Purchases and Sales Made in Q4 2025 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 2025. The information is specifically focused on institutions that hold shares of W. P. Carey Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
92K+ 505.2% |
$6.01M - $6.37M
|
110K
$7.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
21.3K+ 133.91% |
$1.39M - $1.48M
|
37.3K
$2.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.33K+ 2.36% |
$478K - $507K
|
318K
$21.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.72K+ 2.29% |
$438K - $465K
|
300K
$20.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6KNew |
$392K - $415K
|
6K
$406K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.87K+ 6.29% |
$253K - $268K
|
65.5K
$4.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
3.35K+ 31.02% |
$219K - $232K
|
14.1K
$957K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.94K+ 31.08% |
$192K - $203K
|
12.4K
$837K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
2.64K+ 13.1% |
$172K - $182K
|
22.7K
$1.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.57K+ 418.92% |
$168K - $178K
|
3.18K
$215K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.24K+ 146.95% |
$146K - $155K
|
3.77K
$255K
|
|
|
Jan 14, 2026
Q4 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.88K+ 2.63% |
$123K - $130K
|
73.3K
$4.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
708+ 6.45% |
$46.2K - $49K
|
11.7K
$791K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
476New |
$31.1K - $32.9K
|
476
$32.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
435New |
$28.4K - $30.1K
|
435
$29.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
379+ 8.6% |
$24.7K - $26.2K
|
4.79K
$324K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
275New |
$17.9K - $19K
|
275
$18.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
273+ 2.46% |
$17.8K - $18.9K
|
11.4K
$769K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
198+ 3.92% |
$12.9K - $13.7K
|
5.24K
$355K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
135+ 0.39% |
$8.81K - $9.34K
|
34.4K
$2.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
115+ 2.93% |
$7.5K - $7.96K
|
4.04K
$273K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
81+ 1.35% |
$5.29K - $5.61K
|
6.06K
$410K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 10.36% |
$4.83K - $5.12K
|
788
$53.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70New |
$4.57K - $4.84K
|
70
$4.73K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
19+ 0.56% |
$1.24K - $1.31K
|
3.43K
$232K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9+ 0.24% |
$587 - $623
|
3.84K
$260K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 0.04% |
$457 - $484
|
17.2K
$1.16M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 0.76% |
$326 - $346
|
666
$45K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$65.3 - $69.2
|
7.78K
$526K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.15% |
$65.3 - $69.2
|
649
$43.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-1- 0.11% |
$65.3 - $69.2
|
918
$62.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8- 0.04% |
$522 - $554
|
22.4K
$1.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-10- 30.3% |
$653 - $692
|
23
$1.56K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 0.53% |
$718 - $761
|
2.06K
$139K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 1.81% |
$718 - $761
|
597
$40.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-79- 1.17% |
$5.16K - $5.47K
|
6.67K
$451K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-79- 0.67% |
$5.16K - $5.47K
|
11.7K
$792K
|
|
|
Jan 16, 2026
Q4 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-80- 1.08% |
$5.22K - $5.54K
|
7.33K
$496K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-82- 0.29% |
$5.35K - $5.67K
|
28.3K
$1.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-85- 2.49% |
$5.55K - $5.88K
|
3.33K
$225K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-119- 18.17% |
$7.77K - $8.23K
|
536
$36.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-134- 3.35% |
$8.74K - $9.27K
|
3.87K
$262K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-141- 1.49% |
$9.2K - $9.76K
|
9.34K
$631K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-208- 2.38% |
$13.6K - $14.4K
|
8.54K
$578K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-275- 3.96% |
$17.9K - $19K
|
6.66K
$451K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-299- 2.3% |
$19.5K - $20.7K
|
12.7K
$861K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.66% |
$26.1K - $27.7K
|
60.6K
$4.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-403- 5.48% |
$26.3K - $27.9K
|
6.95K
$470K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-670- 28.93% |
$43.7K - $46.4K
|
1.65K
$111K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-764- 19.2% |
$49.9K - $52.9K
|
3.22K
$218K
|
|