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 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
144New |
$8.08K - $9.29K
|
144
$9.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
143+ 4.06% |
$8.03K - $9.23K
|
3.67K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
138+ 4.0% |
$7.74K - $8.91K
|
3.58K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
132+ 0.8% |
$7.41K - $8.52K
|
16.7K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
128+ 0.28% |
$7.18K - $8.26K
|
45.6K
$3.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
126+ 36.31% |
$7.07K - $8.13K
|
473
$31.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
125+ 1.24% |
$7.02K - $8.07K
|
10.2K
$672K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
124New |
$6.96K - $8K
|
124
$8.18K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
122+ 1.11% |
$6.85K - $7.87K
|
11.1K
$735K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
122+ 21.33% |
$6.85K - $7.87K
|
694
$45.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
121+ 144.05% |
$6.79K - $7.81K
|
205
$13.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
116+ 2.79% |
$6.51K - $7.49K
|
4.28K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
113New |
$6.34K - $7.29K
|
113
$7.46K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
112New |
$6.29K - $7.23K
|
112
$7.39K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
106+ 5.12% |
$5.95K - $6.84K
|
2.18K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
105+ 1.15% |
$5.89K - $6.78K
|
9.27K
$612K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
102+ 0.03% |
$5.72K - $6.58K
|
328K
$21.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
95+ 65.07% |
$5.33K - $6.13K
|
241
$15.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
95+ 0.97% |
$5.33K - $6.13K
|
9.84K
$650K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
93+ 0.89% |
$5.22K - $6K
|
10.5K
$694K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
92+ 1.24% |
$5.16K - $5.94K
|
7.52K
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
87New |
$4.88K - $5.61K
|
87
$5.74K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
84+ 1.46% |
$4.71K - $5.42K
|
5.85K
$386K
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
84+ 1.54% |
$4.71K - $5.42K
|
5.55K
$367K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
82+ 8.96% |
$4.6K - $5.29K
|
997
$65.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
78+ 1.58% |
$4.38K - $5.03K
|
5.01K
$331K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
76+ 0.46% |
$4.27K - $4.9K
|
16.5K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
74+ 1.46% |
$4.15K - $4.78K
|
5.14K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
70+ 1.87% |
$3.93K - $4.52K
|
3.82K
$252K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
67+ 1.12% |
$3.76K - $4.32K
|
6.06K
$400K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
65+ 2.37% |
$3.65K - $4.19K
|
2.8K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
62+ 1.1% |
$3.48K - $4K
|
5.69K
$376K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
60+ 0.69% |
$3.37K - $3.87K
|
8.76K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.6% |
$3.31K - $3.81K
|
9.96K
$657K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55+ 0.65% |
$3.09K - $3.55K
|
8.51K
$561K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 9.12% |
$3.09K - $3.55K
|
658
$43.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 1.1% |
$3.03K - $3.48K
|
4.96K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
53+ 0.75% |
$2.97K - $3.42K
|
7.12K
$470K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50New |
$2.81K - $3.23K
|
50
$3.3K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
50+ 0.45% |
$2.81K - $3.23K
|
11.2K
$737K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48+ 19.28% |
$2.69K - $3.1K
|
297
$19.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
45New |
$2.53K - $2.9K
|
45
$2.97K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
44+ 1.26% |
$2.47K - $2.84K
|
3.54K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
43+ 60.56% |
$2.41K - $2.77K
|
114
$7.52K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
43+ 0.17% |
$2.41K - $2.77K
|
25.7K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
40+ 1.03% |
$2.24K - $2.58K
|
3.92K
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
40New |
$2.24K - $2.58K
|
40
$2.64K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38+ 0.23% |
$2.13K - $2.45K
|
16.9K
$1.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37+ 1.56% |
$2.08K - $2.39K
|
2.42K
$159K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 14.06% |
$2.02K - $2.32K
|
292
$19.3K
|