13FBOX
WP CAREY INC · 13F Institutional Holdings
Options Calculator Rankings

WP CAREY INC

WPC
Institutions
902
Combined AUM (Q2 2026)
$12.89B
Combined Shares (Q2 2026)
180.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+17.5M
454 · 113 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-10.9M
369 · 75 Exit · ≈
⚖️ Net
+6.6M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$12.89B
Institutions
902
New Buys
113
Adds
341
Reduces
294
Exits
75
Unchanged
154
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.04%0.04%#299$2.37B33.2M$2.05B30.1M+3.1M+10.17%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.06%0.07%#213$1.38B19.2M$1.30B19.2M+90,739+0.47%Add
STATE STREET CORP
0.03%0.03%#348$894.8M12.4M$849.7M12.3M+17,455+0.14%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.02%0.02%#472$716.9M10.0M$679.1M10.0M+32,889+0.33%Add
GEODE CAPITAL MANAGEMENT, LLC
0.02%0.02%#418$358.8M5.0M$333.2M4.9M+115,366+2.35%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.11%0.1%#142$325.2M4.5M$289.8M4.2M+276,166+6.59%Add
Invesco Ltd.
0.03%0.05%#351$324.3M4.5M$305.3M4.5M+43,785+0.97%Add
NORTHERN TRUST CORP
0.03%0.02%#338$243.4M3.4M$180.7M2.7M+745,115+28.02%Add
DIMENSIONAL FUND ADVISORS LP
0.04%0.05%#267$239.3M3.3M$227.5M3.3M-1,568-0.05%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.03%0.03%#312$233.2M3.3M$207.0M3.0M+215,790+7.08%Add
NORGES BANK
0.02%0.02%#402$203.6M2.8M$150.0M2.4M+470,995+19.82%Add
Legal & General Group Plc
0.04%0.04%#279$189.3M2.6M$186.4M2.7M-95,409-3.48%Reduce
Bank of New York Mellon Corp
0.03%0.03%#345$164.9M2.3M$160.0M2.4M-48,305-2.05%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.03%0.03%#325$162.3M2.3M$149.9M2.2M+65,284+2.96%Add
Nuveen, LLC
0.04%0.04%#294$149.9M2.1M$144.5M2.1M-30,030-1.41%Reduce
MORGAN STANLEY
0.01%0.01%#592$146.4M2.0M$122.7M1.8M+231,342+12.73%Add
UBS Group AG
0.02%0.02%#429$144.4M2.0M$113.2M1.7M+354,694+21.30%Add
BANK OF AMERICA CORP /DE/
0.01%0.01%#585$128.0M1.8M$92.8M1.4M+424,955+31.12%Add
DEUTSCHE BANK AG\
0.04%0.01%#289$127.8M1.8M$31.6M465,335+1.3M+284.19%Add
JPMORGAN CHASE & CO
0.01%0.01%#628$108.9M1.5M$228.1M3.4M-1.9M-55.90%Reduce
EQUITY INVESTMENT CORP
2.06%2.11%#3$108.1M1.5M$107.6M1.6M-70,265-4.44%Reduce
VANGUARD FIDUCIARY TRUST CO
0.02%0.02%#380$100.6M1.4M$92.6M1.4M+45,660+3.35%Add
WELLINGTON MANAGEMENT GROUP LLP
0.02%0.02%#467$90.1M1.3M$96.9M1.4M-165,811-11.63%Reduce
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
0.11%0.05%#137$76.9M1.1M$33.0M485,733+589,938+121.45%Add
Advisors Capital Management, LLC
0.78%0.81%#22$73.7M1.0M$69.1M1.0M+14,666+1.44%Add
CAPTRUST FINANCIAL ADVISORS
0.1%0.13%#144$67.3M941,268$74.4M1.1M-153,894-14.05%Reduce
HSBC HOLDINGS PLC
0.03%0.03%#340$67.1M938,424$63.1M928,438+9,986+1.08%Add
Amundi
0.02%0.02%#462$64.8M905,905$61.2M900,194+5,711+0.63%Add
Robeco Institutional Asset Management B.V.
0.07%0.08%#189$59.6M833,413$58.8M865,372-31,959-3.69%Reduce
AMERIPRISE FINANCIAL INC
0.01%0.01%#519$57.9M809,338$57.4M843,780-34,442-4.08%Reduce
LPL Financial LLC
0.01%0.01%#509$56.7M793,572$54.7M805,034-11,462-1.42%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.08%#193$55.5M775,610$53.9M792,947-17,337-2.19%Reduce
TWO SIGMA INVESTMENTS, LP
0.04%0.04%#277$55.1M771,150$54.5M801,704-30,554-3.81%Reduce
ZACKS INVESTMENT MANAGEMENT
0.35%0.31%#52$49.0M685,305$38.6M568,019+117,286+20.65%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#497$48.9M683,922$38.6M568,637+115,285+20.27%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#523$48.3M675,909$42.3M622,947+52,962+8.50%Add
FIRST TRUST ADVISORS LP
0.03%0.03%#339$48.0M671,883$44.2M650,197+21,686+3.34%Add
RHUMBLINE ADVISERS
0.04%0.04%#298$46.6M651,460$43.0M632,899+18,561+2.93%Add
CITADEL ADVISORS LLC
0.01%0.02%#647$44.6M624,475$107.4M1.6M-956,201-60.49%Reduce
Sumitomo Mitsui Trust Group, Inc.
0.03%0.03%#355$44.4M620,940$43.2M636,131-15,191-2.39%Reduce
Swiss National Bank
0.02%0.03%#370$44.2M618,351$43.7M643,151-24,800-3.86%Reduce
Russell Investments Group, Ltd.
0.03%0.01%#304$43.2M602,485$11.3M166,130+436,355+262.66%Add
BANK OF MONTREAL /CAN/
0.01%<0.01%#489$41.7M582,527$3.0M44,697+537,830+1,203.28%Add
VIRGINIA RETIREMENT SYSTEMS ET Al
0.25%#71$41.6M581,377$00+581,377New Buy
SCHRODER INVESTMENT MANAGEMENT GROUP
0.03%0.03%#329$41.4M570,366$41.6M620,885-50,519-8.14%Reduce
APG Asset Management US Inc.
0.29%0.31%#65$41.1M580,007$40.2M580,00700.00%Unchanged
VICTORY CAPITAL MANAGEMENT INC
0.02%0.02%#373$40.6M567,335$37.0M545,123+22,212+4.07%Add
Corient Private Wealth LLC
0.03%0.01%#319$39.9M553,803$6.6M97,111+456,692+470.28%Add
CANADA LIFE ASSURANCE Co
0.06%0.06%#219$37.2M519,702$34.6M508,658+11,044+2.17%Add
BARCLAYS PLC
0.01%0.01%#613$36.6M511,612$46.0M676,739-165,127-24.40%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow