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 | |
|---|---|---|---|---|---|
| Inspire 100 ETF Northern Lights Fund Trust IV | 21,380 | 1.6M $ | 0.40 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 21,085 | 1.6M $ | 1.59 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Real Estate Fund Venerable Variable Insurance Trust | 20,315 | 1.4M $ | 1.65 % | 0.01 % | as of Mar 31, 2026 ↗ |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 20,144 | 1.4M $ | 1.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PIMCO Inflation Response Multi-Asset Fund PIMCO Funds | 19,597 | 1.3M $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Active U.S. Real Estate ETF Invesco Actively Managed Exchange-Traded Fund Trust | 19,337 | 1.4M $ | 2.71 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 19,245 | 1.4M $ | 0.50 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Skandia Global Exponering Skandia Fonder AB | 19,100 | 12.4M SEK | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 18,900 | 1.4M $ | 0.52 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 18,670 | 1.3M $ | 0.43 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 18,389 | 1.2M $ | 0.78 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Wilmington Real Asset Fund Wilmington Funds | 18,208 | 1.3M $ | 0.28 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Real Estate Securities Select Fund TIAA-CREF Life Funds | 18,062 | 1.2M $ | 2.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 18,001 | 1.2M $ | 0.33 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avanza Global Avanza Fonder AB | 17,847 | 11.6M SEK | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,454 | 1.3M $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 17,353 | 1.2M $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 17,341 | 1.2M $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 17,005 | 1.2M $ | 0.33 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 16,991 | 1.3M $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 16,790 | 1.1M $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 16,772 | 1.3M $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 16,304 | 1.2M $ | 0.15 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | 16,153 | 1.1M $ | 0.46 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 15,995 | 1.2M $ | 0.97 % | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 15,539 | 1.1M $ | 0.29 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 15,215 | 1M $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 14,682 | 997.8K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 14,360 | 1M $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 13,576 | 922.6K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 13,515 | 985.6K $ | 0.07 % | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 13,166 | 894.8K $ | 0.17 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Zacks Dividend Fund Zacks Trust | 13,039 | 973.4K $ | 0.71 % | 0.01 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 12,986 | 882.5K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 11,963 | 7.7M SEK | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares ESG Advanced MSCI USA ETF iShares Trust | 11,712 | 874.3K $ | 0.07 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 11,678 | 871.8K $ | 0.08 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 11,403 | 851.2K $ | 0.43 % | 0.01 % | as of Feb 28, 2026 ↗ |
| DoubleLine Shiller Cape U.S. Equities ETF DoubleLine ETF Trust | 11,357 | 771.8K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 11,289 | 823.3K $ | 0.20 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 10,996 | 801.9K $ | 0.42 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 10,822 | 735.5K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Managed Futures Strategy Fund AQR Funds | 10,535 | 716K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Dynamic High Income Portfolio BlackRock Funds II | 10,324 | 752.9K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V | 9,790 | 665.3K $ | 1.38 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 9,781 | 730.2K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 9,773 | 664.2K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 9,668 | 721.7K $ | 0.53 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 9,252 | 674.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cambria Global Real Estate ETF Cambria ETF Trust | 9,223 | 672.6K $ | 1.31 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. | 9,200 | 625.2K $ | 0.92 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I | 9,106 | 618.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 9,076 | 677.5K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 8,407 | 613.1K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,382 | 569.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 8,379 | 569.4K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Skandia Nordamerika Exponering Skandia Fonder AB | 8,100 | 5.2M SEK | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST | 7,935 | 592.3K $ | 1.92 % | 0.00 % | as of Feb 28, 2026 ↗ |
| NAA MID GROWTH FUND New Age Alpha Funds Trust | 7,785 | 529.1K $ | 0.78 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 7,753 | 565.4K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust | 7,547 | 512.9K $ | 1.47 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Diversified Real Estate ETF ETF Series Solutions | 7,504 | 560.2K $ | 2.20 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,488 | 559K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 7,426 | 554.4K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| S&P MidCap Index Fund SHELTON FUNDS | 7,410 | 553.2K $ | 0.49 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Pacer Lunt Midcap Multi-Factor Alternator ETF Pacer Funds Trust | 7,373 | 537.7K $ | 0.85 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 7,373 | 501.1K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 7,347 | 535.8K $ | 0.19 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,345 | 499.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra MidCap400 ProShares Trust | 7,308 | 545.5K $ | 0.36 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 7,100 | 482.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 7,036 | 513.1K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 7,018 | 476.9K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 6,917 | 470.1K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 6,560 | 445.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 6,500 | 441.7K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 50-tal Storebrand Asset Management AS | 6,373 | 4.1M SEK | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,200 | 462.8K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 6,174 | 460.9K $ | 0.58 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc | 6,097 | 444.7K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Virtus Global Allocation Fund Virtus Strategy Trust | 6,080 | 413.2K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hartford Multi-Asset Income Fund HARTFORD MUTUAL FUNDS, INC | 6,048 | 441.1K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 5,929 | 402.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 5,698 | 415.6K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 5,655 | 412.4K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 5,536 | 376.2K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 5,403 | 367.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Managed Futures Strategy HV Fund AQR Funds | 5,383 | 365.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 5,381 | 365.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 5,335 | 362.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 5,247 | 356.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND Ultimus Managers Trust | 5,220 | 389.7K $ | 0.17 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 5,200 | 3.4M SEK | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Inspire Global Hope ETF Northern Lights Fund Trust IV | 5,052 | 377.1K $ | 0.26 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 5,025 | 341.5K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 4,980 | 338.4K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc | 4,959 | 361.7K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Swedbank Robur Access Edge USA Swedbank Robur Fonder AB | 4,628 | 3M SEK | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III | 4,574 | 333.6K $ | 1.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| COMMONWEALTH REAL ESTATE SECURITIES FUND Commonwealth International Series Trust | 4,470 | 326K $ | 2.02 % | 0.00 % | as of Apr 30, 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