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Who owns WPCWhat WPC owns — n/a

Who owns W. P. Carey Inc.?

Institutional ownership of WPC from SEC Form 13F filings across 562 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

562

13F holders

$10.65B

value, 2026 filers

66.3%

of shares outstanding (151.1M sh)

64

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of WPC's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.33.2M$2.37B0.0%14.6%+10.2%
2VANGUARD PORTFOLIO MANAGEMENT LLC19.2M$1.38B0.1%8.4%+0.5%
3VANGUARD CAPITAL MANAGEMENT LLC10.0M$716.9M0.0%4.4%-49.8%
4GEODE CAPITAL MANAGEMENT, LLC5.0M$358.8M0.0%2.2%+2.3%
5Invesco Ltd.4.5M$324.3M0.0%2%+1.0%
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/4.5M$325.2M0.1%2%+6.6%
7NORTHERN TRUST CORP3.4M$243.4M0.0%1.5%+28.0%
8Sixth Street Partners Management Company, L.P.NEW3.3M$233.2M40.3%1.4%new
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.3M$233.2M0.0%1.4%+7.1%
10NORGES BANKNEW2.8M$203.6M0.0%1.2%new
11Legal & General Group Plc2.6M$189.3M0.0%1.2%-3.5%
12Bank of New York Mellon Corp2.3M$164.9M0.0%1%-2.1%
13UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.3M$162.3M0.0%1%+3.0%
14Nuveen, LLC2.1M$149.9M0.0%0.9%-1.4%
15MORGAN STANLEY2.0M$146.4M0.0%0.9%+2.8%
16UBS Group AG2.0M$144.4M0.0%0.9%+21.3%
17BANK OF AMERICA CORP /DE/1.8M$128.0M0.0%0.8%+31.1%
18DEUTSCHE BANK AG\1.8M$127.8M0.0%0.8%+284.2%
19JPMORGAN CHASE & CO1.5M$108.9M0.0%0.7%-55.9%
20VANGUARD FIDUCIARY TRUST CO1.4M$100.6M0.0%0.6%+3.4%
21WELLINGTON MANAGEMENT GROUP LLP1.3M$90.1M0.0%0.6%-11.6%
22Caisse de depot et placement du Quebec1.1M$76.9M0.1%0.5%+121.5%
23CAPTRUST FINANCIAL ADVISORS941,268$67.3M0.1%0.4%-14.1%
24HSBC HOLDINGS PLC938,424$67.1M0.0%0.4%+1.1%
25Amundi905,905$64.8M0.0%0.4%+0.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.