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 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-25- 0.58% |
$1.53K - $1.72K
|
4.26K
$281K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-34- 27.2% |
$2.08K - $2.34K
|
91
$6K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-40- 0.03% |
$2.45K - $2.75K
|
156K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-42- 0.04% |
$2.57K - $2.89K
|
100K
$6.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47- 1.18% |
$2.88K - $3.23K
|
3.92K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-47- 0.21% |
$2.88K - $3.23K
|
22.4K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-48- 0.73% |
$2.94K - $3.3K
|
6.49K
$428K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-49- 0.96% |
$3K - $3.37K
|
5.05K
$333K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-61- 11.11% |
$3.74K - $4.19K
|
488
$32.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-70- 23.89% |
$4.29K - $4.81K
|
223
$14.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-72- 1.94% |
$4.41K - $4.95K
|
3.64K
$240K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-73- 17.98% |
$4.47K - $5.02K
|
333
$21.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-78- 0.11% |
$4.78K - $5.36K
|
71K
$4.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-84- 1.86% |
$5.15K - $5.77K
|
4.43K
$292K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-91- 0.9% |
$5.58K - $6.25K
|
10.1K
$664K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-94- 2.77% |
$5.76K - $6.46K
|
3.31K
$218K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-96- 1.29% |
$5.88K - $6.6K
|
7.35K
$485K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-102- 49.76% |
$6.25K - $7.01K
|
103
$6.79K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-108- 76.6% |
$6.62K - $7.42K
|
33
$2.18K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-130- 4.64% |
$7.97K - $8.93K
|
2.67K
$176K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-155- 1.95% |
$9.5K - $10.6K
|
7.78K
$513K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-190- 1.66% |
$11.6K - $13.1K
|
11.3K
$744K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
SELL
|
- |
-199- 3.4% |
$12.2K - $13.7K
|
5.66K
$373K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-217- 1.81% |
$13.3K - $14.9K
|
11.8K
$777K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-260- 3.39% |
$15.9K - $17.9K
|
7.41K
$488K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-262- 8.22% |
$16.1K - $18K
|
2.93K
$193K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-264- 28.73% |
$16.2K - $18.1K
|
655
$43.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-275- 1.65% |
$16.9K - $18.9K
|
16.4K
$1.08M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-299- 11.5% |
$18.3K - $20.5K
|
2.3K
$152K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-300- 82.42% |
$18.4K - $20.6K
|
64
$4.22K
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-300- 7.45% |
$18.4K - $20.6K
|
3.73K
$246K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-352- 1.23% |
$21.6K - $24.2K
|
28.2K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-369- 1.67% |
$22.6K - $25.4K
|
21.7K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-374- 2.29% |
$22.9K - $25.7K
|
15.9K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-375- 4.11% |
$23K - $25.8K
|
8.75K
$576K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-377- 7.88% |
$23.1K - $25.9K
|
4.41K
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-386- 4.21% |
$23.7K - $26.5K
|
8.79K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-400- 10.5% |
$24.5K - $27.5K
|
3.41K
$225K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-428- 11.12% |
$26.2K - $29.4K
|
3.42K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-500- 6.36% |
$30.6K - $34.4K
|
7.36K
$485K
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-503- 11.94% |
$30.8K - $34.6K
|
3.71K
$244K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-507- 1.89% |
$31.1K - $34.8K
|
26.3K
$1.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-537- 0.75% |
$32.9K - $36.9K
|
71.4K
$4.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-537- 13.74% |
$32.9K - $36.9K
|
3.37K
$222K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-540- 0.3% |
$33.1K - $37.1K
|
182K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.97% |
$36.8K - $41.2K
|
61K
$4.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-609- 4.08% |
$37.3K - $41.8K
|
14.3K
$943K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-681- 22.72% |
$41.7K - $46.8K
|
2.32K
$153K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-685- 2.7% |
$42K - $47.1K
|
24.7K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-700- 1.56% |
$42.9K - $48.1K
|
44.1K
$2.91M
|