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 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
14+ 0.28% |
$858 - $962
|
4.98K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.58% |
$858 - $962
|
2.43K
$164K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
14New |
$858 - $962
|
14
$947
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 1.3% |
$797 - $893
|
1.01K
$68.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$613 - $687
|
10
$676
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 5.56% |
$613 - $687
|
190
$12.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
9New |
$552 - $618
|
9
$609
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.52% |
$552 - $618
|
1.72K
$117K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
8New |
$490 - $550
|
8
$541
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 0.99% |
$429 - $481
|
715
$48.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
7+ 0.14% |
$429 - $481
|
5.09K
$344K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
6New |
$368 - $412
|
6
$406
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
5New |
$306 - $344
|
5
$338
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5+ 1.3% |
$306 - $344
|
391
$26.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.04% |
$306 - $344
|
14K
$949K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 1.1% |
$306 - $344
|
460
$31.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 8.06% |
$306 - $344
|
67
$4.53K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4+ 0.07% |
$245 - $275
|
5.77K
$391K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$184 - $206
|
3
$203
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$184 - $206
|
3
$203
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 75.0% |
$184 - $206
|
7
$473
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.04% |
$184 - $206
|
6.98K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2+ 0.05% |
$123 - $137
|
3.8K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2+ 0.05% |
$123 - $137
|
3.65K
$247K
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
2+ 0.05% |
$123 - $137
|
4.09K
$277K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2+ 0.04% |
$123 - $137
|
4.7K
$318K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1+ 1.11% |
$61.3 - $68.7
|
91
$6.16K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$61.3 - $68.7
|
11K
$747K
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$61.3 - $68.7
|
70.1K
$4.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$61.3 - $68.7
|
16.5K
$1.12M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Grs Advisors, LLC
Chicago, IL |
BUY
|
- |
604KNew |
$33.9M - $39M
|
604K
$40.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
385KNew |
$21.6M - $24.9M
|
385K
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
86.9K+ 643.83% |
$4.88M - $5.61M
|
100K
$6.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
70.2KNew |
$3.94M - $4.53M
|
70.2K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
56KNew |
$3.14M - $3.61M
|
56K
$3.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
40.2K+ 23.19% |
$2.25M - $2.59M
|
213K
$14.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
24.3K+ 6138.13% |
$1.36M - $1.57M
|
24.7K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
22.6K+ 2578.13% |
$1.27M - $1.46M
|
23.5K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
19.2KNew |
$1.08M - $1.24M
|
19.2K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16.2KNew |
$909K - $1.05M
|
16.2K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
12K+ 7.02% |
$673K - $774K
|
183K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11.1K+ 39.55% |
$622K - $715K
|
39.1K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10.8K+ 791.83% |
$604K - $694K
|
12.1K
$820K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
9.02KNew |
$506K - $582K
|
9.02K
$610K
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
6.6K+ 58.56% |
$370K - $426K
|
17.9K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.27KNew |
$352K - $405K
|
6.27K
$424K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.67KNew |
$318K - $366K
|
5.67K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.8KNew |
$269K - $310K
|
4.8K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
4.5K+ 112.5% |
$253K - $290K
|
8.5K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
4.43KNew |
$249K - $286K
|
4.43K
$300K
|
|