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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-694- 77.54% |
$38.9K - $44.8K
|
201
$13.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14New |
$786 - $903
|
14
$947
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-27.1K- 18.19% |
$1.52M - $1.75M
|
122K
$8.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
348New |
$19.5K - $22.5K
|
348
$23.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-10K- 7.35% |
$561K - $645K
|
126K
$8.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-131K- 97.55% |
$7.36M - $8.46M
|
3.29K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-947- 22.51% |
$53.1K - $61.1K
|
3.26K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
144New |
$8.08K - $9.29K
|
144
$9.74K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16.2KNew |
$909K - $1.05M
|
16.2K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-441- 80.92% |
$24.7K - $28.5K
|
104
$7.03K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-22.6K- 45.85% |
$1.27M - $1.46M
|
26.7K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 4.76% |
$56.1 - $64.5
|
22
$1.49K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-37- 0.83% |
$2.08K - $2.39K
|
4.44K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.32K- 1.87% |
$73.9K - $84.9K
|
69K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
70.2KNew |
$3.94M - $4.53M
|
70.2K
$4.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10.8K+ 791.83% |
$604K - $694K
|
12.1K
$820K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-28K- 74.59% |
$1.57M - $1.81M
|
9.55K
$646K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-952- 10.52% |
$53.4K - $61.4K
|
8.1K
$548K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.92K- 36.08% |
$108K - $124K
|
3.4K
$230K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
294+ 8.67% |
$16.5K - $19K
|
3.69K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-16- 12.21% |
$898 - $1.03K
|
115
$7.78K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18New |
$1.01K - $1.16K
|
18
$1.22K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
245+ 4.16% |
$13.7K - $15.8K
|
6.14K
$415K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-378- 63.21% |
$21.2K - $24.4K
|
220
$14.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
40.2K+ 23.19% |
$2.25M - $2.59M
|
213K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14+ 0.86% |
$786 - $903
|
1.64K
$111K
|
|
|
Aug 06, 2025
Q2 2025
|
Aew Capital Management L P
|
SELL
|
- |
-78.1K- 55.92% |
$4.38M - $5.04M
|
61.6K
$4.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-10- 55.56% |
$561 - $645
|
8
$541
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
9.02KNew |
$506K - $582K
|
9.02K
$610K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
138+ 4.0% |
$7.74K - $8.91K
|
3.58K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 6.25% |
$56.1 - $64.5
|
17
$1.15K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4New |
$224 - $258
|
4
$271
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.75K- 7.96% |
$154K - $177K
|
31.8K
$2.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-936- 10.9% |
$52.5K - $60.4K
|
7.65K
$517K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 7.59% |
$5.61K - $6.45K
|
1.22K
$82.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.14K- 65.0% |
$400K - $460K
|
3.84K
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
126+ 36.31% |
$7.07K - $8.13K
|
473
$32K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 0.66% |
$1.96K - $2.26K
|
5.32K
$360K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.67KNew |
$318K - $366K
|
5.67K
$383K
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-8.6K- 13.2% |
$483K - $555K
|
56.5K
$3.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.96K- 28.45% |
$110K - $126K
|
4.92K
$333K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
187+ 6.33% |
$10.5K - $12.1K
|
3.14K
$212K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
8New |
$449 - $516
|
8
$541
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-4.33K- 19.95% |
$243K - $279K
|
17.4K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$1.12K - $1.29K
|
20
$1.35K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.28K+ 0.9% |
$71.7K - $82.4K
|
144K
$9.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.5K- 19.36% |
$140K - $161K
|
10.4K
$703K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
370+ 33.64% |
$20.8K - $23.9K
|
1.47K
$99.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5- 3.6% |
$281 - $323
|
134
$9.06K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
125+ 1.24% |
$7.02K - $8.07K
|
10.2K
$688K
|
|