13F reference period
Q2 2026
Security Snapshot
W. P. Carey Inc. - Common Stock (WPC) Institutional Ownership
CUSIP: 92936U109
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
904
Shares (Excl. Options)
179.03M
Full value: 179,029,381 · shares · 30 Jun 2026Price
$71.50
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
Save this security page for your next review
Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- WPC on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 179,029,381
- Total 13F value
- $12,817,692,201
- Portfolio coverage rank
- 0.01%
- Share change
- +7,844,454
- Value change
- +$565,196,791
- Number of holders
- 904
- Shares outstanding
- 219,532,382
- SEC-reported price per share
- $64.63
- Insider filing price
- $64.63
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- WPC - W. P. Carey Inc. - Common Stock is tracked under CUSIP 92936U109.
- 904 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 870 to 904 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$11.69B
Full value: $11,688,699,971 · USD · 31 Mar 2026.$12.82B
Full value: $12,817,692,201 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 904 institutions filings for Q2 2026.
Security key
92936U109
13F reference period
Q2 2026
13F holders
904
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
WPC full holder history
W. P. Carey Inc. SEC filings
W. P. Carey Inc. company facts
W. P. Carey Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 92936U109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
WPC
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 5.5% | $882,871,427 | 12,074,281 | Vanguard Capital Management | 31 Mar 2026 |
As of 30 Jun 2026,
904
institutional investors reported holding
shares of
W. P. Carey Inc. - Common Stock (WPC).
This represents
82%
of the company’s total
outstanding shares.
179.03M
Full value: 179,029,381 · shares · 30 Jun 2026219.53M
Full value: 219,532,382 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
58%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15% | 33,172,035 | +10% | 0.04% | $2,371,800,561 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.8% | 19,241,915 | +0.47% | 0.06% | $1,375,796,923 |
| STATE STREET CORP | 5.6% | 12,356,050 | +0.14% | 0.03% | $894,772,202 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.6% | 10,026,079 | +0.33% | 0.02% | $716,864,649 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 5,029,277 | +2.3% | 0.02% | $358,761,718 |
| Invesco Ltd. | 2.1% | 4,535,606 | +0.97% | 0.03% | $324,295,832 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2% | 4,446,283 | +6.4% | 0.11% | $322,791,727 |
| NORTHERN TRUST CORP | 1.6% | 3,404,655 | +28% | 0.03% | $243,432,835 |
| DIMENSIONAL FUND ADVISORS LP | 1.5% | 3,346,564 | -0.05% | 0.04% | $239,295,375 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5% | 3,262,016 | +7.1% | 0.03% | $233,234,144 |
| NORGES BANK | 1.3% | 2,847,221 | 0.02% | $203,576,302 | |
| Legal & General Group Plc | 1.2% | 2,647,763 | -3.5% | 0.04% | $189,315,070 |
| Bank of New York Mellon Corp | 1.1% | 2,305,639 | -2.1% | 0.03% | $164,853,238 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1% | 2,270,499 | +3% | 0.03% | $162,340,680 |
| Nuveen, LLC | 0.95% | 2,096,115 | -1.4% | 0.04% | $149,872,189 |
| MORGAN STANLEY | 0.93% | 2,047,971 | +2.8% | 0.01% | $146,430,052 |
| UBS Group AG | 0.92% | 2,019,951 | +21% | 0.02% | $144,426,498 |
| BANK OF AMERICA CORP /DE/ | 0.82% | 1,790,679 | +31% | 0.01% | $128,033,567 |
| DEUTSCHE BANK AG\ | 0.81% | 1,787,749 | +284% | 0.04% | $127,824,056 |
| EQUITY INVESTMENT CORP | 0.69% | 1,512,565 | -4.4% | 2.1% | $108,148,370 |
| JPMORGAN CHASE & CO | 0.67% | 1,481,307 | -56% | 0.01% | $108,876,162 |
| VANGUARD FIDUCIARY TRUST CO | 0.64% | 1,407,605 | +3.4% | 0.02% | $100,643,758 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.57% | 1,260,182 | -12% | 0.02% | $90,103,014 |
| Caisse de depot et placement du Quebec | 0.49% | 1,075,671 | +121% | 0.11% | $76,910,477 |
| Advisors Capital Management, LLC | 0.47% | 1,031,277 | +1.4% | 0.78% | $73,736,330 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 6,919,290 | $446,281,103 | -$476,536 | $64.63 | 276 |
| 2026 Q2 | 179,029,381 | $12,817,692,201 | +$565,196,791 | $71.50 | 904 |
| 2026 Q1 | 171,781,667 | $11,688,699,971 | +$434,058,167 | $67.96 | 870 |
| 2025 Q4 | 164,722,675 | $10,612,390,897 | +$523,116,841 | $64.36 | 852 |
| 2025 Q3 | 156,099,070 | $10,557,012,254 | -$12,508,750 | $67.57 | 808 |
| 2025 Q2 | 156,561,843 | $9,776,660,083 | +$225,758,374 | $62.38 | 811 |
| 2025 Q1 | 153,099,276 | $9,667,920,376 | +$250,213,778 | $63.11 | 816 |
| 2024 Q4 | 149,373,485 | $8,149,229,487 | +$98,490,542 | $54.48 | 774 |
| 2024 Q3 | 146,746,668 | $9,146,246,104 | -$67,524,250 | $62.30 | 796 |
| 2024 Q2 | 147,948,915 | $8,156,003,552 | -$320,603,819 | $55.05 | 779 |
| 2024 Q1 | 153,607,893 | $8,679,527,031 | -$445,682,459 | $56.44 | 764 |
| 2023 Q4 | 161,044,922 | $10,448,532,728 | +$1,403,071,237 | $64.81 | 775 |
| 2023 Q3 | 139,600,695 | $7,571,802,052 | +$173,530,299 | $54.08 | 734 |
| 2023 Q2 | 135,620,390 | $9,191,902,587 | -$138,439,358 | $67.56 | 812 |
| 2023 Q1 | 136,504,452 | $10,582,147,732 | +$133,745,892 | $77.45 | 828 |
| 2022 Q4 | 134,816,605 | $10,552,311,967 | +$98,921,466 | $78.15 | 844 |
| 2022 Q3 | 133,537,165 | $9,337,937,905 | +$479,825,726 | $69.80 | 787 |
| 2022 Q2 | 125,788,540 | $10,434,335,886 | +$915,855,492 | $82.86 | 801 |
| 2022 Q1 | 115,702,653 | $9,364,223,670 | +$183,857,120 | $80.84 | 774 |
| 2021 Q4 | 113,239,704 | $9,296,826,257 | +$144,774,373 | $82.05 | 753 |
| 2021 Q3 | 111,340,435 | $8,144,916,731 | +$231,957,446 | $73.04 | 703 |
| 2021 Q2 | 108,276,972 | $8,088,965,551 | +$438,004,228 | $74.62 | 690 |
| 2021 Q1 | 102,286,992 | $7,246,753,224 | -$409,215,268 | $70.76 | 645 |
| 2020 Q4 | 108,010,642 | $7,627,692,310 | -$141,590,070 | $70.58 | 632 |
| 2020 Q3 | 110,007,402 | $7,175,091,837 | -$32,292,063 | $65.16 | 599 |