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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
14+ 0.86% |
$786 - $903
|
1.64K
$111K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
8New |
$449 - $516
|
8
$541
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6New |
$337 - $387
|
6
$406
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 0.08% |
$281 - $323
|
6.42K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$224 - $258
|
4
$271
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4New |
$224 - $258
|
4
$271
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.53% |
$112 - $129
|
133
$9K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1+ 0.03% |
$56.1 - $64.5
|
4K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 4.76% |
$56.1 - $64.5
|
22
$1.49K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 6.25% |
$56.1 - $64.5
|
17
$1.15K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$56.1 - $64.5
|
1
$67.6
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1+ 0.41% |
$56.1 - $64.5
|
246
$16.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
105KNew |
$5.61M - $6.82M
|
105K
$7.09M
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
74KNew |
$3.96M - $4.81M
|
74K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
73KNew |
$3.9M - $4.75M
|
73K
$4.94M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
51.5KNew |
$2.75M - $3.35M
|
51.5K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
37.2KNew |
$1.99M - $2.42M
|
37.2K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
30.1KNew |
$1.61M - $1.96M
|
30.1K
$2.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
27.9KNew |
$1.49M - $1.81M
|
27.9K
$1.89M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
24K+ 11.39% |
$1.28M - $1.56M
|
234K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
22K+ 34.74% |
$1.18M - $1.43M
|
85.3K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.6KNew |
$671K - $816K
|
12.6K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
8.36KNew |
$447K - $544K
|
8.36K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
7.5KNew |
$401K - $488K
|
7.5K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.24KNew |
$334K - $406K
|
6.24K
$422K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.16K+ 15.92% |
$330K - $401K
|
44.9K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.47KNew |
$293K - $356K
|
5.47K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
4.51KNew |
$241K - $293K
|
4.51K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.91KNew |
$209K - $254K
|
3.91K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.77KNew |
$202K - $245K
|
3.77K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.77KNew |
$201K - $245K
|
3.77K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.69K+ 24.72% |
$197K - $240K
|
18.6K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.63KNew |
$194K - $236K
|
3.63K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
3.62KNew |
$194K - $236K
|
3.62K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.6KNew |
$193K - $234K
|
3.6K
$244K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.5KNew |
$187K - $227K
|
3.5K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.43KNew |
$183K - $223K
|
3.43K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.4KNew |
$182K - $221K
|
3.4K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.3KNew |
$177K - $215K
|
3.3K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.22KNew |
$172K - $209K
|
3.22K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.18KNew |
$116K - $142K
|
2.18K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.02KNew |
$54.6K - $66.4K
|
1.02K
$69.1K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
917New |
$49.1K - $59.7K
|
917
$62K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
688+ 49.57% |
$36.8K - $44.8K
|
2.08K
$140K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
608New |
$32.5K - $39.6K
|
608
$41.1K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
600New |
$32.1K - $39K
|
600
$40.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
421New |
$22.5K - $27.4K
|
421
$28.5K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
334New |
$17.9K - $21.7K
|
334
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
300+ 0.46% |
$16.1K - $19.5K
|
65.4K
$4.42M
|
|