WPC Institutional Ownership & Shareholders

WP CAREY INC (WPC) is currently held by 890 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.59B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of WPC tracked by InsiderSet, reporting ownership valued at approximately $2.37B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.13B, representing an estimated loss of -10.35% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed WPC value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in WP CAREY INC (WPC).

This page ranks the largest institutional WPC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

890

Total Reported Value

$12.59B

Largest Holder

Blackrock, Inc.

Largest Position

$2.37B

Insider Transactions (90d)

1

Latest Filing Quarter

Q2 2026

New Institutional Positions

33

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.04%33,172,035$2,371,800,561$2,126,327,443-$245,473,118-10.35%
Vanguard Portfolio Management Llc0.06%19,241,915$1,375,796,923$1,233,406,752-$142,390,172-10.35%
State Street Corp0.03%12,356,050$894,772,202$792,022,805-$102,749,397-11.48%
Vanguard Capital Management Llc0.02%10,026,079$716,864,649$642,671,664-$74,192,985-10.35%
Geode Capital Management, Llc0.02%5,029,277$358,761,718$322,376,656-$36,385,062-10.14%
Massachusetts Financial Services Co0.10%4,467,099$325,194,142$286,341,046-$38,853,096-11.95%
Invesco Ltd.0.03%4,535,606$324,295,832$290,732,345-$33,563,487-10.35%
Northern Trust Corp0.03%3,404,655$243,432,835$218,238,385-$25,194,450-10.35%
Dimensional Fund Advisors Lp0.04%3,346,564$239,295,375$214,514,752-$24,780,623-10.36%
Charles Schwab Investment Management Inc0.03%3,262,016$233,234,144$209,095,226-$24,138,918-10.35%
Norges Bank0.02%2,847,221$203,576,302$182,506,866-$21,069,436-10.35%
Legal & General Group Plc0.04%2,647,763$189,315,070$169,721,608-$19,593,462-10.35%
Bank Of New York Mellon Corp0.03%2,305,639$164,853,238$147,791,460-$17,061,778-10.35%
Nuveen, Llc0.04%2,096,115$149,872,189$134,360,972-$15,511,218-10.35%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.03%2,205,215$149,866,411$141,354,282-$8,512,130-5.68%
Morgan Stanley0.01%2,047,971$146,430,052$131,274,941-$15,155,111-10.35%
Ubs Group Ag0.02%2,019,951$144,426,498$129,478,859-$14,947,639-10.35%
Bank Of America Corp0.01%1,790,679$128,033,567$114,782,524-$13,251,043-10.35%
Deutsche Bank Ag\0.04%1,787,749$127,824,056$114,594,711-$13,229,345-10.35%
Jpmorgan Chase & Co0.01%1,481,307$108,876,162$94,951,779-$13,924,383-12.79%
Equity Investment Corp2.06%1,512,565$108,148,370$96,955,416-$11,192,954-10.35%
Vanguard Fiduciary Trust Co0.02%1,407,605$100,643,758$90,227,480-$10,416,278-10.35%
Wellington Management Group Llp0.02%1,260,182$90,103,014$80,777,666-$9,325,348-10.35%
Caisse De Depot Et Placement Du Quebec0.11%1,075,671$76,910,477$68,950,511-$7,959,966-10.35%
Advisors Capital Management, Llc0.78%1,031,277$73,736,330$66,104,856-$7,631,474-10.35%
Captrust Financial Advisors0.10%941,268$67,300,629$60,335,279-$6,965,350-10.35%
Hsbc Holdings Plc0.03%938,424$67,142,002$60,152,978-$6,989,024-10.41%
Ameriprise Financial Inc0.01%809,338$57,889,114$51,878,566-$6,010,548-10.38%
Lpl Financial Llc0.01%793,572$56,740,404$50,867,965-$5,872,439-10.35%
Commonwealth Equity Services, Llc0.07%775,610$55,456,099$49,716,601-$5,739,498-10.35%
Two Sigma Investments, Lp0.04%771,150$55,137,225$49,430,715-$5,706,510-10.35%
Zacks Investment Management0.35%685,305$48,999,375$43,928,050-$5,071,325-10.35%
Raymond James Financial Inc0.01%683,922$48,900,398$43,839,400-$5,060,998-10.35%
Envestnet Asset Management Inc0.01%675,909$48,327,514$43,325,767-$5,001,747-10.35%
First Trust Advisors Lp0.03%671,883$48,039,633$43,067,700-$4,971,933-10.35%
Robeco Institutional Asset Management B.V.0.06%737,660$47,674,963$47,284,006-$390,957-0.82%
Rhumbline Advisers0.04%651,460$46,579,360$41,758,586-$4,820,774-10.35%
Swiss National Bank0.02%618,351$44,212,097$39,636,299-$4,575,798-10.35%
Russell Investments Group, Ltd.0.04%602,485$43,165,424$38,619,289-$4,546,136-10.53%
Bank Of Montreal0.02%582,527$41,650,683$37,339,981-$4,310,702-10.35%
Schroder Investment Management Group0.03%570,366$41,385,757$36,560,461-$4,825,296-11.66%
Apg Asset Management Us Inc.0.29%580,007$41,070,296$37,178,449-$3,891,847-9.48%
Victory Capital Management Inc0.02%567,335$40,564,453$36,366,174-$4,198,280-10.35%
Sumitomo Mitsui Trust Group, Inc.0.02%589,773$38,117,029$37,804,449-$312,580-0.82%
Canada Life Assurance Co0.06%519,702$37,157,000$33,312,898-$3,844,102-10.35%
Barclays Plc0.01%511,612$36,580,262$32,794,329-$3,785,933-10.35%
Principal Financial Group Inc0.02%505,692$36,156,979$32,414,857-$3,742,122-10.35%
Citadel Advisors Llc0.02%497,875$35,598,063$31,913,787-$3,684,276-10.35%
Marshall Wace, Llp0.03%487,289$34,841,168$31,235,225-$3,605,943-10.35%
Goldman Sachs Group Inc0.00%484,741$34,658,959$31,071,898-$3,587,061-10.35%
Showing 50 of 887

Frequently asked questions about WPC

  • Who are the largest institutional holders of WPC?

    The largest institutional holders of WPC reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported WPC position.

  • What is WPC institutional ownership?

    This page tracks WPC positions reported by institutional investment managers through SEC Form 13F. WP CAREY INC (WPC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own WPC?

    InsiderSet currently tracks 890 institutional managers reporting WPC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WPC shareholders.

  • How much WPC stock do institutions own?

    Institutional investment managers disclosed approximately $12.59B in WPC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was WPC institutional ownership last updated?

    The latest WPC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional WPC holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WPC position after the reporting date.

  • Are institutions buying or selling WPC?

    Institutional buying and selling can be analyzed by comparing WPC positions across consecutive 13F reporting periods. InsiderSet's WPC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WPC ownership changes.

  • How has WPC institutional ownership changed over time?

    InsiderSet tracks WPC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.