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 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$214 - $260
|
4
$250
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.0% |
$161 - $195
|
117K
$7.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.55% |
$107 - $130
|
131
$8.18K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.71% |
$53.5 - $65.1
|
141
$8.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 1.43% |
$53.5 - $65.1
|
71
$4.43K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$53.5 - $65.1
|
708
$44.2K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.05% |
$107 - $130
|
4.15K
$259K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 0.31% |
$321 - $390
|
1.94K
$121K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-17- 0.15% |
$910 - $1.11K
|
11K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-23- 0.15% |
$1.23K - $1.5K
|
15.1K
$940K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 42.37% |
$1.34K - $1.63K
|
34
$2.12K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-29- 0.58% |
$1.55K - $1.89K
|
4.93K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-34- 2.31% |
$1.82K - $2.21K
|
1.44K
$89.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-35- 0.59% |
$1.87K - $2.28K
|
5.89K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-62- 4.5% |
$3.32K - $4.03K
|
1.32K
$82.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-68- 4.37% |
$3.64K - $4.42K
|
1.49K
$92.8K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-72- 1.25% |
$3.85K - $4.68K
|
5.68K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-90- 0.81% |
$4.82K - $5.85K
|
11K
$687K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-98- 13.08% |
$5.24K - $6.37K
|
651
$40.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 3.58% |
$5.35K - $6.51K
|
2.69K
$168K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-100- 0.96% |
$5.35K - $6.51K
|
10.3K
$643K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-107- 2.55% |
$5.72K - $6.96K
|
4.09K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-107- 2.21% |
$5.72K - $6.96K
|
4.74K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-110- 0.25% |
$5.89K - $7.16K
|
44.5K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-119- 0.22% |
$6.37K - $7.74K
|
52.8K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-158- 4.48% |
$8.45K - $10.3K
|
3.37K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-167- 19.67% |
$8.93K - $10.9K
|
682
$42.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-175- 0.5% |
$9.36K - $11.4K
|
34.6K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-200- 3.72% |
$10.7K - $13K
|
5.18K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-211- 0.56% |
$11.3K - $13.7K
|
37.5K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-218- 1.78% |
$11.7K - $14.2K
|
12K
$751K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-237- 3.37% |
$12.7K - $15.4K
|
6.8K
$424K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-244- 2.44% |
$13.1K - $15.9K
|
9.76K
$609K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-254- 0.4% |
$13.6K - $16.5K
|
63.3K
$3.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-259- 3.24% |
$13.9K - $16.8K
|
7.74K
$483K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-300- 6.74% |
$16.1K - $19.5K
|
4.15K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-341- 0.52% |
$18.2K - $22.2K
|
65.4K
$4.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-343- 1.56% |
$18.4K - $22.3K
|
21.7K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-368- 4.23% |
$19.7K - $23.9K
|
8.33K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-389- 1.37% |
$20.8K - $25.3K
|
28K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-418- 7.11% |
$22.4K - $27.2K
|
5.46K
$341K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-450- 9.61% |
$24.1K - $29.3K
|
4.23K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-460- 6.45% |
$24.6K - $29.9K
|
6.67K
$417K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-500- 12.66% |
$26.8K - $32.5K
|
3.45K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-504- 3.18% |
$27K - $32.8K
|
15.3K
$957K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-510- 96.05% |
$27.3K - $33.2K
|
21
$1.31K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-532- 11.79% |
$28.5K - $34.6K
|
3.98K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-539- 3.4% |
$28.8K - $35.1K
|
15.3K
$955K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-548- 84.18% |
$29.3K - $35.6K
|
103
$6.43K
|