Security record · archived quarter
WPC
W. P. Carey Inc. · Real Estate · REIT - Diversified
147Tracked holders
+3Δ holders
142.63MShares held
$9.18BReported value
+4New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.1% ·
share flow -4.3% ·
net new positions +2.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 147 | +2 | 133.31M | $9.55B | +9 | −7 |
| Q1 2026 | 148 | 0 | 127.34M | $8.67B | +7 | −8 |
| Q4 2025 | 147 | +3 | 142.63M | $9.18B | +4 | — |
| Q3 2025 | 17 | -2 | 91.40M | $6.19B | +1 | −4 |
| Q2 2025 | 17 | +1 | 80.29M | $5.02B | +1 | — |
| Q1 2025 | 13 | 0 | 21.31M | $1.35B | +1 | −1 |
| Q4 2024 | 13 | 0 | 22.76M | $1.25B | — | — |
| Q3 2024 | 12 | 0 | 9.80M | $609.88M | +1 | −1 |
| Q2 2024 | 12 | — | 7.46M | $410.23M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 30.44M | -0.6% | $1.96B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 30.44M | -0.6% | $1.96B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 30.44M | -0.6% | $1.96B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 30.44M | -0.6% | $1.96B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 30.44M | -0.6% | $1.96B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 28.36M | +1.1% | $1.83B | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (passive) | 12.25M | -0.6% | $799.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 4.80M | +2.4% | $307.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 4.80M | +2.4% | $307.91M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 30 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Massachusetts Financial Services Co… | 4.21M | — | $271.15M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Invesco Ltd. | 3.90M | — | $251.31M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 3.30M | -64.7% | $212.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Dimensional Fund Advisors Lp | 3.19M | — | $205.46M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Dimensional Fund Advisors Lp | 3.19M | — | $205.46M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Dimensional Fund Advisors Lp | 3.19M | — | $205.46M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Dimensional Fund Advisors Lp | 3.19M | — | $205.46M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Dimensional Fund Advisors Lp | 3.19M | — | $205.46M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Charles Schwab Investment… | 2.95M | — | $189.71M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Norges Bank ✦ (passive) | 2.86M | New | $184.03M | 0.0% | New | 1 | SEC ↗ |
| 72 | Legal & General Group Plc | 2.70M | — | $173.71M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Legal & General Group Plc | 2.70M | — | $173.71M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Legal & General Group Plc | 2.70M | — | $173.71M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Northern Trust Corp | 2.61M | — | $167.99M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 2.32M | — | $149.08M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 2.16M | — | $139.23M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 2.16M | — | $139.23M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 2.16M | — | $139.23M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 2.16M | — | $139.23M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 2.16M | — | $139.23M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $184.03M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 861 holders, 167.86M shares, $11.16B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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