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 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-161- 3.88% |
$9.04K - $10.4K
|
3.99K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-165- 3.45% |
$9.26K - $10.6K
|
4.62K
$302K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-167- 57.19% |
$9.37K - $10.8K
|
125
$8.18K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-168- 1.16% |
$9.43K - $10.8K
|
14.4K
$941K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-170- 0.33% |
$9.54K - $11K
|
51.6K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-171- 2.52% |
$9.6K - $11K
|
6.63K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-173- 0.48% |
$9.71K - $11.2K
|
35.7K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 4.71% |
$9.76K - $11.2K
|
3.52K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-183- 5.43% |
$10.3K - $11.8K
|
3.19K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-184- 1.78% |
$10.3K - $11.9K
|
10.2K
$665K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-194- 6.55% |
$10.9K - $12.5K
|
2.77K
$181K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-199- 13.74% |
$11.2K - $12.8K
|
1.25K
$81.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-206- 5.03% |
$11.6K - $13.3K
|
3.89K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-211- 0.08% |
$11.8K - $13.6K
|
252K
$16.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-211- 0.96% |
$11.8K - $13.6K
|
21.9K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-220- 1.94% |
$12.3K - $14.2K
|
11.1K
$727K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-239- 2.3% |
$13.4K - $15.4K
|
10.2K
$665K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-253- 2.29% |
$14.2K - $16.3K
|
10.8K
$707K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-264- 5.81% |
$14.8K - $17K
|
4.28K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-266- 2.73% |
$14.9K - $17.2K
|
9.48K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-268- 0.77% |
$15K - $17.3K
|
34.5K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-270- 0.7% |
$15.2K - $17.4K
|
38.2K
$2.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-279- 4.5% |
$15.7K - $18K
|
5.92K
$388K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-281- 30.38% |
$15.8K - $18.1K
|
644
$42.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-283- 6.83% |
$15.9K - $18.3K
|
3.86K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-285- 1.13% |
$16K - $18.4K
|
24.9K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-316- 1.43% |
$17.7K - $20.4K
|
21.8K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-324- 0.76% |
$18.2K - $20.9K
|
42.1K
$2.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-329- 6.95% |
$18.5K - $21.2K
|
4.41K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-332- 7.44% |
$18.6K - $21.4K
|
4.13K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-336- 3.58% |
$18.9K - $21.7K
|
9.04K
$592K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-353- 7.75% |
$19.8K - $22.8K
|
4.2K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-355- 39.36% |
$19.9K - $22.9K
|
547
$35.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-378- 63.21% |
$21.2K - $24.4K
|
220
$14.4K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-384- 1.44% |
$21.6K - $24.8K
|
26.2K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-393- 0.27% |
$22.1K - $25.4K
|
148K
$9.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-400- 29.61% |
$22.4K - $25.8K
|
951
$62.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-400- 5.6% |
$22.4K - $25.8K
|
6.74K
$441K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-409- 6.49% |
$23K - $26.4K
|
5.89K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-441- 80.92% |
$24.7K - $28.5K
|
104
$6.81K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-449- 10.81% |
$25.2K - $29K
|
3.71K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-480- 4.11% |
$26.9K - $31K
|
11.2K
$734K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-496- 2.09% |
$27.8K - $32K
|
23.2K
$1.52M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-522- 9.93% |
$29.3K - $33.7K
|
4.74K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-540- 1.46% |
$30.3K - $34.8K
|
36.5K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-544- 1.26% |
$30.5K - $35.1K
|
42.5K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-578- 9.18% |
$32.4K - $37.3K
|
5.72K
$374K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-637- 11.71% |
$35.7K - $41.1K
|
4.8K
$314K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-655- 4.5% |
$36.8K - $42.3K
|
13.9K
$910K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-658- 1.42% |
$36.9K - $42.5K
|
45.7K
$2.99M
|