Titelia

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.

FundSharesValueWeight in fundShare of capital
Avantis Real Estate ETF American Century ETF Trust 87,0436.5M $0.84 %0.04 %as of Feb 28, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 84,8556.3M $0.46 %0.04 %as of Feb 28, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 83,8356.1M $0.46 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 82,8706M $0.05 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 82,6125.6M $0.46 %0.04 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 77,8425.3M $0.45 %0.03 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 76,9575.2M $0.47 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 76,2465.2M $0.20 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 75,0385.1M $0.21 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 74,3735.1M $0.45 %0.03 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 74,3585.4M $0.05 %0.03 %as of Apr 30, 2026 ↗
Global Real Estate Index Fund Northern Funds 73,5625M $0.73 %0.03 %as of Mar 31, 2026 ↗
LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 73,3465M $2.04 %0.03 %as of Mar 31, 2026 ↗
Storebrand USA Storebrand Asset Management AS 71,49346.3M SEK0.10 %0.03 %as of Mar 31, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 70,7034.8M $0.81 %0.03 %as of Mar 31, 2026 ↗
CRAWFORD MULTI-ASSET INCOME FUND Unified Series Trust 69,8854.7M $2.60 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 69,5395.1M $0.02 %0.03 %as of Apr 30, 2026 ↗
Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 69,1985.2M $1.47 %0.03 %as of Feb 28, 2026 ↗
Pacer Industrial Real Estate ETF Pacer Funds Trust 68,5605M $4.39 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 68,1975M $0.02 %0.03 %as of Apr 30, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 66,4124.8M $0.37 %0.03 %as of Apr 30, 2026 ↗
Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST 65,8674.5M $2.27 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 65,4714.8M $0.05 %0.03 %as of Apr 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 64,9134.7M $0.04 %0.03 %as of Apr 30, 2026 ↗
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 64,1374.4M $0.46 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 60,8324.4M $0.03 %0.03 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 60,1564.4M $0.08 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 58,9694M $0.02 %0.03 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 58,80038.1M SEK0.14 %0.03 %as of Mar 31, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 56,85336.8M SEK0.08 %0.02 %as of Mar 31, 2026 ↗
Colterpoint Net Lease Real Estate ETF ETF Series Solutions 50,7673.8M $7.98 %0.02 %as of Feb 28, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 49,3753.4M $0.47 %0.02 %as of Mar 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 47,8523.3M $0.43 %0.02 %as of Mar 31, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 47,55530.8M SEK0.10 %0.02 %as of Mar 31, 2026 ↗
Victory Integrity Mid-Cap Value Fund Victory Portfolios 46,6003.2M $0.94 %0.02 %as of Mar 31, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 46,5383.2M $0.63 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 46,5263.5M $0.03 %0.02 %as of Feb 28, 2026 ↗
Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios 45,3503.1M $0.94 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 43,5093.2M $0.03 %0.02 %as of Apr 30, 2026 ↗
MFS Blended Research Value Equity Fund MFS SERIES TRUST X 43,1673.2M $0.99 %0.02 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 42,4172.9M $0.02 %0.02 %as of Mar 31, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 41,8722.8M $1.22 %0.02 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 41,8033.1M $0.20 %0.02 %as of Feb 28, 2026 ↗
NEOS Real Estate High Income ETF NEOS ETF Trust 41,4932.8M $1.20 %0.02 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 41,4893M $0.12 %0.02 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 41,3333M $0.02 %0.02 %as of Apr 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 40,3712.7M $0.45 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 39,6732.7M $0.15 %0.02 %as of Mar 31, 2026 ↗
Invesco Global Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) 39,3662.9M $2.49 %0.02 %as of Feb 28, 2026 ↗
NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust 39,3502.7M $1.48 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 38,5912.6M $0.31 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 37,4192.7M $0.11 %0.02 %as of Apr 30, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 37,3522.8M $0.03 %0.02 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 36,8462.5M $0.15 %0.02 %as of Mar 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 36,1532.6M $0.18 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 36,0552.7M $0.03 %0.02 %as of Feb 28, 2026 ↗
MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 35,8762.4M $0.68 %0.02 %as of Mar 31, 2026 ↗
Invesco V.I. Global Real Estate Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 35,3772.4M $2.57 %0.02 %as of Mar 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 34,5582.3M $0.46 %0.02 %as of Mar 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 34,5322.5M $0.41 %0.02 %as of Apr 30, 2026 ↗
MFS Low Volatility Global Equity Fund MFS SERIES TRUST I 34,3332.6M $0.83 %0.02 %as of Feb 28, 2026 ↗
LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 33,9852.3M $0.65 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 33,9002.5M $0.20 %0.01 %as of Feb 28, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 33,51221.7M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Brookfield Global Listed Real Estate Fund Brookfield Investment Funds 33,4032.3M $1.96 %0.01 %as of Mar 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 33,3112.4M $0.47 %0.01 %as of Apr 30, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 32,2052.2M $0.62 %0.01 %as of Mar 31, 2026 ↗
Knights of Columbus Real Estate Fund ADVISORS' INNER CIRCLE III 32,1702.3M $1.46 %0.01 %as of Apr 30, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 32,0132.3M $0.77 %0.01 %as of Apr 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 31,2782.3M $0.16 %0.01 %as of Apr 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 31,1152.3M $0.47 %0.01 %as of Apr 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 31,0072.1M $0.47 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 30,8582.3M $0.22 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Real Estate Sector Fund JNL Series Trust 30,6322.1M $1.05 %0.01 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 30,5782.1M $0.04 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 30,1202.2M $0.03 %0.01 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 29,9212M $0.03 %0.01 %as of Mar 31, 2026 ↗
First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III 29,8702.2M $0.09 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 29,4232.2M $0.54 %0.01 %as of Feb 28, 2026 ↗
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 28,5322.1M $0.66 %0.01 %as of Apr 30, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 28,15718.2M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
Knights of Columbus Large Cap Value Fund ADVISORS' INNER CIRCLE III 27,9212M $0.58 %0.01 %as of Apr 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 27,8271.9M $1.22 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 27,4452M $0.03 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 27,3651.9M $0.19 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 26,7301.8M $0.52 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 26,5291.9M $1.03 %0.01 %as of Apr 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 26,17216.9M SEK0.05 %0.01 %as of Mar 31, 2026 ↗
MFS Low Volatility Equity Fund MFS SERIES TRUST I 25,8331.9M $0.56 %0.01 %as of Feb 28, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 25,1401.8M $0.47 %0.01 %as of Apr 30, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 24,7571.8M $0.38 %0.01 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 24,7391.8M $0.23 %0.01 %as of Apr 30, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 24,4501.7M $0.10 %0.01 %as of Mar 31, 2026 ↗
Astoria Real Assets ETF INVESTMENT MANAGERS SERIES TRUST II 24,0041.6M $1.16 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 23,8761.6M $0.03 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 23,6101.7M $0.11 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 23,4291.7M $0.39 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 23,0221.7M $0.38 %0.01 %as of Apr 30, 2026 ↗
Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust 22,3351.6M $0.38 %0.01 %as of Apr 30, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 22,0321.5M $1.28 %0.01 %as of Mar 31, 2026 ↗

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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.

FundWeight 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.

QuarterHoldersChangeSharesChange
2026Q2394+2671,150,401+7.3 %
2026Q1368-266,288,447-0.7 %
2025Q4370+266,723,002+0.2 %
2025Q3368+1266,576,488+0.5 %
2025Q2356+2266,252,538+2.1 %
2025Q1334-1864,916,348+1.9 %
2024Q4352+1963,684,649-0.4 %
2024Q3333-263,963,415-4.9 %
2024Q2335-1767,277,491+15.0 %
2024Q1352+2658,520,881+11.7 %
2023Q432652,385,765

Institutional managers

854 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.30,109,0892B $as of Mar 31, 2026
STATE STREET CORP12,338,595849.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC4,913,911333.2M $as of Mar 31, 2026
Invesco Ltd.4,491,821305.3M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/4,190,933289.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO3,358,875228.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,348,132227.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,046,226207M $as of Mar 31, 2026
Legal & General Group Plc2,743,172186.4M $as of Mar 31, 2026
NORTHERN TRUST CORP2,659,540180.7M $as of Mar 31, 2026
Bank of New York Mellon Corp2,353,944160M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,205,215149.9M $as of Mar 31, 2026
Nuveen, LLC2,126,145144.5M $as of Mar 31, 2026
MORGAN STANLEY1,991,357135.3M $as of Mar 31, 2026
UBS Group AG1,665,257113.2M $as of Mar 31, 2026
EQUITY INVESTMENT CORP1,582,830107.6M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,471,676100M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,425,99396.9M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,365,72492.8M $as of Mar 31, 2026
CAPTRUST FINANCIAL ADVISORS1,095,16274.4M $as of Mar 31, 2026
Advisors Capital Management, LLC1,016,61169.1M $as of Mar 31, 2026
HSBC HOLDINGS PLC928,43863.1M $as of Mar 31, 2026
Amundi900,19461.2M $as of Mar 31, 2026
Robeco Institutional Asset Management B.V.865,37258.8M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC843,78057.4M $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.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 8.74 %19,177,397as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.50 %12,074,281as 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.

FundBond linesValue
Core Fixed Income Fund248.1M $as of Apr 30, 2026
JPMorgan Core Bond Fund325M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND220.6M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND219.8M $as of Mar 31, 2026
TCW METWEST TOTAL RETURN BOND FUND219.8M $as of Mar 31, 2026
Baird Ultra Short Bond Fund118.3M $as of Mar 31, 2026
PGIM Total Return Bond Fund214.9M $as of Apr 30, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND114.6M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND213.1M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF612.3M $as of Feb 28, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND211.6M $as of Feb 28, 2026
Bridge Builder Core Bond Fund411.2M $as of Mar 31, 2026
AST PGIM Fixed Income Central Portfolio111M $as of Mar 31, 2026
Fidelity Real Estate Income Fund410.8M $as of Apr 30, 2026
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND310.5M $as of Apr 30, 2026
DFA Investment Grade Portfolio210.2M $as of Apr 30, 2026
JPMorgan Ultra-Short Income ETF110M $as of Feb 28, 2026
Baird Aggregate Bond Fund110M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND39.8M $as of Feb 28, 2026
VANGUARD TOTAL INTERNATIONAL BOND II INDEX FUND29.7M $as of Apr 30, 2026
Bridge Builder Core Plus Bond Fund29.5M $as of Mar 31, 2026
Dimensional Global Core Plus Fixed Income ETF29.5M $as of Apr 30, 2026
PGIM Short-Term Corporate Bond Fund29.4M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF47.7M $as of Feb 28, 2026
Federated Hermes Total Return Bond Fund17.5M $as of Feb 28, 2026
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Titelia. "Funds holding WP Carey Inc". https://titelia.com/en/stocks/wp-carey-inc-US92936U1097