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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.8K- 90.42% |
$150K - $182K
|
297
$18.4K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 11.63% |
$151K - $183K
|
21.4K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.97K- 2.57% |
$159K - $193K
|
113K
$6.96M
|
|
|
May 15, 2025
Q1 2025
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-3K- 19.06% |
$160K - $195K
|
12.7K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.14K- 24.83% |
$168K - $204K
|
9.5K
$587K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-3.19K- 44.6% |
$171K - $208K
|
3.97K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-3.23K- 16.02% |
$173K - $210K
|
16.9K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.33K- 6.93% |
$178K - $217K
|
44.7K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.35K- 17.3% |
$179K - $218K
|
16K
$989K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.78K- 12.58% |
$202K - $246K
|
26.3K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.79K- 22.73% |
$203K - $247K
|
12.9K
$796K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-3.86K- 7.66% |
$206K - $251K
|
46.5K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.99KClosed |
$214K - $260K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.28K- 4.09% |
$229K - $278K
|
100K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.37K- 5.29% |
$234K - $284K
|
78.3K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-4.63K- 45.08% |
$248K - $301K
|
5.65K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.77K- 3.49% |
$255K - $310K
|
132K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.79K- 34.22% |
$256K - $312K
|
9.21K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.8K- 6.86% |
$257K - $312K
|
65.1K
$4.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.9K- 56.67% |
$262K - $319K
|
3.75K
$232K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.99K- 20.91% |
$267K - $325K
|
18.9K
$1.17M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-5K- 9.75% |
$268K - $325K
|
46.3K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-5.26K- 25.4% |
$281K - $342K
|
15.4K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.44K- 0.75% |
$291K - $354K
|
725K
$44.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.92K- 48.85% |
$317K - $385K
|
6.2K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6K- 35.33% |
$321K - $390K
|
11K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.32K- 0.59% |
$338K - $411K
|
1.06M
$65.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.42K- 65.47% |
$343K - $417K
|
3.38K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.48K- 45.98% |
$346K - $421K
|
7.61K
$470K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.48K- 45.98% |
$346K - $421K
|
7.61K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.64K- 63.95% |
$355K - $432K
|
3.74K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.74K- 5.62% |
$360K - $438K
|
113K
$6.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.6K- 13.43% |
$406K - $494K
|
49K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.29K- 33.63% |
$443K - $539K
|
16.4K
$1.01M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-8.5K- 16.25% |
$455K - $553K
|
43.8K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.59K- 1.15% |
$460K - $559K
|
742K
$45.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.8K- 15.96% |
$471K - $572K
|
46.3K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-9.4K- 11.19% |
$503K - $611K
|
74.6K
$4.61M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-9.51K- 10.13% |
$509K - $618K
|
84.4K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.93K- 2.55% |
$531K - $646K
|
379K
$23.4M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-10.3K- 20.53% |
$549K - $668K
|
39.8K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.6K- 22.45% |
$565K - $687K
|
36.5K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-10.9K- 39.51% |
$583K - $709K
|
16.7K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-11.4K- 9.05% |
$610K - $741K
|
115K
$7.08M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.7K- 46.62% |
$678K - $824K
|
14.5K
$897K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-12.8K- 40.5% |
$687K - $836K
|
18.9K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13.5K- 18.36% |
$721K - $877K
|
59.9K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.7K- 58.12% |
$784K - $954K
|
10.6K
$653K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-15.4K- 5.46% |
$824K - $1M
|
267K
$16.5M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-16.1K- 30.26% |
$859K - $1.04M
|
37K
$2.29M
|