Latest Period
Q1 2026
Security Snapshot
W. P. Carey Inc. - Common Stock (WPC) Institutional Ownership
CUSIP: 92936U109
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
862
Shares (Excl. Options)
171,197,516
Price
$67.96
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- Security type / class
- Equity / Common Stock
- Symbol
- WPC on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 171,197,516
- Total 13F value
- $11,649,000,711
- Portfolio coverage rank
- 0.01%
- Share change
- +5,892,534
- Value change
- +$415,281,470
- Number of holders
- 862
- Shares outstanding
- 219,532,382
- SEC-reported price per share
- $73.90
- Insider filing price
- $73.90
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
Key facts
- WPC - W. P. Carey Inc. - Common Stock is tracked under CUSIP 92936U109.
- 862 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 851 to 862 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $10,612,380,149 to $11,649,000,711.
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 862 institutions filings for Q1 2026.
Security key
92936U109
Latest holder period
Q1 2026
13F holders
862
13D/G owners
1
CIK / CUSIP context first
Open Q1 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 31 Mar 2026, 862 institutional investors reported holding 171,197,516 shares of W. P. Carey Inc. - Common Stock (WPC). This represents 78% of the company’s total 219,532,382 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
55%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 30,109,089 | +6.2% | 0.04% | $2,046,213,713 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8.7% | 19,151,176 | 0% | 0.07% | $1,301,513,921 |
| STATE STREET CORP | 5.6% | 12,338,595 | +0.71% | 0.03% | $849,694,339 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.6% | 9,993,190 | 0% | 0.02% | $679,137,192 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 4,913,911 | +2.5% | 0.02% | $333,166,841 |
| Invesco Ltd. | 2% | 4,491,821 | +15% | 0.05% | $305,264,212 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.9% | 4,177,389 | -0.85% | 0.1% | $288,204,640 |
| JPMORGAN CHASE & CO | 1.5% | 3,358,875 | +1.8% | 0.02% | $228,101,284 |
| DIMENSIONAL FUND ADVISORS LP | 1.5% | 3,348,132 | +4.9% | 0.05% | $227,539,344 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4% | 3,046,226 | +3.3% | 0.03% | $207,021,519 |
| Legal & General Group Plc | 1.2% | 2,743,172 | +1.6% | 0.04% | $186,425,968 |
| NORTHERN TRUST CORP | 1.2% | 2,659,540 | +1.9% | 0.02% | $180,742,338 |
| Bank of New York Mellon Corp | 1.1% | 2,353,944 | +1.6% | 0.03% | $159,973,981 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1% | 2,205,215 | +1.9% | 0.03% | $149,866,411 |
| Nuveen, LLC | 0.97% | 2,126,145 | +274% | 0.04% | $144,492,814 |
| MORGAN STANLEY | 0.91% | 1,991,356 | -0.3% | 0.01% | $135,332,695 |
| UBS Group AG | 0.76% | 1,665,257 | +19% | 0.02% | $113,170,866 |
| EQUITY INVESTMENT CORP | 0.72% | 1,582,830 | -2.7% | 2.1% | $107,569,101 |
| CITADEL ADVISORS LLC | 0.67% | 1,471,676 | +1750% | 0.07% | $100,015,101 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.65% | 1,425,993 | +17% | 0.02% | $96,910,484 |
| BANK OF AMERICA CORP /DE/ | 0.62% | 1,365,724 | +2.4% | 0.01% | $92,814,584 |
| VANGUARD FIDUCIARY TRUST CO | 0.62% | 1,361,945 | 0% | 0.02% | $92,557,782 |
| CAPTRUST FINANCIAL ADVISORS | 0.5% | 1,095,162 | +6.3% | 0.13% | $74,427,072 |
| Advisors Capital Management, LLC | 0.46% | 1,016,611 | +5.1% | 0.81% | $69,088,938 |
| HSBC HOLDINGS PLC | 0.42% | 928,438 | +0.64% | 0.04% | $63,098,987 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 171,197,516 | $11,649,000,711 | +$415,281,470 | $67.96 | 862 |
| 2025 Q4 | 164,722,508 | $10,612,380,149 | +$523,116,841 | $64.36 | 851 |
| 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 |
| 2020 Q2 | 110,415,996 | $7,474,729,807 | +$489,586,985 | $67.65 | 604 |
| 2020 Q1 | 103,236,175 | $6,003,306,812 | +$76,232,089 | $58.08 | 603 |