Purchases and Sales Made in Q1 2025 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q1 2025. The information is specifically focused on institutions that hold shares of W. P. Carey Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
372K+ 74.48% |
$19.9M - $24.2M
|
872K
$54.5M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
195K+ 4.86% |
$10.5M - $12.7M
|
4.22M
$263M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
160K+ 8486.18% |
$8.58M - $10.4M
|
162K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
105KNew |
$5.61M - $6.82M
|
105K
$6.54M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
66.6K+ 136.06% |
$3.56M - $4.33M
|
116K
$7.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
62.5K+ 6.26% |
$3.35M - $4.07M
|
1.06M
$66.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
37.2KNew |
$1.99M - $2.42M
|
37.2K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
36.9K+ 30.6% |
$1.97M - $2.4M
|
157K
$9.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
32KNew |
$1.71M - $2.08M
|
32K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
27.9KNew |
$1.49M - $1.81M
|
27.9K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7K+ 4.6% |
$1.43M - $1.73M
|
606K
$37.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
19.5K+ 12.3% |
$1.04M - $1.27M
|
178K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
16.5K+ 10.56% |
$885K - $1.08M
|
173K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
14.8KNew |
$791K - $962K
|
14.8K
$924K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.7K+ 12.52% |
$786K - $956K
|
132K
$8.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1KNew |
$754K - $916K
|
14.1K
$880K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.5K+ 89.4% |
$725K - $881K
|
28.7K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8K+ 121.86% |
$630K - $766K
|
21.4K
$1.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
11KNew |
$591K - $718K
|
11K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10K+ 6.32% |
$536K - $652K
|
169K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.83K+ 14.57% |
$473K - $575K
|
69.4K
$4.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.69K+ 108600.0% |
$465K - $565K
|
8.7K
$543K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.85K+ 9.69% |
$366K - $445K
|
77.5K
$4.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.3KNew |
$337K - $410K
|
6.3K
$393K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.29KNew |
$336K - $409K
|
6.29K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.11K+ 1.41% |
$327K - $397K
|
439K
$27.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6K+ 2.48% |
$321K - $391K
|
248K
$15.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6K+ 2.98% |
$321K - $390K
|
208K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5.7KNew |
$305K - $371K
|
5.7K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.47KNew |
$293K - $356K
|
5.47K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.32K+ 46.15% |
$285K - $346K
|
16.9K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.05K+ 18.93% |
$270K - $328K
|
31.7K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.94KNew |
$264K - $321K
|
4.94K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
4.31K+ 82.38% |
$230K - $280K
|
9.54K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.29K+ 20.14% |
$229K - $279K
|
25.6K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$214K - $260K
|
4K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.95KNew |
$211K - $257K
|
3.95K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.92K+ 10.99% |
$210K - $255K
|
39.6K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.85KNew |
$206K - $251K
|
3.85K
$241K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.77KNew |
$202K - $245K
|
3.77K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.63KNew |
$194K - $236K
|
3.63K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.6KNew |
$193K - $234K
|
3.6K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.51K+ 28.31% |
$188K - $229K
|
15.9K
$994K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.48KNew |
$186K - $226K
|
3.48K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.43KNew |
$183K - $223K
|
3.43K
$214K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.43KNew |
$183K - $223K
|
3.43K
$214K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.41KNew |
$182K - $222K
|
3.41K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.4KNew |
$182K - $221K
|
3.4K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.33KNew |
$178K - $217K
|
3.33K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.3KNew |
$177K - $215K
|
3.3K
$206K
|