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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-11- 0.22% |
$674 - $756
|
4.9K
$323K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
539+ 0.33% |
$33K - $37K
|
165K
$10.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
989+ 4.17% |
$60.6K - $67.9K
|
24.7K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
82+ 1.47% |
$5.03K - $5.63K
|
5.66K
$373K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
170K+ 149.84% |
$10.4M - $11.7M
|
283K
$18.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
6.96K+ 5.75% |
$426K - $478K
|
128K
$8.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-25- 0.58% |
$1.53K - $1.72K
|
4.26K
$281K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
78+ 1.88% |
$4.78K - $5.36K
|
4.22K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.81K+ 24.31% |
$172K - $193K
|
14.3K
$947K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
67+ 0.62% |
$4.11K - $4.6K
|
10.9K
$720K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$61.3 - $68.7
|
11K
$729K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.87K- 1.07% |
$176K - $197K
|
265K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.95K- 1.42% |
$120K - $134K
|
136K
$8.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.76K- 7.13% |
$476K - $533K
|
101K
$6.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
234+ 0.67% |
$14.3K - $16.1K
|
35K
$2.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
103+ 3.08% |
$6.31K - $7.08K
|
3.45K
$227K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.27KNew |
$323K - $362K
|
5.27K
$348K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
42+ 0.18% |
$2.57K - $2.89K
|
23.8K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.33K+ 9.22% |
$81.2K - $91K
|
15.7K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-22K- 13.56% |
$1.35M - $1.51M
|
140K
$9.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
206K+ 3417.88% |
$12.7M - $14.2M
|
212K
$14M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-73- 17.98% |
$4.47K - $5.02K
|
333
$22K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-150K- 65.04% |
$9.22M - $10.3M
|
80.9K
$5.34M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-503- 11.94% |
$30.8K - $34.6K
|
3.71K
$245K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 9.25% |
$1.65K - $1.85K
|
319
$21.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.56K- 13.72% |
$280K - $313K
|
28.7K
$1.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.08K- 24.28% |
$189K - $212K
|
9.61K
$634K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
10.7KNew |
$655K - $734K
|
10.7K
$705K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-8.53K- 22.28% |
$523K - $586K
|
29.8K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
55.4K+ 1.49% |
$3.4M - $3.81M
|
3.77M
$249M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-42- 0.04% |
$2.57K - $2.89K
|
100K
$6.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.01K+ 12.33% |
$61.8K - $69.2K
|
9.19K
$606K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
98.7K+ 46.67% |
$6.05M - $6.78M
|
310K
$20.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-374- 2.29% |
$22.9K - $25.7K
|
15.9K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.24K- 25.78% |
$75.9K - $85.1K
|
3.56K
$235K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.8KNew |
$478K - $536K
|
7.8K
$515K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
485+ 1.35% |
$29.7K - $33.3K
|
36.4K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.76KNew |
$292K - $327K
|
4.76K
$314K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-8.08K- 44.8% |
$495K - $555K
|
9.95K
$657K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
559+ 14.96% |
$34.3K - $38.4K
|
4.3K
$284K
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
371+ 3.56% |
$22.7K - $25.5K
|
10.8K
$713K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.73K- 24.32% |
$106K - $119K
|
5.39K
$356K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10+ 0.24% |
$613 - $687
|
4.22K
$279K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
95New |
$5.82K - $6.53K
|
95
$6.27K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.62% |
$245 - $275
|
648
$42.8K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 75.0% |
$184 - $206
|
7
$462
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-1- 1.25% |
$61.3 - $68.7
|
79
$5.21K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19+ 0.2% |
$1.16K - $1.31K
|
9.71K
$641K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.97K+ 52.25% |
$182K - $204K
|
8.67K
$572K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-95.3K- 69.34% |
$5.84M - $6.55M
|
42.1K
$2.78M
|