WP CareyWPC
13F holders, Q2 2026 (June 30)905holders +35
98new positions
58sold out
7famous investors
$71.60avg. 13F price*
At the end of Q2 2026, 905 institutions reported holding WP Carey Inc. (WPC) in their 13F filings, up 35 from Q1 2026. 98 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($2.4B), Vanguard Portfolio Management LLC ($1.4B) and State Street Corp. ($894.8M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- WP Carey Inc.
- CUSIP
- 92936U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $105.9M |
| Exits | 58 | $146.6M |
All 13F filers, Q1 2026 → Q2 2026: 15,111,171 shares bought and 9,908,017 shares sold, net +5,203,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 905 holders
| BlackRock, Inc. | 0.04% | Add +10.2% | 33,172,035 | $2.4B |
| Vanguard Portfolio Management LLC | 0.06% | Add +0.5% | 19,241,915 | $1.4B |
| State Street Corp. | 0.03% | Add +0.1% | 12,356,050 | $894.8M |
| Vanguard Capital Management LLC | 0.02% | Add +0.3% | 10,026,079 | $716.9M |
| Geode Capital Management, LLC | 0.02% | Add +2.4% | 5,029,277 | $358.8M |
| Massachusetts Financial Services Co. | 0.10% | Add +6.6% | 4,467,099 | $325.2M |
| Invesco Ltd. | 0.03% | Add +1.0% | 4,535,606 | $324.3M |
| Northern Trust Corp. | 0.03% | Add +28.0% | 3,404,655 | $243.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.1% | 3,346,564 | $239.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +7.1% | 3,262,016 | $233.2M |
| Norges Bank | 0.02% | — | 2,847,221 | $203.6M |
| Legal & General Group Plc | 0.04% | Reduce -3.5% | 2,647,763 | $189.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.0% | 2,305,639 | $164.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +3.0% | 2,270,499 | $162.3M |
| Nuveen, LLC | 0.04% | Reduce -1.4% | 2,096,115 | $149.9M |
| Morgan Stanley | 0.01% | Add +2.8% | 2,047,971 | $146.4M |
| UBS Group AG | 0.02% | Add +21.3% | 2,019,951 | $144.4M |
| Bank of America Corp. | 0.01% | Add +31.1% | 1,790,679 | $128.0M |
| Deutsche Bank AG | 0.04% | Add +284.2% | 1,787,749 | $127.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -55.9% | 1,481,307 | $108.9M |
| Equity Investment Corp. | 2.06% | Reduce -4.4% | 1,512,565 | $108.1M |
| Vanguard Fiduciary Trust Co. | 0.02% | Add +3.4% | 1,407,605 | $100.6M |
| Wellington Management Group LLP | 0.02% | Reduce -11.6% | 1,260,182 | $90.1M |
| Caisse de depot et placement du Quebec | 0.11% | Add +121.5% | 1,075,671 | $76.9M |
| Advisors Capital Management, LLC | 0.79% | Add +1.4% | 1,031,277 | $73.7M |
| Captrust Financial Advisors | 0.10% | Reduce -14.1% | 941,268 | $67.3M |
| HSBC Holdings PLC | 0.03% | Add +1.1% | 938,424 | $67.1M |
| Amundi | 0.02% | Add +0.6% | 905,905 | $64.8M |
| Robeco Institutional Asset Management B.V. | 0.07% | Reduce -3.7% | 833,413 | $59.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.1% | 809,338 | $57.9M |
| LPL Financial LLC | 0.01% | Reduce -1.4% | 793,572 | $56.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.2% | 775,610 | $55.5M |
| Two Sigma Investments, LP | 0.04% | Reduce -3.8% | 771,150 | $55.1M |
| Zacks Investment Management | 0.35% | Add +20.6% | 685,305 | $49.0M |
| Raymond James Financial Inc. | 0.01% | Add +20.3% | 683,922 | $48.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.5% | 675,909 | $48.3M |
| First Trust Advisors LP | 0.03% | Add +3.3% | 671,883 | $48.0M |
| Rhumbline Advisers | 0.04% | Add +2.9% | 651,460 | $46.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.4% | 620,940 | $44.4M |
| Swiss National Bank | 0.02% | Reduce -3.9% | 618,351 | $44.2M |
| Russell Investments Group, Ltd. | 0.04% | Add +262.7% | 602,485 | $43.2M |
| Bank of Montreal | 0.02% | Add +1203.3% | 582,527 | $41.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.25% | Add +11.0% | 581,377 | $41.6M |
| Schroder Investment Management Group | 0.03% | Reduce -8.1% | 570,366 | $41.4M |
| APG Asset Management US Inc. | 0.29% | No change | 580,007 | $41.1M |
| Victory Capital Management Inc. | 0.02% | Add +4.1% | 567,335 | $40.6M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +2.2% | 519,702 | $37.2M |
| Barclays PLC | 0.01% | Reduce -24.4% | 511,612 | $36.6M |
| Principal Financial Group Inc. | 0.02% | Add +3.4% | 505,692 | $36.2M |
| Citadel Advisors | 0.02% | Reduce -66.2% | 497,875 | $35.6M |
| Marshall Wace, LLP | 0.03% | Reduce -39.9% | 487,289 | $34.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.1% | 484,741 | $34.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Reduce -5.5% | 477,275 | $34.1M |
| Citigroup Inc. | 0.01% | Add +6.3% | 448,185 | $32.0M |
| California Public Employees Retirement System | 0.02% | Reduce -19.3% | 444,792 | $31.8M |
| American Century Companies Inc. | 0.01% | Reduce -34.6% | 444,334 | $31.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Add +27.7% | 441,604 | $31.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +8.9% | 440,538 | $31.5M |
| Asset Management One Co., Ltd. | 0.08% | Add +4.1% | 436,123 | $31.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.02% | Add +12.2% | 431,844 | $30.9M |
| Nomura Asset Management Co. Ltd. | 0.07% | Add +5.3% | 431,432 | $30.8M |
| Storebrand Asset Management As | 0.08% | Add +51.5% | 427,394 | $30.6M |
| Wells Fargo & Company | 0.01% | Add +4.9% | 420,900 | $30.1M |
| BNP Paribas Financial Markets | 0.02% | Add +91.5% | 401,495 | $28.7M |
| SEB Asset Management AB | 0.11% | Add +42.3% | 394,267 | $28.2M |
| California State Teachers Retirement System | 0.03% | Reduce -0.9% | 388,247 | $27.8M |
| Jain Global LLC | 0.35% | Add +16.7% | 387,879 | $27.7M |
| Arbejdsmarkedets Tillaegspension | 0.58% | Reduce -0.8% | 373,000 | $26.7M |
| FMR LLC | 0.00% | Reduce -1.3% | 353,469 | $25.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +198.4% | 349,083 | $25.0M |
| Royal Bank of Canada | 0.00% | Add +28.8% | 348,452 | $24.9M |
| Quantinno Capital Management LP | 0.03% | Add +23.7% | 347,547 | $24.8M |
| Cetera Investment Advisers | 0.02% | Add +2.7% | 344,828 | $24.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.34% | New | 339,978 | $24.3M |
| AQR Capital Management | 0.01% | Add +16.6% | 337,163 | $24.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Add +132.3% | 335,248 | $24.0M |
| Berkshire Asset Management LLC | 0.94% | Add +1.2% | 334,738 | $23.9M |
| Waverly Advisors, LLC | 0.14% | Add +2367.1% | 332,200 | $23.8M |
| KLP Kapitalforvaltning As | 0.08% | Reduce -8.0% | 326,900 | $23.6M |
| Public Employees Retirement System of Ohio | 0.07% | Add +0.9% | 321,328 | $23.0M |
| Brown Advisory Inc. | 0.04% | Reduce -12.4% | 318,319 | $22.8M |
| Treasurer of the State of North Carolina | 0.06% | Add +1.0% | 315,515 | $22.6M |
| Private Management Group Inc. | 0.59% | Reduce -4.2% | 313,379 | $22.4M |
| Korea Investment CORP | 0.04% | Add +71.5% | 307,843 | $22.0M |
| Alliancebernstein L.P. | 0.01% | Add +0.4% | 315,408 | $21.4M |
| Renaissance Technologies | 0.03% | Add +309.8% | 292,200 | $20.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -43.8% | 291,651 | $20.9M |
| Susquehanna Portfolio Strategies, LLC | 0.32% | Add +190.2% | 284,847 | $20.4M |
| Lighthouse Investment Partners, LLC | 0.61% | Add +38.1% | 276,126 | $19.7M |
| Heitman Real Estate Securities LLC | 1.23% | Add +190.3% | 268,473 | $19.2M |
| Millennium Management | 0.01% | Reduce -49.3% | 266,214 | $19.0M |
| Candriam S.C.A. | 0.09% | Reduce -50.8% | 264,066 | $18.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +66.5% | 257,150 | $18.4M |
| Vanguard Investments Australia, Ltd. | 0.05% | Add +1.9% | 257,128 | $18.4M |
| Los Angeles Capital Management LLC | 0.07% | Add +12696.6% | 251,710 | $18.0M |
| Geneos Wealth Management Inc. | 0.35% | Reduce -2.0% | 240,263 | $17.2M |
| Schonfeld Strategic Advisors LLC | 0.09% | Add +105.0% | 233,876 | $16.7M |
| Retirement Systems of Alabama | 0.05% | Reduce -14.3% | 230,375 | $16.5M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -0.8% | 227,980 | $16.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Reduce -13.3% | 227,316 | $16.3M |
"% of holder's portfolio" is WPC's weight in each manager's 13F, not the share of WP Carey Inc. the manager owns.