W.P. Carey Inc. (REIT) · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | — | $278.0K | 0.02% | 4,090 NS | $1.17B | FIGI |
| State Street(R) SPDR(R) MSCI USA StrategicFac… SPDR SERIES TRUST | QUS | $249.6K | 0.02% | 3,673 NS | $1.46B | FIGI |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | — | $233.6K | 0.02% | 3,438 NS | $1.08B | FIGI |
| Calvert US Large-Cap Core Responsible Index E… Morgan Stanley ETF Trust | CVLC | $233.2K | 0.03% | 3,431 NS | $695.91M | FIGI |
| T. Rowe Price Integrated Global Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, IN… | — | $231.1K | 0.16% | 3,400 NS | $145.92M | FIGI |
| SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust | RAA | $203.7K | 0.04% | 2,998 NS | $547.38M | FIGI |
| JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust | — | $203.4K | 0.06% | 2,993 NS | $368.18M | FIGI |
| PIMCO Dividend and Income Fund PIMCO Equity Series | — | $200.9K | 0.07% | 2,956 NS | $269.42M | FIGI |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | — | $189.8K | 0.02% | 2,793 NS | $883.82M | FIGI |
| State Street(R) SPDR(R) MSCI USA Gender Diver… SPDR SERIES TRUST | SHE | $163.4K | 0.06% | 2,404 NS | $268.70M | FIGI |
| JNL/Mellon World Index Fund JNL Series Trust | — | $153.0K | 0.02% | 2,251 NS | $843.30M | FIGI |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | — | $148.3K | 0.03% | 2,182 NS | $545.85M | FIGI |
| BlackRock Managed Income Fund BlackRock Funds II | — | $142.9K | 0.02% | 2,103 NS | $860.42M | FIGI |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | CVMC | $133.2K | 0.16% | 1,960 NS | $83.19M | FIGI |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity E… PIMCO Equity Series | MFUS | $119.9K | 0.05% | 1,765 NS | $229.10M | FIGI |
| iMGP Berkshire Dividend Growth ETF LITMAN GREGORY FUNDS TRUST | BDVG | $113.5K | 1.24% | 1,670 NS | $9.16M | FIGI |
| Optimize Strategy Index ETF Advisor Managed Portfolios | OPTZ | $109.8K | 0.05% | 1,616 NS | $208.52M | FIGI |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | EPS | $94.2K | 0.01% | 1,386 NS | $1.34B | FIGI |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | — | $89.3K | 0.55% | 1,314 NS | $16.19M | FIGI |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | UDIV | $83.6K | 0.08% | 1,230 NS | $105.87M | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $82.3K | 0.01% | 1,211 NS | $1.02B | FIGI |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $79.2K | 0.01% | 1,166 NS | $583.77M | FIGI |
| PROFUND VP MIDCAP GROWTH ProFunds | — | $74.2K | 0.48% | 1,092 NS | $15.35M | FIGI |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund… | — | $69.3K | 0.07% | 1,020 NS | $98.63M | FIGI |
| Transamerica Morgan Stanley Global Allocation… TRANSAMERICA SERIES TRUST | — | $66.0K | 0.01% | 971 NS | $828.51M | FIGI |
| Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I | — | $65.6K | 2.12% | 965 NS | $3.09M | FIGI |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | — | $63.0K | 0.02% | 927 NS | $278.15M | FIGI |
| STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE F… Sterling Capital Funds | — | $61.8K | 0.10% | 910 NS | $63.71M | FIGI |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | — | $61.2K | 0.02% | 900 NS | $330.49M | FIGI |
| Six Circles Managed Equity Portfolio Internat… SIX CIRCLES TRUST | — | $50.6K | 0.00% | 745 NS | $12.97B | FIGI |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | — | $47.2K | 0.01% | 695 NS | $557.97M | FIGI |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum … SPDR SERIES TRUST | MMTM | $46.6K | 0.03% | 685 NS | $151.43M | FIGI |
| Real Estate Fund Rydex Variable Trust | — | $44.4K | 1.29% | 654 NS | $3.44M | FIGI |
| Atlas America Fund The 2023 ETF Series Trust | USAF | $44.4K | 0.24% | 653 NS | $18.64M | FIGI |
| PROFUND VP MIDCAP VALUE ProFunds | — | $44.0K | 0.45% | 647 NS | $9.83M | FIGI |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | — | $41.8K | 0.34% | 615 NS | $12.29M | FIGI |
| VanEck Office and Commercial REIT ETF VanEck ETF Trust | DESK | $40.2K | 2.03% | 591 NS | $1.98M | FIGI |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | VSLU | $40.2K | 0.01% | 591 NS | $440.03M | FIGI |
| PROFUND VP ULTRAMID CAP ProFunds | — | $30.9K | 0.33% | 455 NS | $9.25M | FIGI |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | — | $27.2K | 0.01% | 400 NS | $231.74M | FIGI |
| State Street(R) SPDR(R) MSCI ACWI Climate Par… SPDR INDEX SHARES FUNDS | NZAC | $25.1K | 0.02% | 369 NS | $165.30M | FIGI |
| Real Estate Fund Rydex Series Funds | — | $24.3K | 1.26% | 358 NS | $1.93M | FIGI |
| The ESG Growth Portfolio HC Capital Trust | — | $22.4K | 0.02% | 330 NS | $110.08M | FIGI |
| State Street(R) SPDR(R) Russell 1000 Momentum… SPDR SERIES TRUST | ONEO | $22.0K | 0.09% | 324 NS | $25.30M | FIGI |
| The Catholic SRI Growth Portfolio HC Capital Trust | — | $14.7K | 0.02% | 216 NS | $70.60M | FIGI |
| State Street(R) SPDR(R) MSCI World StrategicF… SPDR INDEX SHARES FUNDS | QWLD | $13.6K | 0.01% | 200 NS | $177.96M | FIGI |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | — | $12.4K | 0.37% | 183 NS | $3.32M | FIGI |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | REMC | $12.1K | 0.40% | 178 NS | $3.02M | FIGI |
| New Covenant Growth Fund NEW COVENANT FUNDS | — | $10.1K | 0.00% | 149 NS | $518.52M | FIGI |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND IN… | — | $6.4K | 0.01% | 94 NS | $76.69M | FIGI |