STOCK TITAN

Vanguard disaggregates holdings; WP Carey (NYSE: WPC) stake reported as 0%

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

The Vanguard Group filed Amendment No. 13 to a Schedule 13G/A reporting 0 shares and 0% beneficial ownership of WP Carey Inc common stock. The filing notes an internal realignment effective January 12, 2026 and states certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998).

The filing is signed by Ashley Grim (Head of Global Fund Administration) on 03/27/2026.

Positive

  • None.

Negative

  • None.

Insights

Amendment records disaggregation of Vanguard holdings and zero beneficial ownership.

The filing explicitly states that, following an internal realignment on January 12, 2026, certain Vanguard subsidiaries now report beneficial ownership separately under SEC Release No. 34-39538. The Schedule 13G/A amendment shows Amount beneficially owned: 0 and Percent of class: 0%.

Corporate governance implications are procedural: this is a reporting allocation rather than an economic disposition; cash‑flow treatment is not stated in the provided excerpt.

Reported position for WP Carey is zero after Vanguard's internal reorganization.

The amendment explains that certain subsidiaries or business divisions will file separately and that Vanguard ‘‘no longer has, or is deemed to have, beneficial ownership’’ of securities held by those entities. The filing lists voting and dispositive powers as 0 across the board.

Examples of impact include changed public attribution of holdings; subsequent filings from the disaggregated subsidiaries may show where the economic positions now reside.






92936U109

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What does the Schedule 13G/A amendment say about Vanguard's stake in WPC?

It reports 0 shares and 0% beneficial ownership in WP Carey common stock. The amendment explains Vanguard underwent an internal realignment on January 12, 2026, and certain subsidiaries will report holdings separately under SEC Release No. 34-39538.

Why does The Vanguard Group report zero ownership for WP Carey (WPC)?

Because of an internal reorganization on January 12, 2026, Vanguard states it no longer is deemed to beneficially own securities held by certain subsidiaries. The filing clarifies those subsidiaries will report their holdings separately in reliance on SEC Release No. 34-39538.

Who signed the Schedule 13G/A amendment for Vanguard regarding WPC?

The amendment is signed by Ashley Grim, Head of Global Fund Administration, with the signature date shown as 03/27/2026. The filing lists Vanguard's principal business office at 100 Vanguard Blvd., Malvern, PA.

Does the amendment show any voting or dispositive power for Vanguard in WPC?

No; the filing lists sole and shared voting power and sole and shared dispositive power as 0. It explicitly states the amount beneficially owned is 0 and the percent of the class is 0%.
W.P. Carey Inc.

NYSE:WPC

View WPC Stock Overview

WPC Rankings

WPC Latest News

WPC Latest SEC Filings

WPC Stock Data

15.23B
216.25M
REIT - Diversified
Real Estate Investment Trusts
Link
United States
NEW YORK