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 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.52K- 0.69% |
$141K - $162K
|
365K
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.65K- 2.86% |
$205K - $236K
|
124K
$8.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
555+ 7.29% |
$31.1K - $35.8K
|
8.16K
$539K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-12.8K- 76.89% |
$719K - $826K
|
3.85K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.33K- 2.65% |
$74.8K - $86K
|
49K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
68.5K+ 125.69% |
$3.84M - $4.42M
|
123K
$8.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
2.35K+ 14.67% |
$132K - $152K
|
18.4K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
22.6K+ 2578.13% |
$1.27M - $1.46M
|
23.5K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.3K+ 0.98% |
$1.48M - $1.7M
|
2.72M
$180M
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.43KNew |
$249K - $286K
|
4.43K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.41K+ 19.6% |
$360K - $414K
|
39.1K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Amundi
Paris, I0 |
BUY
|
- |
110K+ 39.75% |
$6.17M - $7.1M
|
387K
$25.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.41KNew |
$78.8K - $90.7K
|
1.41K
$92.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-264- 5.81% |
$14.8K - $17K
|
4.28K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.68K+ 23.09% |
$94.5K - $109K
|
8.98K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
414+ 1.08% |
$23.2K - $26.7K
|
38.7K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
87New |
$4.88K - $5.61K
|
87
$5.74K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.27KNew |
$352K - $405K
|
6.27K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
31+ 34.07% |
$1.74K - $2K
|
122
$8.05K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.84KNew |
$103K - $119K
|
1.84K
$122K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.79KNew |
$325K - $374K
|
5.79K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
55.5K+ 22.37% |
$3.12M - $3.58M
|
304K
$20M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
500+ 2.77% |
$28.1K - $32.3K
|
18.5K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-316- 1.43% |
$17.7K - $20.4K
|
21.8K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
232+ 0.48% |
$13K - $15K
|
48.9K
$3.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-812- 7.36% |
$45.6K - $52.4K
|
10.2K
$674K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
23+ 0.37% |
$1.29K - $1.48K
|
6.29K
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
10.1K+ 2.13% |
$568K - $653K
|
484K
$32M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
375+ 0.74% |
$21K - $24.2K
|
51.2K
$3.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.27K- 8.2% |
$71.1K - $81.8K
|
14.2K
$936K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-270- 0.7% |
$15.2K - $17.4K
|
38.2K
$2.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.64K- 9.69% |
$92K - $106K
|
15.3K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
43+ 0.17% |
$2.41K - $2.77K
|
25.7K
$1.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-540- 1.46% |
$30.3K - $34.8K
|
36.5K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
106+ 5.12% |
$5.95K - $6.84K
|
2.18K
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.42KNew |
$192K - $221K
|
3.42K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
61.5K+ 21.13% |
$3.45M - $3.97M
|
353K
$23.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.4K+ 11.08% |
$4.23M - $4.87M
|
756K
$49.9M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.8K+ 98.76% |
$605K - $696K
|
21.7K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10.5K+ 1.59% |
$591K - $680K
|
674K
$44.5M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
97.6K+ 135.45% |
$5.48M - $6.3M
|
170K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.3K+ 1.09% |
$73K - $83.9K
|
121K
$7.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
52.2K+ 6.87% |
$2.93M - $3.37M
|
812K
$53.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-544- 1.26% |
$30.5K - $35.1K
|
42.5K
$2.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.05K- 22.55% |
$58.9K - $67.7K
|
3.6K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
143+ 4.06% |
$8.03K - $9.23K
|
3.67K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-52.3K- 1.65% |
$2.93M - $3.37M
|
3.12M
$206M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.3K+ 6138.13% |
$1.36M - $1.57M
|
24.7K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
178+ 2.86% |
$9.99K - $11.5K
|
6.4K
$422K
|