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 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
105KNew |
$5.61M - $6.82M
|
105K
$6.75M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-389- 1.37% |
$20.8K - $25.3K
|
28K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
802+ 7.49% |
$42.9K - $52.2K
|
11.5K
$741K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-218- 1.78% |
$11.7K - $14.2K
|
12K
$775K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.28K- 0.89% |
$68.3K - $83.1K
|
143K
$9.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 13.03% |
$53.8K - $65.4K
|
6.71K
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.6K- 13.43% |
$406K - $494K
|
49K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
134+ 84.81% |
$7.17K - $8.72K
|
292
$18.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-11.4K- 9.05% |
$610K - $741K
|
115K
$7.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.77K- 3.49% |
$255K - $310K
|
132K
$8.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-107- 2.21% |
$5.72K - $6.96K
|
4.74K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.05K+ 18.93% |
$270K - $328K
|
31.7K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.16% |
$32.1K - $39K
|
52.4K
$3.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-211- 0.56% |
$11.3K - $13.7K
|
37.5K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-23- 0.15% |
$1.23K - $1.5K
|
15.1K
$970K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.58KNew |
$84.5K - $103K
|
1.58K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-368- 4.23% |
$19.7K - $23.9K
|
8.33K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
284+ 4.29% |
$15.2K - $18.5K
|
6.91K
$445K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.18KNew |
$116K - $142K
|
2.18K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
421New |
$22.5K - $27.4K
|
421
$27.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.7K+ 4.6% |
$1.43M - $1.73M
|
606K
$39.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.29K+ 20.14% |
$229K - $279K
|
25.6K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-90- 0.81% |
$4.82K - $5.85K
|
11K
$709K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.47KNew |
$293K - $356K
|
5.47K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-19.2K- 4.98% |
$1.03M - $1.25M
|
367K
$23.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
37.2KNew |
$1.99M - $2.42M
|
37.2K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
995+ 0.99% |
$53.2K - $64.7K
|
102K
$6.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.64K+ 45.45% |
$88K - $107K
|
5.26K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
348New |
$18.6K - $22.6K
|
348
$22.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.4KNew |
$182K - $221K
|
3.4K
$219K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$214 - $260
|
4
$258
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20+ 0.21% |
$1.07K - $1.3K
|
9.67K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
609+ 22.42% |
$32.6K - $39.6K
|
3.33K
$214K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-175- 0.5% |
$9.36K - $11.4K
|
34.6K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
32KNew |
$1.71M - $2.08M
|
32K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3K+ 46.41% |
$160K - $195K
|
9.45K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.77K+ 0.35% |
$94.6K - $115K
|
503K
$32.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.09K+ 16.36% |
$165K - $201K
|
22K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.01K- 32.35% |
$108K - $131K
|
4.21K
$271K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 16.59% |
$69.7K - $84.8K
|
6.55K
$422K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.04K- 0.16% |
$55.6K - $67.7K
|
669K
$43.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-19.1K- 27.85% |
$1.02M - $1.24M
|
49.4K
$3.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
159+ 1.0% |
$8.51K - $10.3K
|
16K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
361+ 0.16% |
$19.3K - $23.5K
|
224K
$14.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.28K- 4.09% |
$229K - $278K
|
100K
$6.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.83K- 74.85% |
$97.9K - $119K
|
615
$39.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-25- 42.37% |
$1.34K - $1.63K
|
34
$2.19K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
11KNew |
$591K - $718K
|
11K
$712K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.9K- 56.67% |
$262K - $319K
|
3.75K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.42K- 65.47% |
$343K - $417K
|
3.38K
$218K
|