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 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
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
169+ 2.59% |
$10.4K - $11.6K
|
6.69K
$442K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-113K- 13.65% |
$6.9M - $7.74M
|
712K
$47M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$61.3 - $68.7
|
70.1K
$4.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.76K- 3.0% |
$537K - $602K
|
283K
$18.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
46+ 1.09% |
$2.82K - $3.16K
|
4.25K
$281K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.97% |
$36.8K - $41.2K
|
61K
$4.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47- 1.18% |
$2.88K - $3.23K
|
3.92K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
245+ 13.42% |
$15K - $16.8K
|
2.07K
$137K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
7+ 0.14% |
$429 - $481
|
5.09K
$336K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 3.8% |
$1.47K - $1.65K
|
608
$40.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.49K+ 11.29% |
$214K - $240K
|
34.4K
$2.27M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
282+ 74.41% |
$17.3K - $19.4K
|
661
$43.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
359+ 5.46% |
$22K - $24.7K
|
6.94K
$458K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
97+ 1.38% |
$5.95K - $6.66K
|
7.11K
$469K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
163KNew |
$9.99M - $11.2M
|
163K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.58% |
$858 - $962
|
2.43K
$160K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
142New |
$8.7K - $9.76K
|
142
$9.37K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-386- 4.21% |
$23.7K - $26.5K
|
8.79K
$580K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
63+ 1.47% |
$3.86K - $4.33K
|
4.36K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-91- 0.9% |
$5.58K - $6.25K
|
10.1K
$665K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
158New |
$9.68K - $10.9K
|
158
$10.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-48.1K- 93.87% |
$2.95M - $3.3M
|
3.14K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-49- 0.96% |
$3K - $3.37K
|
5.05K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.03% |
$184 - $206
|
9.37K
$618K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-925- 1.75% |
$56.7K - $63.5K
|
51.8K
$3.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
395+ 3.73% |
$24.2K - $27.1K
|
11K
$725K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
6.4K+ 2.54% |
$392K - $440K
|
259K
$17.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-708- 8.72% |
$43.4K - $48.6K
|
7.41K
$489K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$61.3 - $68.7
|
16.5K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
130+ 0.28% |
$7.97K - $8.93K
|
45.8K
$3.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.82K+ 64.47% |
$295K - $331K
|
12.3K
$812K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
17New |
$1.04K - $1.17K
|
17
$1.12K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-72- 1.94% |
$4.41K - $4.95K
|
3.64K
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
337+ 0.43% |
$20.7K - $23.2K
|
78K
$5.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.18K- 6.2% |
$133K - $150K
|
32.9K
$2.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-377- 7.88% |
$23.1K - $25.9K
|
4.41K
$291K
|
|
|
Oct 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
15.1KNew |
$924K - $1.04M
|
15.1K
$995K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-537- 13.74% |
$32.9K - $36.9K
|
3.37K
$222K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
125+ 0.97% |
$7.66K - $8.59K
|
13.1K
$863K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
14New |
$858 - $962
|
14
$924
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
43+ 17.84% |
$2.64K - $2.95K
|
284
$18.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34New |
$2.08K - $2.34K
|
34
$2.24K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.7K- 3.27% |
$104K - $117K
|
50.2K
$3.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.33KNew |
$449K - $504K
|
7.33K
$484K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
888+ 7.32% |
$54.4K - $61K
|
13K
$859K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-12- 0.3% |
$735 - $824
|
3.98K
$263K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-500- 6.36% |
$30.6K - $34.4K
|
7.36K
$486K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.82K+ 22.07% |
$234K - $262K
|
21.1K
$1.39M
|