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 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
61+ 9.24% |
$3.74K - $4.19K
|
721
$48.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-300- 7.45% |
$18.4K - $20.6K
|
3.73K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.69K- 10.37% |
$410K - $460K
|
57.9K
$3.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.82K+ 37.11% |
$234K - $262K
|
14.1K
$954K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-47- 0.21% |
$2.88K - $3.23K
|
22.4K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 1.18% |
$2.33K - $2.61K
|
3.25K
$220K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.12K+ 22.49% |
$314K - $352K
|
27.9K
$1.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-10.1K- 2.04% |
$622K - $697K
|
486K
$32.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.3K+ 43.83% |
$263K - $295K
|
14.1K
$954K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.19K+ 48.34% |
$73.2K - $82K
|
3.66K
$248K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$613 - $687
|
10
$676
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-81.2K- 26.09% |
$4.98M - $5.58M
|
230K
$15.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-262- 8.22% |
$16.1K - $18K
|
2.93K
$198K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.16KNew |
$194K - $217K
|
3.16K
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.54% |
$1.23K - $1.37K
|
3.7K
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-34- 27.2% |
$2.08K - $2.34K
|
91
$6.16K
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-61- 11.11% |
$3.74K - $4.19K
|
488
$33K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
730+ 3.31% |
$44.7K - $50.2K
|
22.8K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
112+ 100.0% |
$6.86K - $7.69K
|
224
$15.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
737+ 12.44% |
$45.2K - $50.6K
|
6.66K
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-526- 1.18% |
$32.2K - $36.1K
|
44.2K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
394+ 2.13% |
$24.1K - $27.1K
|
18.9K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.62K- 1.4% |
$528K - $592K
|
608K
$41.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-224K- 12.41% |
$13.7M - $15.4M
|
1.58M
$107M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.66K+ 60.92% |
$225K - $252K
|
9.68K
$654K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
48+ 0.36% |
$2.94K - $3.3K
|
13.3K
$900K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10.9KNew |
$667K - $748K
|
10.9K
$736K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-11- 0.22% |
$674 - $756
|
4.9K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
539+ 0.33% |
$33K - $37K
|
165K
$11.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
989+ 4.17% |
$60.6K - $67.9K
|
24.7K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
82+ 1.47% |
$5.03K - $5.63K
|
5.66K
$383K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.35K- 33.32% |
$267K - $299K
|
8.71K
$589K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
600+ 0.52% |
$36.8K - $41.2K
|
115K
$7.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
122+ 1.64% |
$7.48K - $8.38K
|
7.57K
$512K
|
|
|
Nov 03, 2025
Q3 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-84- 1.86% |
$5.15K - $5.77K
|
4.43K
$299K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-8- 0.12% |
$490 - $550
|
6.39K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-609- 4.08% |
$37.3K - $41.8K
|
14.3K
$968K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
200+ 1.93% |
$12.3K - $13.7K
|
10.5K
$714K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1.1K+ 15.56% |
$67.4K - $75.6K
|
8.17K
$552K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 1.1% |
$306 - $344
|
460
$31.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$184 - $206
|
3
$203
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-70- 23.89% |
$4.29K - $4.81K
|
223
$15.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
9.49K+ 31.06% |
$582K - $652K
|
40K
$2.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
532+ 0.83% |
$32.6K - $36.5K
|
64.5K
$4.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-428- 11.12% |
$26.2K - $29.4K
|
3.42K
$231K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
909+ 4.17% |
$55.7K - $62.4K
|
22.7K
$1.54M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.11% |
$61.3 - $68.7
|
91
$6.16K
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
2.51K+ 70.11% |
$154K - $172K
|
6.08K
$411K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
6New |
$368 - $412
|
6
$406
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
170K+ 149.84% |
$10.4M - $11.7M
|
283K
$19.1M
|
|