Skip to content
Disclosery

WPC WP CAREY INC

Follow

REIT (common), issuer CIK 1025378

797 managers (821 13F filers) reported a position in WPC shares at 2025-09-30, 156,504,673 shares in all. 74 filers opened a position and 69 filers sold out during the quarter.

Managers
797
13F filers
821
New
74
Added
301
Reduced
281
Sold out
69
Shares held by filers
156,504,673

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Siemens Fonds Invest GmbH3,076$208K0.01%-3413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,068$207K0.01%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC3,056$206K0.01%new13F-HRTimeline
Intelligence Driven Advisers, LLC3,000$203K0.03%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC2,994$202K0.07%new13F-HRTimeline
Valmark Advisers, Inc.2,994$202K<0.01%new13F-HRTimeline
HM PAYSON & CO2,990$202K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.2,965$200K0.08%+2,59013F-HRTimeline
Raleigh Capital Management Inc.2,925$198K0.08%-26213F-HRTimeline
TRUST CO OF VERMONT2,691$182K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,691$182K<0.01%-7713F-HRTimeline
BFSG, LLC2,673$181K0.02%-13013F-HRTimeline
GROUP ONE TRADING LLC2,644$179K0.01%-3,14713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,629$178K0.01%+1713F-HRTimelineGroup
IAG Wealth Partners, LLC2,443$165K0.02%-5613F-HRTimeline
AllSquare Wealth Management LLC2,440$165K0.09%013F-HRTimeline
SOA Wealth Advisors, LLC.2,430$164K0.03%+1413F-HRTimeline
Larson Financial Group LLC2,420$164K0.01%-5313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,399$162K<0.01%-1,20313F-HRTimelineGroup
Turning Point Benefit Group, Inc.2,363$162K0.1%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,316$156K0.01%-68113F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,301$155K0.01%-29913F-HRTimelineGroup
CoreCap Advisors, LLC2,070$140K0.01%+24513F-HRTimeline
Westend Capital Management, LLC2,000$135K0.04%013F-HRTimeline
AdvisorNet Financial, Inc1,985$134K0.01%+2013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,948$133K0.01%+1,18213F-HRTimelineGroup
Hanson & Doremus Investment Management1,810$122K0.02%013F-HRTimeline
Rise Advisors, LLC1,724$116K0.04%+913F-HRTimeline
Golden State Wealth Management, LLC1,636$111K0.01%013F-HRTimeline
Fairscale Capital, LLC1,600$110K0.08%013F-HRTimeline
Advisors Asset Management, Inc.1,595$108K<0.01%-58113F-HR/ATimeline
Asset Planning,Inc1,540$104K0.08%013F-HRTimeline
ORG Partners LLC1,527$103K0.02%+2013F-HRTimeline
WHITTIER TRUST CO1,470$102K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC1,489$101K0.06%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,469$99.3K<0.01%+8813F-HRTimelineGroup
IFP Advisors, Inc1,464$98.9K<0.01%-4713F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,436$97K<0.01%+10213F-HRTimelineGroup
Bruce G. Allen Investments, LLC1,435$97K0.07%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,420$95.9K0.02%+25013F-HRTimeline
Winch Advisory Services, LLC1,326$89.6K0.02%+1913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,306$88.2K<0.01%-12513F-HRTimelineGroup
Bangor Savings Bank1,305$88.2K0.01%013F-HRTimeline
Catalyst Capital Advisors LLC1,303$88K<0.01%-51013F-HRTimeline
FSA Wealth Management LLC1,298$87.7K0.03%013F-HRTimeline
North Star Investment Management Corp.1,249$84.4K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,232$83.2K0.01%-82313F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,217$82.2K0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,200$81.1K0.07%-60013F-HRTimeline
Missouri Trust & Investment Co1,135$76.7K0.02%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,129$76.3K0.02%+1613F-HRTimeline
CENTRAL TRUST Co1,120$75.7K<0.01%-92713F-HRTimeline
Addison Advisors LLC1,100$74.3K0.02%-3613F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC1,099$74.3K<0.01%-28,30413F-HRTimelineGroup
Hurley Capital, LLC1,082$73.1K0.04%+1513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,085$73K<0.01%+12113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,048$71K<0.01%+1413F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,032$70.6K0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,010$68.2K<0.01%+1313F-HRTimelineGroup
Key Financial Inc984$67.4K0.01%-713F-HRTimeline
Oslo Pensjonsforsikring AS975$65.9K0.01%-1,76413F-HRTimeline
Central Pacific Bank - Trust Division961$64.9K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC951$64.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC912$62.1K<0.01%+36513F-HRTimeline
EASTERN BANK919$62.1K<0.01%013F-HRTimeline
MCF Advisors LLC891$60.7K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC887$59.9K0.01%013F-HRTimeline
Independence Bank of Kentucky880$59.5K0.01%013F-HRTimeline
Plato Investment Management Ltd877$58.8K<0.01%013F-HRTimeline
Bare Financial Services, Inc865$58.4K0.02%013F-HRTimeline
Fourth Dimension Wealth, LLC800$54.1K0.02%013F-HRTimeline
Essential Partners LLC799$54K0.02%+71413F-HRTimeline
Quent Capital, LLC770$52K<0.01%new13F-HRTimeline
REAP Financial Group, LLC721$48.7K0.01%+6113F-HRTimeline
Tortoise Investment Management, LLC715$48.3K<0.01%+713F-HRTimeline
Versant Capital Management, Inc714$48.2K0.01%+5613F-HRTimeline
Financial Management Professionals, Inc.696$47.7K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC703$47.4K0.01%-36,87013F-HRTimeline
Hilltop National Bank694$46.9K0.01%013F-HRTimeline
Millstone Evans Group, LLC672$45.4K0.03%013F-HRTimeline
Truvestments Capital LLC661$44.7K0.01%-113F-HRTimeline
True Wealth Design, LLC661$44.7K0.01%+28213F-HRTimeline
Blue Trust, Inc.655$44.3K<0.01%-26413F-HRTimeline
WOLFF WIESE MAGANA LLC648$43.8K0.02%+413F-HRTimeline
Clearstead Advisors, LLC646$43.7K<0.01%+27313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC613$42K<0.01%+56313F-HRTimeline
Caitong International Asset Management …620$41.9K0.03%+58013F-HRTimeline
McIlrath & Eck, LLC614$41.5K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC600$41.1K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB608$41.1K<0.01%-2413F-HRTimeline
Cheviot Value Management, LLC608$40.2K<0.01%013F-HRTimeline
New England Capital Financial Advisors …583$39.4K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC568$38.4K<0.01%-18213F-HRTimelineGroup
City State Bank518$35K0.01%013F-HRTimeline
LGT Financial Advisors LLC500$33.8K0.07%new13F-HRTimeline
Wealth Watch Advisors, INC491$33.2K0.01%new13F-HRTimeline
Strengthening Families & Communities, L…488$33K0.01%-6113F-HRTimeline
Creekmur Asset Management LLC473$31.9K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.463$31.3K0.02%013F-HRTimeline
MTM Investment Management, LLC460$31.1K0.01%+513F-HRTimeline
FIRST UNITED BANK & TRUST415$28K0.01%013F-HRTimeline
Heritage Wealth Advisors402$27.2K<0.01%013F-HRTimeline
ESL Trust Services, LLC400$27K0.01%013F-HRTimeline
Nemes Rush Group LLC391$26.4K<0.01%+513F-HRTimeline
Rossby Financial, LCC383$26.2K0.01%+3513F-HRTimeline
MONTAG A & ASSOCIATES INC370$25.3K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.349$23.6K<0.01%013F-HRTimeline
Robbins Farley345$23.3K0.01%013F-HRTimeline
Covestor Ltd333$23K0.01%-7313F-HRTimeline
Clearstead Trust, LLC334$22.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust319$21.6K<0.01%+2713F-HRTimeline
Caldwell Trust Co300$20.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC284$19.7K<0.01%+4313F-HRTimeline
GHP Investment Advisors, Inc.285$19.3K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC281$19K<0.01%-1613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP270$18.2K<0.01%-3,45013F-HRTimelineGroup
Rosenberg Matthew Hamilton250$16.9K<0.01%+14213F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…245$16.7K<0.01%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…237$16K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC232$15.7K<0.01%+22013F-HRTimeline
Ameliora Wealth Management Ltd.230$15.5K0.01%013F-HRTimeline
Westside Investment Management, Inc.224$15.3K<0.01%+11213F-HRTimeline
DiNuzzo Private Wealth, Inc.227$15.2K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.224$15.1K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…223$15.1K<0.01%-7013F-HRTimeline
GoalVest Advisory LLC222$15K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.219$15K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC220$14.9K0.01%013F-HRTimeline
Quarry LP210$14.2K<0.01%-19713F-HRTimeline
Nova Wealth Management, Inc.210$14.2K0.01%013F-HRTimeline
Smithfield Trust Co200$14K<0.01%013F-HRTimeline
Davis Capital Management191$12.9K0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…190$12.8K<0.01%+1013F-HRTimelineGroup
JPL Wealth Management, LLC181$12.2K<0.01%new13F-HRTimeline
PROFFITT & GOODSON INC158$10.7K<0.01%new13F-HRTimeline
Byrne Asset Management LLC160$10.4K0.01%013F-HRTimeline
Tidemark, LLC144$9.73K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.142$9.6K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC142$9.58K<0.01%+2813F-HRTimeline
Blume Capital Management, Inc.134$9.05K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC130$8.79K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA120$8.11K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.112$7.57K<0.01%-75813F-HRTimeline
Cornerstone Planning Group LLC91$7.42K<0.01%-3413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC109$7.37K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC104$7.03K<0.01%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding103$6.96K-3,788Timeline
Bogart Wealth, LLC100$6.76K<0.01%013F-HRTimeline
COUNTRY TRUST BANK95$6.42K<0.01%new13F-HRTimeline
High Note Wealth, LLC91$6.15K<0.01%+113F-HRTimeline
Signature Resources Capital Management,…91$6.15K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc90$6.08K<0.01%-2513F-HRTimeline
Wealth Preservation Advisors, LLC87$5.88K<0.01%013F-HRTimeline
BIRCHBROOK, INC.80$5.41K<0.01%013F-HRTimeline
ASR Vermogensbeheer N.V.79$5.34K<0.01%-113F-HRTimeline
Sachetta, LLC67$4.53K<0.01%+513F-HRTimeline
Fortitude Family Office, LLC64$4.32K<0.01%-30013F-HRTimeline
IFS Advisors, LLC48$3.24K<0.01%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.40$3K<0.01%-3113F-HRTimelineGroup
Marquette Asset Management, LLC41$2.77K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC37$2.5K<0.01%-813F-HRTimeline
Cromwell Holdings LLC36$2.47K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC36$2.43K<0.01%013F-HRTimeline
MATHER GROUP, LLC.34$2.29K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC33$2.26K<0.01%-10813F-HRTimeline
Red Tortoise LLC32$2.16K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC31$2K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC26$1.76K<0.01%013F-HRTimeline
Caitlin John, LLC25$1.69K<0.01%new13F-HRTimeline
Aspect Partners, LLC25$1.69K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.22$1.49K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC21$1.42K<0.01%new13F-HRTimeline
CVA Family Office, LLC20$1.35K<0.01%013F-HRTimeline
Hughes Financial Services, LLC18$1.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.17$1.15K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.17$1.13K<0.01%013F-HRTimeline
Hemington Wealth Management21$1K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC14$946<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC14$946<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC13$878<0.01%+513F-HRTimeline
Valued Wealth Advisors LLC11$754<0.01%013F-HRTimeline
Guerra Advisors Inc10$676<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…9$584<0.01%new13F-HRTimelineGroup
Quaker Wealth Management, LLC8$541<0.01%013F-HRTimeline
Rialto Wealth Management, LLC8$541<0.01%013F-HRTimeline
Binnacle Investments Inc8$541<0.01%new13F-HRTimeline
American Capital Advisory, LLC7$473<0.01%+313F-HRTimeline
WINNACLE WEALTH LLC6$408<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC6$405<0.01%013F-HRTimeline
Palisade Asset Management, LLC5$338<0.01%new13F-HRTimeline
Scarborough Advisors, LLC4$270<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC3$203<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC3$203<0.01%new13F-HRTimeline
TFC Financial Management, Inc.2$136<0.01%013F-HRTimeline
Activest Wealth Management1$68<0.01%013F-HRTimeline
Coston, McIsaac & Partners14$00%013F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.