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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.36KNew |
$145K - $162K
|
2.36K
$160K
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-38.5K- 38.55% |
$2.36M - $2.64M
|
61.4K
$4.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-20.3K- 17.73% |
$1.25M - $1.4M
|
94.3K
$6.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
531+ 1.08% |
$32.5K - $36.5K
|
49.5K
$3.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15.5K+ 17.79% |
$951K - $1.07M
|
103K
$6.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
66.3K+ 61.71% |
$4.06M - $4.55M
|
174K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
13.9K+ 2.25% |
$852K - $955K
|
631K
$42.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
19K+ 0.75% |
$1.17M - $1.31M
|
2.57M
$174M
|
|
|
Nov 13, 2025
Q3 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
11.9K+ 110.94% |
$731K - $819K
|
22.7K
$1.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
292K+ 52.14% |
$17.9M - $20M
|
851K
$57.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.27K+ 5.08% |
$139K - $156K
|
47K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
17KNew |
$1.04M - $1.17M
|
17K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-3.96K- 1.32% |
$243K - $272K
|
296K
$20M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
9.81K+ 8.73% |
$601K - $674K
|
122K
$8.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.62K- 40.89% |
$345K - $386K
|
8.13K
$550K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-14.8K- 64.8% |
$906K - $1.02M
|
8.03K
$543K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
131K+ 102.08% |
$8.06M - $9.03M
|
260K
$17.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63+ 1.47% |
$3.86K - $4.33K
|
4.34K
$294K
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
11.3K+ 6.96% |
$695K - $779K
|
174K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
250+ 0.65% |
$15.3K - $17.2K
|
38.5K
$2.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-36.9K- 98.13% |
$2.26M - $2.53M
|
703
$47.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.81K+ 0.6% |
$111K - $124K
|
305K
$20.7M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.47K+ 11.37% |
$151K - $169K
|
24.2K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
CALL |
4.1K+ 26.45% |
$251K - $282K
|
19.6K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-9.4K- 8.71% |
$576K - $646K
|
98.6K
$6.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.06KNew |
$187K - $210K
|
3.06K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
168+ 0.73% |
$10.3K - $11.5K
|
23.3K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5+ 1.3% |
$306 - $344
|
391
$26.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
80+ 1.44% |
$4.9K - $5.5K
|
5.63K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.03K+ 24.8% |
$186K - $208K
|
15.3K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.99% |
$429 - $481
|
715
$48.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
102+ 7.65% |
$6.25K - $7.01K
|
1.44K
$97.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-90.6K- 86.0% |
$5.55M - $6.22M
|
14.7K
$997K
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-124- 2.71% |
$7.6K - $8.52K
|
4.46K
$302K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-13- 0.12% |
$797 - $893
|
11.1K
$750K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
27+ 0.44% |
$1.65K - $1.85K
|
6.18K
$418K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.59K+ 0.68% |
$159K - $178K
|
384K
$26M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-559- 9.45% |
$34.3K - $38.4K
|
5.36K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
97.6K+ 6.73% |
$5.98M - $6.71M
|
1.55M
$105M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.75K+ 1.63% |
$353K - $395K
|
359K
$24.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
62.8K+ 51.06% |
$3.85M - $4.31M
|
186K
$12.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3KNew |
$184K - $206K
|
3K
$203K
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.44K- 4.38% |
$333K - $374K
|
119K
$8.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
478KNew |
$29.3M - $32.8M
|
478K
$32.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-274- 1.97% |
$16.8K - $18.8K
|
13.6K
$920K
|
|
|
Nov 13, 2025
Q3 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-187- 3.17% |
$11.5K - $12.8K
|
5.7K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-669- 1.3% |
$41K - $46K
|
50.9K
$3.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Heitman Real Estate Securities LLC
Chicago, IL |
BUY
|
- |
15.5K+ 24.2% |
$948K - $1.06M
|
79.4K
$5.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.14M+ 416.79% |
$192M - $216M
|
3.89M
$263M
|
|
|
Nov 13, 2025
Q3 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.5K- 46.67% |
$215K - $240K
|
4K
$271K
|
|