STOCK TITAN

Vanguard Holds 19.18M WP Carey (NYSE: WPC) Shares — 8.74% Stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
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

  • None.
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
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.
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92936U109

(CUSIP Number)
03/31/2026

(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: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

How many WP Carey (WPC) shares does Vanguard report owning?

Vanguard reports beneficial ownership of 19,177,397 shares. The Schedule 13G lists this as 8.74% of the class and notes Vanguard exercises dispositive power for those shares on behalf of funds and managed accounts.

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.