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 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12+ 5.06% |
$642 - $781
|
249
$15.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-19.2K- 4.98% |
$1.03M - $1.25M
|
367K
$23.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
37.2KNew |
$1.99M - $2.42M
|
37.2K
$2.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
995+ 0.99% |
$53.2K - $64.7K
|
102K
$6.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.83K+ 14.57% |
$473K - $575K
|
69.4K
$4.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.64K+ 45.45% |
$88K - $107K
|
5.26K
$331K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
36.9K+ 30.6% |
$1.97M - $2.4M
|
157K
$9.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
348New |
$18.6K - $22.6K
|
348
$21.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.4KNew |
$182K - $221K
|
3.4K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.72K- 27.77% |
$145K - $177K
|
7.07K
$444K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$214 - $260
|
4
$251
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20+ 0.21% |
$1.07K - $1.3K
|
9.67K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
609+ 22.42% |
$32.6K - $39.6K
|
3.33K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-175- 0.5% |
$9.36K - $11.4K
|
34.6K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-952- 11.07% |
$50.9K - $61.9K
|
7.65K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
32KNew |
$1.71M - $2.08M
|
32K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.18K- 2.75% |
$117K - $142K
|
77.1K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-110- 0.25% |
$5.89K - $7.16K
|
44.5K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3K+ 46.41% |
$160K - $195K
|
9.45K
$594K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.77K+ 0.35% |
$94.6K - $115K
|
503K
$31.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.09K+ 16.36% |
$165K - $201K
|
22K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
2.22K+ 29.46% |
$119K - $144K
|
9.75K
$612K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.01K- 32.35% |
$108K - $131K
|
4.21K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 16.59% |
$69.7K - $84.8K
|
6.55K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
168+ 4.22% |
$8.99K - $10.9K
|
4.15K
$260K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.04K- 0.16% |
$55.6K - $67.7K
|
669K
$42M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-19.1K- 27.85% |
$1.02M - $1.24M
|
49.4K
$3.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
159+ 1.0% |
$8.51K - $10.3K
|
16K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-539- 3.4% |
$28.8K - $35.1K
|
15.3K
$962K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
361+ 0.16% |
$19.3K - $23.5K
|
224K
$14.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.28K- 4.09% |
$229K - $278K
|
100K
$6.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-504- 3.18% |
$27K - $32.8K
|
15.3K
$963K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-450- 9.61% |
$24.1K - $29.3K
|
4.23K
$266K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.83K- 74.85% |
$97.9K - $119K
|
615
$38.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.85K+ 9.69% |
$366K - $445K
|
77.5K
$4.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 42.37% |
$1.34K - $1.63K
|
34
$2.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
11KNew |
$591K - $718K
|
11K
$694K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.9K- 56.67% |
$262K - $319K
|
3.75K
$235K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.42K- 65.47% |
$343K - $417K
|
3.38K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47New |
$2.51K - $3.06K
|
47
$2.95K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 3.58% |
$5.35K - $6.51K
|
2.69K
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.22KNew |
$172K - $209K
|
3.22K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-244- 2.44% |
$13.1K - $15.9K
|
9.76K
$613K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
16.5K+ 10.56% |
$885K - $1.08M
|
173K
$10.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.94KNew |
$264K - $321K
|
4.94K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.44K+ 13.55% |
$77.1K - $93.8K
|
12.1K
$760K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.64K+ 32.33% |
$87.8K - $107K
|
6.72K
$422K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-343- 1.56% |
$18.4K - $22.3K
|
21.7K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.65K- 50.43% |
$88.3K - $107K
|
1.62K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
6.11K+ 1.41% |
$327K - $397K
|
439K
$27.6M
|