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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
83+ 0.82% |
$5.09K - $5.7K
|
10.2K
$693K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
82+ 1.47% |
$5.03K - $5.63K
|
5.66K
$383K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
80+ 1.44% |
$4.9K - $5.5K
|
5.63K
$381K
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
78+ 1.88% |
$4.78K - $5.36K
|
4.22K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 2.25% |
$4.6K - $5.15K
|
3.4K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
73+ 0.59% |
$4.47K - $5.02K
|
12.5K
$848K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
71+ 0.66% |
$4.35K - $4.88K
|
10.9K
$735K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
67+ 0.44% |
$4.11K - $4.6K
|
15.4K
$1.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
67+ 0.62% |
$4.11K - $4.6K
|
10.9K
$738K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
65+ 0.48% |
$3.98K - $4.47K
|
13.5K
$914K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63+ 1.47% |
$3.86K - $4.33K
|
4.34K
$294K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
63+ 1.47% |
$3.86K - $4.33K
|
4.36K
$295K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
61+ 9.24% |
$3.74K - $4.19K
|
721
$48.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
58+ 0.15% |
$3.55K - $3.98K
|
39.6K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
48+ 0.36% |
$2.94K - $3.3K
|
13.3K
$900K
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
46+ 1.21% |
$2.82K - $3.16K
|
3.86K
$261K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
46+ 1.09% |
$2.82K - $3.16K
|
4.25K
$288K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
43+ 17.84% |
$2.64K - $2.95K
|
284
$19.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
42+ 0.18% |
$2.57K - $2.89K
|
23.8K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
41New |
$2.51K - $2.82K
|
41
$2.77K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
38+ 1.18% |
$2.33K - $2.61K
|
3.25K
$220K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
35+ 10.06% |
$2.15K - $2.4K
|
383
$25.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34New |
$2.08K - $2.34K
|
34
$2.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
32+ 0.17% |
$1.96K - $2.2K
|
19.1K
$1.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
32+ 0.95% |
$1.96K - $2.2K
|
3.4K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31+ 0.79% |
$1.9K - $2.13K
|
3.95K
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Credit Agricole S A
|
BUY
|
- |
28+ 0.41% |
$1.72K - $1.92K
|
6.89K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
28+ 24.56% |
$1.72K - $1.92K
|
142
$9.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
27+ 0.44% |
$1.65K - $1.85K
|
6.18K
$418K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27+ 9.25% |
$1.65K - $1.85K
|
319
$21.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
25New |
$1.53K - $1.72K
|
25
$1.69K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25New |
$1.53K - $1.72K
|
25
$1.69K
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
BUY
|
- |
24+ 0.48% |
$1.47K - $1.65K
|
5.03K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
21New |
$1.29K - $1.44K
|
21
$1.42K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21New |
$1.29K - $1.44K
|
21
$1.42K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
20+ 0.54% |
$1.23K - $1.37K
|
3.7K
$250K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
20+ 0.35% |
$1.23K - $1.37K
|
5.7K
$386K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 1.02% |
$1.23K - $1.37K
|
1.99K
$134K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19+ 0.54% |
$1.16K - $1.31K
|
3.56K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19+ 1.45% |
$1.16K - $1.31K
|
1.33K
$89.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19+ 0.2% |
$1.16K - $1.31K
|
9.71K
$657K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.65% |
$1.04K - $1.17K
|
2.63K
$178K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
17New |
$1.04K - $1.17K
|
17
$1.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
16+ 0.43% |
$981 - $1.1K
|
3.78K
$255K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16+ 1.44% |
$981 - $1.1K
|
1.13K
$76.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
15+ 1.41% |
$919 - $1.03K
|
1.08K
$73.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.23% |
$919 - $1.03K
|
6.61K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14+ 0.03% |
$858 - $962
|
46.8K
$3.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
14+ 0.13% |
$858 - $962
|
11K
$742K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14+ 1.35% |
$858 - $962
|
1.05K
$70.9K
|
|