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 |
|---|---|---|---|---|---|---|---|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-5K- 9.75% |
$268K - $325K
|
46.3K
$2.95M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-8.5K- 16.25% |
$455K - $553K
|
43.8K
$2.79M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36+ 0.27% |
$1.93K - $2.34K
|
13.3K
$845K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
547+ 2.29% |
$29.3K - $35.6K
|
24.5K
$1.56M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.6KNew |
$622K - $757K
|
11.6K
$741K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
228+ 2.83% |
$12.2K - $14.8K
|
8.29K
$528K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.83K+ 1625.25% |
$258K - $314K
|
5.12K
$327K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
261K+ 46.33% |
$13.9M - $17M
|
823K
$52.5M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
225+ 3.72% |
$12K - $14.6K
|
6.27K
$399K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.16K+ 15.92% |
$330K - $401K
|
44.9K
$2.86M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.7K- 48.15% |
$894K - $1.09M
|
18K
$1.15M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-42K- 64.27% |
$2.25M - $2.74M
|
23.4K
$1.49M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
68.4K+ 3.13% |
$3.66M - $4.45M
|
2.26M
$144M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-304- 6.27% |
$16.3K - $19.8K
|
4.54K
$289K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.91K+ 95.77% |
$209K - $255K
|
8K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-666- 1.31% |
$35.6K - $43.3K
|
50.3K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.42K+ 11.62% |
$183K - $222K
|
32.8K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.23K- 16.02% |
$173K - $210K
|
16.9K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.38KNew |
$128K - $155K
|
2.38K
$152K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.99K+ 15.7% |
$160K - $194K
|
22K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
12.8K+ 10.9% |
$682K - $829K
|
130K
$8.26M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
16.9K+ 12.62% |
$904K - $1.1M
|
151K
$9.61M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-650- 0.36% |
$34.8K - $42.3K
|
179K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
118K+ 225.47% |
$6.34M - $7.7M
|
171K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-42- 37.17% |
$2.25K - $2.73K
|
71
$4.52K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.3K+ 11.14% |
$69.5K - $84.5K
|
13K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 22.76% |
$93K - $113K
|
9.38K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
60+ 0.1% |
$3.21K - $3.9K
|
58.5K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
368K+ 3.05% |
$19.7M - $24M
|
12.5M
$794M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.26K- 1.03% |
$67.5K - $82.1K
|
121K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
11.3KNew |
$606K - $737K
|
11.3K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
4.72KNew |
$253K - $307K
|
4.72K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
10KNew |
$535K - $651K
|
10K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.85K+ 5.61% |
$98.9K - $120K
|
34.8K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$722K - $878K
|
13.5K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
345+ 5.14% |
$18.5K - $22.4K
|
7.06K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
42.7K+ 97.75% |
$2.28M - $2.77M
|
86.3K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.29K- 33.63% |
$443K - $539K
|
16.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
525+ 2.65% |
$28.1K - $34.2K
|
20.3K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4.51KNew |
$241K - $293K
|
4.51K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
19New |
$1.02K - $1.24K
|
19
$1.21K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-246- 2.19% |
$13.2K - $16K
|
11K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
4K+ 4.03% |
$214K - $260K
|
103K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.06K- 6.0% |
$56.8K - $69K
|
16.6K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.31K- 24.17% |
$69.8K - $84.9K
|
4.1K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
20.8K+ 4.56% |
$1.11M - $1.35M
|
475K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-992- 12.1% |
$53.1K - $64.5K
|
7.2K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
5.73KNew |
$306K - $373K
|
5.73K
$365K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.39K+ 2.58% |
$235K - $286K
|
175K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-10.9K- 39.51% |
$583K - $709K
|
16.7K
$1.06M
|