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 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
$575K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.33K+ 9.22% |
$81.2K - $91K
|
15.7K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 18.14% |
$76.7K - $86K
|
8.16K
$537K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.19K+ 48.34% |
$73.2K - $82K
|
3.66K
$241K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1.1K+ 15.56% |
$67.4K - $75.6K
|
8.17K
$538K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.07K+ 9.5% |
$65.6K - $73.5K
|
12.3K
$813K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.01K+ 12.33% |
$61.8K - $69.2K
|
9.19K
$605K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
989+ 4.17% |
$60.6K - $67.9K
|
24.7K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
909+ 4.17% |
$55.7K - $62.4K
|
22.7K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
888+ 7.32% |
$54.4K - $61K
|
13K
$858K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
770New |
$47.2K - $52.9K
|
770
$50.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
751+ 2.17% |
$46K - $51.6K
|
35.3K
$2.33M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
730+ 3.31% |
$44.7K - $50.2K
|
22.8K
$1.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
714+ 21.72% |
$43.8K - $49.1K
|
4K
$264K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
600+ 0.52% |
$36.8K - $41.2K
|
115K
$7.61M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
563+ 1126.0% |
$34.5K - $38.7K
|
613
$40.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
559+ 14.96% |
$34.3K - $38.4K
|
4.3K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
559+ 13.3% |
$34.3K - $38.4K
|
4.76K
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
539+ 0.33% |
$33K - $37K
|
165K
$10.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
532+ 0.83% |
$32.6K - $36.5K
|
64.5K
$4.25M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
518+ 2.08% |
$31.7K - $35.6K
|
25.5K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
485+ 6.27% |
$29.7K - $33.3K
|
8.22K
$542K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
485+ 1.35% |
$29.7K - $33.3K
|
36.4K
$2.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
481+ 0.62% |
$29.5K - $33K
|
78.5K
$5.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
395+ 3.73% |
$24.2K - $27.1K
|
11K
$724K
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
371+ 3.56% |
$22.7K - $25.5K
|
10.8K
$712K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
359+ 5.46% |
$22K - $24.7K
|
6.94K
$457K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
337+ 0.43% |
$20.7K - $23.2K
|
78K
$5.14M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
282+ 74.41% |
$17.3K - $19.4K
|
661
$43.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
268+ 7.53% |
$16.4K - $18.4K
|
3.83K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
245+ 13.42% |
$15K - $16.8K
|
2.07K
$136K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
234+ 0.67% |
$14.3K - $16.1K
|
35K
$2.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
200+ 1.93% |
$12.3K - $13.7K
|
10.5K
$695K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
169+ 2.59% |
$10.4K - $11.6K
|
6.69K
$441K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
161+ 2.15% |
$9.87K - $11.1K
|
7.65K
$504K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
158New |
$9.68K - $10.9K
|
158
$10.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
142New |
$8.7K - $9.76K
|
142
$9.36K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
130+ 0.28% |
$7.97K - $8.93K
|
45.8K
$3.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
125+ 0.97% |
$7.66K - $8.59K
|
13.1K
$862K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
122+ 1.64% |
$7.48K - $8.38K
|
7.57K
$499K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
112+ 100.0% |
$6.86K - $7.69K
|
224
$14.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
104+ 1.7% |
$6.37K - $7.14K
|
6.22K
$410K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
103+ 3.08% |
$6.31K - $7.08K
|
3.45K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
97+ 1.38% |
$5.95K - $6.66K
|
7.11K
$469K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
95New |
$5.82K - $6.53K
|
95
$6.26K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
83+ 0.82% |
$5.09K - $5.7K
|
10.2K
$675K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
82+ 1.47% |
$5.03K - $5.63K
|
5.66K
$373K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
78+ 1.88% |
$4.78K - $5.36K
|
4.22K
$278K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
67+ 0.62% |
$4.11K - $4.6K
|
10.9K
$719K
|