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Disclosery

WPC WP CAREY INC

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REIT (common), issuer CIK 1025378

Filings received so far for Q3 2026: 35 13F filers report a position in WPC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Adams Asset Advisors, LLC96,247$6.22M0.63%+5,36513F-HRTimeline
Dupree Financial Group, LLC65,447$4.23M1.53%+2,27113F-HRTimeline
Pensionfund PDNgroup of 2 filers holding64,404$4.16M-3,700Timeline
Weaver Consulting Group33,273$2.15M0.42%-17713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC22,644$1.46M0.17%+21213F-HRTimeline
Farther Finance Advisors, LLC16,683$1.08M0.01%-15,46013F-HRTimeline
Applied Capital LLC/FL14,161$915K0.61%+10013F-HRTimeline
Cooper Financial Group13,193$853K0.07%-93413F-HRTimeline
Apella Capital, LLC7,813$490K0.01%+24313F-HRTimeline
Valeo Financial Advisors, LLC6,806$440K0.01%+35113F-HRTimeline
Monument Capital Management5,429$351K0.07%-51713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC5,178$335K0.08%+6613F-HRTimeline
GAMMA Investing LLC4,915$318K0.01%-14413F-HRTimeline
Venture Visionary Partners LLC3,232$209K0.01%-5,26713F-HRTimeline
Intelligence Driven Advisers, LLC3,144$203K0.04%+14413F-HRTimeline
Versant Capital Management, Inc2,351$152K0.01%+98413F-HRTimeline
CX Institutional1,961$127K<0.01%+34413F-HRTimeline
CoreCap Advisors, LLC1,386$89.6K<0.01%-42313F-HRTimeline
Bangor Savings Bank1,305$84.3K0.01%013F-HRTimeline
Central Pacific Bank - Trust Division961$62.1K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC951$61.5K<0.01%013F-HRTimeline
Miller Global Investments, LLC758$49K0.04%new13F-HRTimeline
GoalVest Advisory LLC449$29K0.01%+22713F-HRTimeline
MassMutual Private Wealth & Trust, FSB316$20.4K<0.01%-14713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC303$19.6K0.01%+13413F-HRTimeline
Rosenberg Matthew Hamilton278$18K<0.01%+2813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP270$17.4K<0.01%013F-HRTimelineGroup
Davis Capital Management191$12.3K0.01%013F-HRTimeline
Byrne Asset Management LLC160$9.67K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.110$7.11K<0.01%+3613F-HRTimeline
Retirement Wealth Solutions LLC24$1.57K<0.01%013F-HRTimeline
GK Wealth Management LLC14$884<0.01%new13F-HRTimeline
Planning Strategies Inc.7$452<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1$65<0.01%new13F-HRTimeline