 676,739
Large Alyeska Investment Group, L.P. $45,157,245 0.45% 664,468
Mega FIRST TRUST ADVISORS LP $44,187,388 0.44% 650,197
Mega Swiss National Bank Bank $43,708,541 0.43% 643,151
Mega Sumitomo Mitsui Trust Group, Inc. $43,231,462 0.43% 636,131
Mega RHUMBLINE ADVISERS $43,011,816 0.42% 632,899
Mega ENVESTNET ASSET MANAGEMENT INC $42,335,478 0.42% 622,947
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $42,195,344 0.42% 620,885
Large APG Asset Management US Inc. $39,417,275 0.39% 580,007
Mega GOLDMAN SACHS GROUP INC $39,266,064 0.39% 577,782
Mega RAYMOND JAMES FINANCIAL INC $38,644,569 0.38% 568,637
Large ZACKS INVESTMENT MANAGEMENT $38,602,570 0.38% 568,019
Mega California Public Employees Retirement System Pension $37,437,600 0.37% 550,877
Mega VICTORY CAPITAL MANAGEMENT INC $37,046,559 0.37% 545,123
Large Candriam S.C.A. $36,507,228 0.36% 537,187
Mega MILLENNIUM MANAGEMENT LLC $35,706,727 0.35% 525,408
Mega D. E. Shaw & Co., Inc. $35,254,521 0.35% 518,754
Large CANADA LIFE ASSURANCE Co Insurance $34,568,397 0.34% 508,658
Large Connor, Clark & Lunn Investment Management Ltd. $34,336,110 0.34% 505,240
Mega PRINCIPAL FINANCIAL GROUP INC $33,230,604 0.33% 488,973
Large Caisse de depot et placement du Quebec $33,010,414 0.33% 485,733
Mid Gillson Capital LP $31,988,772 0.32% 470,700
Mega DEUTSCHE BANK AG\ Bank $31,624,164 0.31% 465,335
Mega CITIGROUP INC $28,661,450 0.28% 421,740
Large Asset Management One Co., Ltd. $28,476,667 0.28% 419,021
Large NOMURA ASSET MANAGEMENT CO LTD $27,847,425 0.27% 409,762
Mega Mitsubishi UFJ Asset Management Co., Ltd. $27,491,043 0.27% 404,518
Mega WELLS FARGO & COMPANY/MN $27,270,036 0.27% 401,266
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $26,636,242 0.26% 391,940
Mega VANGUARD ASSET MANAGEMENT, Ltd $26,162,833 0.26% 384,974
Mid Arbejdsmarkedets Tillaegspension Pension $25,547,115 0.25% 375,914
Large BROWN ADVISORY INC $24,689,460 0.24% 363,294
Mega FMR LLC $24,341,640 0.24% 358,176
Large KLP KAPITALFORVALTNING AS $24,152,984 0.24% 355,400
Large Qube Research & Technologies Ltd $23,553,440 0.23% 346,578
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $23,502,470 0.23% 345,828
Large CWM, LLC $23,299,474 0.23% 342,841
Large Cetera Investment Advisers $22,826,404 0.23% 335,880
Large Jain Global LLC $22,587,389 0.22% 332,363
Mid PRIVATE MANAGEMENT GROUP INC $22,240,521 0.22% 327,259
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $21,632,823 0.21% 318,317
Small TruWealth Advisors, LLC $21,400,468 0.21% 314,898
Mega ALLIANCEBERNSTEIN L.P. $21,346,643 0.21% 314,106
Large Treasurer of the State of North Carolina $21,223,568 0.21% 312,295
Mega AQR CAPITAL MANAGEMENT LLC $19,644,990 0.19% 289,067
Large Jefferies Financial Group Inc. $19,521,510 0.19% 287,250
Large STOREBRAND ASSET MANAGEMENT AS $19,174,778 0.19% 282,148
Large Quantinno Capital Management LP $19,089,760 0.19% 280,897
Large SEB Asset Management AB $18,836,405 0.19% 277,169
Large Allianz Asset Management GmbH $18,398,402 0.18% 270,724
Mega ROYAL BANK OF CANADA Bank $18,382,359 0.18% 270,488
Large Retirement Systems of Alabama Pension $18,258,201 0.18% 268,661
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $17,808,781 0.18% 262,048
Large Vanguard Investments Australia, Ltd. $17,152,764 0.17% 252,395
Mid Geneos Wealth Management Inc. $16,665,694 0.16% 245,228
Large SG Americas Securities, LLC Broker-Dealer $15,845,417 0.16% 233,158
Large Pictet Asset Management Holding SA $15,622,576 0.15% 229,879
Mid Twin Tree Management, LP $15,556,044 0.15% 228,900
Large BROOKFIELD Corp /ON/ $14,952,151 0.15% 220,014
Mid Carnegie Investment Counsel $14,621,729 0.14% 215,152
Large NATIXIS $14,594,681 0.14% 214,754
Mega BNP PARIBAS ARBITRAGE, SA $14,246,386 0.14% 209,629
Large Focus Partners Wealth $14,145,398 0.14% 208,143
Mega PRICE T ROWE ASSOCIATES INC /MD/ $14,012,060 0.14% 206,181
Mega FRANKLIN RESOURCES INC $13,921,468 0.14% 204,848
Mid CSM Advisors, LLC $13,673,959 0.13% 201,206
Mid Lighthouse Investment Partners, LLC $13,592,000 0.13% 200,000
Large AVIVA PLC $12,827,993 0.13% 188,758
Small TECTONIC ADVISORS LLC $12,502,872 0.12% 183,974
Key facts CIK 1025378 CUSIP 92936U109 13F (30d) 55 filings 14 filers Visit website Investor relations

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