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 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
63+ 1.47% |
$3.86K - $4.33K
|
4.36K
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
56+ 8.51% |
$3.43K - $3.85K
|
714
$47.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
46+ 1.09% |
$2.82K - $3.16K
|
4.25K
$280K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
43+ 17.84% |
$2.64K - $2.95K
|
284
$18.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
42+ 0.18% |
$2.57K - $2.89K
|
23.8K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
41New |
$2.51K - $2.82K
|
41
$2.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 1.18% |
$2.33K - $2.61K
|
3.25K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34New |
$2.08K - $2.34K
|
34
$2.24K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
32+ 0.95% |
$1.96K - $2.2K
|
3.4K
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 9.25% |
$1.65K - $1.85K
|
319
$21K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
21New |
$1.29K - $1.44K
|
21
$1.38K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21New |
$1.29K - $1.44K
|
21
$1.38K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 1.02% |
$1.23K - $1.37K
|
1.99K
$131K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
20+ 0.35% |
$1.23K - $1.37K
|
5.7K
$376K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
20+ 1.33% |
$1.23K - $1.37K
|
1.53K
$101K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.54% |
$1.23K - $1.37K
|
3.7K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19+ 0.2% |
$1.16K - $1.31K
|
9.71K
$640K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
17New |
$1.04K - $1.17K
|
17
$1.12K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16+ 1.44% |
$981 - $1.1K
|
1.13K
$74.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.23% |
$919 - $1.03K
|
6.61K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
14+ 0.28% |
$858 - $962
|
4.98K
$328K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.58% |
$858 - $962
|
2.43K
$160K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
14New |
$858 - $962
|
14
$923
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$613 - $687
|
10
$659
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10+ 0.24% |
$613 - $687
|
4.22K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 5.56% |
$613 - $687
|
190
$12.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.52% |
$552 - $618
|
1.72K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
7+ 0.14% |
$429 - $481
|
5.09K
$336K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
6New |
$368 - $412
|
6
$396
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.03% |
$306 - $344
|
17.1K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 1.1% |
$306 - $344
|
460
$30.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 8.06% |
$306 - $344
|
67
$4.42K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.62% |
$245 - $275
|
648
$42.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.04% |
$184 - $206
|
6.98K
$460K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$184 - $206
|
3
$198
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 75.0% |
$184 - $206
|
7
$461
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.03% |
$184 - $206
|
9.37K
$617K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2+ 0.04% |
$123 - $137
|
4.7K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$61.3 - $68.7
|
16.5K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$61.3 - $68.7
|
70.1K
$4.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$61.3 - $68.7
|
11K
$728K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.11% |
$61.3 - $68.7
|
91
$6K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1- 0.02% |
$61.3 - $68.7
|
5.14K
$339K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-1- 1.25% |
$61.3 - $68.7
|
79
$5.21K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-8- 0.12% |
$490 - $550
|
6.39K
$421K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-8- 17.78% |
$490 - $550
|
37
$2.44K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-11- 0.22% |
$674 - $756
|
4.9K
$323K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-12- 0.3% |
$735 - $824
|
3.98K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16- 5.39% |
$981 - $1.1K
|
281
$18.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-24- 3.8% |
$1.47K - $1.65K
|
608
$40.1K
|