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 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.27K+ 18.17% |
$71.4K - $82.1K
|
8.28K
$542K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.27K+ 0.48% |
$71.4K - $82.1K
|
268K
$17.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.26K+ 3.94% |
$70.8K - $81.4K
|
33.3K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.26K+ 15.22% |
$70.7K - $81.3K
|
9.54K
$624K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.19K+ 18.92% |
$66.8K - $76.8K
|
7.48K
$490K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.18K+ 10.89% |
$65.9K - $75.8K
|
12K
$783K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.17K+ 25.83% |
$65.7K - $75.5K
|
5.7K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.09K+ 16.45% |
$61.3K - $70.5K
|
7.73K
$506K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.08K+ 22.61% |
$60.7K - $69.8K
|
5.87K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01K+ 17.9% |
$56.8K - $65.3K
|
6.67K
$436K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1K+ 12.15% |
$56.1K - $64.5K
|
9.23K
$604K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
976+ 8.07% |
$54.8K - $63K
|
13.1K
$855K
|
|
|
Aug 04, 2025
Q2 2025
|
Presima Inc.
|
BUY
|
- |
932+ 2.83% |
$52.3K - $60.1K
|
33.8K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
927+ 14.86% |
$52K - $59.8K
|
7.17K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
926+ 15.95% |
$52K - $59.8K
|
6.73K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
923+ 3.77% |
$51.8K - $59.6K
|
25.4K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
893+ 9.37% |
$50.1K - $57.6K
|
10.4K
$683K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
870New |
$48.8K - $56.1K
|
870
$57K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
795+ 3.62% |
$44.6K - $51.3K
|
22.8K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
780+ 11.69% |
$43.8K - $50.3K
|
7.45K
$488K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
765+ 6.97% |
$42.9K - $49.4K
|
11.7K
$769K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
735New |
$41.2K - $47.4K
|
735
$48.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
726+ 30.45% |
$40.7K - $46.8K
|
3.11K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
717+ 27.9% |
$40.2K - $46.3K
|
3.29K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
714+ 1.13% |
$40.1K - $46.1K
|
64K
$4.19M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
669+ 1.81% |
$37.5K - $43.2K
|
37.6K
$2.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
653+ 11.95% |
$36.6K - $42.1K
|
6.12K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
642New |
$36K - $41.4K
|
642
$42K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
640+ 0.32% |
$35.9K - $41.3K
|
204K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
613+ 8.45% |
$34.4K - $39.6K
|
7.87K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
581+ 6.12% |
$32.6K - $37.5K
|
10.1K
$660K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
575+ 17.29% |
$32.3K - $37.1K
|
3.9K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
555+ 7.29% |
$31.1K - $35.8K
|
8.16K
$534K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
547+ 2.36% |
$30.7K - $35.3K
|
23.8K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
531+ 1.85% |
$29.8K - $34.3K
|
29.2K
$1.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
527+ 34.67% |
$29.6K - $34K
|
2.05K
$134K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
518+ 5.14% |
$29.1K - $33.4K
|
10.6K
$693K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
511+ 12.48% |
$28.7K - $33K
|
4.61K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
504+ 1.42% |
$28.3K - $32.5K
|
35.9K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
500+ 2.77% |
$28.1K - $32.3K
|
18.5K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
477New |
$26.8K - $30.8K
|
477
$31.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
460+ 34.07% |
$25.8K - $29.7K
|
1.81K
$118K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
455New |
$25.5K - $29.4K
|
455
$29.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
455+ 53.53% |
$25.5K - $29.4K
|
1.31K
$85.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
436+ 11.03% |
$24.5K - $28.1K
|
4.39K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
417+ 5.87% |
$23.4K - $26.9K
|
7.53K
$493K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
414+ 1.08% |
$23.2K - $26.7K
|
38.7K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
403+ 41.21% |
$22.6K - $26K
|
1.38K
$90.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
384+ 4.12% |
$21.6K - $24.8K
|
9.71K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
380+ 26.3% |
$21.3K - $24.5K
|
1.83K
$119K
|