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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
42K+ 83.29% |
$2.24M - $2.73M
|
92.3K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
40.7K+ 35.28% |
$2.18M - $2.65M
|
156K
$9.65M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
38.5KNew |
$2.06M - $2.51M
|
38.5K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
37.8K+ 36.64% |
$2.02M - $2.46M
|
141K
$8.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
37.2KNew |
$1.99M - $2.42M
|
37.2K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
36.9K+ 30.6% |
$1.97M - $2.4M
|
157K
$9.72M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
35.6KNew |
$1.91M - $2.32M
|
35.6K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.6K+ 12.85% |
$1.74M - $2.12M
|
286K
$17.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
32KNew |
$1.71M - $2.08M
|
32K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
30.1KNew |
$1.61M - $1.96M
|
30.1K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
29.6K+ 9.79% |
$1.58M - $1.92M
|
332K
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
28KNew |
$1.5M - $1.82M
|
28K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
27.9KNew |
$1.49M - $1.81M
|
27.9K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
27.8K+ 4.19% |
$1.49M - $1.81M
|
691K
$42.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7K+ 4.6% |
$1.43M - $1.73M
|
606K
$37.5M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26.7K+ 31.93% |
$1.43M - $1.73M
|
110K
$6.81M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.1K+ 46.62% |
$1.4M - $1.7M
|
82.2K
$5.08M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
26.1K+ 20.95% |
$1.39M - $1.7M
|
150K
$9.3M
|
|
|
May 15, 2025
Q1 2025
|
Heitman Real Estate Securities LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$1.29M - $1.57M
|
24.1K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
24K+ 11.39% |
$1.28M - $1.56M
|
234K
$14.5M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
23.9K+ 2.26% |
$1.28M - $1.55M
|
1.08M
$66.9M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.27M - $1.54M
|
23.7K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
22.7K+ 29.78% |
$1.21M - $1.48M
|
98.9K
$6.11M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
22K+ 34.74% |
$1.18M - $1.43M
|
85.3K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
20.8K+ 4.56% |
$1.11M - $1.35M
|
475K
$29.4M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.5K+ 0.78% |
$1.1M - $1.33M
|
2.66M
$165M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
20.4K+ 13.73% |
$1.09M - $1.33M
|
169K
$10.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
19.5K+ 12.3% |
$1.04M - $1.27M
|
178K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18.3KNew |
$979K - $1.19M
|
18.3K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.6K+ 102.56% |
$940K - $1.14M
|
34.7K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Aviva PLC
|
BUY
|
- |
16.9K+ 12.62% |
$904K - $1.1M
|
151K
$9.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
16.5K+ 10.56% |
$885K - $1.08M
|
173K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16K+ 23.56% |
$854K - $1.04M
|
83.7K
$5.17M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
15.3K+ 82.53% |
$816K - $992K
|
33.7K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
14.8KNew |
$791K - $962K
|
14.8K
$914K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
14.7K+ 23.85% |
$787K - $956K
|
76.3K
$4.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.7K+ 12.52% |
$786K - $956K
|
132K
$8.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.1KNew |
$754K - $916K
|
14.1K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.5K+ 89.4% |
$725K - $881K
|
28.7K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$722K - $878K
|
13.5K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13K+ 3.65% |
$693K - $843K
|
368K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.9K+ 8.7% |
$691K - $840K
|
161K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
12.8K+ 10.9% |
$682K - $829K
|
130K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.6KNew |
$671K - $816K
|
12.6K
$776K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11.9K+ 160.79% |
$637K - $774K
|
19.3K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8K+ 121.86% |
$630K - $766K
|
21.4K
$1.32M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.6KNew |
$622K - $757K
|
11.6K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
11.3KNew |
$606K - $737K
|
11.3K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
11.3KNew |
$603K - $733K
|
11.3K
$697K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.2K+ 163.93% |
$599K - $729K
|
18K
$1.11M
|