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 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 5.56% |
$613 - $687
|
190
$12.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
161+ 2.15% |
$9.87K - $11.1K
|
7.65K
$505K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-300- 82.42% |
$18.4K - $20.6K
|
64
$4.22K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.21K- 6.77% |
$380K - $426K
|
85.5K
$5.64M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-264- 28.73% |
$16.2K - $18.1K
|
655
$43.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2+ 0.04% |
$123 - $137
|
4.7K
$310K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.59KNew |
$220K - $246K
|
3.59K
$237K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-4.13K- 12.8% |
$253K - $284K
|
28.1K
$1.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17.8K+ 9.35% |
$1.09M - $1.23M
|
209K
$13.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.8K+ 49.4% |
$662K - $742K
|
32.7K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-40- 0.03% |
$2.45K - $2.75K
|
156K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11.8K+ 24.24% |
$725K - $812K
|
60.6K
$4M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 18.14% |
$76.7K - $86K
|
8.16K
$538K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-369- 1.67% |
$22.6K - $25.4K
|
21.7K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-190- 1.66% |
$11.6K - $13.1K
|
11.3K
$745K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-685- 2.7% |
$42K - $47.1K
|
24.7K
$1.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
14.1K+ 14.14% |
$864K - $969K
|
114K
$7.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
353K+ 1973.52% |
$21.7M - $24.3M
|
371K
$24.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.57K+ 8.32% |
$402K - $451K
|
85.5K
$5.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.33K- 3.64% |
$143K - $160K
|
61.6K
$4.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104+ 1.7% |
$6.37K - $7.14K
|
6.22K
$411K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.08K- 6.11% |
$312K - $349K
|
78.1K
$5.15M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-199- 3.4% |
$12.2K - $13.7K
|
5.66K
$374K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
481+ 0.62% |
$29.5K - $33K
|
78.5K
$5.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
32+ 0.95% |
$1.96K - $2.2K
|
3.4K
$224K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-507- 1.89% |
$31.1K - $34.8K
|
26.3K
$1.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.45K+ 11.33% |
$334K - $375K
|
53.6K
$3.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-755- 19.42% |
$46.3K - $51.9K
|
3.13K
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
3.01K+ 2.54% |
$184K - $207K
|
121K
$8.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.87K+ 35.27% |
$115K - $129K
|
7.19K
$474K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.84K- 22.87% |
$480K - $538K
|
26.4K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.96K+ 2.24% |
$181K - $203K
|
135K
$8.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-537- 0.75% |
$32.9K - $36.9K
|
71.4K
$4.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 1.02% |
$1.23K - $1.37K
|
1.99K
$131K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.44KNew |
$579K - $649K
|
9.44K
$623K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-155- 1.95% |
$9.5K - $10.6K
|
7.78K
$513K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-3.45K- 92.74% |
$211K - $237K
|
270
$17.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-108- 76.6% |
$6.62K - $7.42K
|
33
$2.18K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
518+ 2.08% |
$31.7K - $35.6K
|
25.5K
$1.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-96- 1.29% |
$5.88K - $6.6K
|
7.35K
$485K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.52% |
$552 - $618
|
1.72K
$114K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-540- 0.3% |
$33.1K - $37.1K
|
182K
$12M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
563+ 1126.0% |
$34.5K - $38.7K
|
613
$40.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16+ 1.44% |
$981 - $1.1K
|
1.13K
$74.5K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-299- 11.5% |
$18.3K - $20.5K
|
2.3K
$152K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-217- 1.81% |
$13.3K - $14.9K
|
11.8K
$778K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.23% |
$919 - $1.03K
|
6.61K
$436K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
83+ 0.82% |
$5.09K - $5.7K
|
10.2K
$676K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 43.13% |
$631K - $708K
|
34.2K
$2.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
39.3K+ 15.49% |
$2.41M - $2.7M
|
293K
$19.4M
|