W.P. Carey Inc. (REIT) · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $493.10M | 0.46% | 7,255,672 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $484.73M | 0.02% | 7,132,647 NS | $1.99T | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $352.87M | 0.21% | 5,192,286 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $224.69M | 0.37% | 3,306,212 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $166.09M | 0.20% | 2,443,960 NS | $81.50B | FIGI |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | — | $129.43M | 0.81% | 1,904,558 NS | $15.99B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $112.25M | 0.46% | 1,651,719 NS | $24.22B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $72.76M | 0.47% | 1,070,598 NS | $15.63B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $56.33M | 0.12% | 828,872 NS | $48.22B | FIGI |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | — | $52.63M | 2.04% | 774,444 NS | $2.58B | FIGI |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | IJK | $47.94M | 0.48% | 705,368 NS | $9.91B | FIGI |
| iShares U.S. Real Estate ETF iShares Trust | IYR | $47.06M | 1.19% | 692,500 NS | $3.97B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $35.56M | 0.45% | 523,274 NS | $7.98B | FIGI |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | FVD | $34.08M | 0.42% | 501,473 NS | $8.09B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $33.80M | 0.05% | 497,346 NS | $69.79B | FIGI |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | DON | $32.01M | 0.86% | 471,004 NS | $3.72B | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | RWR | $26.90M | 1.58% | 395,802 NS | $1.70B | FIGI |
| WisdomTree U.S. Value Fund WisdomTree Trust | WTV | $22.33M | 0.86% | 328,547 NS | $2.60B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $21.23M | 0.15% | 312,365 NS | $14.16B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $18.78M | 0.02% | 276,273 NS | $79.62B | FIGI |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | — | $17.03M | 1.33% | 250,559 NS | $1.28B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $16.83M | 0.01% | 247,625 NS | $129.17B | FIGI |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | — | $16.17M | 2.16% | 237,887 NS | $747.72M | FIGI |
| JNL/WMC Global Real Estate Fund JNL Series Trust | — | $15.71M | 3.07% | 231,176 NS | $511.96M | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $15.03M | 0.46% | 221,124 NS | $3.26B | FIGI |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | — | $15.02M | 0.81% | 221,052 NS | $1.85B | FIGI |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | — | $14.18M | 4.62% | 208,701 NS | $307.28M | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $12.21M | 0.46% | 179,630 NS | $2.64B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYG | $11.98M | 0.48% | 176,339 NS | $2.48B | FIGI |
| Diversified Real Assets Fund John Hancock Investment Trust | — | $11.30M | 1.33% | 166,301 NS | $847.72M | FIGI |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $10.98M | 1.00% | 161,600 NS | $1.09B | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) Global R… SPDR INDEX SHARES FUNDS | RWO | $10.88M | 0.96% | 160,041 NS | $1.13B | FIGI |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | — | $10.86M | 0.68% | 159,792 NS | $1.60B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $10.76M | 0.45% | 158,306 NS | $2.41B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $10.56M | 0.02% | 155,459 NS | $42.78B | FIGI |
| Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. | — | $9.66M | 0.83% | 142,214 NS | $1.16B | FIGI |
| Mid Cap Index Fund Northern Funds | — | $9.36M | 0.46% | 137,744 NS | $2.05B | FIGI |
| NVIT Real Estate Fund Nationwide Variable Insurance Trust | — | $9.28M | 4.71% | 136,581 NS | $197.13M | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $8.92M | 0.02% | 131,247 NS | $36.29B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $8.63M | 0.01% | 127,018 NS | $58.89B | FIGI |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | FLQM | $8.55M | 0.51% | 125,856 NS | $1.67B | FIGI |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | — | $8.26M | 0.37% | 121,563 NS | $2.21B | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $8.19M | 0.29% | 120,499 NS | $2.87B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $7.39M | 0.02% | 108,789 NS | $30.28B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $7.23M | 0.15% | 106,384 NS | $4.89B | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $6.93M | 0.46% | 101,909 NS | $1.50B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $6.91M | 0.46% | 101,713 NS | $1.50B | FIGI |
| College Retirement Equities Fund - Global Equ… College Retirement Equities Fund | — | $6.77M | 0.02% | 99,623 NS | $33.37B | FIGI |
| iShares Core S&P U.S. Growth ETF iShares Trust | IUSG | $6.76M | 0.03% | 99,524 NS | $25.97B | FIGI |
| Global Real Estate Securities Fund GuideStone Funds | — | $6.28M | 2.00% | 92,468 NS | $313.45M | FIGI |