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 | |
| Edgemoor Investment Advisors Inc | 2,638 | $214k | Jun 30, 2019 | Aug 9, 2019 | |
| Acorn Wealth Advisors LLC | 2,440 | $214k | Jun 30, 2019 | Aug 14, 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 |