Latest Institutional Transactions on W. P. Carey Inc. (WPC)
This table provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-532- 11.79% |
$28.5K - $34.6K
|
3.98K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-26.3K- 39.7% |
$1.41M - $1.71M
|
39.9K
$2.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
BUY
|
- |
3.09K+ 2.79% |
$166K - $201K
|
114K
$7.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 300.0% |
$321 - $390
|
8
$505
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
18New |
$963 - $1.17K
|
18
$1.14K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-885- 1.74% |
$47.3K - $57.6K
|
50K
$3.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
154+ 1.51% |
$8.24K - $10K
|
10.3K
$653K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-2.53K- 5.27% |
$135K - $165K
|
45.5K
$2.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
543+ 7.72% |
$29.1K - $35.3K
|
7.58K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6K+ 2.48% |
$321K - $391K
|
248K
$15.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
37+ 17.79% |
$1.98K - $2.41K
|
245
$15.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-17- 0.15% |
$910 - $1.11K
|
11K
$697K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-812- 3.12% |
$43.4K - $52.8K
|
25.2K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.69K+ 108600.0% |
$465K - $565K
|
8.7K
$549K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.41KNew |
$182K - $222K
|
3.41K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
109+ 0.63% |
$5.83K - $7.09K
|
17.3K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
17+ 1.68% |
$910 - $1.11K
|
1.03K
$65.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.78K- 12.58% |
$202K - $246K
|
26.3K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.77KNew |
$202K - $245K
|
3.77K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.29KNew |
$336K - $409K
|
6.29K
$397K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.61K+ 162.1% |
$86K - $105K
|
2.6K
$164K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.06K+ 16.59% |
$56.5K - $68.8K
|
7.43K
$469K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.3KNew |
$177K - $215K
|
3.3K
$208K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.71% |
$53.5 - $65.1
|
141
$8.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
22+ 0.36% |
$1.18K - $1.43K
|
6.21K
$392K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.64K+ 0.25% |
$87.5K - $106K
|
664K
$41.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 0.31% |
$321 - $390
|
1.94K
$123K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
160K+ 8486.18% |
$8.58M - $10.4M
|
162K
$10.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.14K+ 37.78% |
$60.9K - $74.1K
|
4.15K
$262K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 22.31% |
$5.89K - $7.16K
|
603
$38.1K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-98- 13.08% |
$5.24K - $6.37K
|
651
$41.1K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
45.9K+ 151.15% |
$2.45M - $2.81M
|
76.2K
$4.81M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
38New |
$2.03K - $2.33K
|
38
$2.4K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.7K+ 37.28% |
$2.92M - $3.36M
|
202K
$12.7M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-124- 2.04% |
$6.63K - $7.6K
|
5.96K
$376K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
70New |
$3.74K - $4.29K
|
70
$4.42K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
110New |
$5.88K - $6.75K
|
110
$6.94K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
27.5KNew |
$1.47M - $1.69M
|
27.5K
$1.74M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
120+ 73.17% |
$6.41K - $7.36K
|
284
$17.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
100New |
$5.34K - $6.13K
|
100
$6.31K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
315+ 5.38% |
$16.8K - $19.3K
|
6.17K
$389K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.88KNew |
$100K - $115K
|
1.88K
$119K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
11.1KNew |
$593K - $681K
|
11.1K
$700K
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4.31KNew |
$230K - $264K
|
4.31K
$272K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.46K- 4.24% |
$78K - $89.5K
|
33K
$2.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
800New |
$42.8K - $49.1K
|
800
$50.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.11K+ 71.01% |
$113K - $129K
|
5.08K
$321K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7.85K- 1.98% |
$419K - $481K
|
389K
$24.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.63K- 27.56% |
$247K - $284K
|
12.2K
$768K
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.98KNew |
$213K - $244K
|
3.98K
$251K
|
|