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
|
Townsquare Capital LLC
|
BUY
|
- |
3.23K+ 24.07% |
$173K - $210K
|
16.7K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.23K+ 0.1% |
$173K - $210K
|
3.17M
$196M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.22KNew |
$172K - $210K
|
3.22K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.22KNew |
$172K - $209K
|
3.22K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.16K+ 11.14% |
$169K - $206K
|
31.5K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
3.09K+ 2.79% |
$166K - $201K
|
114K
$7.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.09K+ 16.36% |
$165K - $201K
|
22K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.04K+ 8.99% |
$163K - $198K
|
36.9K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3K+ 46.41% |
$160K - $195K
|
9.45K
$584K
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.99K+ 3.29% |
$160K - $195K
|
93.9K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.99K+ 15.7% |
$160K - $194K
|
22K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 109.75% |
$153K - $186K
|
5.46K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
2.74KNew |
$146K - $178K
|
2.74K
$169K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.6K+ 34.87% |
$139K - $169K
|
10.1K
$622K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.54K+ 20.24% |
$136K - $165K
|
15.1K
$933K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.51K+ 16.45% |
$134K - $163K
|
17.8K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.45K+ 40.92% |
$131K - $160K
|
8.45K
$522K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.43K+ 0.78% |
$130K - $158K
|
316K
$19.5M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.38KNew |
$128K - $155K
|
2.38K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.31K+ 38.79% |
$124K - $150K
|
8.28K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 7.19% |
$124K - $150K
|
34.5K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.29K+ 7.69% |
$122K - $149K
|
32.1K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.24K+ 18.23% |
$120K - $146K
|
14.5K
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
2.22K+ 29.46% |
$119K - $144K
|
9.75K
$602K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.18KNew |
$116K - $142K
|
2.18K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.11K+ 0.5% |
$113K - $137K
|
424K
$26.2M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.09K+ 2.04% |
$112K - $136K
|
104K
$6.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
2.07K+ 2.75% |
$111K - $135K
|
77.5K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.02K+ 4.15% |
$108K - $132K
|
50.8K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.01K+ 1.55% |
$107K - $131K
|
132K
$8.13M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.85K+ 5.61% |
$98.9K - $120K
|
34.8K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 10.52% |
$98.3K - $119K
|
19.3K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.83K+ 34.72% |
$98K - $119K
|
7.11K
$439K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.77K+ 0.35% |
$94.6K - $115K
|
503K
$31.1M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.77K+ 3.53% |
$94.5K - $115K
|
51.8K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.76K+ 9.27% |
$94.3K - $115K
|
20.8K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 22.76% |
$93K - $113K
|
9.38K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
1.73K+ 1.39% |
$92.4K - $112K
|
126K
$7.78M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.73K+ 1.07% |
$92.3K - $112K
|
163K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.71K+ 37.98% |
$91.6K - $111K
|
6.22K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.69K+ 8.01% |
$90.6K - $110K
|
22.8K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.65K+ 101.73% |
$88.3K - $107K
|
3.27K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.64K+ 45.45% |
$88K - $107K
|
5.26K
$325K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.64K+ 32.33% |
$87.8K - $107K
|
6.72K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.64K+ 0.25% |
$87.5K - $106K
|
664K
$41M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.61K+ 162.1% |
$86K - $105K
|
2.6K
$161K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.58KNew |
$84.5K - $103K
|
1.58K
$97.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.44K+ 13.55% |
$77.1K - $93.8K
|
12.1K
$747K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.42K+ 32.31% |
$76.1K - $92.6K
|
5.83K
$360K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.35KNew |
$72.2K - $87.8K
|
1.35K
$83.4K
|