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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
195K+ 4.86% |
$10.5M - $12.7M
|
4.22M
$263M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.51K+ 88.49% |
$295K - $358K
|
11.7K
$733K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
67+ 1.58% |
$3.58K - $4.36K
|
4.31K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
4.31K+ 82.38% |
$230K - $280K
|
9.54K
$595K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.33KNew |
$178K - $217K
|
3.33K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-460- 6.45% |
$24.6K - $29.9K
|
6.67K
$417K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
84+ 2.18% |
$4.49K - $5.46K
|
3.95K
$246K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.3K+ 1.14% |
$69.6K - $84.6K
|
115K
$7.17M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.97K- 2.57% |
$159K - $193K
|
113K
$7.03M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-254- 0.4% |
$13.6K - $16.5K
|
63.3K
$3.95M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 0.99% |
$32.1K - $39K
|
61.3K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.17K+ 8.71% |
$62.4K - $75.9K
|
14.6K
$909K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
54+ 142.11% |
$2.89K - $3.51K
|
92
$5.74K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 6.13% |
$58.2K - $70.8K
|
18.8K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 0.05% |
$375 - $455
|
14.9K
$931K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
29+ 0.42% |
$1.55K - $1.89K
|
6.87K
$429K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
901+ 1.3% |
$48.2K - $58.6K
|
70.1K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-237- 3.37% |
$12.7K - $15.4K
|
6.8K
$424K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.17K- 5.05% |
$62.8K - $76.4K
|
22.1K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
105KNew |
$5.61M - $6.82M
|
105K
$6.54M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-389- 1.37% |
$20.8K - $25.3K
|
28K
$1.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
802+ 7.49% |
$42.9K - $52.2K
|
11.5K
$718K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-218- 1.78% |
$11.7K - $14.2K
|
12K
$751K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.28K- 0.89% |
$68.3K - $83.1K
|
143K
$8.91M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-10.3K- 20.53% |
$549K - $668K
|
39.8K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
320+ 5.93% |
$17.1K - $20.8K
|
5.72K
$357K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$214K - $260K
|
4K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 13.03% |
$53.8K - $65.4K
|
6.71K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.6K- 13.43% |
$406K - $494K
|
49K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
134+ 84.81% |
$7.17K - $8.72K
|
292
$18.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 1.43% |
$53.5 - $65.1
|
71
$4.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-11.4K- 9.05% |
$610K - $741K
|
115K
$7.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.77K- 3.49% |
$255K - $310K
|
132K
$8.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-107- 2.21% |
$5.72K - $6.96K
|
4.74K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.05K+ 18.93% |
$270K - $328K
|
31.7K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.16% |
$32.1K - $39K
|
52.4K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-211- 0.56% |
$11.3K - $13.7K
|
37.5K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$642 - $781
|
12
$749
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-23- 0.15% |
$1.23K - $1.5K
|
15.1K
$940K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.32K+ 46.15% |
$285K - $346K
|
16.9K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.58KNew |
$84.5K - $103K
|
1.58K
$98.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-368- 4.23% |
$19.7K - $23.9K
|
8.33K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10K+ 6.32% |
$536K - $652K
|
169K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
284+ 4.29% |
$15.2K - $18.5K
|
6.91K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.18KNew |
$116K - $142K
|
2.18K
$136K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
421New |
$22.5K - $27.4K
|
421
$26.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.6K+ 34.87% |
$139K - $169K
|
10.1K
$629K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7K+ 4.6% |
$1.43M - $1.73M
|
606K
$37.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.29K+ 20.14% |
$229K - $279K
|
25.6K
$1.6M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
66.6K+ 136.06% |
$3.56M - $4.33M
|
116K
$7.21M
|