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 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.3K+ 1.14% |
$69.6K - $84.6K
|
115K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.3K+ 11.14% |
$69.5K - $84.5K
|
13K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.29K+ 0.85% |
$68.9K - $83.8K
|
153K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.21K+ 448.89% |
$64.8K - $78.8K
|
1.48K
$91.6K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.17K+ 8.71% |
$62.4K - $75.9K
|
14.6K
$900K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.15K+ 10.45% |
$61.3K - $74.5K
|
12.1K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.14K+ 21.1% |
$61.2K - $74.4K
|
6.57K
$406K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.14K+ 37.78% |
$60.9K - $74.1K
|
4.15K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.1KNew |
$58.7K - $71.4K
|
1.1K
$67.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 26.15% |
$58.6K - $71.3K
|
5.29K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 6.13% |
$58.2K - $70.8K
|
18.8K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 20.99% |
$57.9K - $70.4K
|
6.24K
$386K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.07K+ 4.09% |
$57K - $69.3K
|
27.1K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 16.59% |
$56.5K - $68.8K
|
7.43K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.05K+ 54.56% |
$56.3K - $68.5K
|
2.98K
$184K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$56.2K - $68.4K
|
1.05K
$65K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 20.03% |
$56.2K - $68.4K
|
6.3K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.02KNew |
$54.6K - $66.4K
|
1.02K
$63.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
997+ 48.52% |
$53.3K - $64.9K
|
3.05K
$189K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
995+ 0.99% |
$53.2K - $64.7K
|
102K
$6.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
979+ 3.56% |
$52.4K - $63.7K
|
28.5K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
931+ 9.44% |
$49.8K - $60.6K
|
10.8K
$667K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
923+ 15.17% |
$49.4K - $60K
|
7.01K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
917New |
$49.1K - $59.7K
|
917
$56.7K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
901+ 1.3% |
$48.2K - $58.6K
|
70.1K
$4.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
898+ 2.46% |
$48K - $58.4K
|
37.4K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
895New |
$47.9K - $58.2K
|
895
$55.3K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
803+ 8.98% |
$43K - $52.2K
|
9.74K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
802+ 7.49% |
$42.9K - $52.2K
|
11.5K
$711K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
796+ 1.91% |
$42.6K - $51.8K
|
42.4K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
786+ 61.21% |
$42.1K - $51.1K
|
2.07K
$128K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
782+ 0.59% |
$41.8K - $50.9K
|
132K
$8.18M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
772+ 3.06% |
$41.3K - $50.2K
|
26K
$1.61M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
749+ 15.46% |
$40.1K - $48.7K
|
5.59K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
729+ 12.34% |
$39K - $47.4K
|
6.64K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
688+ 49.57% |
$36.8K - $44.8K
|
2.08K
$128K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
657+ 15.38% |
$35.1K - $42.7K
|
4.93K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
609+ 22.42% |
$32.6K - $39.6K
|
3.33K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
608New |
$32.5K - $39.6K
|
608
$37.6K
|
|
|
May 15, 2025
Q1 2025
|
Presima Inc.
|
BUY
|
- |
602+ 1.86% |
$32.2K - $39.2K
|
32.9K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 0.99% |
$32.1K - $39K
|
61.3K
$3.79M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.16% |
$32.1K - $39K
|
52.4K
$3.24M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
587+ 6.94% |
$31.4K - $38.2K
|
9.05K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
554+ 3.18% |
$29.6K - $36K
|
18K
$1.11M
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
547+ 2.29% |
$29.3K - $35.6K
|
24.5K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
543+ 7.72% |
$29.1K - $35.3K
|
7.58K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
537+ 10.23% |
$28.7K - $34.9K
|
5.79K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
537+ 0.9% |
$28.7K - $34.9K
|
60.2K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
525+ 2.65% |
$28.1K - $34.2K
|
20.3K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
490+ 11.46% |
$26.2K - $31.9K
|
4.77K
$295K
|