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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.68K- 40.45% |
$94.3K - $108K
|
2.47K
$162K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.73K- 1.1% |
$97K - $112K
|
156K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.84K- 7.07% |
$103K - $119K
|
24.2K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.92K- 36.08% |
$108K - $124K
|
3.4K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.94K- 9.77% |
$109K - $125K
|
17.9K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.96K- 28.45% |
$110K - $126K
|
4.92K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.03K- 5.59% |
$114K - $131K
|
34.3K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.11K- 2.73% |
$118K - $136K
|
75K
$4.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.23K- 5.98% |
$125K - $144K
|
35.1K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 9.21% |
$136K - $156K
|
23.9K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.5K- 19.36% |
$140K - $161K
|
10.4K
$680K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.52K- 0.69% |
$141K - $162K
|
365K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.58K- 25.21% |
$145K - $166K
|
7.64K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.64K- 10.03% |
$148K - $171K
|
23.7K
$1.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.69K- 27.83% |
$151K - $174K
|
6.97K
$456K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.75K- 7.96% |
$154K - $177K
|
31.8K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.8K- 4.48% |
$157K - $181K
|
59.7K
$3.91M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81K- 45.58% |
$158K - $181K
|
3.36K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.93K- 30.99% |
$164K - $189K
|
6.52K
$427K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.08K- 38.48% |
$173K - $199K
|
4.92K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.31K- 43.57% |
$186K - $213K
|
4.28K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-3.48K- 3.38% |
$195K - $224K
|
99.3K
$6.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.5K- 13.69% |
$196K - $226K
|
22.1K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.52K- 21.51% |
$197K - $227K
|
12.8K
$840K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.65K- 2.86% |
$205K - $236K
|
124K
$8.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.67K- 23.96% |
$206K - $237K
|
11.7K
$763K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-3.68K- 5.17% |
$206K - $237K
|
67.4K
$4.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.74K- 3.32% |
$210K - $241K
|
109K
$7.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.92K- 5.0% |
$220K - $253K
|
74.4K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.95K- 2.2% |
$222K - $255K
|
175K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4K- 4.18% |
$224K - $258K
|
91.7K
$6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.02K- 2.38% |
$225K - $259K
|
165K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.02K- 4.37% |
$226K - $260K
|
88.1K
$5.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.13K- 22.59% |
$232K - $267K
|
14.2K
$927K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.33K- 19.95% |
$243K - $279K
|
17.4K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.39K- 27.55% |
$246K - $283K
|
11.5K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.4K- 3.63% |
$247K - $284K
|
117K
$7.65M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-4.76K- 10.64% |
$267K - $307K
|
40K
$2.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.94K- 21.11% |
$277K - $318K
|
18.4K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-4.97K- 52.29% |
$279K - $321K
|
4.54K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-5.23K- 4.62% |
$293K - $337K
|
108K
$7.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-5.84K- 93.48% |
$328K - $377K
|
407
$26.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6K- 8.54% |
$337K - $387K
|
64.3K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.05K- 46.7% |
$340K - $390K
|
6.91K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-6.17K- 61.67% |
$346K - $398K
|
3.83K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-6.33K- 7.51% |
$355K - $409K
|
78K
$5.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.75K- 37.96% |
$379K - $436K
|
11K
$722K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.92K- 1.37% |
$388K - $446K
|
496K
$32.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.14K- 65.0% |
$400K - $460K
|
3.84K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-7.4K- 17.69% |
$415K - $478K
|
34.4K
$2.25M
|