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 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
1+ 1.27% |
$56.1 - $64.5
|
80
$5.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1+ 0.03% |
$56.1 - $64.5
|
4K
$262K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.41% |
$56.1 - $64.5
|
246
$16.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2- 2.17% |
$112 - $129
|
90
$5.89K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.14% |
$112 - $129
|
1.44K
$93.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-4Closed |
$224 - $258
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5- 3.6% |
$281 - $323
|
134
$8.77K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6- 0.09% |
$337 - $387
|
6.9K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-7- 6.03% |
$393 - $452
|
109
$7.14K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 20.51% |
$449 - $516
|
31
$2.03K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-8- 0.56% |
$449 - $516
|
1.43K
$93.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-10- 55.56% |
$561 - $645
|
8
$524
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-11- 0.07% |
$617 - $710
|
15.3K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-16- 84.21% |
$898 - $1.03K
|
3
$196
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-16- 0.16% |
$898 - $1.03K
|
10.3K
$673K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-16- 12.21% |
$898 - $1.03K
|
115
$7.53K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.39% |
$954 - $1.1K
|
4.29K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 4.25% |
$1.01K - $1.16K
|
406
$26.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19- 2.92% |
$1.07K - $1.23K
|
632
$41.4K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-19- 0.45% |
$1.07K - $1.23K
|
4.21K
$276K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-26- 0.76% |
$1.46K - $1.68K
|
3.4K
$222K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-28- 0.02% |
$1.57K - $1.81K
|
132K
$8.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-37- 0.83% |
$2.08K - $2.39K
|
4.44K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-46- 4.77% |
$2.58K - $2.97K
|
919
$60.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-50- 1.01% |
$2.81K - $3.23K
|
4.91K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-55- 1.8% |
$3.09K - $3.55K
|
3K
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-56- 1.03% |
$3.14K - $3.61K
|
5.36K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-59- 1.53% |
$3.31K - $3.81K
|
3.79K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-60- 0.11% |
$3.37K - $3.87K
|
57K
$3.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-65Closed |
$3.65K - $4.19K
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-70- 0.18% |
$3.93K - $4.52K
|
39.5K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-70- 0.13% |
$3.93K - $4.52K
|
52.8K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-76- 2.49% |
$4.27K - $4.9K
|
2.98K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-83- 0.6% |
$4.66K - $5.36K
|
13.7K
$897K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-98- 2.51% |
$5.5K - $6.32K
|
3.81K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-99- 2.29% |
$5.56K - $6.39K
|
4.23K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-99- 2.07% |
$5.56K - $6.39K
|
4.69K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 7.59% |
$5.61K - $6.45K
|
1.22K
$79.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-108- 1.3% |
$6.06K - $6.97K
|
8.18K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-109- 0.87% |
$6.12K - $7.03K
|
12.5K
$816K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-114- 0.94% |
$6.4K - $7.36K
|
12K
$782K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-116- 3.34% |
$6.51K - $7.49K
|
3.35K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-124- 1.56% |
$6.96K - $8K
|
7.84K
$513K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-128- 1.68% |
$7.18K - $8.26K
|
7.49K
$490K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-133- 1.75% |
$7.46K - $8.58K
|
7.45K
$488K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-136- 3.3% |
$7.63K - $8.78K
|
3.98K
$260K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-140- 1.07% |
$7.86K - $9.03K
|
12.9K
$848K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-141- 0.82% |
$7.91K - $9.1K
|
17.1K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-141- 2.47% |
$7.91K - $9.1K
|
5.58K
$365K
|