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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-81- 0.68% |
$4.33K - $5.27K
|
11.8K
$731K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-90- 0.81% |
$4.82K - $5.85K
|
11K
$680K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-98- 13.08% |
$5.24K - $6.37K
|
651
$40.2K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-100- 0.96% |
$5.35K - $6.51K
|
10.3K
$637K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 3.94% |
$5.35K - $6.51K
|
2.44K
$151K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 3.58% |
$5.35K - $6.51K
|
2.69K
$166K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-101- 2.19% |
$5.4K - $6.57K
|
4.51K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-107- 2.55% |
$5.72K - $6.96K
|
4.09K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-107- 2.21% |
$5.72K - $6.96K
|
4.74K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-110- 0.25% |
$5.89K - $7.16K
|
44.5K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-118- 3.72% |
$6.31K - $7.68K
|
3.06K
$189K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-119- 0.22% |
$6.37K - $7.74K
|
52.8K
$3.27M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-145- 2.43% |
$7.76K - $9.43K
|
5.82K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-146- 1.41% |
$7.81K - $9.5K
|
10.2K
$631K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-150- 20.0% |
$8.03K - $9.76K
|
600
$37.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-158- 4.48% |
$8.45K - $10.3K
|
3.37K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-167- 19.67% |
$8.93K - $10.9K
|
682
$42.1K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-167- 1.51% |
$8.93K - $10.9K
|
10.9K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-175- 0.5% |
$9.36K - $11.4K
|
34.6K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-185- 4.45% |
$9.9K - $12K
|
3.97K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-187- 9.92% |
$10K - $12.2K
|
1.7K
$105K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200- 35.09% |
$10.7K - $13K
|
370
$22.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-200- 3.72% |
$10.7K - $13K
|
5.18K
$320K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-211- 0.56% |
$11.3K - $13.7K
|
37.5K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-217- 4.34% |
$11.6K - $14.1K
|
4.78K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-218- 1.78% |
$11.7K - $14.2K
|
12K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-223- 3.95% |
$11.9K - $14.5K
|
5.42K
$335K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-237- 3.37% |
$12.7K - $15.4K
|
6.8K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-244- 2.44% |
$13.1K - $15.9K
|
9.76K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-246- 2.19% |
$13.2K - $16K
|
11K
$679K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-254- 0.4% |
$13.6K - $16.5K
|
63.3K
$3.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-259- 3.24% |
$13.9K - $16.8K
|
7.74K
$478K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-267- 5.34% |
$14.3K - $17.4K
|
4.74K
$293K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-269- 4.71% |
$14.4K - $17.5K
|
5.44K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-275- 1.29% |
$14.7K - $17.9K
|
21.1K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-290- 3.72% |
$15.5K - $18.9K
|
7.5K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-296- 3.58% |
$15.8K - $19.3K
|
7.96K
$492K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-300- 6.74% |
$16.1K - $19.5K
|
4.15K
$257K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-304- 6.27% |
$16.3K - $19.8K
|
4.54K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-309- 9.59% |
$16.5K - $20.1K
|
2.91K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-326- 3.71% |
$17.4K - $21.2K
|
8.46K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-341- 0.52% |
$18.2K - $22.2K
|
65.4K
$4.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-343- 1.56% |
$18.4K - $22.3K
|
21.7K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-368- 4.23% |
$19.7K - $23.9K
|
8.33K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-379- 1.67% |
$20.3K - $24.7K
|
22.3K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-389- 1.37% |
$20.8K - $25.3K
|
28K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-399- 2.19% |
$21.3K - $26K
|
17.9K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-400- 1.14% |
$21.4K - $26K
|
34.8K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-400- 0.33% |
$21.4K - $26K
|
119K
$7.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-418- 7.11% |
$22.4K - $27.2K
|
5.46K
$337K
|