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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
92K+ 505.2% |
$6.01M - $6.37M
|
110K
$7.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
21.3K+ 133.91% |
$1.39M - $1.48M
|
37.3K
$2.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.33K+ 2.36% |
$478K - $507K
|
318K
$21.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 2.29% |
$438K - $465K
|
300K
$20.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6KNew |
$392K - $415K
|
6K
$406K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.87K+ 6.29% |
$253K - $268K
|
65.5K
$4.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
3.35K+ 31.02% |
$219K - $232K
|
14.1K
$957K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.94K+ 31.08% |
$192K - $203K
|
12.4K
$837K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.64K+ 13.1% |
$172K - $182K
|
22.7K
$1.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.57K+ 418.92% |
$168K - $178K
|
3.18K
$215K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.24K+ 146.95% |
$146K - $155K
|
3.77K
$255K
|
|
|
Jan 14, 2026
Q4 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.88K+ 2.63% |
$123K - $130K
|
73.3K
$4.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
708+ 6.45% |
$46.2K - $49K
|
11.7K
$791K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
476New |
$31.1K - $32.9K
|
476
$32.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
435New |
$28.4K - $30.1K
|
435
$29.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
379+ 8.6% |
$24.7K - $26.2K
|
4.79K
$324K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
275New |
$17.9K - $19K
|
275
$18.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
273+ 2.46% |
$17.8K - $18.9K
|
11.4K
$769K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
198+ 3.92% |
$12.9K - $13.7K
|
5.24K
$355K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
135+ 0.39% |
$8.81K - $9.34K
|
34.4K
$2.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
115+ 2.93% |
$7.5K - $7.96K
|
4.04K
$273K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
81+ 1.35% |
$5.29K - $5.61K
|
6.06K
$410K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 10.36% |
$4.83K - $5.12K
|
788
$53.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70New |
$4.57K - $4.84K
|
70
$4.73K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
19+ 0.56% |
$1.24K - $1.31K
|
3.43K
$232K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.24% |
$587 - $623
|
3.84K
$260K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.04% |
$457 - $484
|
17.2K
$1.16M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.76% |
$326 - $346
|
666
$45K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.15% |
$65.3 - $69.2
|
649
$43.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$65.3 - $69.2
|
7.78K
$526K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.14M+ 416.79% |
$192M - $216M
|
3.89M
$263M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.04M+ 1183.56% |
$63.9M - $71.6M
|
1.13M
$76.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
662K+ 331.02% |
$40.5M - $45.4M
|
861K
$58.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
508KNew |
$31.1M - $34.9M
|
508K
$34.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
478KNew |
$29.3M - $32.8M
|
478K
$32.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
438K+ 2362.24% |
$26.8M - $30.1M
|
457K
$30.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
353K+ 1973.52% |
$21.7M - $24.3M
|
371K
$25.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
292K+ 52.14% |
$17.9M - $20M
|
851K
$57.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
248K+ 105.01% |
$15.2M - $17M
|
484K
$32.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
219K+ 19.37% |
$13.4M - $15M
|
1.35M
$91.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
206K+ 3417.88% |
$12.7M - $14.2M
|
212K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
178K+ 133.61% |
$10.9M - $12.3M
|
312K
$21.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
170K+ 149.84% |
$10.4M - $11.7M
|
283K
$19.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
163KNew |
$9.99M - $11.2M
|
163K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
152KNew |
$9.31M - $10.4M
|
152K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
146KNew |
$8.95M - $10M
|
146K
$9.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
131K+ 102.08% |
$8.06M - $9.03M
|
260K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
120K+ 0.98% |
$7.34M - $8.23M
|
12.3M
$834M
|
|
|
Nov 12, 2025
Q3 2025
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
104K+ 12.85% |
$6.4M - $7.17M
|
917K
$62M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
103KNew |
$6.31M - $7.07M
|
103K
$6.97M
|
|