Share ownership W. P. Carey Inc.

WPC

US92936U1097

Diversified REITs

Market Closed - Nyse Other stock markets 01:30:02 15/05/2026 am IST			5-day change	1st Jan Change
73.69 ^USD	-0.35%		-0.28%	+14.50%

12/05	W. P. Carey Reports Year-to-Date Investment Volume of $1.1 Billion	MT
30/04	RBC Lifts Price Target on W. P. Carey to $73 From $72, Keeps Sector Perform Rating	MT

Share class: W. P. Carey Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	22,27,39,105	22,05,19,528 ( 99 %)	0	99 %

Major shareholders: W. P. Carey Inc.

Name	Equities	%	Valuation
Vanguard Portfolio Management LLC 8.745 %	1,91,77,397	8.745 %	1 399 M $
Vanguard Portfolio Management LLC 8.733 %	1,91,51,176	8.733 %	1 397 M $
STATE STREET CORPORATION 5.587 %	1,22,51,224	5.587 %	893 M $
Vanguard Capital Management LLC 5.506 %	1,20,74,281	5.506 %	881 M $
Vanguard Capital Management LLC 4.557 %	99,93,190	4.557 %	729 M $
Geode Capital Management LLC 2.187 %	47,95,604	2.187 %	350 M $
Invesco Advisers, Inc. 2.048 %	44,91,821	2.048 %	328 M $
MFS Investment Management Canada Ltd. 1.921 %	42,13,013	1.921 %	307 M $
DFA Australia Ltd. 1.5 %	32,88,773	1.5 %	240 M $
Norges Bank (13F) 1.304 %	28,59,460	1.304 %	209 M $
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Breakdown by shareholder type

Institutional	62.79%
State Street Corp.	5.59%
Other	4.62%
Individuals	1.1%
Schweizerische Nationalbank	0.29%
Sumitomo Mitsui Trust Group, Inc.	0.29%
Governments	0.2%
Swedbank AB	0.08%
Manulife Financial Corp.	0.07%
Cullen/Frost Bankers, Inc.	0.06%
Danske Bank A/S	0.06%
The Allstate Corp.	0.02%
The Bank of Nova Scotia	0.01%
Hancock Whitney Corp.	0.01%
Associated Banc-Corp	0.01%
Unknown	24.8%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	57.93%
United Kingdom	4.6%
Canada	3.76%
Australia	1.64%
Norway	1.62%
Individuals	1.1%
Japan	1.04%
France	0.64%
Switzerland	0.59%
Sweden	0.55%
Netherlands	0.51%
Denmark	0.27%
Ireland	0.27%
Luxembourg	0.26%
Germany	0.15%
Belgium	0.05%
New Zealand	0.05%
Singapore	0.03%
Puerto Rico	0.02%
Finland	0.02%
South Korea	0.02%
Italy	0.02%
Hong Kong	0.02%
Austria	0.01%
Cayman Islands	0.01%
China	0.01%
South Africa	0.01%

Based on 1000 largest holdings

W. P. Carey Inc. is an internally managed diversified real estate investment trust (REIT) with a well-diversified portfolio of operationally critical commercial real estate. The Company invests primarily in single-tenant, industrial, warehouse and retail properties located in the United States and Northern and Western Europe, under long-term net leases with built-in rent escalations. The Company operates 1,413 net lease properties covering approximately 171 million square feet and a portfolio of 86 self-storage operating properties. The Company operates through two business segments: Real Estate and Investment Management. Its Real Estate segment invests primarily in commercial properties located in the United States, and Northern and Western Europe, which are leased to companies on a triple-net lease basis. The Investment Management segment manages the real estate investment portfolios for the managed programs.

Employees

199

Sector

Diversified REITs

More about the company