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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.03K- 0.69% |
$55K - $66.9K
|
148K
$9.16M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.04K- 19.92% |
$55.4K - $67.4K
|
4.17K
$257K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.04K- 0.16% |
$55.6K - $67.7K
|
669K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.06K- 6.0% |
$56.8K - $69K
|
16.6K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.14K- 4.15% |
$61.1K - $74.3K
|
26.4K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.15K- 9.38% |
$61.5K - $74.8K
|
11.1K
$687K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.17K- 5.05% |
$62.8K - $76.4K
|
22.1K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 24.94% |
$66.7K - $81.1K
|
3.75K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.26K- 8.36% |
$67.3K - $81.8K
|
13.8K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.26K- 1.03% |
$67.5K - $82.1K
|
121K
$7.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.28K- 0.89% |
$68.3K - $83.1K
|
143K
$8.82M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.28K- 15.33% |
$68.5K - $83.3K
|
7.07K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.28K- 3.91% |
$68.5K - $83.3K
|
31.5K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.29K- 14.17% |
$69.2K - $84.2K
|
7.84K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 16.59% |
$69.7K - $84.8K
|
6.55K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.31K- 24.17% |
$69.8K - $84.9K
|
4.1K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-1.31K- 1.04% |
$70.3K - $85.5K
|
126K
$7.76M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.38K- 3.85% |
$74K - $90K
|
34.5K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.39K- 25.96% |
$74.3K - $90.3K
|
3.96K
$245K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.44K- 17.35% |
$77K - $93.7K
|
6.86K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.44K- 12.46% |
$77.1K - $93.7K
|
10.1K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.5K- 71.43% |
$80.3K - $97.6K
|
600
$37.1K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.52K- 53.88% |
$81.3K - $98.8K
|
1.3K
$80.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.53K- 1.78% |
$81.9K - $99.5K
|
84.5K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.56KClosed |
$83.7K - $102K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.6K- 26.13% |
$85.3K - $104K
|
4.51K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.6K- 94.6% |
$85.3K - $104K
|
91
$5.62K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.65K- 50.43% |
$88.3K - $107K
|
1.62K
$100K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 12.44% |
$89.3K - $109K
|
11.7K
$726K
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.7K- 1.48% |
$90.8K - $110K
|
113K
$7M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.83K- 74.85% |
$97.9K - $119K
|
615
$38K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.84K- 14.3% |
$98.4K - $120K
|
11K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-1.85K- 3.28% |
$99K - $120K
|
54.5K
$3.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.92K- 7.97% |
$103K - $125K
|
22.1K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.92K- 8.85% |
$103K - $125K
|
19.7K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-1.92K- 3.98% |
$103K - $125K
|
46.4K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-1.93K- 10.43% |
$103K - $125K
|
16.6K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.01K- 32.35% |
$108K - $131K
|
4.21K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.02K- 1.55% |
$108K - $131K
|
128K
$7.89M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.06K- 26.68% |
$110K - $134K
|
5.66K
$350K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.08K- 3.16% |
$111K - $135K
|
63.7K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.18K- 2.75% |
$117K - $142K
|
77.1K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.25K- 15.18% |
$120K - $146K
|
12.5K
$775K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-2.3K- 38.4% |
$123K - $150K
|
3.69K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.36K- 10.61% |
$126K - $154K
|
19.9K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.39K- 3.49% |
$128K - $155K
|
66K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.45K- 3.33% |
$131K - $159K
|
71.1K
$4.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-2.53K- 5.27% |
$135K - $165K
|
45.5K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.72K- 27.77% |
$145K - $177K
|
7.07K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 1.83% |
$146K - $178K
|
146K
$9.04M
|