Latest Institutional Purchases of W. P. Carey Inc. (WPC)
This list provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
19.5K+ 12.3% |
$1.04M - $1.27M
|
178K
$10.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.69K+ 108600.0% |
$465K - $565K
|
8.7K
$520K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.29KNew |
$336K - $409K
|
6.29K
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6K+ 2.48% |
$321K - $391K
|
248K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.95KNew |
$211K - $257K
|
3.95K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.92K+ 10.99% |
$210K - $255K
|
39.6K
$2.37M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.77KNew |
$202K - $245K
|
3.77K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.63KNew |
$194K - $236K
|
3.63K
$217K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.6KNew |
$193K - $234K
|
3.6K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.48KNew |
$186K - $226K
|
3.48K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.41KNew |
$182K - $222K
|
3.41K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.3KNew |
$177K - $215K
|
3.3K
$197K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
3.09K+ 2.79% |
$166K - $201K
|
114K
$6.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 109.75% |
$153K - $186K
|
5.46K
$327K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31K+ 7.19% |
$124K - $150K
|
34.5K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.64K+ 0.25% |
$87.5K - $106K
|
664K
$39.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.61K+ 162.1% |
$86K - $105K
|
2.6K
$156K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.14K+ 37.78% |
$60.9K - $74.1K
|
4.15K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 16.59% |
$56.5K - $68.8K
|
7.43K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.05K+ 54.56% |
$56.3K - $68.5K
|
2.98K
$179K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
543+ 7.72% |
$29.1K - $35.3K
|
7.58K
$454K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
490+ 11.46% |
$26.2K - $31.9K
|
4.77K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
377+ 9.02% |
$20.2K - $24.5K
|
4.56K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
154+ 1.51% |
$8.24K - $10K
|
10.3K
$619K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
126+ 3.16% |
$6.74K - $8.2K
|
4.12K
$246K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 22.31% |
$5.89K - $7.16K
|
603
$36.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
109+ 0.63% |
$5.83K - $7.09K
|
17.3K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
37+ 17.79% |
$1.98K - $2.41K
|
245
$14.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.36% |
$1.18K - $1.43K
|
6.21K
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$963 - $1.17K
|
18
$1.08K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
17+ 1.68% |
$910 - $1.11K
|
1.03K
$61.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 0.63% |
$803 - $976
|
2.38K
$142K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 25.81% |
$428 - $520
|
39
$2.33K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 300.0% |
$321 - $390
|
8
$479
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.71% |
$53.5 - $65.1
|
141
$8.44K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.56MNew |
$137M - $157M
|
2.56M
$153M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
988K+ 10001.1% |
$52.8M - $60.6M
|
998K
$59.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
907K+ 29.09% |
$48.4M - $55.6M
|
4.02M
$241M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
759K+ 40.3% |
$40.5M - $46.5M
|
2.64M
$158M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
577KNew |
$30.8M - $35.4M
|
577K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
571KNew |
$30.5M - $35M
|
571K
$34.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
502KNew |
$26.8M - $30.8M
|
502K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
462K+ 31.85% |
$24.7M - $28.4M
|
1.91M
$115M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
451K+ 514.72% |
$24.1M - $27.7M
|
539K
$32.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
389K+ 26.26% |
$20.8M - $23.9M
|
1.87M
$112M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
379K+ 42.33% |
$20.2M - $23.2M
|
1.27M
$76.2M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
316K+ 2.69% |
$16.9M - $19.4M
|
12.1M
$723M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
243K+ 0.79% |
$13M - $14.9M
|
30.8M
$1.84B
|
|
|
Feb 14, 2025
Q4 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
232KNew |
$12.4M - $14.3M
|
232K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
168K+ 377.77% |
$8.97M - $10.3M
|
212K
$12.7M
|
|