Carey W P & Co LLC

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Carey W P & Co LLC
TickerWPC
CIK #0001025378
CUSIP92936U109
SectorReal Estate & Construction - Real Estate
Address50 Rockefeller Plaza, New York, NY 10020
Source [EDGAR]
CIK Filing 2011 - 2026
[0001025378] 10-K
[0001025378] 10-Q
[0001025378] 3
[0001025378] 4
[0001025378] 5
[0001025378] 8-K
[0001025378] SC 13D
[0001025378] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC W P Carey Inc [2026-04-30] 0.0
Vanguard Portfolio Management LLC W P Carey Inc [2026-04-29] 0.0
Cohen & Steers Inc W P Carey Inc [2024-02-14] 5.21
State Street Corp W P Carey Inc [2024-01-29] 5.92
W P Carey Inc Corporate Property Associates 18 Global Inc [2021-06-21] 5.0
W P Carey Inc Carey Watermark Investors 2 Inc [2020-04-13] 5.33
BlackRock Inc W P Carey Inc [2016-01-28] 5.3
Vanguard Specialized Funds W P Carey Inc [2015-02-06] 6.38
W P Carey Foundation Inc W P Carey Inc [2014-03-10] 5.83
Vanguard Group Inc W P Carey Inc [2013-02-12] 5.29
Vanguard Group Inc W P Carey Inc [2013-02-12] 5.29
Form 3/4/5 Filer 2011 - 2026
W P Carey & Co LLC
Niehaus Christopher
Lewis Margaret G
Farrell Peter
Calaway Tonit M
Talma Stheeman Mechthild Elisabeth
Flanagan Robert J
Beier Constantin H
Gass Rhonda
Zander Brian H
Gregory Jeremiah
Sabatini Gino M
Sanzone ToniAnn
Gordon Brooks G
Fox Jason E
Alexander Mark A
Park John J
Net Lease Office Properties
van Ommen Nick JM
Hoysradt Jean
Mahalingam Arjun
Hansing Axel KA
Griswold Benjamin H IV
Marston Richard C
Decesaris Mark J
Goldberg Mark M
Coolidge Nathaniel S
VanDeWeghe Mary M
Mittelstaedt Robert E Jr
Parente Charles E
von Koeller Karsten
Winssinger Reginald
Zacharias Thomas E
Miller John
Kader Hisham A
Bond Trevor P
Rice Catherine
Faber Eberhard IV
Carey Francis
Corporate Property Associates 16 Global Inc
Carey REIT II Inc
Karst Jan F
Estate of Wm Polk Carey
Carey H Augustus
Carey William P
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Zander Brian H
Common Stock
2026-02-15 Tax withheld 476 $74.20 35,319
Gordon Brooks G
Common Stock
2026-02-15 Tax withheld 517 $74.20 38,361
Gordon Brooks G
Common Stock
2026-02-15 Tax withheld 868 $74.20 64,406
Gordon Brooks G
Common Stock
2026-02-15 Tax withheld 992 $74.20 73,606
Sanzone ToniAnn
Common Stock
2026-02-15 Tax withheld 2,236 $74.20 165,911
Gregory Jeremiah
Common Stock
2026-02-15 Tax withheld 771 $74.20 57,208
Gordon Brooks G
Common Stock
2026-02-15 Tax withheld 648 $74.20 48,082
Sanzone ToniAnn
Common Stock
2026-02-15 Tax withheld 1,076 $74.20 79,839
Gregory Jeremiah
Common Stock
2026-02-15 Tax withheld 362 $74.20 26,860
Sanzone ToniAnn
Common Stock
2026-02-15 Tax withheld 13 $74.20 965
Sabatini Gino M
Common Stock
2026-02-15 Tax withheld 1 $74.20 74
Zander Brian H
Common Stock
2026-02-15 Tax withheld 159 $74.20 11,798
Sanzone ToniAnn
Common Stock
2026-02-15 Tax withheld 1,441 $74.20 106,922
Sanzone ToniAnn
Common Stock
2026-02-15 Tax withheld 555 $74.20 41,181
Gregory Jeremiah
Common Stock
2026-02-15 Tax withheld 1,239 $74.20 91,934
Gregory Jeremiah
Common Stock
2026-02-15 Tax withheld 14 $74.20 1,039
Gregory Jeremiah
Common Stock
2026-02-06 Grant 5,846 $0.00
Fox Jason E
Common Stock
2026-02-06 Grant 38,006 $0.00
Gordon Brooks G
Common Stock
2026-02-06 Tax withheld 2,558 $71.21 182,155
Sabatini Gino M
Common Stock
2026-02-06 Grant 7,893 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 870 168,682,085
2025-12-31 863 163,606,782
2025-09-30 824 158,100,588
2025-06-30 818 155,161,587
2025-03-31 825 153,023,123
2024-12-31 782 147,271,408
2024-09-30 805 145,143,668
2024-06-30 785 142,762,209
2024-03-31 775 149,560,777
2023-12-31 787 150,509,129
2023-09-30 747 130,033,014
2023-06-30 820 131,266,496
Form 13F Holdings
Firm Period DFND Voting Shares
Arbejdsmarkedets Tillaegspension [2026-06-30] SOLE 373,000 373,000
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 4,122 257,150
Tectonic Advisors LLC [2026-06-30] OTR 0 193,034
Swedbank AB [2026-06-30] DFND 159,482 159,482
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 139,129
Avior Wealth Management LLC [2026-06-30] SOLE 0 109,391
Davenport & Company LLC [2026-06-30] SOLE 44,813 106,293
Advocate Group LLC [2026-06-30] SOLE 0 96,060
Adams Asset Advisors LLC [2026-06-30] SOLE 36,000 90,882
Sheets Smith Wealth Management [2026-06-30] SOLE 83,010 83,010
Yousif Capital Management LLC [2026-06-30] SOLE 19,579 70,006
Louisiana State Employees Retirement System [2026-06-30] SOLE 63,500 63,500
Alpha Omega Wealth Management LLC [2026-06-30] SOLE 51,304 51,334
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 49,131 49,131
QRG Capital Management Inc [2026-06-30] SOLE 46,736 46,736
Pensionfund PDN [2026-06-30] SOLE 0 45,800
Alaska Retirement Management Board [2026-06-30] SOLE 132,101 39,374
Wealthcare Advisory Partners LLC [2026-06-30] SOLE 0 33,982
Farther Finance Advisors LLC [2026-06-30] SOLE 0 32,143
Avanza Fonder AB [2026-06-30] SOLE 29,121 29,121
Gradient Capital Advisors LLC [2026-06-30] SOLE 0 27,790
Stordahl Capital Management Inc [2026-06-30] SOLE 0 26,156
Fiduciary Alliance LLC [2026-06-30] SOLE 25,325 25,325
CMH Wealth Management LLC [2026-06-30] SOLE 23,655 23,655
Inspirion Wealth Advisors LLC [2026-06-30] SOLE 0 22,432
Pensionfund Sabic [2026-06-30] SOLE 0 22,304
Independent Financial Group LLC [2026-06-30] SOLE 0 21,303
Royal Fund Management LLC [2026-06-30] SOLE 19,949 19,949
Kepler Cheuvreux Suisse SA [2026-06-30] DFND 19,634 19,634
Crossmark Global Holdings Inc [2026-06-30] SOLE 17,105 17,105
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