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 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.3K+ 1.33% |
$185K - $213K
|
252K
$16.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.22KNew |
$181K - $208K
|
3.22K
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.21KNew |
$180K - $207K
|
3.21K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.18K+ 10.07% |
$178K - $205K
|
34.7K
$2.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.16K+ 50.81% |
$177K - $204K
|
9.36K
$613K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.12K+ 16.17% |
$175K - $201K
|
22.4K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.1KNew |
$174K - $200K
|
3.1K
$203K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3.01K+ 4.6% |
$169K - $194K
|
68.4K
$4.48M
|
|
|
Aug 07, 2025
Q2 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2.76K+ 340.39% |
$155K - $178K
|
3.58K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.71K+ 83.99% |
$152K - $175K
|
5.93K
$388K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.62K+ 55.21% |
$147K - $169K
|
7.36K
$482K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.61K+ 25.94% |
$147K - $169K
|
12.7K
$830K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.6K+ 22.12% |
$146K - $168K
|
14.3K
$939K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.54K+ 12.52% |
$143K - $164K
|
22.8K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.47KNew |
$139K - $159K
|
2.47K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.43KNew |
$136K - $157K
|
2.43K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.43K+ 6.32% |
$136K - $157K
|
40.9K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
2.39K+ 8.54% |
$134K - $154K
|
30.4K
$1.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.38K+ 19.76% |
$134K - $154K
|
14.4K
$944K
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
2.35K+ 14.67% |
$132K - $152K
|
18.4K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.26K+ 3.86% |
$127K - $146K
|
60.8K
$3.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.18K+ 23.25% |
$122K - $141K
|
11.6K
$757K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.05K+ 51.61% |
$115K - $132K
|
6.01K
$394K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.05K+ 6.5% |
$115K - $132K
|
33.5K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.04K+ 9.79% |
$114K - $131K
|
22.8K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.98K+ 3.95% |
$111K - $127K
|
51.9K
$3.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.94K+ 16.85% |
$109K - $125K
|
13.4K
$880K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.85K+ 46.68% |
$104K - $119K
|
5.81K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.84KNew |
$103K - $119K
|
1.84K
$121K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.81K+ 1.83% |
$102K - $117K
|
101K
$6.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.8KNew |
$101K - $116K
|
1.8K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.79K+ 12.36% |
$101K - $116K
|
16.3K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.79K+ 277.28% |
$101K - $116K
|
2.44K
$160K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.69K+ 2.43% |
$94.7K - $109K
|
71.1K
$4.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.68K+ 23.09% |
$94.5K - $109K
|
8.98K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.68K+ 8.72% |
$94.4K - $109K
|
21K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.65K+ 33.46% |
$92.5K - $106K
|
6.58K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.58K+ 17.12% |
$88.9K - $102K
|
10.8K
$710K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.54K+ 9.65% |
$86.6K - $99.6K
|
17.5K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.5KNew |
$84.2K - $96.8K
|
1.5K
$98.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.47K+ 1.9% |
$82.6K - $94.9K
|
78.9K
$5.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.46K+ 0.22% |
$81.8K - $94.1K
|
670K
$43.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.44K+ 1.5% |
$80.5K - $92.6K
|
97K
$6.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41K+ 15.72% |
$78.9K - $90.7K
|
10.3K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.41KNew |
$78.8K - $90.7K
|
1.41K
$92K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.37K+ 9.1% |
$77.1K - $88.6K
|
16.5K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.35K+ 4.3% |
$75.6K - $86.9K
|
32.7K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.31K+ 3.79% |
$73.3K - $84.3K
|
35.8K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.3K+ 1.09% |
$73K - $83.9K
|
121K
$7.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.28K+ 0.9% |
$71.7K - $82.4K
|
144K
$9.42M
|