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W P CAREY INC
(92936U109)

Funds Reporting Holdings of W P CAREY INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Cambridge Investment Research Advisors Inc 208,210 $16,902k Jun 30, 2019 Aug 15, 2019
New England Investment & Retirement Group Inc 164,523 $13,356k Jun 30, 2019 Jul 31, 2019
Northstar Investment Advisors LLC 125,759 $10,209k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 125,759 $10,209k Jun 30, 2019 Jul 17, 2019
QS Investors LLC 105,076 $8,531k Jun 30, 2019 Aug 14, 2019
Good Harbor Financial LLC 142,887 $8,260k Sep 30, 2015 Nov 13, 2015
Inspirion Wealth Advisors LLC 99,899 $8,110k Jun 30, 2019 Jul 15, 2019
Karpas Strategies LLC 74,275 $6,030k Jun 30, 2019 Jul 25, 2019
Stony Point Wealth Management Inc 53,720 $4,556k Jun 30, 2019 Jul 23, 2019
HGI Capital Management LLC 55,002 $4,465k Jun 30, 2019 Jul 26, 2019
Newfocus Financial Group LLC 37,112 $3,013k Jun 30, 2019 Jul 23, 2019
Wealthstar Advisors LLC 35,645 $2,892k Jun 30, 2019 Aug 7, 2019
Gradient Capital Advisors LLC 30,168 $2,449k Jun 30, 2019 Jul 16, 2019
Pring/Turner Capital Group Inc 34,090 $2,227k Dec 31, 2018 Feb 14, 2019
Presima Inc 21,600 $1,753k Jun 30, 2019 Jul 17, 2019
Bennicas & Associates Inc 20,850 $1,693k Jun 30, 2019 Jul 12, 2019
Crestline Management LP 16,973 $1,378k Jun 30, 2019 Aug 13, 2019
EII Capital Management Inc 16,046 $1,303k Jun 30, 2019 Jul 5, 2019
Insight 2811 Inc 15,242 $1,260k Jun 30, 2019 Jul 9, 2019
Krueger & Catalano Capital Partners LLC 15,215 $1,235k Jun 30, 2019 Jul 22, 2019
Private Vista LLC 14,100 $1,144k Jun 30, 2019 Jul 19, 2019
Bramshill Investments LLC 11,595 $941k Jun 30, 2019 Aug 14, 2019
Bridgewater Associates LP 10,192 $827k Jun 30, 2019 Aug 13, 2019
BFSG LLC 7,351 $597k Jun 30, 2019 Jul 30, 2019
Zevin Asset Management LLC 6,610 $537k Jun 30, 2019 Aug 6, 2019
Mirador Capital Partners LP 6,206 $504k Jun 30, 2019 Aug 6, 2019
Lexaurum Advisors LLC 6,199 $503k Jun 30, 2019 Jul 19, 2019
Dupont Capital Management Corp 6,149 $499k Jun 30, 2019 Jul 30, 2019
Vishria BIRD Financial Group LLC 6,019 $489k Jun 30, 2019 Jul 15, 2019
Marshwinds Advisory Company 7,192 $470k Dec 31, 2018 Jan 7, 2019
Capital Planning Advisors LLC 5,069 $412k Jun 30, 2019 Aug 9, 2019
Blue CHIP Wealth Management Inc 5,068 $411k Jun 30, 2019 Aug 13, 2019
Conestoga Capital Advisors LLC 4,850 $394k Jun 30, 2019 Aug 2, 2019
Private Harbour Investment Management & Counsel LLC 4,725 $384k Jun 30, 2019 Aug 6, 2019
SPC Financial Inc 4,580 $372k Jun 30, 2019 Aug 1, 2019
FFCM LLC 4,204 $341k Jun 30, 2019 Jul 30, 2019
HIGH Falls Advisors Inc 4,097 $333k Jun 30, 2019 Aug 15, 2019
LVW Advisors LLC 3,797 $308k Jun 30, 2019 Aug 14, 2019
Plancorp LLC 3,697 $300k Jun 30, 2019 Aug 13, 2019
Stratford Consulting LLC 3,503 $284k Jun 30, 2019 Aug 2, 2019
Carret Asset Management LLC 3,426 $278k Jun 30, 2019 Aug 12, 2019
Northwest Wealth Management LLC 3,078 $250k Jun 30, 2019 Jul 23, 2019
Highvista Strategies LLC 2,800 $227k Jun 30, 2019 Aug 14, 2019
Personal Resources Investment and Strategic Management Inc 2,791 $227k Jun 30, 2019 Aug 6, 2019
Acorn Wealth Advisors LLC 2,440 $214k Jun 30, 2019 Aug 14, 2019
Edgemoor Investment Advisors Inc 2,638 $214k Jun 30, 2019 Aug 9, 2019
Lucia Wealth Services LLC 2,071 $168k Jun 30, 2019 Jul 23, 2019
Point72 Asset Management LP 1,300 $106k Jun 30, 2019 Aug 14, 2019
1919 Investment Counsel LLC 1,260 $81k Sep 30, 2014 Nov 14, 2014
Cedar Wealth Management LLC 800 $65k Jun 30, 2019 Jul 24, 2019
Independent Advisor Alliance LLC 3,746 $0k Jun 30, 2019 Aug 12, 2019

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