Funds holding WP Carey Inc
ISIN US92936U1097 · United States · LEI 54930042CRNE713E3Q67
- Fund holders
- 418
- Of which ETFs
- 136 282 other funds
- Value held
- 5B $ 505.3M SEK · 367.1K €
- Share of capital
- 31.6 % of 227.8M shares on Jul 24, 2026
418 funds hold this company. This table lists the 417 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 8,136,028 | 593.4M $ | 0.85 % | 3.57 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Mid-Cap ETF iShares Trust | 7,255,672 | 493.1M $ | 0.47 % | 3.18 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 7,132,647 | 484.7M $ | 0.02 % | 3.13 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,192,286 | 352.9M $ | 0.21 % | 2.28 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,306,212 | 224.7M $ | 0.37 % | 1.45 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,443,960 | 166.1M $ | 0.20 % | 1.07 % | as of Mar 31, 2026 ↗ |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,904,558 | 129.4M $ | 0.81 % | 0.84 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 1,516,018 | 113.2M $ | 1.16 % | 0.67 % | as of Feb 28, 2026 ↗ |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 1,492,380 | 108.8M $ | 1.60 % | 0.66 % | as of Apr 30, 2026 ↗ |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 1,442,451 | 105.2M $ | 0.99 % | 0.63 % | as of Apr 30, 2026 ↗ |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,225,879 | 89.4M $ | 1.29 % | 0.54 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,142,062 | 85.3M $ | 0.21 % | 0.50 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,070,598 | 72.8M $ | 0.47 % | 0.47 % | as of Mar 31, 2026 ↗ |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 860,362 | 62.7M $ | 0.82 % | 0.38 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 828,872 | 56.3M $ | 0.12 % | 0.36 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 802,859 | 58.6M $ | 0.12 % | 0.35 % | as of Apr 30, 2026 ↗ |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 774,444 | 52.6M $ | 2.04 % | 0.34 % | as of Mar 31, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 705,368 | 47.9M $ | 0.48 % | 0.31 % | as of Mar 31, 2026 ↗ |
| iShares Core U.S. REIT ETF iShares Trust | 704,840 | 51.4M $ | 1.36 % | 0.31 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Real Estate ETF iShares Trust | 692,500 | 47.1M $ | 1.19 % | 0.30 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 592,705 | 44.2M $ | 0.32 % | 0.26 % | as of Feb 28, 2026 ↗ |
| iShares Global REIT ETF iShares Trust | 577,838 | 42.1M $ | 0.88 % | 0.25 % | as of Apr 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 523,274 | 35.6M $ | 0.45 % | 0.23 % | as of Mar 31, 2026 ↗ |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 501,473 | 34.1M $ | 0.42 % | 0.22 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 497,346 | 33.8M $ | 0.05 % | 0.22 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 471,004 | 32M $ | 0.86 % | 0.21 % | as of Mar 31, 2026 ↗ |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 451,594 | 32.9M $ | 1.04 % | 0.20 % | as of Apr 30, 2026 ↗ |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 410,389 | 30.6M $ | 1.20 % | 0.18 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 409,558 | 30.6M $ | 0.02 % | 0.18 % | as of Feb 28, 2026 ↗ |
| iShares MSCI USA Value Factor ETF iShares Trust | 409,374 | 29.9M $ | 0.25 % | 0.18 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 395,802 | 26.9M $ | 1.58 % | 0.17 % | as of Mar 31, 2026 ↗ |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 393,458 | 28.7M $ | 0.82 % | 0.17 % | as of Apr 30, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 376,475 | 243.7M SEK | 0.02 % | 0.17 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 345,960 | 25.2M $ | 0.12 % | 0.15 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 333,553 | 24.9M $ | 0.47 % | 0.15 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Value Fund WisdomTree Trust | 328,547 | 22.3M $ | 0.86 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 325,096 | 24.3M $ | 3.48 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 324,429 | 24.2M $ | 0.02 % | 0.14 % | as of Feb 28, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 312,365 | 21.2M $ | 0.15 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 294,396 | 21.5M $ | 1.28 % | 0.13 % | as of Apr 30, 2026 ↗ |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 280,631 | 20.5M $ | 1.04 % | 0.12 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 276,273 | 18.8M $ | 0.02 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 250,559 | 17M $ | 1.33 % | 0.11 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 247,625 | 16.8M $ | 0.01 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 237,887 | 16.2M $ | 2.16 % | 0.10 % | as of Mar 31, 2026 ↗ |
| JNL/WMC Global Real Estate Fund JNL Series Trust | 231,176 | 15.7M $ | 3.07 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 229,132 | 17.1M $ | 0.03 % | 0.10 % | as of Feb 28, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 221,124 | 15M $ | 0.46 % | 0.10 % | as of Mar 31, 2026 ↗ |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 221,052 | 15M $ | 0.81 % | 0.10 % | as of Mar 31, 2026 ↗ |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 210,575 | 15.7M $ | 1.39 % | 0.09 % | as of Feb 28, 2026 ↗ |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | 208,701 | 14.2M $ | 4.62 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 208,208 | 15.2M $ | 1.05 % | 0.09 % | as of Apr 30, 2026 ↗ |
| MFS Equity Income Fund MFS SERIES TRUST VII | 205,748 | 15M $ | 1.90 % | 0.09 % | as of Apr 30, 2026 ↗ |
| Global Real Estate Fund American Century Capital Portfolios, Inc. | 189,459 | 13.8M $ | 1.70 % | 0.08 % | as of Apr 30, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 179,630 | 12.2M $ | 0.46 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Real Estate Fund American Century Capital Portfolios, Inc. | 176,697 | 12.9M $ | 2.42 % | 0.08 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 176,339 | 12M $ | 0.48 % | 0.08 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 174,920 | 12.8M $ | 0.01 % | 0.08 % | as of Apr 30, 2026 ↗ |
| BlackRock Real Estate Securities Fund BlackRock Funds | 167,691 | 12.2M $ | 2.80 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 167,359 | 12.5M $ | 0.47 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Diversified Real Assets Fund John Hancock Investment Trust | 166,301 | 11.3M $ | 1.33 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 162,366 | 11.8M $ | 0.02 % | 0.07 % | as of Apr 30, 2026 ↗ |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 161,600 | 11M $ | 1.00 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 161,595 | 12.1M $ | 0.47 % | 0.07 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 160,041 | 10.9M $ | 0.96 % | 0.07 % | as of Mar 31, 2026 ↗ |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 159,792 | 10.9M $ | 0.68 % | 0.07 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 158,306 | 10.8M $ | 0.45 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 157,783 | 11.8M $ | 1.55 % | 0.07 % | as of Feb 28, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 155,459 | 10.6M $ | 0.02 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Domini Impact Equity Fund Domini Investment Trust | 154,300 | 11.3M $ | 0.96 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Real Estate Securities Fund John Hancock Funds II | 146,867 | 11M $ | 4.74 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. | 142,214 | 9.7M $ | 0.83 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 137,744 | 9.4M $ | 0.46 % | 0.06 % | as of Mar 31, 2026 ↗ |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | 136,581 | 9.3M $ | 4.71 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 131,247 | 8.9M $ | 0.02 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 128,519 | 9.4M $ | 0.02 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 127,400 | 9.5M $ | 0.02 % | 0.06 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 127,018 | 8.6M $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 126,250 | 9.4M $ | 0.05 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 125,856 | 8.6M $ | 0.51 % | 0.06 % | as of Mar 31, 2026 ↗ |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 121,563 | 8.3M $ | 0.37 % | 0.05 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 120,499 | 8.2M $ | 0.29 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 115,799 | 8.6M $ | 0.06 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 114,139 | 8.3M $ | 0.02 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 113,442 | 8.5M $ | 0.03 % | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 108,789 | 7.4M $ | 0.02 % | 0.05 % | as of Mar 31, 2026 ↗ |
| EIC Value Fund FundVantage Trust | 106,700 | 7.8M $ | 2.09 % | 0.05 % | as of Apr 30, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 106,384 | 7.2M $ | 0.15 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 105,950 | 7.9M $ | 0.48 % | 0.05 % | as of Feb 28, 2026 ↗ |
| FlexShares Global Quality Real Estate Index Fund FlexShares Trust | 102,459 | 7.5M $ | 1.95 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 101,909 | 6.9M $ | 0.46 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 101,713 | 6.9M $ | 0.46 % | 0.04 % | as of Mar 31, 2026 ↗ |
| WESTWOOD REAL ESTATE INCOME FUND Ultimus Managers Trust | 100,000 | 7.3M $ | 2.99 % | 0.04 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 99,623 | 6.8M $ | 0.02 % | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 99,524 | 6.8M $ | 0.03 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Global Real Estate Securities Fund GuideStone Funds | 92,468 | 6.3M $ | 2.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 88,527 | 6.5M $ | 0.47 % | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 88,502 | 6M $ | 0.03 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 88,145 | 6.4M $ | 0.05 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 87,502 | 6.5M $ | 0.03 % | 0.04 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Colterpoint Net Lease Real Estate ETF ETF Series Solutions | 7.98 % | as of Feb 28, 2026 ↗ |
| Real Estate Securities Fund John Hancock Funds II | 4.74 % | as of Feb 28, 2026 ↗ |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | 4.71 % | as of Mar 31, 2026 ↗ |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | 4.62 % | as of Mar 31, 2026 ↗ |
| Pacer Industrial Real Estate ETF Pacer Funds Trust | 4.39 % | as of Apr 30, 2026 ↗ |
| Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 3.48 % | as of Feb 28, 2026 ↗ |
| JNL/WMC Global Real Estate Fund JNL Series Trust | 3.07 % | as of Mar 31, 2026 ↗ |
| WESTWOOD REAL ESTATE INCOME FUND Ultimus Managers Trust | 2.99 % | as of Apr 30, 2026 ↗ |
| BlackRock Real Estate Securities Fund BlackRock Funds | 2.80 % | as of Apr 30, 2026 ↗ |
| Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust | 2.71 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 394 | +26 | 71,150,401 | +7.3 % |
| 2026Q1 | 368 | -2 | 66,288,447 | -0.7 % |
| 2025Q4 | 370 | +2 | 66,723,002 | +0.2 % |
| 2025Q3 | 368 | +12 | 66,576,488 | +0.5 % |
| 2025Q2 | 356 | +22 | 66,252,538 | +2.1 % |
| 2025Q1 | 334 | -18 | 64,916,348 | +1.9 % |
| 2024Q4 | 352 | +19 | 63,684,649 | -0.4 % |
| 2024Q3 | 333 | -2 | 63,963,415 | -4.9 % |
| 2024Q2 | 335 | -17 | 67,277,491 | +15.0 % |
| 2024Q1 | 352 | +26 | 58,520,881 | +11.7 % |
| 2023Q4 | 326 | 52,385,765 |
Institutional managers
854 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 30,109,089 | 2B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 12,338,595 | 849.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 4,913,911 | 333.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 4,491,821 | 305.3M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,190,933 | 289.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,358,875 | 228.1M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,348,132 | 227.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,046,226 | 207M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,743,172 | 186.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,659,540 | 180.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,353,944 | 160M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,205,215 | 149.9M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 2,126,145 | 144.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,991,357 | 135.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,665,257 | 113.2M $ | as of Mar 31, 2026 |
| EQUITY INVESTMENT CORP | 1,582,830 | 107.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,471,676 | 100M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,425,993 | 96.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,365,724 | 92.8M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 1,095,162 | 74.4M $ | as of Mar 31, 2026 |
| Advisors Capital Management, LLC | 1,016,611 | 69.1M $ | as of Mar 31, 2026 |
| HSBC HOLDINGS PLC | 928,438 | 63.1M $ | as of Mar 31, 2026 |
| Amundi | 900,194 | 61.2M $ | as of Mar 31, 2026 |
| Robeco Institutional Asset Management B.V. | 865,372 | 58.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 843,780 | 57.4M $ | as of Mar 31, 2026 |
Declared shareholders of WP Carey Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 8.74 % | 19,177,397 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.50 % | 12,074,281 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of WP Carey Inc
245 funds declare 427 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Funds holding WP Carey Inc". https://titelia.com/en/stocks/wp-carey-inc-US92936U1097