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 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-29- 0.58% |
$1.55K - $1.89K
|
4.93K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.15K- 9.38% |
$61.5K - $74.8K
|
11.1K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
67+ 0.07% |
$3.58K - $4.36K
|
95.7K
$6.01M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-941- 14.27% |
$50.3K - $61.2K
|
5.65K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
27.9KNew |
$1.49M - $1.81M
|
27.9K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
23+ 0.2% |
$1.23K - $1.5K
|
11.5K
$721K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
997+ 48.52% |
$53.3K - $64.9K
|
3.05K
$192K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 13.5% |
$5.35K - $6.51K
|
841
$52.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6K- 35.33% |
$321K - $390K
|
11K
$690K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.28% |
$1.98K - $2.41K
|
13.1K
$821K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 26.15% |
$58.6K - $71.3K
|
5.29K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 1.83% |
$146K - $178K
|
146K
$9.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
372K+ 74.48% |
$19.9M - $24.2M
|
872K
$54.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-418- 7.11% |
$22.4K - $27.2K
|
5.46K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
152+ 3.16% |
$8.13K - $9.89K
|
4.96K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-770- 14.67% |
$41.2K - $50.1K
|
4.48K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-35- 0.59% |
$1.87K - $2.28K
|
5.89K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-1.85K- 3.28% |
$99K - $120K
|
54.5K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
14.8KNew |
$791K - $962K
|
14.8K
$929K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.3KNew |
$337K - $410K
|
6.3K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.29K+ 0.85% |
$68.9K - $83.8K
|
153K
$9.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.43% |
$214 - $260
|
925
$58.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
898+ 2.46% |
$48K - $58.4K
|
37.4K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-647- 1.33% |
$34.6K - $42.1K
|
48K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
368+ 8.99% |
$19.7K - $23.9K
|
4.46K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.43KNew |
$183K - $223K
|
3.43K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.54K+ 20.24% |
$136K - $165K
|
15.1K
$948K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.5K+ 89.4% |
$725K - $881K
|
28.7K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
979+ 3.56% |
$52.4K - $63.7K
|
28.5K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8K+ 121.86% |
$630K - $766K
|
21.4K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.01K+ 1.55% |
$107K - $131K
|
132K
$8.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$53.5 - $65.1
|
708
$44.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.55% |
$107 - $130
|
131
$8.23K
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
537+ 0.9% |
$28.7K - $34.9K
|
60.2K
$3.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.25K- 15.18% |
$120K - $146K
|
12.5K
$788K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
657+ 15.38% |
$35.1K - $42.7K
|
4.93K
$310K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-167- 19.67% |
$8.93K - $10.9K
|
682
$42.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-68- 4.37% |
$3.64K - $4.42K
|
1.49K
$93.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
265+ 0.1% |
$14.2K - $17.2K
|
266K
$16.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.1KNew |
$58.7K - $71.4K
|
1.1K
$68.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
2.07K+ 2.75% |
$111K - $135K
|
77.5K
$4.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.51K+ 28.31% |
$188K - $229K
|
15.9K
$1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.92K- 7.97% |
$103K - $125K
|
22.1K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-107- 2.55% |
$5.72K - $6.96K
|
4.09K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13.5K- 18.36% |
$721K - $877K
|
59.9K
$3.77M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 7.42% |
$5.35K - $6.51K
|
1.45K
$91K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.35KNew |
$72.2K - $87.8K
|
1.35K
$84.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.03K- 0.69% |
$55K - $66.9K
|
148K
$9.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36New |
$1.93K - $2.34K
|
36
$2.26K
|