Latest Institutional Transactions on W. P. Carey Inc. (WPC)
This table provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.69K+ 2.43% |
$94.7K - $109K
|
71.1K
$4.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
16.8K+ 52.62% |
$944K - $1.09M
|
48.8K
$3.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.99K+ 1.92% |
$224K - $257K
|
211K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
26New |
$1.46K - $1.68K
|
26
$1.61K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
124New |
$6.96K - $8K
|
124
$7.66K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
275+ 7.57% |
$15.4K - $17.7K
|
3.91K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.99K+ 6.65% |
$224K - $257K
|
63.9K
$3.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.33K- 7.51% |
$355K - $409K
|
78K
$4.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
385KNew |
$21.6M - $24.9M
|
385K
$23.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-285- 1.13% |
$16K - $18.4K
|
24.9K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
11.3K+ 28.26% |
$634K - $729K
|
51.2K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
4.54K+ 3.99% |
$255K - $293K
|
118K
$7.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.78K- 62.29% |
$492K - $566K
|
5.31K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 9.21% |
$136K - $156K
|
23.9K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.14% |
$112 - $129
|
1.44K
$88.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-98- 2.51% |
$5.5K - $6.32K
|
3.81K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
198+ 2.56% |
$11.1K - $12.8K
|
7.93K
$490K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
11.8K+ 19.55% |
$661K - $760K
|
72K
$4.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 0.69% |
$3.37K - $3.87K
|
8.76K
$541K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 1.0% |
$954 - $1.1K
|
1.72K
$106K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19- 2.92% |
$1.07K - $1.23K
|
632
$39.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.68K+ 2.29% |
$319K - $366K
|
254K
$15.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
455+ 53.53% |
$25.5K - $29.4K
|
1.31K
$80.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$2.81K - $3.23K
|
50
$3.09K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.41% |
$56.1 - $64.5
|
246
$15.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 9.12% |
$3.09K - $3.55K
|
658
$40.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-133- 1.75% |
$7.46K - $8.58K
|
7.45K
$460K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-449- 10.81% |
$25.2K - $29K
|
3.71K
$229K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-140- 1.07% |
$7.86K - $9.03K
|
12.9K
$800K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-141- 0.82% |
$7.91K - $9.1K
|
17.1K
$1.06M
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.48K- 45.98% |
$346K - $421K
|
7.61K
$470K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-5K- 9.75% |
$268K - $325K
|
46.3K
$2.86M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-8.5K- 16.25% |
$455K - $553K
|
43.8K
$2.71M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36+ 0.27% |
$1.93K - $2.34K
|
13.3K
$819K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
547+ 2.29% |
$29.3K - $35.6K
|
24.5K
$1.51M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.6KNew |
$622K - $757K
|
11.6K
$719K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
228+ 2.83% |
$12.2K - $14.8K
|
8.29K
$512K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.83K+ 1625.25% |
$258K - $314K
|
5.12K
$317K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
261K+ 46.33% |
$13.9M - $17M
|
823K
$50.9M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
225+ 3.72% |
$12K - $14.6K
|
6.27K
$387K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.16K+ 15.92% |
$330K - $401K
|
44.9K
$2.77M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.7K- 48.15% |
$894K - $1.09M
|
18K
$1.11M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-42K- 64.27% |
$2.25M - $2.74M
|
23.4K
$1.44M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.28K+ 22.58% |
$229K - $278K
|
23.2K
$1.44M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
68.4K+ 3.13% |
$3.66M - $4.45M
|
2.26M
$139M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-642- 5.21% |
$34.3K - $41.8K
|
11.7K
$722K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-304- 6.27% |
$16.3K - $19.8K
|
4.54K
$281K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.91K+ 95.77% |
$209K - $255K
|
8K
$494K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-666- 1.31% |
$35.6K - $43.3K
|
50.3K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.42K+ 11.62% |
$183K - $222K
|
32.8K
$2.03M
|
|