13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Real Estate Investment TrustsMost-boughtAI cap-ex
WPC

WP CAREY INC

910 institutions still hold WP CAREY INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92936U109·Real Estate Investment Trusts·910 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.0%
vs prior quarter
13F value held
$7.8B
71.0% inst. owned
of float
Holders
910
+20 QoQ
filers reporting
Activity
+23 / −40
+824 added · −786 reduced
this quarter
Concentration
26.12%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

910 institutions reported WPC in Q1 2026. BlackRock, Inc. leads at 26.1% of the visible book. +20 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$2.0B30.1M0.04%Q1 202602
Vanguard Portfolio Management
CIK 0002100121
$1.3B19.2M0.07%Q1 202603
STATE STREET CORP
CIK 0000093751
$850M12.3M0.03%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$679M10.0M0.02%Q1 202605
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$333M4.9M0.02%Q1 202606
Invesco Ltd.
CIK 0000914208
$305M4.5M0.05%Q1 202607
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
CIK 0000912938
$290M4.2M0.10%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$228M3.4M0.01%Q1 202609
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$228M3.3M0.05%Q1 202610
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$207M3.0M0.03%Q1 202611
Legal & General Group Plc
CIK 0000764068
$186M2.7M0.04%Q1 202612
NORTHERN TRUST CORP
CIK 0000073124· Index
$181M2.7M0.02%Q1 202613
Bank of New York Mellon Corp
CIK 0001390777
$160M2.4M0.03%Q1 202614
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$150M2.2M0.03%Q1 202615
Nuveen, LLC
CIK 0001871926
$144M2.1M0.04%Q1 202616
MORGAN STANLEY
CIK 0000895421
$135M2.0M0.01%Q1 202617
UBS Group AG
CIK 0001610520
$113M1.7M0.02%Q1 202618
EQUITY INVESTMENT CORP
CIK 0001685771
$108M1.6M2.11%Q1 202619
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$97M1.4M0.02%Q1 202620
BANK OF AMERICA CORP /DE/
CIK 0000070858
$93M1.4M0.01%Q1 2026
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