WPC

WP Carey Inc
Real EstateUSCUSIP 92936U109◍ Confluence graph
Tracked 13F Holders
805
-241 QoQ
13F Value (tracked)
$11.2B
Insider Net · 180d
-$32K
0↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)33 adding · 14 trimming
Insider net (180d)-$32K

Who owns WPC?

805 tracked 13F filers

805 tracked 13F filers disclose a position in WPC as of the latest SEC 13F filings, a combined $11.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$2.0B
30.1M
+6.2%
Added · +1.8M sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$1.3B
19.2M
First observed position
No prior filed position
Q1 2026
3STATE STREET CORP
$894.8M
12.4M
+0.1%
Added · +17K sh
Q2 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$679.1M
10.0M
First observed position
No prior filed position
Q1 2026
5GEODE CAPITAL MANAGEMENT, LLC
$358.8M
5.0M
+2.3%
Added · +115K sh
Q2 2026
6MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$289.8M
4.2M
−0.5%
Reduced · −22K sh
Q1 2026
7JPMORGAN CHASE & CO
$228.1M
3.4M
+1.8%
Added · +60K sh
Q1 2026
8DIMENSIONAL FUND ADVISORS LP
$227.5M
3.3M
+4.9%
Added · +156K sh
Q1 2026
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$207.0M
3.0M
+3.3%
Added · +99K sh
Q1 2026
10NORGES BANK
$184.0M
2.9M
+18%
Added · +432K sh
Q4 2025
11Legal & General Group Plc
$186.4M
2.7M
+1.6%
Added · +44K sh
Q1 2026
12NORTHERN TRUST CORP
$180.7M
2.7M
+1.9%
Added · +49K sh
Q1 2026
13Bank of New York Mellon Corp
$160.0M
2.4M
+1.6%
Added · +38K sh
Q1 2026
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$149.9M
2.2M
+1.9%
Added · +42K sh
Q1 2026
15Nuveen, LLC
$144.5M
2.1M
+274%
Added · +1.6M sh
Q1 2026
16MORGAN STANLEY
$135.3M
2.0M
−0.3%
Reduced · −6K sh
Q1 2026
17UBS Group AG
$113.2M
1.7M
+19%
Added · +267K sh
Q1 2026
18EQUITY INVESTMENT CORP
$108.1M
1.5M
−4.4%
Reduced · −70K sh
Q2 2026
19CITADEL ADVISORS LLC
$100.0M
1.5M
19×
Added · +1.4M sh
Q1 2026
20BANK OF AMERICA CORP /DE/
$92.8M
1.4M
+2.4%
Added · +31K sh
Q1 2026
21VANGUARD FIDUCIARY TRUST CO
$92.6M
1.4M
First observed position
No prior filed position
Q1 2026
22Advisors Capital Management, LLC
$73.7M
1.0M
+1.4%
Added · +15K sh
Q2 2026
23HSBC HOLDINGS PLC
$63.1M
928K
+0.6%
Added · +6K sh
Q1 2026
24Amundi
$61.2M
900K
+13%
Added · +104K sh
Q1 2026
25Robeco Institutional Asset Management B.V.
$58.8M
865K
+30%
Added · +201K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is WPC being bought or sold by institutions?

Last quarter, 1 fund opened a new position in WPC and 32 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
32
funds
Reduced
14
funds
Exited
0
funds

Funds that own WPC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT495 funds$304.4B
APPLE INCAAPL489 funds$344.5B
AMAZON.COM INCAMZN488 funds$221.9B
ALPHABET INC-CL AGOOGL486 funds$197.1B
NVIDIA CORPNVDA484 funds$438.1B
META PLATFORMS INC-CLASS AMETA484 funds$125.0B
ALPHABET INC-CL CGOOG482 funds$135.7B
JPMORGAN CHASE & COJPM479 funds$80.5B
BROADCOM INCAVGO470 funds$170.7B
JOHNSON & JOHNSONJNJ467 funds$57.6B
BERKSHIRE HATHAWAY INC-CL BBRK/B466 funds$42.2B
ELI LILLY & COLLY465 funds$87.8B

Ranked by how many of WPC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$32K
1 insiders
Net
-$32K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 6, 2026Zander Brian HChief Accounting OfficerSell (S)433$32K
Aug 26, 2025Zander Brian HChief Accounting OfficerSell (S)500$33K
Nov 20, 2024Zander Brian HChief Accounting OfficerSell (S)440$25K
Nov 13, 2024Farrell PeterDirectorBuy (P)1K$56K
Nov 1, 2024ALEXANDER MARK ADirectorBuy (P)5K$276K
Aug 16, 2024ALEXANDER MARK ADirectorBuy (P)2K$114K
Aug 9, 2024ALEXANDER MARK ADirectorBuy (P)4K$196K
Aug 8, 2024Zander Brian HChief Accounting OfficerSell (S)500$28K
Dec 14, 2023Zander Brian HChief Accounting OfficerSell (S)200$13K
May 2, 2023ALEXANDER MARK ADirectorBuy (P)1K$72K
Feb 17, 2023Zander Brian HChief Accounting OfficerSell (S)200$17K
May 19, 2020ALEXANDER MARK ADirectorBuy (P)4K$235K

Institutional ownership over time

492 funds-76 since Q3 2024
0367733Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.3B

Recent filings

15 shown

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Connected entities for WPC

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Ask your agent what changed in WPC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WPC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WPC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WPC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.