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 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
5.09KNew |
$286K - $329K
|
5.09K
$325K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-47.8K- 5.47% |
$2.68M - $3.08M
|
825K
$52.6M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-19- 0.45% |
$1.07K - $1.23K
|
4.21K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.82K+ 2.71% |
$270K - $311K
|
183K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.53% |
$112 - $129
|
133
$8.47K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-161- 3.88% |
$9.04K - $10.4K
|
3.99K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-206- 5.03% |
$11.6K - $13.3K
|
3.89K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
642New |
$36K - $41.4K
|
642
$40.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.38KNew |
$190K - $218K
|
3.38K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
460+ 34.07% |
$25.8K - $29.7K
|
1.81K
$115K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-281- 30.38% |
$15.8K - $18.1K
|
644
$41K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.5KNew |
$84.2K - $96.8K
|
1.5K
$95.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 4.71% |
$9.76K - $11.2K
|
3.52K
$224K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.75K- 37.96% |
$379K - $436K
|
11K
$703K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-393- 0.27% |
$22.1K - $25.4K
|
148K
$9.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-183- 5.43% |
$10.3K - $11.8K
|
3.19K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.56KNew |
$200K - $230K
|
3.56K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.23K- 5.98% |
$125K - $144K
|
35.1K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
205+ 5.12% |
$11.5K - $13.2K
|
4.21K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
50+ 0.45% |
$2.81K - $3.23K
|
11.2K
$711K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
18+ 0.48% |
$1.01K - $1.16K
|
3.76K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
181+ 1.53% |
$10.2K - $11.7K
|
12K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.39K- 27.55% |
$246K - $283K
|
11.5K
$735K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
531+ 1.85% |
$29.8K - $34.3K
|
29.2K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.1KNew |
$174K - $200K
|
3.1K
$198K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-400- 5.6% |
$22.4K - $25.8K
|
6.74K
$430K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
146+ 2.13% |
$8.19K - $9.42K
|
7.01K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.46K- 3.66% |
$81.7K - $93.9K
|
38.3K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
25+ 0.63% |
$1.4K - $1.61K
|
3.97K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-266- 2.73% |
$14.9K - $17.2K
|
9.48K
$604K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-843- 0.64% |
$47.3K - $54.4K
|
131K
$8.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-709- 2.42% |
$39.8K - $45.8K
|
28.6K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.39% |
$954 - $1.1K
|
4.29K
$273K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20+ 1.34% |
$1.12K - $1.29K
|
1.51K
$96K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
153+ 0.32% |
$8.59K - $9.87K
|
48.1K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.47K+ 1.9% |
$82.6K - $94.9K
|
78.9K
$5.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.34KNew |
$188K - $216K
|
3.34K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
32+ 0.96% |
$1.8K - $2.06K
|
3.37K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4K- 4.18% |
$224K - $258K
|
91.7K
$5.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-136- 3.3% |
$7.63K - $8.78K
|
3.98K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20+ 0.42% |
$1.12K - $1.29K
|
4.79K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
21+ 0.27% |
$1.18K - $1.36K
|
7.67K
$488K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
780+ 11.69% |
$43.8K - $50.3K
|
7.45K
$475K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
327+ 1.51% |
$18.4K - $21.1K
|
22K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.94K+ 1.3% |
$277K - $319K
|
384K
$24.5M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-199- 13.74% |
$11.2K - $12.8K
|
1.25K
$79.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-70- 0.18% |
$3.93K - $4.52K
|
39.5K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48+ 19.28% |
$2.69K - $3.1K
|
297
$18.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-929- 7.11% |
$52.1K - $59.9K
|
12.1K
$773K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.2KNew |
$1.08M - $1.24M
|
19.2K
$1.22M
|