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 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-450- 9.61% |
$24.1K - $29.3K
|
4.23K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-460- 6.45% |
$24.6K - $29.9K
|
6.67K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
SELL
|
- |
-489- 11.36% |
$26.2K - $31.8K
|
3.82K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-500- 12.66% |
$26.8K - $32.5K
|
3.45K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-504- 3.18% |
$27K - $32.8K
|
15.3K
$947K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-510- 96.05% |
$27.3K - $33.2K
|
21
$1.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-532- 11.79% |
$28.5K - $34.6K
|
3.98K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-533- 5.38% |
$28.5K - $34.7K
|
9.38K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-539- 15.4% |
$28.8K - $35.1K
|
2.96K
$183K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-539- 3.4% |
$28.8K - $35.1K
|
15.3K
$946K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-548- 1.41% |
$29.3K - $35.6K
|
38.3K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-548- 84.18% |
$29.3K - $35.6K
|
103
$6.37K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-551- 1.85% |
$29.5K - $35.8K
|
29.3K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-595- 4.07% |
$31.8K - $38.7K
|
14K
$866K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-602- 13.43% |
$32.2K - $39.2K
|
3.88K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-605- 11.0% |
$32.4K - $39.4K
|
4.9K
$303K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-642- 5.21% |
$34.3K - $41.8K
|
11.7K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-647- 1.33% |
$34.6K - $42.1K
|
48K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-649- 49.5% |
$34.7K - $42.2K
|
662
$40.9K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-650- 0.36% |
$34.8K - $42.3K
|
179K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-666- 1.31% |
$35.6K - $43.3K
|
50.3K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-701- 5.15% |
$37.5K - $45.6K
|
12.9K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-719- 6.16% |
$38.5K - $46.8K
|
11K
$677K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-719- 6.16% |
$38.5K - $46.8K
|
11K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-721- 16.98% |
$38.6K - $46.9K
|
3.53K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-745- 11.21% |
$39.9K - $48.5K
|
5.9K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-750- 5.63% |
$40.1K - $48.8K
|
12.6K
$777K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-750- 6.94% |
$40.1K - $48.8K
|
10.1K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-770- 14.67% |
$41.2K - $50.1K
|
4.48K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-774- 1.77% |
$41.4K - $50.3K
|
43.1K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-775- 9.73% |
$41.5K - $50.4K
|
7.19K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-796- 6.2% |
$42.6K - $51.8K
|
12K
$745K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-809- 9.98% |
$43.3K - $52.6K
|
7.3K
$451K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-812- 3.12% |
$43.4K - $52.8K
|
25.2K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-814- 18.89% |
$43.5K - $53K
|
3.5K
$216K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-818- 1.76% |
$43.8K - $53.2K
|
45.7K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-850- 7.54% |
$45.5K - $55.3K
|
10.4K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-859- 16.57% |
$46K - $55.9K
|
4.33K
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-885- 1.74% |
$47.3K - $57.6K
|
50K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-915- 8.94% |
$49K - $59.5K
|
9.32K
$576K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-924- 21.14% |
$49.4K - $60.1K
|
3.45K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-941- 14.27% |
$50.3K - $61.2K
|
5.65K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-952- 11.07% |
$50.9K - $61.9K
|
7.65K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-960- 20.41% |
$51.4K - $62.4K
|
3.74K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-974- 3.89% |
$52.1K - $63.4K
|
24K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-976- 6.94% |
$52.2K - $63.5K
|
13.1K
$809K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-992- 12.1% |
$53.1K - $64.5K
|
7.2K
$445K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-997- 22.86% |
$53.3K - $64.9K
|
3.37K
$208K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1K- 0.16% |
$53.5K - $65.1K
|
617K
$38.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 13.03% |
$53.8K - $65.4K
|
6.71K
$414K
|