WP CAREY INC COM

WP CAREY INC COM is a security (CUSIP 92936U109) tracked across SEC portfolio filings. 917 institutional managers reported $11.1B on Form 13F as of 2026-06-30; 39 registered fund positions totaling $824.4M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 917 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$2.0B30,109,089
VANGUARD GROUP INCValley Forge, PA$2.0B30,437,061
STATE STREET CORPBOSTON, MA$849.7M12,338,595
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$333.2M4,913,911
MASSACHUSETTS FINANCIAL SERVICES CO /MA/Boston, MA$325.2M4,467,099
JPMORGAN CHASE & CONEW YORK, NY$228.1M3,358,875
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$227.5M3,348,132
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$207.0M3,046,226
Legal & General Group PlcLondon, X0$186.4M2,743,172
NORTHERN TRUST CORPCHICAGO, IL$180.7M2,659,540
Bank of New York Mellon CorpNEW YORK, NY$164.9M2,305,639
UBS ASSET MANAGEMENT AMERICAS INCCHICAGO, IL$149.9M2,205,215
Nuveen, LLCCHARLOTTE, NC$144.5M2,126,145
MORGAN STANLEYNEW YORK, NY$135.3M1,991,357
UBS Group AGZurich, V8$113.2M1,665,257

Top fund holders (N-PORT)

Showing 15 of 39 fund positions by value.

FundRegistrantValue% of fund
State Street SPDR S&P MidCap 400SM ETF TrustSPDR S&P MIDCAP 400 ETF TRUST$449.0M185.40%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$166.1M20.38%
MFS Mid Cap Value FundMFS SERIES TRUST XI$129.4M80.94%
Global Real Estate FundAmerican Century Capital Portfolios, Inc.$13.8M169.67%
Columbia Mid Cap Index FundCOLUMBIA FUNDS SERIES TRUST$11.6M45.84%
Large Cap Index Master PortfolioMaster Investment Portfolio$8.9M2.46%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$8.6M1.47%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$7.4M2.44%
BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.$6.5M46.50%
Mid Cap Index TrustJohn Hancock Variable Insurance Trust$5.3M45.32%
Nuveen Real Asset Income and Growth FundNuveen Real Asset Income and Growth Fund$4.5M95.01%
MFS Low Volatility Global Equity FundMFS SERIES TRUST I$2.5M86.05%
Virtus Global Allocation FundVirtus Strategy Trust$2.5M169.06%
Brookfield Global Listed Real Estate FundBrookfield Investment Funds$2.3M195.85%
Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust$1.4M49.82%

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