W. P. Carey Inc. (WPC) Ownership

NYSE: WPCTop holders, insider trades and short interest.

WPC ownership summary

as of October 18, 2026
Institutions
81.2%
of shares outstanding
Insiders
0.98%
of shares outstanding
Shares outstanding
227.8M
Float
225.2M
shares available to trade
Short interest
5.30%
8.9M shares short
Days to cover
5.38
short interest up 5.6% vs prior month
  • Institutions 81.21%
  • Insiders 0.98%
  • Other investors 17.81%

WPC top institutional holders

20 largest
W. P. Carey Inc. top institutional holders
#Holder% of sharesSharesValueChangeReported
1BlackRock Inc14.56%33.2M$2.16B+3.1M (+10.2%)June 30, 2026
2Vanguard Portfolio Management, LLC8.45%19.2M$1.25B+90,739 (+0.5%)June 30, 2026
3State Street Corp5.42%12.4M$804.9M+17,455 (+0.1%)June 30, 2026
4Vanguard Capital Management, LLC4.40%10.0M$653.1M+32,889 (+0.3%)June 30, 2026
5Geode Capital Management, LLC2.21%5.0M$327.6M+115,366 (+2.3%)June 30, 2026
6Amvescap Plc.1.99%4.5M$295.4M+43,785 (+1.0%)June 30, 2026
7Massachusetts Financial Services Company1.96%4.5M$291.0M+276,166 (+6.6%)June 30, 2026
8Northern Trust Corp1.49%3.4M$221.8M+745,115 (+28.0%)June 30, 2026
9Dimensional Fund Advisors, Inc.1.47%3.3M$218.0M−1,568 (−0.0%)June 30, 2026
10Charles Schwab Investment Management Inc1.43%3.3M$212.5M+215,790 (+7.1%)June 30, 2026
11NORGES BANK1.25%2.8M$185.5M−12,239 (−0.4%)June 30, 2026
12Legal & General Group PLC1.16%2.6M$172.5M−95,409 (−3.5%)June 30, 2026
13Bank of New York Mellon Corp1.01%2.3M$150.2M−48,305 (−2.1%)June 30, 2026
14UBS Asset Mgmt Americas Inc1.00%2.3M$147.9M+65,284 (+3.0%)June 30, 2026
15Nuveen, LLC0.92%2.1M$136.5M−30,030 (−1.4%)June 30, 2026
16Morgan Stanley - Brokerage Accounts0.90%2.0M$133.4M+56,614 (+2.8%)June 30, 2026
17UBS Group AG0.89%2.0M$131.6M+354,694 (+21.3%)June 30, 2026
18Bank of America Corp0.79%1.8M$116.6M+424,955 (+31.1%)June 30, 2026
19Deutsche Bank AG0.78%1.8M$116.5M+1.3M (+284.2%)June 30, 2026
20Equity Investment Corp0.66%1.5M$98.5M−70,265 (−4.4%)June 30, 2026

Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 6.8M shares and 6 cut 258K.

WPC top mutual fund and ETF holders

20 largest
W. P. Carey Inc. top fund holders
#Holder% of sharesSharesValueChangeReported
1Vanguard Real Estate Index Investor3.70%8.4M$549.4M+59,701 (+0.7%)September 30, 2026
2iShares Core S&P Mid-Cap ETF3.56%8.1M$528.6M−2,892 (−0.0%)September 30, 2026
3Vanguard MStar Total Stk Mkt Idx Invest3.10%7.1M$460.3M−17,363 (−0.2%)August 31, 2026
4Vanguard Small Cap Index2.25%5.1M$334.1M+4,803 (+0.1%)September 30, 2026
5Vanguard MStar Small Cap Value Index1.46%3.3M$217.4M+82,652 (+2.5%)September 30, 2026
6MFS Mid Cap Value A0.83%1.9M$123.7M−22,266 (−1.2%)August 31, 2026
7Schwab US REIT ETF™0.79%1.8M$116.6M+930 (+0.1%)September 30, 2026
8State Street® SPDR® S&P MIDCAP 400® ETF0.74%1.7M$109.7M+55,546 (+3.4%)September 30, 2026
9Vanguard Real Estate II Index0.66%1.5M$97.3M+10,752 (+0.7%)September 30, 2026
10DFA Real Estate Securities I0.54%1.2M$79.9M+26,265 (+2.2%)August 31, 2026
11State Street SPDR Port S&P 400 Md CpETF0.53%1.2M$78.5M−1,696 (−0.1%)September 30, 2026
12Fidelity Extended Market Index0.48%1.1M$70.9M−12,959 (−1.2%)August 31, 2026
13BlackRock Global Equity Mkt Netrl Instl0.43%988K$64.3M+160,683 (+19.4%)July 31, 2026
14AMOne One US-REIT Open0.42%965K$62.9M+63,178 (+7.0%)March 5, 2026
15iShares Russell Mid-Cap ETF0.41%933K$60.8M+1,729 (+0.2%)September 30, 2026
16iShares Core US REIT ETF0.38%870K$56.6M−6,886 (−0.8%)September 30, 2026
17Fidelity Mid Cap Index0.37%842K$54.8M+4,140 (+0.5%)August 31, 2026
18DFA Global Real Estate Securities Port0.37%839K$54.6M—August 31, 2026
19Nuveen Real Estate Sec Sel R60.33%754K$49.1M−5,151 (−0.7%)August 31, 2026
20iShares US Real Estate ETF0.33%751K$48.9M−9,559 (−1.3%)September 30, 2026

Funds report holdings monthly or quarterly; dates differ by fund.

WPC insider transactions

latest 7
W. P. Carey Inc. insider transactions
DateNameTransactionPriceSharesValue
2026-01-12Gary C. PetersBuy$66.73——
2025-07-16Lisa C. McClainSell$61.75——
2025-07-10Lisa C. McClainBuy$62.56——
2024-11-20Brian H ZanderSell$56.65440$24,926
2024-08-09Mark A AlexanderBuy$55.873,500$195,545
2023-12-14Brian H ZanderSell$65.26200$13,052
2023-05-02Mark A AlexanderBuy$72.481,000$72,480

Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.

WPC shares outstanding

Shares outstanding

Year-end shares outstanding, adjusted for splits.

Who owns WPC

Institutional investors own 81.2% of W. P. Carey's shares and insiders 0.98%. The largest holder is BlackRock Inc with 14.56% of the shares (33.2M), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 6 reduced their stake in the latest filings. Short interest is 5.30% of the float, or 5.38 days of average trading volume. The share count rose 109.1% since 2014.

Related: WPC analyst forecast, WPC key metrics, WPC dividend history. See the WPC stock overview for the latest quote and news.

WPC ownership FAQ

Who owns the most W. P. Carey stock?

The largest shareholders of W. P. Carey are BlackRock Inc (14.56%), Vanguard Portfolio Management, LLC (8.45%), State Street Corp (5.42%), Vanguard Capital Management, LLC (4.40%), Geode Capital Management, LLC (2.21%).

What percentage of W. P. Carey is owned by institutions?

Institutions hold 81.2% of W. P. Carey's shares outstanding; insiders hold 0.98%.

Which funds own W. P. Carey?

The largest fund holders of W. P. Carey are Vanguard Real Estate Index Investor (3.70%), iShares Core S&P Mid-Cap ETF (3.56%), Vanguard MStar Total Stk Mkt Idx Invest (3.10%), Vanguard Small Cap Index (2.25%), Vanguard MStar Small Cap Value Index (1.46%).

What is W. P. Carey's short interest?

8.9M shares of W. P. Carey were sold short, 5.30% of the float; at the average daily volume it would take 5.38 days to cover.

Are insiders buying or selling W. P. Carey?

Of the latest 7 reported insider transactions in W. P. Carey (since May 2, 2023), 4 were purchases and 3 were sales.

How many shares of W. P. Carey are outstanding?

W. P. Carey has 227.8M shares outstanding, of which 225.2M are in the public float.

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