Vanguard Holds 19.18M WP Carey (NYSE: WPC) Shares — 8.74% Stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
WP Carey Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 19,177,397 shares of Common Stock, representing 8.74% of the class. The filing states Vanguard has sole dispositive power over 19,177,397 shares and sole voting power over 26,221 shares.
The Schedule 13G is signed by Ashley Grim on 04/29/2026 and describes holdings held on behalf of Vanguard funds and managed accounts under Vanguard Portfolio Management.
Positive
- None.
Negative
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Key Figures
Beneficial ownership: 19,177,397 shares
Percent of class: 8.74%
Sole voting power: 26,221 shares
+1 more
4 metrics
Beneficial ownership
19,177,397 shares
Amount beneficially owned reported on Schedule 13G
Percent of class
8.74%
Percent of Common Stock class reported
Sole voting power
26,221 shares
Shares with sole power to vote reported in Item 4
Sole dispositive power
19,177,397 shares
Shares with sole power to dispose reported in Item 4
Key Terms
beneficially owned, sole dispositive power, Schedule 13G, Investment Company Act
4 terms
beneficially owned regulatory
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 19177397"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Item 1. (a) Name of issuer: WP Carey Inc... Item 2. Name of person filing: Vanguard Portfolio Management"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Investment Company Act regulatory
"A listing of the shareholders of an investment company registered under the Investment Company Act of 1940"
The Investment Company Act is a law that sets rules for businesses whose main activity is managing and selling pooled money, such as mutual funds and other investment funds. It matters to investors because it requires clear reporting, limits managers from putting their own interests ahead of clients, and mandates safekeeping and oversight of assets—similar to safety inspections and traffic rules that help keep shared vehicles reliable and trustworthy.
FAQ
What voting and dispositive powers does Vanguard report for WPC?
Vanguard reports sole voting power for 26,221 shares and sole dispositive power for 19,177,397 shares. The filing attributes control to Vanguard Portfolio Management and affiliated Vanguard investment divisions.
When was the Schedule 13G for WPC signed and by whom?
The form is signed by Ashley Grim, Head of Global Fund Administration, on 04/29/2026. The signature confirms the reported ownership figures and accompanying disclosure language about Vanguard affiliates and managed accounts.
Does the filing identify any other person with >5% interest in WPC holdings?
No other person is identified as holding more than 5% of the class. The filing states no single other person's interest in the reported securities exceeds 5%, noting pooled Vanguard funds are included in the beneficial count.