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Disclosery

WPC WP CAREY INC

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REIT (common), issuer CIK 1025378

868 managers (901 13F filers) reported a position in WPC shares at 2026-06-30, 178,950,294 shares in all. 100 filers opened a position and 59 filers sold out during the quarter.

Managers
868
13F filers
901
New
100
Added
345
Reduced
299
Sold out
59
Shares held by filers
178,950,294

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Private Wealth Management Group, LLC130$9.29K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.114$8.15K<0.01%-19613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.112$8.01K<0.01%013F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC109$7.79K<0.01%013F-HRTimeline
Bogart Wealth, LLC107$7.65K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC104$7.44K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS99$6.87K<0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.93$6.65K<0.01%+413F-HRTimeline
Signature Resources Capital Management,…91$6.51K<0.01%013F-HRTimeline
High Note Wealth, LLC88$6.29K<0.01%+213F-HRTimeline
Dogwood Wealth Management LLC85$6.08K<0.01%-5813F-HRTimeline
BIRCHBROOK, INC.80$5.72K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.74$5.29K<0.01%new13F-HR/ATimeline
Wilkerson Advisory Group LLC70$5K<0.01%013F-HRTimeline
Fortitude Family Office, LLC64$4.58K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC58$4.15K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC57$4.08K<0.01%+3113F-HRTimeline
Cromwell Holdings LLC51$3.69K<0.01%+1513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…50$3.64K<0.01%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST50$3.58K<0.01%-6613F-HRTimeline
LifeSteps Financial, Inc.50$3.58K<0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…50$3.58K<0.01%new13F-HRTimeline
IFS Advisors, LLC48$3.43K<0.01%013F-HRTimeline
WealthCollab, LLC47$3.36K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…47$3.36K<0.01%+513F-HRTimeline
MANNING & NAPIER ADVISORS LLC45$3.31K<0.01%+3413F-HRTimeline
Bell Investment Advisors, Inc44$3.15K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC39$2.79K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC38$2.72K<0.01%+1513F-HRTimeline
Financial Network Wealth Advisors LLC37$2.65K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC36$2.57K<0.01%013F-HRTimeline
Sachetta, LLC34$2.43K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.32$2.29K<0.01%new13F-HRTimeline
Downshift Financial, LLC32$2.29K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC30$2.15K<0.01%-1613F-HR/ATimeline
BOKF, NAin group BOKF, NA29$2.07K<0.01%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC31$2K<0.01%013F-HRTimeline
CVA Family Office, LLC27$1.93K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC24$1.72K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.23$1.65K<0.01%-313F-HR/ATimeline
JFS WEALTH ADVISORS, LLC20$1.45K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC20$1.43K<0.01%013F-HRTimeline
Allied Private Wealth LLC20$1.43K<0.01%13F-HRTimeline
Continuum Advisory, LLC19$1.36K<0.01%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC18$1.29K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.16$1.14K<0.01%013F-HRTimelineGroup
Caitlin John, LLC16$1.12K<0.01%-1013F-HRTimeline
Brooklyn FI, LLC14$1.06K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC14$1K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC14$1K<0.01%-4113F-HRTimeline
Coston, McIsaac & Partners14$1K<0.01%013F-HRTimeline
Dunhill Financial, LLC12$873<0.01%013F-HRTimeline
Valued Wealth Advisors LLC11$797<0.01%013F-HRTimeline
Morse Asset Management, Inc10$715<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC8$572<0.01%013F-HRTimeline
JNBA Financial Advisors7$501<0.01%new13F-HRTimeline
American Capital Advisory, LLC7$501<0.01%013F-HRTimeline
Planning Strategies Inc.7$501<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC6$429<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC5$363<0.01%+313F-HRTimeline
Cape Investment Advisory, Inc.5$358<0.01%new13F-HRTimeline
Activest Wealth Management3$215<0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC3$215<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC2$143<0.01%new13F-HRTimeline
TFC Financial Management, Inc.2$143<0.01%013F-HRTimeline
Synergy Investment Management, LLC1$75<0.01%new13F-HRTimeline
Kilter Group LLC0$28<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Evolution Advisers, Inc.1$00%new13F-HRTimelineValue filed as zero, left out of ratios.