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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
4.1K+ 3.93% |
$230K - $265K
|
109K
$7.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.69KNew |
$207K - $238K
|
3.69K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
3.6KNew |
$202K - $232K
|
3.6K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.42KNew |
$192K - $221K
|
3.42K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
3.37KNew |
$189K - $217K
|
3.37K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.22KNew |
$181K - $208K
|
3.22K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.21KNew |
$180K - $207K
|
3.21K
$217K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3.1KNew |
$174K - $200K
|
3.1K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.43KNew |
$136K - $157K
|
2.43K
$165K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
1.5KNew |
$84.2K - $96.8K
|
1.5K
$101K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.41KNew |
$78.8K - $90.7K
|
1.41K
$95K
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.3K+ 1.09% |
$73K - $83.9K
|
121K
$8.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.28K+ 0.9% |
$71.7K - $82.4K
|
144K
$9.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.27K+ 18.17% |
$71.4K - $82.1K
|
8.28K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
1.1K+ 13.58% |
$61.7K - $71K
|
9.2K
$622K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.01K+ 17.9% |
$56.8K - $65.3K
|
6.67K
$451K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
642New |
$36K - $41.4K
|
642
$43.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
581+ 6.12% |
$32.6K - $37.5K
|
10.1K
$682K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
575+ 17.29% |
$32.3K - $37.1K
|
3.9K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
477New |
$26.8K - $30.8K
|
477
$32.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
460+ 34.07% |
$25.8K - $29.7K
|
1.81K
$122K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
455+ 53.53% |
$25.5K - $29.4K
|
1.31K
$88.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
370+ 33.64% |
$20.8K - $23.9K
|
1.47K
$99.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
348New |
$19.5K - $22.5K
|
348
$23.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
305New |
$17.1K - $19.7K
|
305
$20.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
294+ 8.67% |
$16.5K - $19K
|
3.69K
$249K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
275+ 7.57% |
$15.4K - $17.7K
|
3.91K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
261+ 1.17% |
$14.6K - $16.8K
|
22.5K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
245+ 4.16% |
$13.7K - $15.8K
|
6.14K
$415K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
224New |
$12.6K - $14.5K
|
224
$15.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
201+ 2.25% |
$11.3K - $13K
|
9.14K
$619K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
187+ 6.33% |
$10.5K - $12.1K
|
3.14K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
144New |
$8.08K - $9.29K
|
144
$9.74K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
138+ 4.0% |
$7.74K - $8.91K
|
3.58K
$242K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
126+ 36.31% |
$7.07K - $8.13K
|
473
$32K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
125+ 1.24% |
$7.02K - $8.07K
|
10.2K
$688K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
124New |
$6.96K - $8K
|
124
$8.39K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
122+ 21.33% |
$6.85K - $7.87K
|
694
$46.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
113New |
$6.34K - $7.29K
|
113
$7.64K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
87New |
$4.88K - $5.61K
|
87
$5.88K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
67+ 1.12% |
$3.76K - $4.32K
|
6.06K
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 1.1% |
$3.03K - $3.48K
|
4.96K
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 0.66% |
$1.96K - $2.26K
|
5.32K
$360K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
31New |
$1.74K - $2K
|
31
$2.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
31+ 34.07% |
$1.74K - $2K
|
122
$8.25K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
26New |
$1.46K - $1.68K
|
26
$1.76K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 200.0% |
$1.35K - $1.55K
|
36
$2.44K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$1.12K - $1.29K
|
20
$1.35K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
18New |
$1.01K - $1.16K
|
18
$1.22K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18New |
$1.01K - $1.16K
|
18
$1.22K
|
|