Which New Zealand managed funds hold WP Carey Inc?

27 New Zealand managed funds hold WP Carey Inc as a direct holding, across 10 fund managers. Weights range from 0.000% to 2.92% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding WP Carey Inc indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in WP Carey Inc?

NZ Funds Global Property has the largest direct holding at 2.92% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold WP Carey Inc?

27 funds hold WP Carey Inc directly, across 10 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold WP Carey Inc indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
NZ Funds Global Property	NZ Funds	2.92%
Pathfinder Global Property Fund	Pathfinder	0.670%
Clarity Global Shares Fund	Clarity	0.620%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	0.540%
Summer Global Equities	Summer	0.170%
BetaShares Global Sustainability Leaders Fund	BetaShares	0.140%
BetaShares Global Sustainability Leaders Fund (NZD Hedged)	BetaShares	0.140%
Summer Growth Selection	Summer	0.080%
Octagon Balanced Fund	Octagon	0.050%
Summer Balanced Selection	Summer	0.050%
Summer Conservative Selection	Summer	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.020%
Simplicity Hedged Global Share Fund	Simplicity	0.020%
Simplicity Unhedged Global Share Fund	Simplicity	0.020%
Kernel Balanced Fund	Kernel	0.020%
Kernel High Growth Fund	Kernel	0.020%
Simplicity Balanced Investment Fund	Simplicity	0.010%
Simplicity Growth Investment Fund	Simplicity	0.010%
Harbour Balanced Growth Fund	Harbour	0.000%
Simplicity Conservative Investment Fund	Simplicity	0.000%
Booster Wealth Moderate Fund	Booster	0.000%
Booster Wealth Balanced Fund	Booster	0.000%
Booster Wealth Growth Fund	Booster	0.000%
Booster Shielded Growth Fund	Booster	0.000%
Booster Socially Responsible Balanced Fund	Booster	0.000%
Booster Socially Responsible Growth Fund	Booster	0.000%
Booster Socially Responsible High Growth Fund	Booster	0.000%

Funds holding WP Carey Inc usually also hold

Companies that appear alongside WP Carey Inc in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 3 spellings were treated as WP Carey Inc — shown so you can check the grouping rather than take it on trust.

WP CAREY INC
WP Carey Inc
Wp Carey Inc

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