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 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-686- 0.59% |
$38.5K - $44.3K
|
116K
$7.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-694- 77.54% |
$38.9K - $44.8K
|
201
$13.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-700- 14.81% |
$39.3K - $45.2K
|
4.03K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-709- 2.42% |
$39.8K - $45.8K
|
28.6K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-716- 48.31% |
$40.2K - $46.2K
|
766
$50.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-755- 3.14% |
$42.4K - $48.7K
|
23.3K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-766- 6.37% |
$43K - $49.4K
|
11.3K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-805- 0.7% |
$45.2K - $51.9K
|
114K
$7.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-812- 7.36% |
$45.6K - $52.4K
|
10.2K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-819- 1.04% |
$46K - $52.9K
|
77.6K
$5.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-821- 7.24% |
$46.1K - $53K
|
10.5K
$688K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-843- 16.7% |
$47.3K - $54.4K
|
4.21K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-843- 0.64% |
$47.3K - $54.4K
|
131K
$8.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-847- 2.67% |
$47.5K - $54.7K
|
30.9K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-862- 5.19% |
$48.4K - $55.6K
|
15.8K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-880- 15.07% |
$49.4K - $56.8K
|
4.96K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-900- 14.45% |
$50.5K - $58.1K
|
5.33K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-901- 20.04% |
$50.6K - $58.1K
|
3.6K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-904- 0.7% |
$50.7K - $58.3K
|
129K
$8.43M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-909- 6.15% |
$51K - $58.7K
|
13.9K
$909K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-916- 10.69% |
$51.4K - $59.1K
|
7.66K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-929- 7.11% |
$52.1K - $59.9K
|
12.1K
$794K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-929- 4.93% |
$52.1K - $59.9K
|
17.9K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-936- 10.9% |
$52.5K - $60.4K
|
7.65K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-947- 22.51% |
$53.1K - $61.1K
|
3.26K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-952- 10.52% |
$53.4K - $61.4K
|
8.1K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-953- 18.11% |
$53.5K - $61.5K
|
4.31K
$282K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-980- 3.56% |
$55K - $63.2K
|
26.6K
$1.74M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.03K- 2.24% |
$57.6K - $66.2K
|
44.7K
$2.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.05K- 22.55% |
$58.9K - $67.7K
|
3.6K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 2.21% |
$59.3K - $68.1K
|
46.8K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.06K- 14.73% |
$59.5K - $68.5K
|
6.14K
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.11K- 19.01% |
$62.2K - $71.5K
|
4.72K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-1.13K- 2.43% |
$63.1K - $72.6K
|
45.2K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.14K- 9.42% |
$64K - $73.6K
|
11K
$717K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.27K- 8.2% |
$71.1K - $81.8K
|
14.2K
$928K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.3K- 15.31% |
$72.7K - $83.6K
|
7.17K
$469K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 1.87% |
$73.9K - $84.9K
|
69K
$4.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.33K- 11.57% |
$74.5K - $85.7K
|
10.1K
$664K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.33K- 2.65% |
$74.8K - $86K
|
49K
$3.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.34K- 1.58% |
$75K - $86.2K
|
83.2K
$5.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 0.92% |
$75.3K - $86.5K
|
145K
$9.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.37K- 19.35% |
$76.7K - $88.1K
|
5.69K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.38K- 2.08% |
$77.2K - $88.7K
|
64.6K
$4.23M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.46K- 3.66% |
$81.7K - $93.9K
|
38.3K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.46K- 22.32% |
$82K - $94.3K
|
5.09K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.5K- 80.04% |
$84.4K - $97.1K
|
375
$24.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.64K- 55.1% |
$91.9K - $106K
|
1.33K
$87.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.64K- 9.69% |
$92K - $106K
|
15.3K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.64K- 24.43% |
$92.1K - $106K
|
5.08K
$332K
|