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 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
6.74K+ 5.47% |
$413K - $463K
|
130K
$8.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.11% |
$1.84K - $2.06K
|
26.5K
$1.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.24K- 38.81% |
$137K - $154K
|
3.54K
$239K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-792- 17.19% |
$48.5K - $54.4K
|
3.81K
$258K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-13.3K- 13.25% |
$818K - $917K
|
87.4K
$5.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25New |
$1.53K - $1.72K
|
25
$1.69K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-327- 1.14% |
$20K - $22.5K
|
28.4K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
4.52KNew |
$277K - $310K
|
4.52K
$306K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-581- 26.7% |
$35.6K - $39.9K
|
1.6K
$108K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.9K+ 2.96% |
$117K - $131K
|
66.2K
$4.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-18.9K- 2.8% |
$1.16M - $1.3M
|
655K
$44.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-600- 33.33% |
$36.8K - $41.2K
|
1.2K
$81.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
65+ 0.48% |
$3.98K - $4.47K
|
13.5K
$914K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.75KNew |
$230K - $258K
|
3.75K
$254K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
861+ 7.2% |
$52.8K - $59.2K
|
12.8K
$868K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
12.9K+ 33.1% |
$790K - $885K
|
51.8K
$3.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-531- 3.7% |
$32.5K - $36.5K
|
13.8K
$934K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-12.4K- 8.24% |
$763K - $855K
|
139K
$9.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.29K- 62.54% |
$447K - $501K
|
4.37K
$295K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-927- 45.29% |
$56.8K - $63.7K
|
1.12K
$75.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
127+ 0.72% |
$7.78K - $8.72K
|
17.7K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-929- 8.35% |
$56.9K - $63.8K
|
10.2K
$690K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
BUY
|
- |
3.91K+ 2.73% |
$239K - $268K
|
147K
$9.93M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.02% |
$552 - $618
|
46.8K
$3.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.22K+ 0.37% |
$74.8K - $83.8K
|
330K
$22.3M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.42KNew |
$210K - $235K
|
3.42K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-4.4K- 6.63% |
$270K - $302K
|
62K
$4.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-190- 4.92% |
$11.6K - $13.1K
|
3.67K
$248K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
14+ 0.13% |
$858 - $962
|
11K
$742K
|
|
|
Nov 05, 2025
Q3 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
3.38K+ 32.29% |
$207K - $232K
|
13.8K
$937K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14+ 1.35% |
$858 - $962
|
1.05K
$70.9K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-125- 8.74% |
$7.66K - $8.59K
|
1.31K
$88.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-725- 4.04% |
$44.4K - $49.8K
|
17.2K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.21K+ 13.03% |
$319K - $358K
|
45.2K
$3.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
303+ 3.64% |
$18.6K - $20.8K
|
8.64K
$584K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-145- 2.53% |
$8.89K - $9.96K
|
5.58K
$377K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-823- 40.05% |
$50.4K - $56.5K
|
1.23K
$83.3K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.99% |
$36.8K - $41.2K
|
59.8K
$4.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-340- 3.68% |
$20.8K - $23.4K
|
8.89K
$601K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
365+ 66.73% |
$22.4K - $25.1K
|
912
$61.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-7- 0.71% |
$429 - $481
|
984
$66.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-73- 1.33% |
$4.47K - $5.02K
|
5.41K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
2+ 0.05% |
$123 - $137
|
4.09K
$277K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
479+ 10.87% |
$29.4K - $32.9K
|
4.89K
$331K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-393- 4.05% |
$24.1K - $27K
|
9.32K
$630K
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
BUY
|
- |
3.76K+ 2.55% |
$230K - $258K
|
151K
$10.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-808- 2.15% |
$49.5K - $55.5K
|
36.7K
$2.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.08K- 14.33% |
$66.1K - $74.1K
|
6.44K
$436K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
140+ 0.85% |
$8.58K - $9.62K
|
16.6K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-745- 3.21% |
$45.7K - $51.2K
|
22.5K
$1.52M
|
|