Who owns W. P. Carey (WPC)
Which tracked institutional funds hold WPC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WPC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
198 tracked funds added or opened WPC while 112 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WPC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WPC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 851 tracked filers holding WPC, 438 increased or opened the position and 408 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WPC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 31
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$24M
- JANE STREET GROUP, LLC$14M
- MIZUHO MARKETS AMERICAS LLC$13M
- Quantbot Technologies LP$6M
- Nykredit A/S$6M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$6M
Full exits 61
- Amundi$61M
- Alyeska Investment Group, L.P.$45M
- CANADA LIFE ASSURANCE Co$35M
- Gillson Capital LP$32M
- Qube Research & Technologies Ltd$24M
- CWM, LLC$23M
Largest adds
- BlackRock, Inc.$806M
- DEUTSCHE BANK AG\$96M
- VANGUARD PORTFOLIO MANAGEMENT LLC$74M
- NORTHERN TRUST CORP$63M
- NORGES BANK$54M
- STATE STREET CORP$45M
Largest trims
- JPMORGAN CHASE & CO$119M
- CITADEL ADVISORS LLC$64M
- MARSHALL WACE, LLP$20M
- Jefferies Financial Group Inc.$18M
- Candriam S.C.A.$18M
- MILLENNIUM MANAGEMENT LLC$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 33,172,035 | $2.4B | 20.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 19,241,915 | $1.4B | 12.0% | 2026-Q2 |
| STATE STREET CORP added | 12,356,050 | $895M | 7.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 10,026,079 | $717M | 6.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,029,277 | $359M | 3.1% | 2026-Q2 |
| Invesco Ltd. added | 4,535,606 | $324M | 2.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 4,467,099 | $325M | 2.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,404,655 | $243M | 2.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,346,564 | $239M | 2.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,262,016 | $233M | 2.0% | 2026-Q2 |
| NORGES BANK added | 2,847,221 | $204M | 1.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 2,647,763 | $189M | 1.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,305,639 | $165M | 1.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,270,499 | $162M | 1.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,096,115 | $150M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 2,047,971 | $146M | 1.3% | 2026-Q2 |
| UBS Group AG added | 2,019,951 | $144M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,790,679 | $128M | 1.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,787,749 | $128M | 1.1% | 2026-Q2 |
| EQUITY INVESTMENT CORP trimmed | 1,512,565 | $108M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,481,307 | $109M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,407,605 | $101M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,260,182 | $90M | 0.8% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 1,075,671 | $77M | 0.7% | 2026-Q2 |
| Advisors Capital Management, LLC added | 1,031,277 | $74M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 941,268 | $67M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 938,424 | $67M | 0.6% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 833,413 | $60M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 809,338 | $58M | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 793,572 | $57M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 775,610 | $55M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 771,150 | $55M | 0.5% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 685,305 | $49M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 683,922 | $49M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 675,909 | $48M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 671,883 | $48M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 651,460 | $47M | 0.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 620,940 | $44M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 618,351 | $44M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 602,485 | $43M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 582,527 | $42M | 0.4% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 581,377 | $42M | 0.4% | 2026-Q2 |
| APG Asset Management US Inc. | 580,007 | $41M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 570,366 | $41M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 567,335 | $41M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 511,612 | $37M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 505,692 | $36M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 497,875 | $36M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 487,289 | $35M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 484,741 | $35M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 477,275 | $34M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 448,185 | $32M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 444,792 | $32M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 444,334 | $32M | 0.3% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 441,604 | $32M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 440,538 | $31M | 0.3% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 436,123 | $31M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 431,844 | $31M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 431,432 | $31M | 0.3% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 427,394 | $31M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 420,900 | $30M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 401,495 | $29M | 0.3% | 2026-Q2 |
| SEB Asset Management AB added | 394,267 | $28M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 388,247 | $28M | 0.2% | 2026-Q2 |
| Jain Global LLC added | 387,879 | $28M | 0.2% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension trimmed | 373,000 | $27M | 0.2% | 2026-Q2 |
| FMR LLC added | 353,469 | $25M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 349,083 | $25M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 348,452 | $25M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 347,547 | $25M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 344,828 | $25M | 0.2% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 339,978 | $24M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 337,163 | $24M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 335,248 | $24M | 0.2% | 2026-Q2 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 334,738 | $24M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 332,200 | $24M | 0.2% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS trimmed | 326,900 | $24M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 321,328 | $23M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 318,319 | $23M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 315,408 | $21M | 0.2% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 313,379 | $22M | 0.2% | 2026-Q2 |
| Korea Investment CORP added | 307,843 | $22M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 292,200 | $21M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 291,651 | $21M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 284,847 | $20M | 0.2% | 2026-Q2 |
| Lighthouse Investment Partners, LLC added | 276,126 | $20M | 0.2% | 2026-Q2 |
| Heitman Real Estate Securities LLC added | 268,473 | $19M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 266,214 | $19M | 0.2% | 2026-Q2 |
| Candriam S.C.A. trimmed | 264,066 | $19M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 257,150 | $18M | 0.2% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 257,128 | $18M | 0.2% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 251,710 | $18M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 240,263 | $17M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 233,876 | $17M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 230,375 | $16M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 227,980 | $16M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 227,316 | $16M | 0.1% | 2026-Q2 |
| Carnegie Investment Counsel added | 224,344 | $16M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 221,265 | $16M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 218,886 | $16M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.