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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.13K- 3.47% |
$315K - $353K
|
143K
$9.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.03% |
$306 - $344
|
17.1K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
20+ 0.35% |
$1.23K - $1.37K
|
5.7K
$376K
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.64K+ 22.07% |
$223K - $250K
|
20.1K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
770New |
$47.2K - $52.9K
|
770
$50.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.07K+ 9.5% |
$65.6K - $73.5K
|
12.3K
$814K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-8- 17.78% |
$490 - $550
|
37
$2.44K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16- 5.39% |
$981 - $1.1K
|
281
$18.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.12K- 12.55% |
$130K - $146K
|
14.8K
$975K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
9.9KNew |
$607K - $680K
|
9.9K
$653K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.07KNew |
$188K - $211K
|
3.07K
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-729- 6.31% |
$44.7K - $50.1K
|
10.8K
$715K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.04% |
$184 - $206
|
6.98K
$460K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-375- 4.11% |
$23K - $25.8K
|
8.75K
$577K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
56+ 8.51% |
$3.43K - $3.85K
|
714
$47.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.39K- 9.99% |
$85.1K - $95.4K
|
12.5K
$826K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-400- 10.5% |
$24.5K - $27.5K
|
3.41K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.67KNew |
$348K - $390K
|
5.67K
$374K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.23K- 1.64% |
$75.2K - $84.3K
|
73.8K
$4.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-78- 0.11% |
$4.78K - $5.36K
|
71K
$4.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-94- 2.77% |
$5.76K - $6.46K
|
3.31K
$218K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20+ 1.33% |
$1.23K - $1.37K
|
1.53K
$101K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 8.06% |
$306 - $344
|
67
$4.42K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
21New |
$1.29K - $1.44K
|
21
$1.39K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.64K- 12.0% |
$162K - $181K
|
19.4K
$1.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-260- 3.39% |
$15.9K - $17.9K
|
7.41K
$489K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
2.93K+ 1.83% |
$179K - $201K
|
162K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
41New |
$2.51K - $2.82K
|
41
$2.71K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-102- 49.76% |
$6.25K - $7.01K
|
103
$6.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.56K+ 21.73% |
$95.4K - $107K
|
8.72K
$576K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-352- 1.23% |
$21.6K - $24.2K
|
28.2K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-275- 1.65% |
$16.9K - $18.9K
|
16.4K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-27.8K- 9.05% |
$1.7M - $1.91M
|
280K
$18.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.03K- 24.34% |
$124K - $139K
|
6.3K
$416K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
7.71KNew |
$473K - $530K
|
7.71K
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.92K+ 89.93% |
$608K - $681K
|
20.9K
$1.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
751+ 2.17% |
$46K - $51.6K
|
35.3K
$2.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-681- 22.72% |
$41.7K - $46.8K
|
2.32K
$153K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-9.15K- 33.43% |
$561K - $629K
|
18.2K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$61.3 - $68.7
|
5.14K
$339K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-48- 0.73% |
$2.94K - $3.3K
|
6.49K
$428K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
14+ 0.28% |
$858 - $962
|
4.98K
$329K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.2K- 15.87% |
$380K - $426K
|
32.8K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
268+ 7.53% |
$16.4K - $18.4K
|
3.83K
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-928- 0.71% |
$56.9K - $63.8K
|
130K
$8.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 1.56% |
$42.9K - $48.1K
|
44.1K
$2.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.99KNew |
$184K - $206K
|
2.99K
$198K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-6.12K- 1.32% |
$375K - $420K
|
458K
$30.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-112K- 11.39% |
$6.87M - $7.7M
|
872K
$57.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
559+ 13.3% |
$34.3K - $38.4K
|
4.76K
$314K
|