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 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.16% |
$32.1K - $39K
|
52.4K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
543+ 7.72% |
$29.1K - $35.3K
|
7.58K
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
537+ 0.9% |
$28.7K - $34.9K
|
60.2K
$3.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
490+ 11.46% |
$26.2K - $31.9K
|
4.77K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
421New |
$22.5K - $27.4K
|
421
$26.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
377+ 9.02% |
$20.2K - $24.5K
|
4.56K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
368+ 8.99% |
$19.7K - $23.9K
|
4.46K
$278K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
361+ 0.16% |
$19.3K - $23.5K
|
224K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
348New |
$18.6K - $22.6K
|
348
$21.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
320+ 5.93% |
$17.1K - $20.8K
|
5.72K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
284+ 4.29% |
$15.2K - $18.5K
|
6.91K
$431K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
265+ 0.1% |
$14.2K - $17.2K
|
266K
$16.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
168+ 4.22% |
$8.99K - $10.9K
|
4.15K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
163+ 6.99% |
$8.72K - $10.6K
|
2.5K
$156K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
159+ 1.0% |
$8.51K - $10.3K
|
16K
$999K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
154+ 1.51% |
$8.24K - $10K
|
10.3K
$646K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
152+ 3.16% |
$8.13K - $9.89K
|
4.96K
$309K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
134+ 84.81% |
$7.17K - $8.72K
|
292
$18.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
126+ 3.16% |
$6.74K - $8.2K
|
4.12K
$257K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 22.31% |
$5.89K - $7.16K
|
603
$37.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
109+ 0.63% |
$5.83K - $7.09K
|
17.3K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 7.42% |
$5.35K - $6.51K
|
1.45K
$90.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 13.5% |
$5.35K - $6.51K
|
841
$52.5K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
84+ 2.18% |
$4.49K - $5.46K
|
3.95K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80+ 123.08% |
$4.28K - $5.2K
|
145
$9.05K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 1.58% |
$3.58K - $4.36K
|
4.31K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
67+ 0.07% |
$3.58K - $4.36K
|
95.7K
$5.98M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
63+ 0.56% |
$3.37K - $4.1K
|
11.3K
$707K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
54+ 142.11% |
$2.89K - $3.51K
|
92
$5.74K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47New |
$2.51K - $3.06K
|
47
$2.93K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.28% |
$1.98K - $2.41K
|
13.1K
$816K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
37+ 17.79% |
$1.98K - $2.41K
|
245
$15.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36New |
$1.93K - $2.34K
|
36
$2.25K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
29+ 0.42% |
$1.55K - $1.89K
|
6.87K
$429K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
23+ 0.2% |
$1.23K - $1.5K
|
11.5K
$717K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22New |
$1.18K - $1.43K
|
22
$1.37K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.36% |
$1.18K - $1.43K
|
6.21K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20+ 0.21% |
$1.07K - $1.3K
|
9.67K
$604K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$963 - $1.17K
|
18
$1.12K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 50.0% |
$910 - $1.11K
|
51
$3.18K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
17+ 1.68% |
$910 - $1.11K
|
1.03K
$64.4K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15+ 0.3% |
$803 - $976
|
4.95K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 0.63% |
$803 - $976
|
2.38K
$149K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$642 - $781
|
12
$749
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 5.06% |
$642 - $781
|
249
$15.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 25.81% |
$428 - $520
|
39
$2.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$375 - $455
|
7
$437
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 0.05% |
$375 - $455
|
14.9K
$931K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 300.0% |
$321 - $390
|
8
$500
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.43% |
$214 - $260
|
925
$57.8K
|