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 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.2KNew |
$1.08M - $1.24M
|
19.2K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.32KNew |
$467K - $537K
|
8.32K
$530K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35+ 24.14% |
$1.96K - $2.26K
|
180
$11.5K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16.5K+ 14.25% |
$924K - $1.06M
|
132K
$8.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-65Closed |
$3.65K - $4.19K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 1.18% |
$1.29K - $1.48K
|
1.97K
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
717+ 27.9% |
$40.2K - $46.3K
|
3.29K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16+ 1.46% |
$898 - $1.03K
|
1.11K
$70.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-400- 29.61% |
$22.4K - $25.8K
|
951
$60.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
518+ 5.14% |
$29.1K - $33.4K
|
10.6K
$675K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-70- 0.13% |
$3.93K - $4.52K
|
52.8K
$3.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
65+ 2.37% |
$3.65K - $4.19K
|
2.8K
$179K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
261+ 253.4% |
$14.6K - $16.8K
|
364
$23.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.71K+ 83.99% |
$152K - $175K
|
5.93K
$378K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
228+ 7.64% |
$12.8K - $14.7K
|
3.21K
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.65K+ 33.46% |
$92.5K - $106K
|
6.58K
$419K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
653+ 11.95% |
$36.6K - $42.1K
|
6.12K
$390K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
17+ 0.46% |
$954 - $1.1K
|
3.68K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.69K+ 2.43% |
$94.7K - $109K
|
71.1K
$4.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
16.8K+ 52.62% |
$944K - $1.09M
|
48.8K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.99K+ 1.92% |
$224K - $257K
|
211K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
26New |
$1.46K - $1.68K
|
26
$1.66K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
124New |
$6.96K - $8K
|
124
$7.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
275+ 7.57% |
$15.4K - $17.7K
|
3.91K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.99K+ 6.65% |
$224K - $257K
|
63.9K
$4.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.33K- 7.51% |
$355K - $409K
|
78K
$4.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
385KNew |
$21.6M - $24.9M
|
385K
$24.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-285- 1.13% |
$16K - $18.4K
|
24.9K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
11.3K+ 28.26% |
$634K - $729K
|
51.2K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
4.54K+ 3.99% |
$255K - $293K
|
118K
$7.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.78K- 62.29% |
$492K - $566K
|
5.31K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 9.21% |
$136K - $156K
|
23.9K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.14% |
$112 - $129
|
1.44K
$91.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-98- 2.51% |
$5.5K - $6.32K
|
3.81K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
198+ 2.56% |
$11.1K - $12.8K
|
7.93K
$506K
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
11.8K+ 19.55% |
$661K - $760K
|
72K
$4.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 0.69% |
$3.37K - $3.87K
|
8.76K
$558K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 1.0% |
$954 - $1.1K
|
1.72K
$109K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19- 2.92% |
$1.07K - $1.23K
|
632
$40.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.68K+ 2.29% |
$319K - $366K
|
254K
$16.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
455+ 53.53% |
$25.5K - $29.4K
|
1.31K
$83.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$2.81K - $3.23K
|
50
$3.19K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.41% |
$56.1 - $64.5
|
246
$15.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 9.12% |
$3.09K - $3.55K
|
658
$41.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-133- 1.75% |
$7.46K - $8.58K
|
7.45K
$475K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-449- 10.81% |
$25.2K - $29K
|
3.71K
$236K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-140- 1.07% |
$7.86K - $9.03K
|
12.9K
$825K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-141- 0.82% |
$7.91K - $9.1K
|
17.1K
$1.09M
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-224K- 47.4% |
$12M - $14.6M
|
249K
$15.9M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.48K- 45.98% |
$346K - $421K
|
7.61K
$485K
|
|