W. P. Carey WPC Institutional Ownership

NYSE WPC
$63.98 +1.41 (+2.25%)
As of: Oct 22, 2026 · 10:55 AM EDT

Institutions by Trading Activity

897 Institutions
Increased 453 50.5%
Unchanged 149 16.6%
Reduced 295 32.9%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
78.35%
▲+1.43 pp QoQ
Shares Held by Institutions
178.49Mn
of 227.81Mn outstanding
▲+4.18% QoQ
Shares Outstanding
227.81Mn
49.32Mn held outside 13F filers
Institutional Investors
897
filed 13F for Jun 2026
▲+33 vs prior quarter
Net Shares Added (QoQ)
+7.15Mn
accumulated since last quarter
Value of Holdings
$11.46Bn
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

W. P. Carey Inc. (NYSE:WPC) was reported as a holding by 896 institutional investors in 13F filings for the quarter ended June 30, 2026.

Form 13F Holdings

898 Institutional Holders

Report period 30 Jun, 2026
Total shares held 178.49Mn
Of outstanding 78.35%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 33,172,035 14.56% ▲3,062,946 +10.17% $2.37Bn
2 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 19,241,915 8.45% ▲90,739 +0.47% $1.38Bn
3 State Street Corp 0000093751 12,356,050 5.42% ▲17,455 +0.14% $894.77Mn
4 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 10,026,079 4.40% ▲32,889 +0.33% $716.86Mn
5 GEODE CAPITAL MANAGEMENT, LLC 0001214717 5,029,277 2.21% ▲115,366 +2.35% $358.76Mn
6 Invesco Ltd. 0000914208 4,535,606 1.99% ▲43,785 +0.97% $324.30Mn
7 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0000912938 4,467,099 1.96% ▲276,166 +6.59% $325.19Mn
8 Northern Trust Corp 0000073124 3,404,655 1.49% ▲745,115 +28.02% $243.43Mn
9 DIMENSIONAL FUND ADVISORS LP 0000354204 3,346,564 1.47% ▼1,568 -0.05% $239.30Mn
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 3,262,016 1.43% ▲215,790 +7.08% $233.23Mn
11 NORGES BANK 0001374170 2,847,221 1.25% ▲2,847,221 0.00% $203.58Mn
12 Legal & General Group Plc 0000764068 2,647,763 1.16% ▼95,409 -3.48% $189.32Mn
13 Bank of New York Mellon Corp 0001390777 2,305,639 1.01% ▼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 0.92% ▼30,030 -1.41% $149.87Mn
16 Morgan Stanley 0000895421 2,047,971 0.90% ▲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 0.78% ▲1,322,414 +284.19% $127.82Mn
20 EQUITY INVESTMENT CORP 0001685771 1,512,565 0.66% ▼70,265 -4.44% $108.15Mn