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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.05K- 46.7% |
$340K - $390K
|
6.91K
$456K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
744K+ 2712.02% |
$41.8M - $48M
|
772K
$50.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
16+ 1.52% |
$898 - $1.03K
|
1.07K
$70.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
CALL |
-5.8K- 14.54% |
$325K - $374K
|
34.1K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-23K- 20.85% |
$1.29M - $1.48M
|
87.2K
$5.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-54K- 33.45% |
$3.03M - $3.48M
|
107K
$7.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.6K+ 58.56% |
$370K - $426K
|
17.9K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 0.65% |
$3.09K - $3.55K
|
8.51K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
155K+ 38.23% |
$8.68M - $9.98M
|
559K
$36.9M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
640+ 0.32% |
$35.9K - $41.3K
|
204K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-716- 48.31% |
$40.2K - $46.2K
|
766
$50.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
CALL |
15.5KNew |
$870K - $1M
|
15.5K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.43MNew |
$136M - $157M
|
2.43M
$160M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.04K+ 9.79% |
$114K - $131K
|
22.8K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-24K- 8.33% |
$1.35M - $1.55M
|
264K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.94K- 9.77% |
$109K - $125K
|
17.9K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11.6K+ 42.86% |
$652K - $749K
|
38.7K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.3K- 15.31% |
$72.7K - $83.6K
|
7.17K
$473K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-235K- 88.12% |
$13.2M - $15.2M
|
31.7K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
102+ 0.03% |
$5.72K - $6.58K
|
328K
$21.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.73% |
$393 - $452
|
964
$63.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-220- 1.94% |
$12.3K - $14.2K
|
11.1K
$733K
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.71K+ 121.03% |
$321K - $369K
|
10.4K
$689K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.22KNew |
$181K - $208K
|
3.22K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
59.5K+ 8.61% |
$3.34M - $3.84M
|
751K
$49.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.68K+ 8.72% |
$94.4K - $109K
|
21K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
20.9K+ 13.9% |
$1.17M - $1.35M
|
171K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.68K+ 91.3% |
$263K - $302K
|
9.8K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-901- 20.04% |
$50.6K - $58.1K
|
3.6K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-124- 1.56% |
$6.96K - $8K
|
7.84K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
613+ 8.45% |
$34.4K - $39.6K
|
7.87K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
403+ 41.21% |
$22.6K - $26K
|
1.38K
$91.1K
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-136K- 13.68% |
$7.65M - $8.79M
|
859K
$56.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4+ 0.16% |
$224 - $258
|
2.5K
$165K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2.39K+ 8.54% |
$134K - $154K
|
30.4K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.92K- 5.0% |
$220K - $253K
|
74.4K
$4.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-35.3K- 15.0% |
$1.98M - $2.28M
|
200K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
714+ 1.13% |
$40.1K - $46.1K
|
64K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18.8K- 87.81% |
$1.06M - $1.21M
|
2.61K
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.96K+ 15.56% |
$222K - $256K
|
29.4K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
1.1K+ 13.58% |
$61.7K - $71K
|
9.2K
$607K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
4.5K+ 112.5% |
$253K - $290K
|
8.5K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
201+ 2.25% |
$11.3K - $13K
|
9.14K
$604K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
595K+ 422.17% |
$33.4M - $38.4M
|
736K
$48.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
436+ 11.03% |
$24.5K - $28.1K
|
4.39K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.11K+ 42.95% |
$455K - $523K
|
27K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.6K+ 1.57% |
$653K - $751K
|
753K
$49.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.64K- 10.03% |
$148K - $171K
|
23.7K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
275+ 1.21% |
$15.4K - $17.7K
|
23.1K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$224 - $258
|
4
$264
|