Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WPC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 30.1M | $2.05B | +6.2% | 13.730% | 0.04% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.2M | $1.30B | β | 8.733% | 0.07% |
| 3 | STATE STREET CORP | 12.3M | $849.7M | +0.7% | 5.627% | 0.03% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 10.0M | $679.1M | β | 4.557% | 0.02% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 4.9M | $333.2M | +2.5% | 2.241% | 0.02% |
| 6 | Invesco Ltd. | 4.5M | $305.3M | +15.0% | 2.048% | 0.05% |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.2M | $289.8M | -0.5% | 1.911% | 0.10% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 3.3M | $227.5M | +4.9% | 1.527% | 0.05% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.0M | $207.0M | +3.4% | 1.389% | 0.03% |
| 10 | Legal & General Group Plc | 2.7M | $186.4M | +1.6% | 1.251% | 0.04% |
| 11 | NORTHERN TRUST CORP | 2.7M | $180.7M | +1.9% | 1.213% | 0.02% |
| 12 | Bank of New York Mellon Corp | 2.4M | $160.0M | +1.6% | 1.073% | 0.03% |
| 13 | UBS ASSET MANAGEMENT AMERICAS INC | 2.2M | $149.9M | +1.9% | 1.006% | 0.03% |
| 14 | Nuveen, LLC | 2.1M | $144.5M | +273.6% | 0.970% | 0.04% |
| 15 | MORGAN STANLEY | 2.0M | $135.3M | -0.3% | 0.908% | 0.01% |
| 16 | UBS Group AG | 1.7M | $113.2M | +19.1% | 0.759% | 0.02% |
| 17 | EQUITY INVESTMENT CORP | 1.6M | $107.6M | -2.7% | 0.722% | 2.11% |
| 18 | CITADEL ADVISORS LLC | 1.6M | $107.4M | +451.8% | 0.721% | 0.05% |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 1.4M | $96.9M | +16.9% | 0.650% | 0.02% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.4M | $92.8M | +2.4% | 0.623% | 0.01% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 1.4M | $92.6M | β | 0.621% | 0.02% |
| 22 | CAPTRUST FINANCIAL ADVISORS | 1.1M | $74.4M | +6.3% | 0.499% | 0.13% |
| 23 | Advisors Capital Management, LLC | 1.0M | $69.1M | +5.1% | 0.464% | 0.81% |
| 24 | HSBC HOLDINGS PLC | 928K | $63.1M | β | 0.423% | 0.03% |
| 25 | Amundi | 900K | $61.2M | +13.1% | 0.411% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in WPC β a direct measure of their conviction.
Filings activity in WPC during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 850 | +1.6% | 66.24% | +4.95 pp | $11.14B | +8.1% |
| Q4 2025 | 837 | +5.5% | 61.29% | +0.36 pp | $10.31B | +0.6% |
| Q3 2025 | 793 | 1.2% | 60.93% | +4.35 pp | $10.25B | +7.7% |
| Q2 2025 | 803 | +1.4% | 56.58% | +0.12 pp | $9.52B | +0.2% |
| Q1 2025 | 792 | +5.2% | 56.46% | +10.97 pp | $9.50B | +24% |
| Q4 2024 | 753 | 2.2% | 45.49% | 4.15 pp | $7.65B | 8.4% |
| Q3 2024 | 770 | +2.4% | 49.64% | 1.01 pp | $8.35B | 2.0% |
| Q2 2024 | 752 | β | 50.65% | β | $8.52B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WPC stock.
Based on Q1 2026 13F filings, institutional ownership of W. P. Carey Inc. stands at 66.2%, held across 850 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WPC, with approximately 30,109,089 shares worth $2.05B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of WPC, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for WPC is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
106 institutions opened new positions in WPC during Q1 2026, while 93 fully exited. 600 added to existing positions and 139 trimmed.
WPC institutional ownership rose by 4.95 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 57.7% of all reported 13F value in WPC, and the top 25 account for 72.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
W. P. Carey Inc. (WPC) Institutional Ownership