WPC — WP CAREY INC

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in WP CAREY INC (WPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 34 — 0% 0.00% $2K $66.62
2025 Q1 REDUCED 34 -25 -42.4% 0.00% $2K $60.51
2024 Q4 ADDED 59 +22 +59.5% 0.00% $3K $51.49
2024 Q3 REDUCED 37 -93 -71.5% 0.00% $2K $57.94
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WPC price (monthly, adj. close)

Other funds also holding WPC

As of 2025 Q4 — sorted by position size

Waterfront Capital Partners, LLC 3Y 7Y 5.04% Seneca House Advisors 3Y 7Y 2.97% EQUITY INVESTMENT CORP 3Y 7Y 2.11% Dupree Financial Group, LLC 2.08% Creegan & Nassoura Financial Group, LLC 3Y 7Y 2.07% Prairiewood Capital, LLC 3Y 1.96% Rock Point Advisors, LLC 3Y 7Y 1.83% Presima Securities ULC 3Y 7Y 1.6% Meixler Investment Management, Ltd. 3Y 1.48% Capital Square, LLC 3Y 1.25%
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