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Security record · archived quarter

WPC

W. P. Carey Inc. · Real Estate · REIT - Diversified

71.78 +0.3% mkt cap $16.35B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
148Tracked holders
0Δ holders
127.34MShares held
$8.67BReported value
+7New positions
−8Exits
Rising Conviction score 42/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.1% · net new positions -0.7%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
2 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
3 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
4 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
5 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
6 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
7 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
8 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
9 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
10 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
11 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
12 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
13 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
14 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
15 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
16 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
17 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
18 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
19 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
20 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
21 BlackRock (passive) 30.11M +6.2% $2.05B 0.0% ▲ Add 4 SEC ↗
22 State Street Global Advisors (passive) 12.34M +0.7% $849.69M 0.0% ▲ Add 6 SEC ↗
23 Vanguard Capital Management Llc 9.99M $679.14M 0.0% n/c 1 SEC ↗
24 Geode Capital Management (passive) 4.91M +2.5% $333.17M 0.0% ▲ Add 8 SEC ↗
25 Geode Capital Management (passive) 4.91M +2.5% $333.17M 0.0% ▲ Add 8 SEC ↗
26 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
27 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
28 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
29 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
30 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
31 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
32 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
33 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
34 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
35 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
36 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
37 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
38 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
39 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
40 Invesco Ltd. 4.49M +15.0% $305.26M 0.0% ▲ Add 2 SEC ↗
41 Massachusetts Financial Services Co… 4.19M -0.5% $289.77M 0.1% ▼ Trim 2 SEC ↗
42 Massachusetts Financial Services Co… 4.19M -0.5% $289.77M 0.1% ▼ Trim 2 SEC ↗
43 Massachusetts Financial Services Co… 4.19M -0.5% $289.77M 0.1% ▼ Trim 2 SEC ↗
44 Massachusetts Financial Services Co… 4.19M -0.5% $289.77M 0.1% ▼ Trim 2 SEC ↗
45 Massachusetts Financial Services Co… 4.19M -0.5% $289.77M 0.1% ▼ Trim 2 SEC ↗
46 Massachusetts Financial Services Co… 4.19M -0.5% $289.77M 0.1% ▼ Trim 2 SEC ↗
47 Massachusetts Financial Services Co… 4.19M -0.5% $289.77M 0.1% ▼ Trim 2 SEC ↗
48 Massachusetts Financial Services Co… 4.19M -0.5% $289.77M 0.1% ▼ Trim 2 SEC ↗
49 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
50 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
51 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
52 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
53 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
54 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
55 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
56 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
57 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
58 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
59 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
60 JPMorgan Chase 3.36M +1.8% $228.10M 0.0% ▲ Add 3 SEC ↗
61 Dimensional Fund Advisors Lp 3.35M +4.9% $227.54M 0.0% ▲ Add 2 SEC ↗
62 Dimensional Fund Advisors Lp 3.35M +4.9% $227.54M 0.0% ▲ Add 2 SEC ↗
63 Dimensional Fund Advisors Lp 3.35M +4.9% $227.54M 0.0% ▲ Add 2 SEC ↗
64 Dimensional Fund Advisors Lp 3.35M +4.9% $227.54M 0.0% ▲ Add 2 SEC ↗
65 Dimensional Fund Advisors Lp 3.35M +4.9% $227.54M 0.0% ▲ Add 2 SEC ↗
66 Charles Schwab Investment… 3.05M +3.4% $207.02M 0.0% ▲ Add 2 SEC ↗
67 Legal & General Group Plc 2.74M +1.6% $186.43M 0.0% ▲ Add 2 SEC ↗
68 Legal & General Group Plc 2.74M +1.6% $186.43M 0.0% ▲ Add 2 SEC ↗
69 Legal & General Group Plc 2.74M +1.6% $186.43M 0.0% ▲ Add 2 SEC ↗
70 Northern Trust Corp 2.66M +1.9% $180.74M 0.0% ▲ Add 2 SEC ↗
71 Northern Trust Corp 2.66M +1.9% $180.74M 0.0% ▲ Add 2 SEC ↗
72 Northern Trust Corp 2.66M +1.9% $180.74M 0.0% ▲ Add 2 SEC ↗
73 Northern Trust Corp 2.66M +1.9% $180.74M 0.0% ▲ Add 2 SEC ↗
74 Northern Trust Corp 2.66M +1.9% $180.74M 0.0% ▲ Add 2 SEC ↗
75 Northern Trust Corp 2.66M +1.9% $180.74M 0.0% ▲ Add 2 SEC ↗
76 Northern Trust Corp 2.66M +1.9% $180.74M 0.0% ▲ Add 2 SEC ↗
77 Northern Trust Corp 2.66M +1.9% $180.74M 0.0% ▲ Add 2 SEC ↗
78 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
79 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
80 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
81 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
82 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
83 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
84 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
85 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
86 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
87 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
88 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
89 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
90 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
91 Bank of New York Mellon Corp 2.35M +1.6% $159.97M 0.0% ▲ Add 2 SEC ↗
92 UBS AM, a distinct business unit of… 2.21M +1.9% $149.87M 0.0% ▲ Add 2 SEC ↗
93 UBS AM, a distinct business unit of… 2.21M +1.9% $149.87M 0.0% ▲ Add 2 SEC ↗
94 UBS AM, a distinct business unit of… 2.21M +1.9% $149.87M 0.0% ▲ Add 2 SEC ↗
95 UBS AM, a distinct business unit of… 2.21M +1.9% $149.87M 0.0% ▲ Add 2 SEC ↗
96 UBS AM, a distinct business unit of… 2.21M +1.9% $149.87M 0.0% ▲ Add 2 SEC ↗
97 UBS AM, a distinct business unit of… 2.21M +1.9% $149.87M 0.0% ▲ Add 2 SEC ↗
98 UBS AM, a distinct business unit of… 2.21M +1.9% $149.87M 0.0% ▲ Add 2 SEC ↗
99 UBS AM, a distinct business unit of… 2.21M +1.9% $149.87M 0.0% ▲ Add 2 SEC ↗
100 UBS AM, a distinct business unit of… 2.21M +1.9% $149.87M 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Norges Bank $184.03M was 0.0%
Point72 Asset Management $3.41M was 0.0%
Susquehanna International… $1.16M was 0.0%
1832 Asset Management L.P. $543,971 was 0.0%
Canada Pension Plan… $353,980 was 0.0%
Belvedere Trading LLC $255,638 was 0.0%
Group One Trading Llc $165,920 was 0.0%
Optiver Holding B.V. $2,381 was 0.0%

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: Q1 2026 · Methodology · Get this via the API