Security record
WPC
W. P. Carey Inc. · Real Estate · REIT - Diversified
148Tracked holders
+2Δ holders
133.30MShares held
$9.55BReported value
+9New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +1.4% ·
share flow +3.0% ·
net new positions +2.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | +2 | 133.30M | $9.55B | +9 | −6 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 33.17M | +10.2% | $2.37B | 0.0% | ▲ Add | 5 | SEC ↗ ×20 |
| 2 | State Street Global Advisors ✦ (passive) | 12.36M | +0.1% | $894.77M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 10.03M | +0.3% | $716.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 5.03M | +2.4% | $358.76M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | Massachusetts Financial Services Co… | 4.47M | +6.6% | $325.19M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 6 | Invesco Ltd. | 4.54M | +1.0% | $324.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 7 | Northern Trust Corp | 3.40M | +28.0% | $243.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 8 | Dimensional Fund Advisors Lp | 3.35M | -0.1% | $239.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | Charles Schwab Investment… | 3.26M | +7.1% | $233.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Norges Bank ✦ (passive) | 2.85M | New | $203.58M | 0.0% | New | 1 | SEC ↗ |
| 11 | Legal & General Group Plc | 2.65M | -3.5% | $189.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Bank of New York Mellon Corp | 2.31M | -2.0% | $164.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 13 | UBS AM, a distinct business unit of… | 2.27M | +3.0% | $162.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 14 | Nuveen, LLC | 2.10M | -1.4% | $149.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Morgan Stanley ✦ | 2.05M | +2.8% | $146.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 16 | UBS Group AG | 2.02M | +21.3% | $144.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 17 | Bank Of America Corp /De/ | 1.79M | +31.1% | $128.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 18 | Deutsche Bank Ag\ | 1.79M | +284.2% | $127.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 19 | JPMorgan Chase ✦ | 1.48M | -55.9% | $108.88M | 0.0% | ▼ Trim | 4 | SEC ↗ ×13 |
| 20 | Wellington Management ✦ | 1.26M | -11.6% | $90.10M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 21 | Caisse De Depot Et Placement Du… | 1.08M | +121.5% | $76.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Captrust Financial Advisors | 941.27K | -14.1% | $67.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Hsbc Holdings Plc | 938.42K | +1.1% | $67.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 24 | Amundi | 905.90K | +0.6% | $64.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 25 | Robeco Institutional Asset… | 833.41K | -3.7% | $59.59M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 809.34K | -4.1% | $57.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | LPL Financial LLC | 793.57K | -1.4% | $56.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 775.61K | -2.2% | $55.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 771.15K | -3.8% | $55.14M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 30 | Raymond James Financial Inc | 683.92K | +20.3% | $48.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 31 | Envestnet Asset Management Inc | 675.91K | +8.5% | $48.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | First Trust Advisors Lp | 671.88K | +3.3% | $48.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Rhumbline Advisers | 651.46K | +2.9% | $46.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Sumitomo Mitsui Trust Group, Inc. | 620.94K | -2.4% | $44.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Swiss National Bank | 618.35K | -3.9% | $44.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 602.49K | +262.7% | $43.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 37 | Bank Of Montreal /Can/ | 582.53K | +1203.3% | $41.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 38 | Schroder Investment Management Group | 570.37K | -8.1% | $41.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Victory Capital Management Inc | 567.34K | +4.1% | $40.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Barclays Plc | 511.61K | -24.4% | $36.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | Principal Financial Group Inc | 505.69K | +3.4% | $36.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Citadel Advisors ✦ | 497.88K | -66.2% | $35.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Marshall Wace ✦ | 487.29K | -39.9% | $34.84M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 44 | Goldman Sachs Group ✦ | 484.74K | -16.1% | $34.66M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 45 | Connor, Clark & Lunn Investment… | 477.27K | -5.5% | $34.13M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 46 | Citigroup Inc | 448.19K | +6.3% | $32.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | California Public Employees… | 444.79K | -19.3% | $31.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | American Century Companies Inc | 444.33K | -34.6% | $31.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Zurcher Kantonalbank (Zurich… | 441.60K | +27.7% | $31.57M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 50 | Mitsubishi UFJ Asset Management… | 440.54K | +8.9% | $31.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Asset Management One Co., Ltd. | 436.12K | +4.1% | $31.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Nomura Asset Management Co Ltd | 431.43K | +5.3% | $30.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | Storebrand Asset Management As | 427.39K | +51.5% | $30.56M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 420.90K | +4.9% | $30.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 55 | Bnp Paribas Financial Markets | 401.50K | +91.5% | $28.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 353.47K | -1.3% | $25.27M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 57 | Mitsubishi UFJ Trust & Banking Corp | 349.08K | +198.4% | $24.96M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Royal Bank Of Canada | 348.45K | +28.8% | $24.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 59 | Quantinno Capital Management LP | 347.55K | +23.7% | $24.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Cetera Investment Advisers | 344.83K | +2.7% | $24.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 337.16K | +16.6% | $24.11M | 0.0% | ▲ Add | 9 | SEC ↗ ×7 |
| 62 | Universal- Beteiligungs- und… | 335.25K | +132.3% | $23.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Brown Advisory Inc | 318.32K | -12.4% | $22.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 64 | Korea Investment CORP | 307.84K | +71.5% | $22.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Alliancebernstein L.P. | 315.41K | +0.4% | $21.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Renaissance Technologies ✦ | 292.20K | +309.8% | $20.89M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | D. E. Shaw & Co. ✦ | 291.65K | -43.8% | $20.85M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 68 | Millennium Management ✦ | 266.21K | -49.3% | $19.03M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 257.15K | +66.5% | $18.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Pictet Asset Management Holding SA | 227.98K | -0.8% | $16.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | BNP Paribas Asset Management… | 227.32K | -13.2% | $16.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 72 | T. Rowe Price ✦ | 221.26K | +7.3% | $15.82M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 73 | Focus Partners Wealth | 218.89K | +5.2% | $15.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Allianz Asset Management GmbH | 202.35K | -25.2% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 75 | Osaic Holdings, Inc. | 197.42K | +24.2% | $14.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 76 | Jane Street Group, Llc | 196.61K | New | $14.06M | 0.0% | New | 1 | SEC ↗ ×2 |
| 77 | Aviva Plc | 191.03K | +1.2% | $13.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Truist Financial Corp | 175.54K | -0.8% | $12.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 79 | State Board Of Administration Of… | 175.37K | -3.1% | $12.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Creative Planning | 169.98K | +22.5% | $12.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 81 | Swedbank AB | 159.48K | -10.3% | $11.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Nomura Holdings Inc | 153.88K | +7.4% | $11.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 83 | Danske Bank A/S | 133.24K | -2.1% | $9.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 84 | Ensign Peak Advisors, Inc | 119.18K | +42.6% | $8.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Holocene Advisors, LP | 115.00K | +32.6% | $8.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | New York State Common Retirement… | 114.34K | -0.9% | $8.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | State Of Wisconsin Investment Board | 113.67K | -0.5% | $8.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Manufacturers Life Insurance… | 113.46K | -9.7% | $8.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Daiwa Securities Group Inc. | 108.31K | -0.1% | $7.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Aberdeen Group plc | 104.02K | -25.1% | $7.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 91 | Mercer Global Advisors Inc /Adv | 103.65K | +12.2% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Mml Investors Services, Llc | 101.89K | +37.9% | $7.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Pacer Advisors, Inc. | 100.17K | -4.4% | $7.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Royal London Asset Management Ltd | 94.29K | -5.0% | $6.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Corient Private Wealth LP | 93.80K | -3.4% | $6.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 96 | Franklin Resources Inc | 93.18K | -54.5% | $6.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 97 | Sei Investments Co | 88.14K | -38.1% | $6.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 98 | Neuberger Berman Group LLC | 81.98K | -1.8% | $5.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 99 | Wealthfront Advisers LLC | 80.74K | -2.9% | $5.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | National Bank Of Canada /Fi/ | 76.91K | +1697.8% | $5.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $203.58M | 0.0% |
| Jane Street Group, Llc | $14.06M | 0.0% |
Exited
| Alyeska Investment Group, L.P. | $45.16M | was 0.1% |
| Qube Research & Technologies… | $23.55M | was 0.0% |
| LMR Partners LLP | $9.41M | was 0.1% |
| Mariner, LLC | $2.96M | was 0.0% |
| Grantham, Mayo, Van Otterloo… | $1.15M | was 0.0% |
| Bridgewater Associates | $502,360 | 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: Q2 2026 ·
Methodology ·
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