AI Holders Summary · Q1 2026

913 institutions reported WPC in Q1 2026. BlackRock, Inc. leads at 26.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$2.0B30.1M0.04%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$1.3B19.2M0.07%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$850M12.3M0.03%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$679M10.0M0.02%Q1 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$333M4.9M0.02%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$305M4.5M0.05%Q1 2026 07

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$290M4.2M0.10%Q1 2026 08

JPMORGAN CHASE & CO

CIK 0000019617

$228M3.4M0.01%Q1 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$228M3.3M0.05%Q1 2026 10

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$207M3.0M0.03%Q1 2026 11

Legal & General Group Plc

CIK 0000764068

$186M2.7M0.04%Q1 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$181M2.7M0.02%Q1 2026 13

Bank of New York Mellon Corp

CIK 0001390777

$160M2.4M0.03%Q1 2026 14

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$150M2.2M0.03%Q1 2026 15

Nuveen, LLC

CIK 0001871926

$144M2.1M0.04%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$135M2.0M0.01%Q1 2026 17

UBS Group AG

CIK 0001610520

$113M1.7M0.02%Q1 2026 18

EQUITY INVESTMENT CORP

CIK 0001685771

$108M1.6M2.11%Q1 2026 19

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$97M1.4M0.02%Q1 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$93M1.4M0.01%Q1 2026

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