Vanguard Capital Management reports 5.50% stake in WP Carey (WPC)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
WP Carey Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 12,074,281 shares of Common Stock, representing 5.50% of the class. The filer reports sole dispositive power over 12,074,281 shares and sole voting power over 2,081,091 shares. The filing lists Vanguard affiliates as having dispositive or voting power on behalf of managed funds and accounts.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 12,074,281 shares
Percent of class: 5.50%
Sole voting power: 2,081,091 shares
+3 more
6 metrics
Shares beneficially owned
12,074,281 shares
Amount beneficially owned per Item 4(a)
Percent of class
5.50%
Percent of class per Item 4(b)
Sole voting power
2,081,091 shares
Number with sole power to vote per Item 4(c)(i)
Sole dispositive power
12,074,281 shares
Number with sole power to dispose per Item 4(c)(iii)
CUSIP
92936U109
CUSIP number for WP Carey common stock
Signature date
04/30/2026
Signed by Ashley Grim
Key Terms
Schedule 13G, Beneficially owned, Sole dispositive power, Sole voting power
4 terms
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: WP Carey Inc"
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.
Beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 12074281"
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 financial
"Item 4. | (iii) Sole power to dispose or to direct the disposition of: 12074281"
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.
Sole voting power financial
"Item 4. | (i) Sole power to vote or to direct the vote: 2081091"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
FAQ
What stake does Vanguard Capital Management report in WP Carey (WPC)?
Vanguard reports ownership of 12,074,281 shares (5.50%). This schedule states the shares represent 5.50% of the outstanding class and are reported as beneficially owned by Vanguard Capital Management and specified affiliates.
How much voting power does Vanguard hold in WPC?
Vanguard reports sole voting power over 2,081,091 shares. The filing shows no shared voting power and indicates sole dispositive power over 12,074,281 shares across managed funds and accounts.
Does this Schedule 13G say Vanguard is an active or passive investor in WPC?
The filing is a Schedule 13G ownership report. It lists beneficial ownership and affiliated voting/dispositive powers; the form type (13G) typically indicates a passive or investment-management reporting posture in this disclosure.
When was the Schedule 13G for WPC signed and who signed it?
The filing is signed by Ashley Grim, Head of Global Fund Administration, on 04/30/2026. The document identifies Vanguard Capital Management’s Malvern, PA address and includes the CUSIP 92936U109 for WPC common stock.