Purchases and Sales Made in Q2 2025 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
16.8K+ 52.62% |
$944K - $1.09M
|
48.8K
$3.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
11.8K+ 19.55% |
$661K - $760K
|
72K
$4.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
11.3K+ 28.26% |
$634K - $729K
|
51.2K
$3.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.68K+ 2.29% |
$319K - $366K
|
254K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
4.54K+ 3.99% |
$255K - $293K
|
118K
$7.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.99K+ 6.65% |
$224K - $257K
|
63.9K
$3.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.99K+ 1.92% |
$224K - $257K
|
211K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.69K+ 2.43% |
$94.7K - $109K
|
71.1K
$4.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
455+ 53.53% |
$25.5K - $29.4K
|
1.31K
$80.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
275+ 7.57% |
$15.4K - $17.7K
|
3.91K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
198+ 2.56% |
$11.1K - $12.8K
|
7.93K
$490K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
124New |
$6.96K - $8K
|
124
$7.66K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 0.69% |
$3.37K - $3.87K
|
8.76K
$541K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 9.12% |
$3.09K - $3.55K
|
658
$40.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$2.81K - $3.23K
|
50
$3.09K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
26New |
$1.46K - $1.68K
|
26
$1.61K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 1.0% |
$954 - $1.1K
|
1.72K
$106K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.41% |
$56.1 - $64.5
|
246
$15.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.14% |
$112 - $129
|
1.44K
$88.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19- 2.92% |
$1.07K - $1.23K
|
632
$39.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-98- 2.51% |
$5.5K - $6.32K
|
3.81K
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-133- 1.75% |
$7.46K - $8.58K
|
7.45K
$460K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-140- 1.07% |
$7.86K - $9.03K
|
12.9K
$800K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-141- 0.82% |
$7.91K - $9.1K
|
17.1K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-285- 1.13% |
$16K - $18.4K
|
24.9K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-449- 10.81% |
$25.2K - $29K
|
3.71K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 9.21% |
$136K - $156K
|
23.9K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.78K- 62.29% |
$492K - $566K
|
5.31K
$328K
|