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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
714+ 21.72% |
$43.8K - $49.1K
|
4K
$271K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
4.1K+ 3.93% |
$230K - $265K
|
109K
$7.35M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-211- 0.08% |
$11.8K - $13.6K
|
252K
$17M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-333- 2.86% |
$18.7K - $21.5K
|
11.3K
$764K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-9.84K- 8.85% |
$552K - $635K
|
101K
$6.86M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
224New |
$12.6K - $14.5K
|
224
$15.2K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
18New |
$1.01K - $1.16K
|
18
$1.22K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
31New |
$1.74K - $2K
|
31
$2.1K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-30K- 88.76% |
$1.68M - $1.94M
|
3.8K
$257K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-522- 9.93% |
$29.3K - $33.7K
|
4.74K
$320K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.81K- 45.58% |
$158K - $181K
|
3.36K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
604KNew |
$33.9M - $39M
|
604K
$40.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
12K+ 7.02% |
$673K - $774K
|
183K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
56KNew |
$3.14M - $3.61M
|
56K
$3.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-821- 7.24% |
$46.1K - $53K
|
10.5K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.8KNew |
$269K - $310K
|
4.8K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
477New |
$26.8K - $30.8K
|
477
$32.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
305New |
$17.1K - $19.7K
|
305
$20.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-173- 0.48% |
$9.71K - $11.2K
|
35.7K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-9.17K- 19.74% |
$515K - $592K
|
37.3K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.21KNew |
$180K - $207K
|
3.21K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-165- 3.45% |
$9.26K - $10.6K
|
4.62K
$312K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
581+ 6.12% |
$32.6K - $37.5K
|
10.1K
$682K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1+ 0.03% |
$56.1 - $64.5
|
4K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-3.68K- 5.17% |
$206K - $237K
|
67.4K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.43KNew |
$136K - $157K
|
2.43K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
86.9K+ 643.83% |
$4.88M - $5.61M
|
100K
$6.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11.1K+ 39.55% |
$622K - $715K
|
39.1K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.4K- 60.4% |
$2.32M - $2.67M
|
27.2K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
3.37KNew |
$189K - $217K
|
3.37K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-7- 6.03% |
$393 - $452
|
109
$7.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.6K+ 58.56% |
$370K - $426K
|
17.9K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.22KNew |
$181K - $208K
|
3.22K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-124- 1.56% |
$6.96K - $8K
|
7.84K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
1.1K+ 13.58% |
$61.7K - $71K
|
9.2K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
4.5K+ 112.5% |
$253K - $290K
|
8.5K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
201+ 2.25% |
$11.3K - $13K
|
9.14K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$224 - $258
|
4
$271
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
22.6K+ 2578.13% |
$1.27M - $1.46M
|
23.5K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.43KNew |
$249K - $286K
|
4.43K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.41KNew |
$78.8K - $90.7K
|
1.41K
$95K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
87New |
$4.88K - $5.61K
|
87
$5.88K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.27KNew |
$352K - $405K
|
6.27K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
31+ 34.07% |
$1.74K - $2K
|
122
$8.25K
|
|
|
Aug 12, 2025
Q2 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.64K- 9.69% |
$92K - $106K
|
15.3K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.42KNew |
$192K - $221K
|
3.42K
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.3K+ 1.09% |
$73K - $83.9K
|
121K
$8.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.3K+ 6138.13% |
$1.36M - $1.57M
|
24.7K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.69KNew |
$207K - $238K
|
3.69K
$249K
|
|