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 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
488+ 9.49% |
$26.1K - $31.7K
|
5.63K
$348K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
486+ 6.73% |
$26K - $31.6K
|
7.71K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
459+ 11.37% |
$24.6K - $29.9K
|
4.5K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
441+ 5.0% |
$23.6K - $28.7K
|
9.26K
$572K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
440+ 4.51% |
$23.5K - $28.6K
|
10.2K
$630K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
423+ 0.34% |
$22.6K - $27.5K
|
125K
$7.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
421New |
$22.5K - $27.4K
|
421
$26K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
377+ 9.02% |
$20.2K - $24.5K
|
4.56K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
369+ 3.97% |
$19.7K - $24K
|
9.66K
$597K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
368+ 8.99% |
$19.7K - $23.9K
|
4.46K
$276K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
361+ 0.16% |
$19.3K - $23.5K
|
224K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
350+ 4.44% |
$18.7K - $22.8K
|
8.23K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
348New |
$18.6K - $22.6K
|
348
$21.5K
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
347+ 74.62% |
$18.6K - $22.6K
|
812
$50.2K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
345+ 5.14% |
$18.5K - $22.4K
|
7.06K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
334New |
$17.9K - $21.7K
|
334
$20.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
320+ 5.93% |
$17.1K - $20.8K
|
5.72K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
311+ 5.66% |
$16.6K - $20.2K
|
5.81K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
300+ 60.0% |
$16.1K - $19.5K
|
800
$49.4K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
300+ 0.46% |
$16.1K - $19.5K
|
65.4K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
284+ 4.29% |
$15.2K - $18.5K
|
6.91K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
280New |
$15K - $18.2K
|
280
$17.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
265+ 0.1% |
$14.2K - $17.2K
|
266K
$16.5M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
242+ 100.83% |
$12.9K - $15.7K
|
482
$29.8K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
228+ 2.83% |
$12.2K - $14.8K
|
8.29K
$512K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
225+ 3.72% |
$12K - $14.6K
|
6.27K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
221+ 4.19% |
$11.8K - $14.4K
|
5.49K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
219New |
$11.7K - $14.2K
|
219
$13.5K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
217+ 1.01% |
$11.6K - $14.1K
|
21.7K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
210New |
$11.2K - $13.7K
|
210
$13K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
195+ 15.68% |
$10.4K - $12.7K
|
1.44K
$88.9K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 5.02% |
$10.1K - $12.3K
|
3.95K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
185+ 2.76% |
$9.9K - $12K
|
6.88K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
169+ 1.88% |
$9.04K - $11K
|
9.17K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
168+ 4.22% |
$8.99K - $10.9K
|
4.15K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
163+ 6.99% |
$8.72K - $10.6K
|
2.5K
$154K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
159+ 1.0% |
$8.51K - $10.3K
|
16K
$988K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
154+ 1.51% |
$8.24K - $10K
|
10.3K
$639K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
152+ 3.16% |
$8.13K - $9.89K
|
4.96K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
150+ 1.26% |
$8.03K - $9.76K
|
12.1K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
138+ 48.59% |
$7.38K - $8.98K
|
422
$26.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
134+ 84.81% |
$7.17K - $8.72K
|
292
$18K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
126+ 3.16% |
$6.74K - $8.2K
|
4.12K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
126+ 2.23% |
$6.74K - $8.2K
|
5.77K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
117+ 22.08% |
$6.26K - $7.61K
|
647
$40K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
113+ 1.57% |
$6.05K - $7.35K
|
7.29K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112+ 8.4% |
$5.99K - $7.29K
|
1.45K
$89.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 22.31% |
$5.89K - $7.16K
|
603
$37.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
109+ 0.63% |
$5.83K - $7.09K
|
17.3K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 13.5% |
$5.35K - $6.51K
|
841
$52K
|