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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
113New |
$6.34K - $7.29K
|
113
$7.64K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$56.1 - $64.5
|
1
$67.6
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-843- 16.7% |
$47.3K - $54.4K
|
4.21K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
575+ 17.29% |
$32.3K - $37.1K
|
3.9K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01K+ 17.9% |
$56.8K - $65.3K
|
6.67K
$451K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-16- 84.21% |
$898 - $1.03K
|
3
$203
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$337 - $387
|
6
$406
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-686- 0.59% |
$38.5K - $44.3K
|
116K
$7.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88.8K- 85.23% |
$4.98M - $5.73M
|
15.4K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.27K+ 18.17% |
$71.4K - $82.1K
|
8.28K
$560K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 20.51% |
$449 - $516
|
31
$2.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.33K- 11.57% |
$74.5K - $85.7K
|
10.1K
$686K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-46- 4.77% |
$2.58K - $2.97K
|
919
$62.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 0.08% |
$281 - $323
|
6.42K
$434K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 1.1% |
$3.03K - $3.48K
|
4.96K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
67+ 1.12% |
$3.76K - $4.32K
|
6.06K
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
735New |
$41.2K - $47.4K
|
735
$49.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-332- 7.44% |
$18.6K - $21.4K
|
4.13K
$279K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 200.0% |
$1.35K - $1.55K
|
36
$2.44K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
261+ 1.17% |
$14.6K - $16.8K
|
22.5K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
122+ 21.33% |
$6.85K - $7.87K
|
694
$46.9K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.6KNew |
$202K - $232K
|
3.6K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-116- 3.34% |
$6.51K - $7.49K
|
3.35K
$227K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-480- 4.11% |
$26.9K - $31K
|
11.2K
$758K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.53% |
$112 - $129
|
133
$9K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-161- 3.88% |
$9.04K - $10.4K
|
3.99K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
642New |
$36K - $41.4K
|
642
$43.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
460+ 34.07% |
$25.8K - $29.7K
|
1.81K
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.5KNew |
$84.2K - $96.8K
|
1.5K
$101K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 4.71% |
$9.76K - $11.2K
|
3.52K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.1KNew |
$174K - $200K
|
3.1K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-400- 5.6% |
$22.4K - $25.8K
|
6.74K
$456K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-266- 2.73% |
$14.9K - $17.2K
|
9.48K
$641K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-199- 13.74% |
$11.2K - $12.8K
|
1.25K
$84.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.2KNew |
$1.08M - $1.24M
|
19.2K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-65Closed |
$3.65K - $4.19K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-400- 29.61% |
$22.4K - $25.8K
|
951
$64.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
26New |
$1.46K - $1.68K
|
26
$1.76K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
124New |
$6.96K - $8K
|
124
$8.39K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
275+ 7.57% |
$15.4K - $17.7K
|
3.91K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
385KNew |
$21.6M - $24.9M
|
385K
$26.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 0.14% |
$112 - $129
|
1.44K
$97.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
455+ 53.53% |
$25.5K - $29.4K
|
1.31K
$88.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.41% |
$56.1 - $64.5
|
246
$16.6K
|
|
| Q1 2025 | |||||||
|
Jun 30, 2025
Q1 2025
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-5K- 9.75% |
$268K - $325K
|
46.3K
$3.13M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-8.5K- 16.25% |
$455K - $553K
|
43.8K
$2.96M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.16K+ 15.92% |
$330K - $401K
|
44.9K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4.51KNew |
$241K - $293K
|
4.51K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.62KNew |
$194K - $236K
|
3.62K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
82New |
$4.39K - $5.33K
|
82
$5.55K
|
|