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 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 22.31% |
$5.89K - $7.16K
|
603
$39.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
109+ 0.63% |
$5.83K - $7.09K
|
17.3K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
100+ 1.63% |
$5.35K - $6.51K
|
6.23K
$408K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 13.5% |
$5.35K - $6.51K
|
841
$55.1K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 7.42% |
$5.35K - $6.51K
|
1.45K
$94.8K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
87New |
$4.65K - $5.66K
|
87
$5.7K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
86New |
$4.6K - $5.59K
|
86
$5.63K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
84+ 2.18% |
$4.49K - $5.46K
|
3.95K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
82New |
$4.39K - $5.33K
|
82
$5.37K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80+ 123.08% |
$4.28K - $5.2K
|
145
$9.49K
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
79New |
$4.23K - $5.14K
|
79
$5.17K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
75+ 1.5% |
$4.01K - $4.88K
|
5.07K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
73+ 1.59% |
$3.91K - $4.75K
|
4.65K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 1.58% |
$3.58K - $4.36K
|
4.31K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
67+ 0.07% |
$3.58K - $4.36K
|
95.7K
$6.27M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65New |
$3.48K - $4.23K
|
65
$4.25K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
65+ 0.4% |
$3.48K - $4.23K
|
16.4K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
63+ 0.56% |
$3.37K - $4.1K
|
11.3K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
60+ 0.1% |
$3.21K - $3.9K
|
58.5K
$3.83M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
56+ 3.85% |
$3K - $3.64K
|
1.51K
$98.8K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54+ 0.55% |
$2.89K - $3.51K
|
9.9K
$648K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
54+ 142.11% |
$2.89K - $3.51K
|
92
$6.02K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47New |
$2.51K - $3.06K
|
47
$3.08K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
42+ 1.02% |
$2.25K - $2.73K
|
4.14K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38+ 0.05% |
$2.03K - $2.47K
|
78.4K
$5.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
37+ 17.79% |
$1.98K - $2.41K
|
245
$16K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.28% |
$1.98K - $2.41K
|
13.1K
$855K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
36+ 0.27% |
$1.93K - $2.34K
|
13.3K
$868K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36New |
$1.93K - $2.34K
|
36
$2.36K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31+ 0.53% |
$1.66K - $2.02K
|
5.84K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
30+ 0.67% |
$1.61K - $1.95K
|
4.53K
$297K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
29+ 0.42% |
$1.55K - $1.89K
|
6.87K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.28K - $1.56K
|
24
$1.57K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
23+ 0.2% |
$1.23K - $1.5K
|
11.5K
$751K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.36% |
$1.18K - $1.43K
|
6.21K
$406K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22New |
$1.18K - $1.43K
|
22
$1.44K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
21+ 0.08% |
$1.12K - $1.37K
|
26.6K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
21+ 0.04% |
$1.12K - $1.37K
|
48.7K
$3.19M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20+ 1.58% |
$1.07K - $1.3K
|
1.29K
$84.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20+ 0.21% |
$1.07K - $1.3K
|
9.67K
$633K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 5.38% |
$1.02K - $1.24K
|
372
$24.4K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
19New |
$1.02K - $1.24K
|
19
$1.24K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$963 - $1.17K
|
18
$1.18K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
17+ 1.68% |
$910 - $1.11K
|
1.03K
$67.5K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 50.0% |
$910 - $1.11K
|
51
$3.34K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15+ 0.3% |
$803 - $976
|
4.95K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15+ 0.04% |
$803 - $976
|
35.9K
$2.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 0.63% |
$803 - $976
|
2.38K
$156K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
13+ 0.17% |
$696 - $846
|
7.62K
$499K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 5.06% |
$642 - $781
|
249
$16.3K
|