Latest Institutional Transactions on W. P. Carey Inc. (WPC)
This table provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
115+ 2.93% |
$7.5K - $7.96K
|
4.04K
$273K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.24% |
$587 - $623
|
3.84K
$260K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 0.53% |
$718 - $761
|
2.06K
$139K
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-2K- 4.32% |
$131K - $138K
|
44.3K
$3M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$65.3 - $69.2
|
7.78K
$526K
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 2.28% |
$65.3K - $69.2K
|
42.8K
$2.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.87K- 2.49% |
$253K - $268K
|
152K
$10.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
476New |
$31.1K - $32.9K
|
476
$32.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
435New |
$28.4K - $30.1K
|
435
$29.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.94K+ 31.08% |
$192K - $203K
|
12.4K
$837K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
92K+ 505.2% |
$6.01M - $6.37M
|
110K
$7.46M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.57K+ 418.92% |
$168K - $178K
|
3.18K
$215K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.64K+ 13.1% |
$172K - $182K
|
22.7K
$1.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-79- 1.17% |
$5.16K - $5.47K
|
6.67K
$451K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-141- 1.49% |
$9.2K - $9.76K
|
9.34K
$631K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.33K+ 2.36% |
$478K - $507K
|
318K
$21.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 10.36% |
$4.83K - $5.12K
|
788
$53.3K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.76% |
$326 - $346
|
666
$45K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-403- 5.48% |
$26.3K - $27.9K
|
6.95K
$470K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-906- 12.61% |
$59.1K - $62.7K
|
6.28K
$425K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 31.71% |
$707K - $750K
|
23.3K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70New |
$4.57K - $4.84K
|
70
$4.73K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 2.29% |
$438K - $465K
|
300K
$20.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
81+ 1.35% |
$5.29K - $5.61K
|
6.06K
$410K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-10- 30.3% |
$653 - $692
|
23
$1.56K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.04% |
$457 - $484
|
17.2K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 1.81% |
$718 - $761
|
597
$40.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-85- 2.49% |
$5.55K - $5.88K
|
3.33K
$225K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-764- 19.2% |
$49.9K - $52.9K
|
3.22K
$218K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-79- 0.67% |
$5.16K - $5.47K
|
11.7K
$792K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6KNew |
$392K - $415K
|
6K
$406K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-1.47K- 3.21% |
$95.9K - $102K
|
44.3K
$3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.46K- 23.19% |
$95.3K - $101K
|
4.84K
$327K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-134- 3.35% |
$8.74K - $9.27K
|
3.87K
$262K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-40.7K- 57.4% |
$2.49M - $2.79M
|
30.2K
$2.04M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
7.5KNew |
$460K - $515K
|
7.5K
$507K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-80- 5.29% |
$4.9K - $5.5K
|
1.43K
$96.8K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.21K- 2.44% |
$197K - $220K
|
128K
$8.69M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-25- 21.74% |
$1.53K - $1.72K
|
90
$6.09K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-5.25K- 7.43% |
$322K - $361K
|
65.4K
$4.42M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-1.47K- 3.25% |
$90K - $101K
|
43.8K
$2.96M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.99K+ 66.36% |
$122K - $137K
|
4.98K
$337K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-923- 21.86% |
$56.6K - $63.4K
|
3.3K
$223K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.07% |
$245 - $275
|
5.77K
$391K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
580+ 1450.0% |
$35.5K - $39.8K
|
620
$41.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-383- 6.72% |
$23.5K - $26.3K
|
5.32K
$360K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.92K- 7.65% |
$240K - $269K
|
47.2K
$3.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70.6K+ 9.15% |
$4.33M - $4.85M
|
842K
$57M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.14K+ 22.39% |
$69.7K - $78.1K
|
6.22K
$420K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
30.1K+ 17.53% |
$1.84M - $2.06M
|
201K
$13.6M
|
|