Purchases and Sales Made in Q3 2025 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
353K+ 1973.52% |
$21.7M - $24.3M
|
371K
$24.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
206K+ 3417.88% |
$12.7M - $14.2M
|
212K
$14M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
170K+ 149.84% |
$10.4M - $11.7M
|
283K
$18.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
163KNew |
$9.99M - $11.2M
|
163K
$10.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
146KNew |
$8.95M - $10M
|
146K
$9.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
98.7K+ 46.67% |
$6.05M - $6.78M
|
310K
$20.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
55.4K+ 1.49% |
$3.4M - $3.81M
|
3.77M
$249M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
39.3K+ 15.49% |
$2.41M - $2.7M
|
293K
$19.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17.8K+ 9.35% |
$1.09M - $1.23M
|
209K
$13.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
15.1KNew |
$924K - $1.04M
|
15.1K
$995K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
14.1K+ 14.14% |
$864K - $969K
|
114K
$7.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
11.8K+ 24.24% |
$725K - $812K
|
60.6K
$4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.8K+ 49.4% |
$662K - $742K
|
32.7K
$2.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
10.7KNew |
$655K - $734K
|
10.7K
$705K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 43.13% |
$631K - $708K
|
34.2K
$2.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.92K+ 89.93% |
$608K - $681K
|
20.9K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
9.9KNew |
$607K - $680K
|
9.9K
$653K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.44KNew |
$579K - $649K
|
9.44K
$623K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
7.8KNew |
$478K - $536K
|
7.8K
$515K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
7.71KNew |
$473K - $530K
|
7.71K
$509K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.33KNew |
$449K - $504K
|
7.33K
$484K
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
6.96K+ 5.75% |
$426K - $478K
|
128K
$8.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.57K+ 8.32% |
$402K - $451K
|
85.5K
$5.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
6.4K+ 2.54% |
$392K - $440K
|
259K
$17.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.67KNew |
$348K - $390K
|
5.67K
$374K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.45K+ 11.33% |
$334K - $375K
|
53.6K
$3.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
5.27KNew |
$323K - $362K
|
5.27K
$348K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
$321K - $360K
|
5.23K
$345K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.93K+ 0.74% |
$302K - $339K
|
675K
$44.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.82K+ 64.47% |
$295K - $331K
|
12.3K
$812K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.76KNew |
$292K - $327K
|
4.76K
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.82K+ 22.07% |
$234K - $262K
|
21.1K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.64K+ 22.07% |
$223K - $250K
|
20.1K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.59KNew |
$220K - $246K
|
3.59K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.49K+ 11.29% |
$214K - $240K
|
34.4K
$2.27M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.35KNew |
$205K - $230K
|
3.35K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.07KNew |
$188K - $211K
|
3.07K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
BUY
|
- |
3.01K+ 2.54% |
$184K - $207K
|
121K
$8.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.99KNew |
$184K - $206K
|
2.99K
$198K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.97K+ 52.25% |
$182K - $204K
|
8.67K
$572K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.96K+ 2.24% |
$181K - $203K
|
135K
$8.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
2.93K+ 3.51% |
$180K - $201K
|
86.4K
$5.7M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
2.93K+ 1.83% |
$179K - $201K
|
162K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.81K+ 24.31% |
$172K - $193K
|
14.3K
$947K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.87K+ 35.27% |
$115K - $129K
|
7.19K
$474K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.56K+ 21.73% |
$95.4K - $107K
|
8.72K
$576K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.33K+ 9.22% |
$81.2K - $91K
|
15.7K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 18.14% |
$76.7K - $86K
|
8.16K
$538K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.07K+ 9.5% |
$65.6K - $73.5K
|
12.3K
$814K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.01K+ 12.33% |
$61.8K - $69.2K
|
9.19K
$606K
|