W. P. Carey WPC Institutional Ownership

NYSE WPC

$64.64 -0.39 (-0.60%)

As of: Sep 30, 2026 · 3:59 PM EDT

Institutions by Trading Activity

900 Institutions

Increased 455 50.6%

Unchanged 150 16.7%

Reduced 295 32.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

80.68%

▲+3.02 pp QoQ

Shares Held by Institutions

182.32Mn

of 225.97Mn outstanding

▲+8.37% QoQ

Shares Outstanding

225.97Mn

43.65Mn held outside 13F filers

Institutional Investors

900

filed 13F for Jun 2026

▲+36 vs prior quarter

Net Shares Added (QoQ)

+14.08Mn

accumulated since last quarter

Value of Holdings

$12.04Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

W. P. Carey Inc. (NYSE:WPC) has 900 institutional investors with active 13F positions as of June 2026.

These investors collectively held 80.7% of W. P. Carey's outstanding shares in June 2026, up from 77.7% in March 2026.
Their total shares held in WPC increased 8.37% from the prior quarter, while the number of investors in W. P. Carey increased 10.29% year over year.
Of these 900 funds, 455 grew their exposure to W. P. Carey, 295 cut back, and 150 maintained positions.
In total, institutional investors held 182.32Mn shares in W. P. Carey as of June 2026, up by 14.08Mn shares quarter on quarter, and up 27.12Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in W. P. Carey with 33.17Mn shares, accounting for 14.68% of total shares outstanding.
Top purchasers of WPC stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (3.26Mn), BlackRock, Inc. (3.06Mn), NORGES BANK (2.85Mn), DEUTSCHE BANK AG\ (1.32Mn), Northern Trust Corp (745.12K).
The largest sales of WPC for the quarter ending June 2026 came from Jpmorgan Chase & Co (1.88Mn), CITADEL ADVISORS LLC (973.8K), MARSHALL WACE, LLP (323.44K), Candriam S.C.A. (273.12K), Jefferies Financial Group Inc. (263.81K).
According to Business Quant data, leading holders of WPC for June 2026 are BlackRock, Inc. (33.17Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (19.24Mn), State Street Corp (12.36Mn), VANGUARD CAPITAL MANAGEMENT LLC (10.03Mn), GEODE CAPITAL MANAGEMENT, LLC (5.03Mn), Invesco Ltd. (4.54Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (4.47Mn), Northern Trust Corp (3.4Mn), DIMENSIONAL FUND ADVISORS LP (3.35Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3.26Mn).

Form 13F Holdings

899 Institutional Holders

Report period 30 Jun, 2026

Total shares held 182.32Mn

Of outstanding 80.68%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	33,172,035	14.68%	▲3,062,946	+10.17%	$2.37Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	19,241,915	8.52%	▲90,739	+0.47%	$1.38Bn
3	State Street Corp	0000093751	12,356,050	5.47%	▲17,455	+0.14%	$894.77Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	10,026,079	4.44%	▲32,889	+0.33%	$716.86Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	5,029,277	2.23%	▲115,366	+2.35%	$358.76Mn
6	Invesco Ltd.	0000914208	4,535,606	2.01%	▲43,785	+0.97%	$324.30Mn
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	4,467,099	1.98%	▲276,166	+6.59%	$325.19Mn
8	Northern Trust Corp	0000073124	3,404,655	1.51%	▲745,115	+28.02%	$243.43Mn
9	DIMENSIONAL FUND ADVISORS LP	0000354204	3,346,564	1.48%	▼1,568	-0.05%	$239.30Mn
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	3,262,016	1.44%	▲215,790	+7.08%	$233.23Mn
10	Sixth Street Partners Management Company, L.P.	0001812095	3,262,016	1.44%	▲3,262,016	0.00%	$233.23Mn
11	NORGES BANK	0001374170	2,847,221	1.26%	▲2,847,221	0.00%	$203.58Mn
12	Legal & General Group Plc	0000764068	2,647,763	1.17%	▼95,409	-3.48%	$189.32Mn
13	Bank of New York Mellon Corp	0001390777	2,305,639	1.02%	▼48,305	-2.05%	$164.85Mn
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	2,270,499	1.00%	▲65,284	+2.96%	$162.34Mn
15	Nuveen, LLC	0001871926	2,096,115	0.93%	▼30,030	-1.41%	$149.87Mn
16	Morgan Stanley	0000895421	2,047,971	0.91%	▲56,614	+2.84%	$146.43Mn
17	UBS Group AG	0001610520	2,019,951	0.89%	▲354,694	+21.30%	$144.43Mn
18	Bank Of America Corp /De/	0000070858	1,790,679	0.79%	▲424,955	+31.12%	$128.03Mn
19	DEUTSCHE BANK AG\	0000948046	1,787,749	0.79%	▲1,322,414	+284.19%	$127.82Mn

Showing 1 to 20 of 899 holders