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 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
375+ 0.74% |
$21K - $24.2K
|
51.2K
$3.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
370+ 33.64% |
$20.8K - $23.9K
|
1.47K
$96.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
354+ 6.06% |
$19.9K - $22.8K
|
6.19K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
354+ 1.97% |
$19.9K - $22.8K
|
18.3K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
348New |
$19.5K - $22.5K
|
348
$22.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
345+ 0.78% |
$19.4K - $22.3K
|
44.8K
$2.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
329+ 3.72% |
$18.5K - $21.2K
|
9.17K
$600K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
327+ 1.51% |
$18.4K - $21.1K
|
22K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
322+ 631.37% |
$18.1K - $20.8K
|
373
$24.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
318+ 3.12% |
$17.8K - $20.5K
|
10.5K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
309+ 2.25% |
$17.3K - $19.9K
|
14.1K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
305New |
$17.1K - $19.7K
|
305
$20K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.49% |
$16.8K - $19.4K
|
61.6K
$4.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
296+ 0.79% |
$16.6K - $19.1K
|
37.8K
$2.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
294+ 8.67% |
$16.5K - $19K
|
3.69K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
288+ 4.19% |
$16.2K - $18.6K
|
7.17K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
275+ 1.21% |
$15.4K - $17.7K
|
23.1K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
275+ 7.57% |
$15.4K - $17.7K
|
3.91K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
268+ 7.73% |
$15K - $17.3K
|
3.74K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
266+ 14.87% |
$14.9K - $17.2K
|
2.06K
$135K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
265+ 1.76% |
$14.9K - $17.1K
|
15.3K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
261+ 1.17% |
$14.6K - $16.8K
|
22.5K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
261+ 253.4% |
$14.6K - $16.8K
|
364
$23.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
245+ 4.16% |
$13.7K - $15.8K
|
6.14K
$402K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
238+ 56.4% |
$13.4K - $15.4K
|
660
$43.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
237+ 34.75% |
$13.3K - $15.3K
|
919
$60.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
233+ 14.75% |
$13.1K - $15K
|
1.81K
$119K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
232+ 0.48% |
$13K - $15K
|
48.9K
$3.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
228+ 7.64% |
$12.8K - $14.7K
|
3.21K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
205+ 5.12% |
$11.5K - $13.2K
|
4.21K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
201+ 2.25% |
$11.3K - $13K
|
9.14K
$599K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
198+ 2.56% |
$11.1K - $12.8K
|
7.93K
$519K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
193+ 22.95% |
$10.8K - $12.5K
|
1.03K
$67.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
190+ 0.17% |
$10.7K - $12.3K
|
113K
$7.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
187+ 6.33% |
$10.5K - $12.1K
|
3.14K
$205K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
186+ 3.33% |
$10.4K - $12K
|
5.78K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
181+ 1.53% |
$10.2K - $11.7K
|
12K
$786K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
180+ 0.63% |
$10.1K - $11.6K
|
28.7K
$1.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
178+ 0.56% |
$9.99K - $11.5K
|
32.2K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
178+ 2.86% |
$9.99K - $11.5K
|
6.4K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
153+ 0.32% |
$8.59K - $9.87K
|
48.1K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
153+ 1.98% |
$8.59K - $9.87K
|
7.86K
$515K
|
|
|
Aug 14, 2025
Q2 2025
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
150+ 1.18% |
$8.42K - $9.68K
|
12.9K
$842K
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
BUY
|
- |
150+ 0.19% |
$8.42K - $9.68K
|
77.7K
$5.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
146+ 2.13% |
$8.19K - $9.42K
|
7.01K
$459K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
146+ 1.16% |
$8.19K - $9.42K
|
12.7K
$831K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
144New |
$8.08K - $9.29K
|
144
$9.43K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
143+ 4.06% |
$8.03K - $9.23K
|
3.67K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
138+ 4.0% |
$7.74K - $8.91K
|
3.58K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
132+ 0.8% |
$7.41K - $8.52K
|
16.7K
$1.09M
|