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 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
34.5K+ 1.25% |
$2.12M - $2.37M
|
2.8M
$190M
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.99KNew |
$184K - $206K
|
2.99K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3KNew |
$184K - $206K
|
3K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
273+ 73.19% |
$16.7K - $18.8K
|
646
$43.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.47K- 3.45% |
$89.9K - $101K
|
41.1K
$2.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.65% |
$1.04K - $1.17K
|
2.63K
$178K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-580- 6.6% |
$35.5K - $39.8K
|
8.21K
$555K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.93K- 10.74% |
$118K - $132K
|
16K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
142+ 131.48% |
$8.7K - $9.76K
|
250
$16.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.68K+ 18.29% |
$103K - $116K
|
10.9K
$737K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.61K+ 87.3% |
$98.6K - $111K
|
3.45K
$233K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-737- 10.28% |
$45.2K - $50.6K
|
6.43K
$435K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
699+ 7.33% |
$42.8K - $48K
|
10.2K
$692K
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
96.8K+ 115.17% |
$5.93M - $6.65M
|
181K
$12.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-17.3K- 41.12% |
$1.06M - $1.19M
|
24.8K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-104- 0.4% |
$6.37K - $7.14K
|
25.6K
$1.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-394- 1.14% |
$24.1K - $27.1K
|
34.2K
$2.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-926- 2.76% |
$56.8K - $63.6K
|
32.6K
$2.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
389+ 1.03% |
$23.8K - $26.7K
|
38.2K
$2.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
36.2K+ 10.78% |
$2.22M - $2.49M
|
372K
$25.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.88K- 21.06% |
$238K - $267K
|
14.6K
$985K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.51K+ 22.37% |
$92.3K - $103K
|
8.24K
$557K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
15+ 1.41% |
$919 - $1.03K
|
1.08K
$73.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
28+ 24.56% |
$1.72K - $1.92K
|
142
$9.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
129+ 0.61% |
$7.91K - $8.86K
|
21.2K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
5.61KNew |
$344K - $386K
|
5.61K
$380K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.87K- 35.76% |
$237K - $266K
|
6.96K
$471K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.87K+ 11.89% |
$176K - $197K
|
27K
$1.83M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.09K+ 6.41% |
$250K - $281K
|
67.8K
$4.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-440K- 8.62% |
$27M - $30.3M
|
4.67M
$316M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-36- 3.17% |
$2.21K - $2.47K
|
1.1K
$74.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
178+ 4.47% |
$10.9K - $12.2K
|
4.16K
$281K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-79- 0.16% |
$4.84K - $5.43K
|
48.8K
$3.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.04% |
$306 - $344
|
14K
$949K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-154K- 0.5% |
$9.41M - $10.5M
|
30.6M
$2.07B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
73+ 0.59% |
$4.47K - $5.02K
|
12.5K
$848K
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
10.7K+ 102.76% |
$657K - $737K
|
21.2K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.05% |
$123 - $137
|
3.65K
$247K
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-189K- 71.78% |
$11.6M - $13M
|
74.5K
$5.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.52K- 4.24% |
$93K - $104K
|
34.2K
$2.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
220+ 1833.33% |
$13.5K - $15.1K
|
232
$15.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
118+ 1.65% |
$7.23K - $8.11K
|
7.28K
$493K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-549- 8.73% |
$33.6K - $37.7K
|
5.74K
$388K
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2- 0.01% |
$123 - $137
|
13.7K
$927K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
39K+ 4.45% |
$2.39M - $2.68M
|
915K
$61.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Presima Inc.
|
BUY
|
- |
9.03K+ 26.68% |
$553K - $620K
|
42.9K
$2.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
23.2K+ 23.38% |
$1.42M - $1.6M
|
123K
$8.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-2.84K- 7.79% |
$174K - $195K
|
33.6K
$2.27M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.01K+ 181.71% |
$552K - $619K
|
14K
$945K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
58+ 0.15% |
$3.55K - $3.98K
|
39.6K
$2.68M
|
|