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Disclosery

WPC WP CAREY INC

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REIT (common), issuer CIK 1025378

800 managers (825 13F filers) reported a position in WPC shares at 2025-03-31, 156,565,075 shares in all. 103 filers opened a position and 62 filers sold out during the quarter.

Managers
800
13F filers
825
New
103
Added
311
Reduced
266
Sold out
62
Shares held by filers
156,565,075

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PRIVATE TRUST CO NA3,325$210K0.02%+60913F-HRTimeline
Oslo Pensjonsforsikring AS3,308$209K0.03%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,300$208K0.04%new13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,222$203K0.09%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,218$203K0.02%new13F-HRTimeline
Gen-Wealth Partners Inc3,058$193K0.08%-11813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,052$193K0.01%+99713F-HRTimelineGroup
HM PAYSON & CO2,990$189K<0.01%013F-HRTimeline
UMB Bank, n.a.2,983$188K<0.01%+1,05313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,971$188K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,962$187K0.01%-53913F-HRTimeline
MOTCO2,952$186K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,914$184K<0.01%-30913F-HRTimeline
BFSG, LLC2,738$173K0.02%new13F-HRTimeline
TRUST CO OF VERMONT2,691$170K0.01%-10013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,996$168K<0.01%-3913F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,600$164K0.01%+1,60813F-HRTimelineGroup
GAMMA Investing LLC2,570$162K0.01%+68113F-HR/ATimeline
IAG Wealth Partners, LLC2,495$157K0.02%+16313F-HRTimeline
Sandy Spring Bank2,470$156K0.01%013F-HRTimeline
AllSquare Wealth Management LLC2,440$154K0.09%-10013F-HRTimeline
Siemens Fonds Invest GmbH2,384$150K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.2,379$150K0.03%+1513F-HRTimeline
Wayfinding Financial, LLC2,177$139K0.06%new13F-HRTimeline
Lindbrook Capital, LLC2,076$131K0.01%+68813F-HRTimeline
Advisors Asset Management, Inc.2,070$131K<0.01%+78613F-HR/ATimeline
Westend Capital Management, LLC2,000$126K0.05%013F-HRTimeline
AdvisorNet Financial, Inc1,942$123K0.01%-613F-HRTimeline
AMERIFLEX GROUP, INC.1,879$119K0.05%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,789$113K0.02%013F-HRTimelineGroup
Rise Advisors, LLC1,698$107K0.05%-18713F-HRTimeline
Fairscale Capital, LLC1,600$102K0.09%013F-HRTimeline
Golden State Wealth Management, LLC1,622$102K0.02%013F-HR/ATimeline
Catalyst Capital Advisors LLC1,580$99.7K<0.01%new13F-HRTimeline
Asset Planning,Inc1,540$97.2K0.08%013F-HRTimeline
CENTRAL TRUST Co1,520$95.9K<0.01%013F-HRTimeline
IFP Advisors, Inc1,510$95.3K<0.01%+5613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,482$94.8K<0.01%+1,21213F-HRTimelineGroup
Pillar Financial Advisors, LLC1,489$94K0.07%013F-HRTimeline
ORG Partners LLC1,487$93.9K0.02%-6813F-HRTimeline
North Star Investment Management Corp.1,448$91.4K0.01%+10013F-HRTimeline
CoreCap Advisors, LLC1,445$91.2K<0.01%+11213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,439$90.8K<0.01%+19513F-HRTimelineGroup
Bruce G. Allen Investments, LLC1,437$90.7K0.07%-3413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,359$85.8K0.02%13F-HRTimelineGroup
Hanson & Doremus Investment Management1,350$85K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,317$83.1K0.01%-6213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,300$82K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,300$82K0.25%-1,51913F-HRTimeline
FSA Wealth Management LLC1,298$81.9K0.03%013F-HRTimeline
Winch Advisory Services, LLC1,288$81.3K0.02%+2013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,170$73.8K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,351$73.6K0.01%013F-HRTimeline
Addison Advisors LLC1,136$71.7K0.02%013F-HRTimeline
Missouri Trust & Investment Co1,135$71.6K0.03%013F-HRTimeline
WHITTIER TRUST CO1,100$69.4K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,097$69.3K0.03%new13F-HRTimeline
Hurley Capital, LLC1,051$66.3K0.05%new13F-HRTimeline
Roxbury Financial LLC1,031$66.2K0.06%+1713F-HRTimeline
Kiker Wealth Management, LLC1,021$64.4K0.04%new13F-HRTimeline
Key Financial Inc991$62.6K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/978$61.7K<0.01%-1213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC957$61K<0.01%+713F-HRTimelineGroup
EASTERN BANK965$60.9K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division961$60.6K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC925$58.4K0.04%+413F-HRTimeline
Glass Jacobson Investment Advisors llc1,067$58.1K0.02%013F-HRTimeline
SVB WEALTH LLC917$57.9K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK915$57.7K<0.01%-7513F-HRTimelineGroup
MCF Advisors LLC891$56.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC902$56.6K0.01%-6213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.895$56.5K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC887$56K0.01%013F-HRTimeline
Plato Investment Management Ltd877$55.9K<0.01%013F-HRTimeline
Independence Bank of Kentucky880$55.5K0.01%013F-HRTimeline
Bare Financial Services, Inc865$54.6K0.02%013F-HRTimeline
Bangor Savings Bank850$53.6K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC841$53K<0.01%+10013F-HRTimelineGroup
National Pension Service812$51.2K<0.01%+34713F-HRTimeline
SUMMIT SECURITIES GROUP LLC800$50.5K0.04%+30013F-HRTimeline
Fourth Dimension Wealth, LLC800$50.5K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC746$47.1K<0.01%+313F-HRTimelineGroup
PSI Advisors, LLC708$44.7K0.01%-113F-HRTimeline
Tortoise Investment Management, LLC697$44K<0.01%013F-HR/ATimeline
Financial Management Professionals, Inc.696$43.9K0.01%013F-HRTimeline
Blue Trust, Inc.682$43K<0.01%-16713F-HRTimeline
Millstone Evans Group, LLC672$42.4K0.03%013F-HRTimeline
Quent Capital, LLC664$41.9K<0.01%013F-HRTimeline
Truvestments Capital LLC662$41.8K0.01%-64913F-HRTimeline
MassMutual Private Wealth & Trust, FSB651$41.1K<0.01%-9813F-HRTimeline
Brooklyn Investment Group647$40.8K0.01%+11713F-HRTimeline
WASHINGTON TRUST Co615$38.8K<0.01%-1,83013F-HRTimeline
McIlrath & Eck, LLC614$38.8K<0.01%013F-HRTimeline
Versant Capital Management, Inc603$38.1K0.01%+11013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC600$38K0.03%-1,50013F-HRTimeline
Ridgewood Investments LLC600$37.9K0.02%-15013F-HRTimeline
Paladin Advisory Group, LLC598$37.7K0.03%013F-HRTimeline
Cheviot Value Management, LLC608$37.4K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …583$36.8K0.02%013F-HRTimeline
HHM Wealth Advisors, LLC545$34.4K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…541$34.2K0.02%-5013F-HRTimeline
City State Bank518$32.7K0.01%013F-HRTimeline
Riverview Trust Co493$31.1K0.03%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC482$30.4K<0.01%+24213F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.463$29.2K0.02%013F-HRTimeline
Covestor Ltd424$27K0.02%+313F-HRTimeline
REAP Financial Group, LLC422$26.7K0.01%+13813F-HRTimeline
Hexagon Capital Partners LLC422$26.6K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST415$26.2K0.01%013F-HRTimeline
von Borstel & Associates, Inc.421$26K0.01%new13F-HRTimeline
Heritage Wealth Advisors402$25.4K<0.01%013F-HRTimeline
ESL Trust Services, LLC400$25.2K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC396$25K<0.01%013F-HRTimeline
Nemes Rush Group LLC381$24.1K<0.01%+513F-HRTimeline
MONTAG A & ASSOCIATES INC370$23.7K<0.01%-20013F-HRTimeline
True Wealth Design, LLC372$23.5K0.01%+1913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.349$22K<0.01%013F-HRTimeline
Creekmur Asset Management LLC347$21.9K<0.01%013F-HRTimeline
Robbins Farley345$21.8K0.01%013F-HRTimeline
Rossby Financial, LCC348$21.1K0.01%new13F-HRTimeline
Clearstead Trust, LLC334$21.1K<0.01%new13F-HRTimeline
Caldwell Trust Co300$18.9K<0.01%+15013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…293$18.5K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.285$18K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC292$17.8K<0.01%+13413F-HRTimeline
Greykasell Wealth Strategies, Inc.280$17.7K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust256$16.2K<0.01%+913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC249$15.7K<0.01%+1213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…245$15.5K<0.01%+3713F-HRTimeline
Ameliora Wealth Management Ltd.230$14.5K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.227$14.3K<0.01%013F-HRTimeline
GoalVest Advisory LLC222$14K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.219$13.8K<0.01%new13F-HRTimeline
NCP Inc.215$13.6K0.02%+313F-HRTimeline
Nova Wealth Management, Inc.210$13.3K0.01%013F-HR/ATimeline
Smithfield Trust Co200$13K<0.01%013F-HRTimeline
Davis Capital Management191$12.1K0.01%013F-HRTimeline
Hoese & Co LLP160$10.1K0.01%013F-HRTimeline
Byrne Asset Management LLC160$9.78K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC150$9.47K<0.01%013F-HRTimeline
Crews Bank & Trust150$9.47K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC146$9.21K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…145$9.15K<0.01%+8013F-HRTimelineGroup
Retirement Wealth Solutions LLC141$8.89K0.01%+113F-HRTimeline
Blume Capital Management, Inc.139$8.77K<0.01%+513F-HRTimeline
Beacon Capital Management, LLC131$8.27K<0.01%+213F-HRTimeline
SIERRA OCEAN, LLC131$8.27K0.01%013F-HRTimeline
Private Wealth Management Group, LLC130$8.21K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA120$7.57K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC116$7.32K0.01%013F-HRTimeline
Bell Investment Advisors, Inc115$7.26K<0.01%-1413F-HRTimeline
Park Square Financial Group, LLC110$6.94K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton108$6.82K<0.01%013F-HRTimeline
Fortitude Family Office, LLC103$6.5K<0.01%-54813F-HRTimeline
Bogart Wealth, LLC100$6.31K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC100$6.31K<0.01%013F-HRTimeline
High Note Wealth, LLC92$5.81K<0.01%+5413F-HRTimeline
Signature Resources Capital Management,…91$5.74K<0.01%013F-HRTimeline
Transce3nd, LLC91$5.74K<0.01%-1,59513F-HRTimeline
Wealth Preservation Advisors, LLC87$5.49K<0.01%13F-HRTimeline
Saudi Central Bank86$5.43K0.03%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.82$5.17K<0.01%new13F-HRTimelineGroup
BIRCHBROOK, INC.80$5.05K<0.01%013F-HRTimeline
ASR Vermogensbeheer N.V.79$4.99K<0.01%13F-HRTimeline
Dogwood Wealth Management LLC71$4.46K<0.01%+113F-HRTimeline
BOKF, NAin group BOKF, NA68$4.29K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC65$4.1K<0.01%new13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.71$4K<0.01%-4213F-HRTimelineGroup
Clearstead Advisors, LLC51$3.22K<0.01%-5813F-HRTimeline
Sachetta, LLC51$3.22K<0.01%+1713F-HRTimeline
IFS Advisors, LLC48$3.03K<0.01%013F-HRTimeline
Park Place Capital Corp47$2.97K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC36$2.27K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.34$2.14K<0.01%-2513F-HRTimeline
Red Tortoise LLC32$2.02K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC39$2K<0.01%+813F-HRTimeline
Horizon Investments, LLC24$1.51K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.22$1.39K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.21$1.33K<0.01%-51013F-HRTimeline
Continuum Advisory, LLC19$1.2K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC19$1.2K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC18$1.14K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.16$1.03K<0.01%013F-HRTimeline
Dunhill Financial, LLC14$912<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC14$884<0.01%013F-HRTimeline
Cromwell Holdings LLC12$768<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC11$704<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$631<0.01%013F-HRTimeline
Binnacle Investments Inc8$505<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC7$471<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC8$468<0.01%+613F-HRTimeline
Glen Eagle Advisors, LLC6$379<0.01%013F-HRTimeline
Crewe Advisors LLC5$316<0.01%013F-HRTimeline
WINNACLE WEALTH LLC5$316<0.01%+113F-HRTimeline
American Capital Advisory, LLC4$253<0.01%new13F-HRTimeline
TFC Financial Management, Inc.2$127<0.01%013F-HRTimeline
Greenline Partners, LLC2$126<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC0$30<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,99113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Demars Financial Group, LLC1,060,816$16.8K+62,52413F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.