Skip to content
Disclosery

WPC WP CAREY INC

Follow

REIT (common), issuer CIK 1025378

840 managers (870 13F filers) reported a position in WPC shares at 2026-03-31, 171,783,821 shares in all. 77 filers opened a position and 70 filers sold out during the quarter.

Managers
840
13F filers
870
New
77
Added
358
Reduced
259
Sold out
70
Shares held by filers
171,783,821

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…3,530$240K0.01%-40313F-HRTimeline
Kingsview Wealth Management, LLC3,524$240K<0.01%+6413F-HRTimeline
D.B. Root & Company, LLC3,512$239K0.06%-7913F-HRTimeline
Symphony Financial, Ltd. Co.3,498$239K0.03%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC3,503$238K<0.01%+3,40713F-HR/ATimelineGroup
King Wealth Management Group3,495$238K0.03%013F-HRTimeline
Prospera Financial Services Inc3,499$238K<0.01%-1613F-HRTimeline
Callan Family Office, LLC3,487$237K0.01%-25013F-HRTimeline
Columbia Asset Management3,475$236K0.04%-15013F-HRTimeline
SAGE RHINO CAPITAL LLC3,464$235K0.04%-5413F-HRTimeline
LVW Advisors, LLC3,445$234K0.02%+2013F-HRTimeline
Sawyer & Company, Inc3,445$234K0.09%-15013F-HRTimeline
Portside Wealth Group, LLC3,426$233K0.03%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,410$232K0.02%-11313F-HRTimeline
Detalus Advisors, LLC3,400$231K0.05%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,394$231K0.01%new13F-HRTimelineGroup
WealthPLAN Partners, LLC3,347$227K0.04%-3,82213F-HRTimeline
Procyon Advisors, LLC3,325$226K0.01%013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.3,311$225K<0.01%-31713F-HRTimeline
MOTCO3,308$225K0.02%+23213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,303$224K0.01%+62613F-HR/ATimelineGroup
Savvy Advisors, Inc.3,301$224K0.01%-14613F-HRTimeline
Wilmington Savings Fund Society, FSB3,300$224K0.01%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,300$224K0.04%013F-HRTimeline
Allied Investment Advisors, LLC3,281$223K0.03%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,281$223K0.01%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…3,244$220K0.01%new13F-HRTimeline
CX Institutional3,231$220K0.01%-38713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,181$219K0.01%013F-HR/ATimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,213$218K0.01%-80013F-HRTimelineGroup
Kraft, Davis & Associates, LLC2,977$217K0.05%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC3,176$216K<0.01%-1413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD3,166$215K0.01%013F-HRTimeline
Helium Advisors LLC3,166$215K0.21%new13F-HRTimeline
MONECO ADVISORS, LLC3,143$214K0.02%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,111$211K0.01%-32613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,060$211K0.02%+1,51513F-HRTimelineGroup
Rafferty Asset Management, LLC3,087$210K<0.01%-59613F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,066$208K<0.01%new13F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC3,052$207K0.04%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,043$207K0.07%new13F-HRTimeline
DV Trading LLC3,000$204K0.02%+2,30013F-HRTimeline
Intelligence Driven Advisers, LLC3,000$204K0.04%new13F-HRTimeline
Sovereign Financial Group, Inc.2,993$203K0.04%-22313F-HRTimeline
Sound Income Strategies, LLC2,899$201K0.01%-21813F-HRTimeline
Split Rock Private Trading & Wealth Man…2,955$201K0.16%new13F-HRTimeline
Valmark Advisers, Inc.2,949$200K<0.01%new13F-HRTimeline
HM PAYSON & CO2,890$196K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.2,877$196K0.07%-2113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,720$185K<0.01%+25013F-HRTimelineGroup
ASR Vermogensbeheer N.V.2,688$183K<0.01%+6313F-HRTimeline
Larson Financial Group LLC2,609$177K0.01%+17013F-HRTimeline
SOA Wealth Advisors, LLC.2,433$165K0.03%+1313F-HRTimeline
IAG Wealth Partners, LLC2,386$162K0.02%+413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,286$156K<0.01%-9413F-HRTimelineGroup
Horizon Investments, LLC2,238$152K<0.01%-95513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,203$150K0.02%-4313F-HRTimeline
BFSG, LLC2,097$143K0.01%-29613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,043$139K0.01%-10013F-HRTimelineGroup
AdvisorNet Financial, Inc2,039$139K0.01%+1913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC1,967$134K<0.01%+1,04013F-HRTimeline
WHITTIER TRUST CO1,885$132K<0.01%+41513F-HRTimeline
Orion Capital Management LLC1,900$129K0.04%-5,10013F-HRTimeline
Hanson & Doremus Investment Management1,810$123K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,777$121K<0.01%-28213F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,759$120K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,748$119K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,741$118K<0.01%+27313F-HRTimeline
Westend Capital Management, LLC1,721$117K0.04%-27913F-HRTimeline
AMERIFLEX GROUP, INC.1,698$115K0.06%+33513F-HRTimeline
Golden State Wealth Management, LLC1,622$110K0.01%-1413F-HRTimeline
Fairscale Capital, LLC1,600$110K0.08%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,627$110K<0.01%+48113F-HRTimelineGroup
BALLAST ADVISORS LLC1,552$105K0.03%new13F-HR/ATimeline
Rossby Financial, LCC1,518$105K0.02%+1,16013F-HRTimeline
Asset Planning,Inc1,540$105K0.07%013F-HRTimeline
Pillar Financial Advisors, LLC1,489$101K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,426$96.9K<0.01%-22013F-HRTimelineGroup
Bruce G. Allen Investments, LLC1,411$95.9K0.06%-2613F-HRTimeline
Triumph Capital Management1,375$94.7K0.02%013F-HRTimeline
Winch Advisory Services, LLC1,362$92.5K0.02%+1813F-HRTimeline
Bangor Savings Bank1,305$88.7K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,296$88.1K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.1,265$86K0.01%-413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC1,160$78.8K0.02%+1613F-HRTimeline
Missouri Trust & Investment Co1,135$77.1K0.02%013F-HRTimeline
Addison Advisors LLC1,100$74.8K0.02%013F-HRTimeline
MCF Advisors LLC1,084$74.3K<0.01%-47713F-HRTimeline
Versant Capital Management, Inc1,058$71.9K0.01%+27013F-HRTimeline
REAP Financial Group, LLC1,048$71.2K0.01%+20913F-HRTimeline
Smartleaf Asset Management LLC1,022$69.5K<0.01%+15613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,000$68K0.02%-42013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc984$66.9K0.01%013F-HRTimeline
Oslo Pensjonsforsikring AS975$66.3K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.969$65.9K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division961$65.3K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC951$64.6K<0.01%013F-HRTimeline
Andra AP-fonden941$64K<0.01%-57,05913F-HRTimeline
HOEY INVESTMENTS, INC887$60.3K0.01%013F-HRTimeline
Bare Financial Services, Inc884$60.1K0.02%+1913F-HRTimeline
Independence Bank of Kentucky880$59.8K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC836$56.8K0.03%+18713F-HRTimeline
Hurley Capital, LLC784$53.3K0.03%+50413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.766$52.8K<0.01%013F-HRTimelineGroup
TSFG, LLC733$50K0.01%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich724$49.2K<0.01%new13F-HRTimeline
Advisors Asset Management, Inc.723$49.1K<0.01%-84513F-HRTimeline
Financial Management Professionals, Inc.696$47.9K0.01%013F-HRTimeline
Hilltop National Bank694$47.2K0.01%013F-HRTimeline
Quent Capital, LLC684$46.5K<0.01%-11613F-HRTimeline
Millstone Evans Group, LLC672$45.7K0.03%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC654$44.5K<0.01%+8213F-HRTimelineGroup
V-Square Quantitative Management LLC642$43.6K<0.01%013F-HRTimeline
McIlrath & Eck, LLC614$41.7K<0.01%013F-HRTimeline
True Wealth Design, LLC611$41.5K0.01%-5513F-HRTimeline
Cheviot Value Management, LLC608$41.3K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC600$41K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP600$40.8K<0.01%+33013F-HRTimelineGroup
Frazier Financial Advisors, LLC593$40.3K0.02%new13F-HRTimeline
New England Capital Financial Advisors …583$39.6K0.01%013F-HRTimeline
Truvestments Capital LLC549$37.3K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB521$35.4K<0.01%-7613F-HRTimeline
City State Bank518$35.2K0.01%013F-HRTimeline
Strengthening Families & Communities, L…499$33.9K0.01%+613F-HRTimeline
Investors Portfolio Services LLC476$32.9K0.03%+2313F-HRTimeline
SHP Wealth Management478$32.5K<0.01%-25113F-HRTimeline
MTM Investment Management, LLC471$32K0.01%+513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.463$31.5K0.02%013F-HRTimeline
Osbon Capital Management LLC447$30.4K0.02%013F-HRTimeline
FIRST UNITED BANK & TRUST415$28.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust411$27.9K<0.01%+213F-HRTimeline
Fourth Dimension Wealth, LLC405$27.5K0.01%-39513F-HRTimeline
Heritage Wealth Advisors402$27.3K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC390$26.9K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC366$24.9K0.01%new13F-HRTimeline
Nemes Rush Group LLC361$24.5K<0.01%+513F-HRTimeline
Networth Advisors, LLC355$24.1K0.02%new13F-HRTimeline
Covestor Ltd345$24K0.02%-1813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.349$23.7K<0.01%013F-HRTimeline
Robbins Farley345$23.4K0.01%013F-HRTimeline
Clearstead Trust, LLC334$22.7K<0.01%013F-HRTimeline
Blue Trust, Inc.323$22K<0.01%-21313F-HRTimeline
Hilton Head Capital Partners, LLC322$21.9K0.01%013F-HRTimeline
BLUELINE ADVISORS LLC311$21.1K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.310$21K<0.01%-3513F-HRTimeline
Ankerstar Wealth, LLC302$20.8K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC304$20.7K<0.01%+1113F-HRTimeline
SUMMIT SECURITIES GROUP LLC300$20.4K0.01%-80013F-HRTimeline
Caldwell Trust Co300$20.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC280$19.6K<0.01%-513F-HRTimeline
GHP Investment Advisors, Inc.287$19.5K<0.01%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC276$18.8K<0.01%-1113F-HRTimeline
Piscataqua Savings Bank275$18.7K0.01%013F-HRTimeline
Root Financial Partners, LLC272$18.5K<0.01%-4,50113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC264$17.9K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC253$17.4K0.01%13F-HRTimeline
Generali Asset Management SPA SGR256$17.4K<0.01%-29,26813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO254$17.3K<0.01%-8013F-HRTimelineGroup
Rosenberg Matthew Hamilton250$17K<0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…245$16.6K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC235$16K0.01%-20013F-HRTimeline
Westside Investment Management, Inc.224$15.7K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.230$15.6K<0.01%013F-HRTimeline
Essential Partners LLC230$15.6K0.01%-7313F-HRTimeline
DiNuzzo Private Wealth, Inc.227$15.4K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.219$15.2K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…223$15.2K<0.01%013F-HRTimeline
GoalVest Advisory LLC222$15.1K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC220$15K0.01%013F-HRTimeline
Cornerstone Planning Group LLC200$14.6K<0.01%+813F-HRTimeline
Nova Wealth Management, Inc.210$14.3K0.01%013F-HRTimeline
Smithfield Trust Co200$14K<0.01%013F-HRTimeline
Quarry LP205$13.9K<0.01%-2,14413F-HRTimeline
Virginia Estate & Retirement Planning A…200$13.6K0.02%13F-HRTimeline
Davis Capital Management191$13K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…190$12.9K<0.01%013F-HRTimelineGroup
Abound Wealth Management175$11.9K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC167$11.3K<0.01%013F-HRTimeline
Byrne Asset Management LLC160$10.3K0.01%013F-HRTimeline
Tidemark, LLC144$9.79K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC143$9.7K<0.01%+2713F-HRTimeline
SJS Investment Consulting Inc.142$9.65K<0.01%013F-HRTimeline
Blume Capital Management, Inc.134$9.11K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC130$8.84K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC125$8.49K<0.01%13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST116$7.88K<0.01%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.112$7.61K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…110$7.48K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC109$7.41K<0.01%013F-HRTimeline
Bogart Wealth, LLC107$7.27K<0.01%+713F-HRTimeline
HHM Wealth Advisors, LLC104$7.07K<0.01%013F-HRTimeline
Signature Resources Capital Management,…91$6.18K<0.01%-613F-HRTimeline
Kemnay Advisory Services Inc.89$6.05K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC87$5.91K<0.01%013F-HRTimeline
High Note Wealth, LLC86$5.84K<0.01%013F-HRTimeline
BIRCHBROOK, INC.80$5.44K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.75$5.1K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC70$4.76K<0.01%+3013F-HRTimeline
Clearstead Advisors, LLC69$4.69K<0.01%-87013F-HRTimeline
Fortitude Family Office, LLC64$4.35K<0.01%013F-HRTimeline