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Disclosery

WPC WP CAREY INC

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REIT (common), issuer CIK 1025378

761 managers (784 13F filers) reported a position in WPC shares at 2024-12-31, 150,562,784 shares in all. 57 filers opened a position and 109 filers sold out during the quarter.

Managers
761
13F filers
784
New
57
Added
272
Reduced
289
Sold out
109
Shares held by filers
150,562,784

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OneDigital Investment Advisors LLC7,852$428K<0.01%-7913F-HRTimeline
PHILADELPHIA TRUST CO7,790$424K0.03%013F-HRTimeline
Mission Creek Capital Partners, Inc.7,718$420K0.09%-81213F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC7,711$420K0.1%-1,06613F-HRTimeline
IHT Wealth Management, LLC7,637$416K0.01%-1,79313F-HRTimeline
Austin Private Wealth, LLC7,608$414K0.04%+56613F-HRTimeline
Transcendent Capital Group LLC4,850$413K0.21%+4,26313F-HRTimeline
Gutierrez Wealth Advisory, LLC7,528$410K0.34%13F-HR/ATimeline
McGlone Suttner Wealth Management, Inc.7,467$407K0.07%-2,14813F-HRTimeline
Frank, Rimerman Advisors LLC7,404$403K0.03%+13713F-HRTimeline
MKT Advisors LLC7,144$399K0.17%-1,37713F-HRTimeline
FLC Capital Advisors7,223$394K0.09%-1,04513F-HRTimeline
Per Stirling Capital Management, LLC.7,179$391K0.06%-32413F-HRTimeline
Machina Capital S.A.S.7,159$390K0.16%new13F-HRTimeline
Ballentine Partners, LLC7,131$388K0.01%+55913F-HRTimeline
Everstar Asset Management, LLC7,096$387K0.27%+57913F-HRTimeline
Modern Wealth Management, LLC7,074$385K0.01%-1,21113F-HR/ATimeline
Teamwork Financial Advisors, LLC7,038$383K0.05%-34313F-HRTimeline
Sigma Planning Corp7,033$383K0.01%-1,12813F-HRTimeline
AXS Investments LLC7,000$381K0.11%-5,50013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A6,851$373K<0.01%+2,05113F-HRTimelineGroup
KOM Wealth Management Group, LLC6,839$373K0.28%-68113F-HRTimeline
J.W. COLE ADVISORS, INC.6,832$372K0.02%+13413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,713$371K0.01%-1,61313F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …6,812$371K<0.01%+1,18913F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP6,725$366K0.01%new13F-HRTimelineGroup
Crestwood Advisors Group, LLC6,692$365K0.01%-1013F-HRTimeline
Herold Advisors, Inc.6,643$362K0.08%-23413F-HRTimeline
Rockport Wealth LLC6,271$361K0.16%013F-HRTimeline
World Investment Advisors6,625$361K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,595$358K0.03%-400,70913F-HRTimeline
EntryPoint Capital, LLC6,488$353K0.15%new13F-HRTimeline
D.A. DAVIDSON & CO.6,455$352K<0.01%-29513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,443$351K<0.01%+56013F-HRTimelineGroup
Avion Wealth6,413$349K0.09%013F-HRTimeline
RFG Advisory, LLC6,373$347K0.01%+3,04913F-HRTimeline
B. Riley Wealth Advisors, Inc.6,165$341K0.01%+31513F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC6,227$339K0.11%-24713F-HRTimeline
Avantax Planning Partners, Inc.6,219$339K0.01%-21813F-HRTimeline
One Wealth Map LLC5,494$339K0.21%013F-HRTimeline
Investment Management Corp of Ontario6,129$334K0.01%-1,10013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI6,084$333K0.01%013F-HRTimeline
Retirement Planning Co of New England, …6,105$333K0.16%+1,54913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…6,070$331K0.01%-2,55913F-HRTimeline
Jacobi Capital Management LLC6,042$329K0.02%+15013F-HRTimeline
MADDEN SECURITIES Corp5,990$326K0.13%-29013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,962$325K0.02%-12413F-HRTimeline
Compound Planning, Inc.5,963$325K0.02%-1,96113F-HRTimeline
Sawyer & Company, Inc5,920$323K0.12%-77513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.5,910$322K0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,884$321K<0.01%-6,38713F-HRTimeline
Western Wealth Management, LLC5,879$320K0.02%+7313F-HR/ATimeline
True North Advisors, LLC5,859$319K0.08%013F-HRTimeline
Laird Norton Wetherby Wealth Management…5,838$318K0.02%-1,74513F-HRTimeline
NewEdge Wealth, LLC5,808$316K0.01%-1,03513F-HRTimeline
Allen Capital Group, LLC5,752$313K0.04%-2113F-HRTimeline
Perennial Investment Advisors, LLC5,642$307K0.04%-1,21713F-HRTimeline
Gilbert & Cook, Inc.5,642$307K0.04%+12213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,593$305K<0.01%-23913F-HRTimelineGroup
Crestline Management, L.P.5,576$304K0.01%-3,04313F-HRTimeline
SHELL ASSET MANAGEMENT CO5,501$300K0.01%013F-HRTimeline
CHOREO, LLC5,494$300K<0.01%-3,06913F-HRTimeline
DF DENT & CO INC5,464$298K<0.01%+18313F-HRTimeline
Ignite Planners, LLC5,421$297K0.07%-31213F-HRTimeline
Prospera Financial Services Inc5,400$294K0.01%-71613F-HRTimeline
Valeo Financial Advisors, LLC5,397$294K0.01%+1113F-HRTimeline
Flagship Private Wealth, LLC5,383$293K0.14%013F-HRTimeline
Basepoint Wealth LLC5,382$293K0.23%-11213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,347$291K<0.01%+52013F-HRTimelineGroup
Private Advisory Group LLC5,319$290K0.03%013F-HR/ATimeline
CARRET ASSET MANAGEMENT, LLC5,282$288K0.03%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,276$287K0.02%+60613F-HRTimelineGroup
Applied Finance Capital Management, LLC5,269$287K0.01%013F-HRTimeline
Claris Financial LLC5,258$286K0.19%13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,250$286K0.02%new13F-HRTimeline
SEEDS INVESTOR LLC5,248$286K0.08%+45013F-HRTimeline
Prime Capital Investment Advisors, LLC5,247$286K<0.01%-16213F-HRTimeline
Jackson Wealth Management, LLC5,233$285K0.03%-15113F-HRTimeline
Applied Capital LLC/FL5,228$285K0.22%+1,03713F-HRTimeline
Main Street Financial Solutions, LLC5,201$283K0.03%-60013F-HRTimeline
Coppell Advisory Solutions LLC5,185$283K0.04%-6913F-HRTimeline
MGO ONE SEVEN LLC5,156$281K0.01%+75113F-HRTimeline
Quadcap Wealth Management, LLC5,144$280K0.04%-78213F-HRTimeline
Sunbelt Securities, Inc.5,079$277K0.02%+2,10913F-HRTimeline
Maia Wealth LLC4,887$277K0.06%+4,23713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,067$276K0.09%13F-HRTimeline
BARLOW WEALTH PARTNERS, LLC5,049$274K0.03%013F-HRTimeline
PROFUND ADVISORS LLC5,004$273K0.01%-54413F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC5,000$272K0.01%-1,37013F-HRTimeline
Widmann Financial Services, Inc.5,000$272K0.21%013F-HRTimeline
Rafferty Asset Management, LLC4,999$272K<0.01%-4713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,993$272K<0.01%+1713F-HRTimelineGroup
Family Legacy, Inc.4,959$272K0.09%-1,49113F-HRTimeline
Summit Wealth Group, LLC4,939$269K0.08%-10813F-HRTimeline
PEAK6 LLCin group PEAK6 LLC4,923$268K0.01%13F-HRTimelineGroup
Round Rock Advisors LLC4,849$264K0.05%013F-HRTimeline
SageView Advisory Group, LLC4,847$264K0.01%-8813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,846$264K<0.01%-2,90913F-HRTimelineGroup
Kovack Advisors, Inc.4,844$264K0.03%-1,07513F-HRTimeline
KPP Advisory Services LLC4,804$262K0.06%+95913F-HRTimeline
BURNEY CO/4,801$262K0.01%-2,28813F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,159$259K0.01%013F-HRTimeline
Columbia Asset Management4,725$257K0.05%013F-HRTimeline
Cherry Tree Wealth Management, LLC4,707$256K0.06%013F-HRTimeline
Trivium Point Advisory, LLC4,703$256K0.03%-77013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC4,681$255K0.1%+1,39513F-HRTimeline
Mystic Asset Management, Inc.4,611$251K0.07%new13F-HRTimeline
AE Wealth Management LLC4,590$250K<0.01%-3,27513F-HRTimeline
Joel Isaacson & Co., LLC4,573$249K0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,578$249K<0.01%+35013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,453$247K0.02%+30013F-HRTimelineGroup
Sovereign Financial Group, Inc.4,512$246K0.06%+6713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,500$245K<0.01%-1713F-HRTimelineGroup
DIVIDEND ASSETS CAPITAL, LLC4,500$245K0.05%013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd4,492$245K0.01%-28113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,482$244K<0.01%-83713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,463$243K-610Timeline
Empower Advisory Group, LLC4,404$240K<0.01%-1,55313F-HRTimeline
iA Global Asset Management Inc.4,370$238K<0.01%new13F-HRTimeline
Wambolt & Associates, LLC4,362$238K0.08%-12513F-HRTimeline
BlueStem Wealth Partners, LLC4,344$237K0.03%13F-HRTimeline
Strathmore Capital Advisors, Inc.4,327$236K0.17%13F-HRTimeline
Kingsview Wealth Management, LLC4,309$235K<0.01%-10113F-HRTimeline
Wealth Management Strategies, Inc.4,305$235K0.18%13F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED4,271$233K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,247$231K0.01%+1113F-HRTimelineGroup
SIGNATUREFD, LLC4,242$231K<0.01%-1,79413F-HRTimeline
Accurate Wealth Management, LLC4,276$230K0.04%+10113F-HRTimeline
Alaska Permanent Fund Corp4,219$230K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,213$230K<0.01%013F-HRTimeline
Sound Income Strategies, LLC4,200$229K0.01%-66513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,192$228K0.02%+1,82713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,179$228K0.01%-1113F-HR/ATimeline
Versor Investments LP4,177$228K0.04%013F-HRTimeline
IEQ CAPITAL, LLC4,173$227K<0.01%new13F-HRTimeline
D.B. Root & Company, LLC4,166$227K0.07%+10113F-HRTimeline
Larson Financial Group LLC4,155$226K0.01%+5813F-HRTimeline
Symphony Financial, Ltd. Co.3,929$223K0.04%-1,68513F-HRTimeline
Schonfeld Strategic Advisors LLC4,099$223K<0.01%-89,11813F-HRTimeline
Peachtree Investment Partners, LLC4,098$223K0.08%+3713F-HRTimeline
Keudell/Morrison Wealth Management4,092$223K0.06%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,991$220K0.01%+16113F-HRTimeline
Fisher Asset Management, LLC4,038$220K<0.01%-39713F-HRTimeline
Cadence Bank4,000$218K0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.3,977$217K<0.01%13F-HRTimeline
Monterey Private Wealth, Inc.3,953$215K0.07%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,950$215K0.01%013F-HRTimeline
PharVision Advisers, LLC3,911$213K0.18%13F-HRTimeline
Procyon Advisors, LLC3,908$213K0.01%-45813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,907$213K0.09%013F-HRTimeline
Kathmere Capital Management, LLC3,862$210K0.02%-5713F-HRTimeline
Insight Wealth Partners, LLC3,856$210K0.13%+3613F-HRTimeline
Empowered Funds, LLC3,778$206K<0.01%+27113F-HRTimeline
GeoWealth Management, LLC3,764$205K0.01%-19813F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC3,742$204K0.16%-1813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,720$203K0.02%013F-HRTimelineGroup
Battery Global Advisors, LLC3,655$202K0.11%013F-HRTimeline
Modera Wealth Management, LLC3,700$202K<0.01%+12013F-HRTimeline
Summit Trail Advisors, LLC3,617$201K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.3,659$199K0.03%013F-HRTimeline
Raleigh Capital Management Inc.3,528$192K0.07%-9713F-HRTimeline
HARBOUR INVESTMENTS, INC.3,501$191K0.01%-12513F-HRTimeline
Oslo Pensjonsforsikring AS3,308$180K0.03%+72913F-HRTimeline
Federation des caisses Desjardins du Qu…3,223$175K<0.01%+71713F-HRTimeline
Gen-Wealth Partners Inc3,176$173K0.07%-75513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,099$169K<0.01%+1,15013F-HRTimelineGroup
OARSMAN CAPITAL, INC.3,075$168K0.03%+82513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,035$166K<0.01%+73513F-HRTimelineGroup
Parallel Advisors, LLC3,015$164K<0.01%-19913F-HRTimeline
HM PAYSON & CO2,990$163K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,971$162K<0.01%+1,76513F-HRTimelineGroup
MOTCO2,952$161K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,898$158K0.01%-43813F-HRTimeline
LGT Financial Advisors LLC2,819$154K0.34%+2213F-HRTimeline
TRUST CO OF VERMONT2,791$152K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,716$148K0.02%-73113F-HRTimeline
Farther Finance Advisors, LLC2,605$142K0.01%+1,08513F-HRTimeline
AllSquare Wealth Management LLC2,540$138K0.08%013F-HRTimeline
Sandy Spring Bank2,470$135K0.01%013F-HRTimeline
WASHINGTON TRUST Co2,445$133K<0.01%-1813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC2,100$131K0.12%013F-HRTimeline
SOA Wealth Advisors, LLC.2,364$129K0.02%+1313F-HR/ATimeline
IAG Wealth Partners, LLC2,332$127K0.02%-15713F-HRTimeline
Parallax Volatility Advisers, L.P.2,076$113K<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,055$112K<0.01%013F-HRTimelineGroup
Westend Capital Management, LLC2,000$109K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,948$106K0.01%-25013F-HRTimeline
UMB Bank, n.a.1,930$105K<0.01%+48813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.1,879$105K0.05%13F-HRTimeline
GAMMA Investing LLC1,889$103K0.01%-55513F-HRTimeline
Rise Advisors, LLC1,885$103K0.05%+1113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,789$97.5K0.02%-37713F-HRTimelineGroup
Transce3nd, LLC1,686$92.2K0.03%13F-HRTimeline
Van Hulzen Asset Management, LLC1,624$88.5K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,622$88.4K0.01%13F-HRTimeline
Fairscale Capital, LLC1,600$87.2K0.08%013F-HRTimeline
GROUP ONE TRADING LLC1,564$85.2K<0.01%-1,35613F-HR/ATimeline
ORG Partners LLC1,555$84.9K0.01%+12713F-HRTimeline
Asset Planning,Inc1,540$83.9K0.06%13F-HRTimeline
CENTRAL TRUST Co1,520$82.8K<0.01%-213F-HRTimeline