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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.27K+ 5.08% |
$139K - $156K
|
47K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 19.64% |
$123K - $138K
|
12.2K
$827K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.99K+ 66.36% |
$122K - $137K
|
4.98K
$337K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.9K+ 2.96% |
$117K - $131K
|
66.2K
$4.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.86K+ 24.74% |
$114K - $128K
|
9.39K
$635K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.81K+ 0.6% |
$111K - $124K
|
305K
$20.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.73K+ 7.57% |
$106K - $119K
|
24.6K
$1.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.68K+ 18.29% |
$103K - $116K
|
10.9K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.63K+ 26.55% |
$100K - $112K
|
7.77K
$526K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.61K+ 87.3% |
$98.6K - $111K
|
3.45K
$233K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.56K+ 21.73% |
$95.4K - $107K
|
8.72K
$590K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.51K+ 5.32% |
$92.8K - $104K
|
30K
$2.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.51K+ 22.37% |
$92.3K - $103K
|
8.24K
$557K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.38KNew |
$84.3K - $94.5K
|
1.38K
$93K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36K+ 15.98% |
$83.3K - $93.4K
|
9.87K
$667K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.36K+ 1.16% |
$83K - $93.1K
|
118K
$8M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.33K+ 9.22% |
$81.2K - $91K
|
15.7K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.26K+ 12.67% |
$77.3K - $86.7K
|
11.2K
$759K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.25K+ 18.14% |
$76.7K - $86K
|
8.16K
$552K
|
|
|
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 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.19K+ 48.34% |
$73.2K - $82K
|
3.66K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.18K+ 154.31% |
$72.4K - $81.2K
|
1.95K
$132K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.14K+ 22.39% |
$69.7K - $78.1K
|
6.22K
$420K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1.1K+ 15.56% |
$67.4K - $75.6K
|
8.17K
$552K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.08K+ 31.87% |
$66.1K - $74.1K
|
4.46K
$302K
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.07K+ 9.5% |
$65.6K - $73.5K
|
12.3K
$834K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.03KNew |
$63.3K - $70.9K
|
1.03K
$69.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.01K+ 12.33% |
$61.8K - $69.2K
|
9.19K
$621K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
989+ 4.17% |
$60.6K - $67.9K
|
24.7K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
950+ 1.21% |
$58.2K - $65.3K
|
79.5K
$5.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
909+ 4.17% |
$55.7K - $62.4K
|
22.7K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
888+ 7.32% |
$54.4K - $61K
|
13K
$881K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
861+ 7.2% |
$52.8K - $59.2K
|
12.8K
$868K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
841+ 9.3% |
$51.5K - $57.8K
|
9.88K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
828+ 0.65% |
$50.7K - $56.9K
|
127K
$8.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
789+ 6.13% |
$48.4K - $54.2K
|
13.7K
$924K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
770New |
$47.2K - $52.9K
|
770
$52.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
751+ 2.17% |
$46K - $51.6K
|
35.3K
$2.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
737+ 12.44% |
$45.2K - $50.6K
|
6.66K
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
730+ 3.31% |
$44.7K - $50.2K
|
22.8K
$1.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
699+ 7.33% |
$42.8K - $48K
|
10.2K
$692K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
600+ 1.62% |
$36.8K - $41.2K
|
37.6K
$2.54M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
600+ 0.52% |
$36.8K - $41.2K
|
115K
$7.81M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
580+ 1450.0% |
$35.5K - $39.8K
|
620
$41.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
559+ 14.96% |
$34.3K - $38.4K
|
4.3K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
559+ 13.3% |
$34.3K - $38.4K
|
4.76K
$322K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
539+ 0.33% |
$33K - $37K
|
165K
$11.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
532+ 0.83% |
$32.6K - $36.5K
|
64.5K
$4.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
531+ 1.08% |
$32.5K - $36.5K
|
49.5K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
523+ 13.64% |
$32.1K - $35.9K
|
4.36K
$295K
|
|