As of the latest SEC filings, W. P. Carey Inc. (WPC) is held by 408 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $593,360,522.04 in market value, representing 0.85% of its portfolio.
Funds holding W. P. Carey Inc. (WPC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WPC
- CIK:
- 0001025378
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.85% | $593,360,522.04 | 8,136,028 | Apr 30, 2026 | Jun 26, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.46% | $493,095,469.12 | 7,255,672 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $484,734,690.12 | 7,132,647 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.21% | $352,867,756.56 | 5,192,286 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.37% | $224,690,167.52 | 3,306,212 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.20% | $166,091,521.60 | 2,443,960 | Mar 31, 2026 | May 28, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.81% | $129,433,761.68 | 1,904,558 | Mar 31, 2026 | May 26, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 1.16% | $113,170,743.70 | 1,516,018 | Feb 28, 2026 | Apr 24, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.46% | $112,250,823.24 | 1,651,719 | Mar 31, 2026 | Jun 1, 2026 |
|
XMMO
Invesco S&P MidCap Momentum ETF
|
ETF | Invesco | 1.60% | $108,839,273.40 | 1,492,380 | Apr 30, 2026 | Jun 26, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.99% | $105,197,951.43 | 1,442,451 | Apr 30, 2026 | Jun 26, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 1.29% | $89,403,355.47 | 1,225,879 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.21% | $85,254,928.30 | 1,142,062 | Feb 28, 2026 | Apr 24, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.47% | $72,757,840.08 | 1,070,598 | Mar 31, 2026 | May 28, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.82% | $62,746,200.66 | 860,362 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.12% | $58,552,506.87 | 802,859 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.12% | $56,330,141.12 | 828,872 | Mar 31, 2026 | May 28, 2026 |
|
TCREX
Nuveen Real Estate Securities Select Fund
|
MF | TIAA / Nuveen | 2.04% | $52,631,214.24 | 774,444 | Mar 31, 2026 | May 28, 2026 |
|
USRT
iShares Core U.S. REIT ETF
|
ETF | BlackRock / iShares | 1.36% | $51,403,981.20 | 704,840 | Apr 30, 2026 | Jun 24, 2026 |
|
IJK
iShares S&P Mid-Cap 400 Growth ETF
|
ETF | BlackRock / iShares | 0.48% | $47,936,809.28 | 705,368 | Mar 31, 2026 | May 28, 2026 |
|
IYR
iShares U.S. Real Estate ETF
|
ETF | BlackRock / iShares | 1.19% | $47,062,300.00 | 692,500 | Mar 31, 2026 | May 22, 2026 |
|
SCHM
Schwab U.S. Mid-Cap ETF
|
ETF | Charles Schwab | 0.32% | $44,245,428.25 | 592,705 | Feb 28, 2026 | Apr 24, 2026 |
|
REET
iShares Global REIT ETF
|
ETF | BlackRock / iShares | 0.88% | $42,141,725.34 | 577,838 | Apr 30, 2026 | Jun 25, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.45% | $35,561,701.04 | 523,274 | Mar 31, 2026 | May 28, 2026 |
|
FVD
First Trust Value Line Dividend Index Fund
|
ETF | First Trust | 0.42% | $34,080,105.08 | 501,473 | Mar 31, 2026 | May 28, 2026 |
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