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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-36K- 45.28% |
$1.92M - $2.21M
|
43.5K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-89.1K- 95.6% |
$4.76M - $5.47M
|
4.1K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
3.91KNew |
$209K - $240K
|
3.91K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
116New |
$6.2K - $7.11K
|
116
$7.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
SELL
|
- |
-16.9K- 2.17% |
$902K - $1.04M
|
760K
$47.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-37K- 35.34% |
$1.98M - $2.27M
|
67.7K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-433- 28.87% |
$23.1K - $26.6K
|
1.07K
$67.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.87K- 29.57% |
$207K - $237K
|
9.22K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.57K- 16.08% |
$83.6K - $96K
|
8.17K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-94.9K- 49.47% |
$5.07M - $5.82M
|
97K
$6.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.37K- 4.71% |
$180K - $207K
|
68.1K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
16+ 400.0% |
$855 - $981
|
20
$1.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
4.92KNew |
$263K - $302K
|
4.92K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3- 4.23% |
$160 - $184
|
68
$4.27K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-3.04K- 35.31% |
$163K - $187K
|
5.58K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.33K+ 11.21% |
$71.2K - $81.7K
|
13.2K
$831K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.77K+ 146.35% |
$94.3K - $108K
|
2.97K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-560Closed |
$29.9K - $34.3K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
41.8KNew |
$2.23M - $2.56M
|
41.8K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-281- 5.89% |
$15K - $17.2K
|
4.49K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
579+ 8.88% |
$30.9K - $35.5K
|
7.1K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
887New |
$47.4K - $54.4K
|
887
$55.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.29% |
$53.4 - $61.3
|
347
$21.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
183+ 3.47% |
$9.78K - $11.2K
|
5.46K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
46KNew |
$2.46M - $2.82M
|
46K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
825+ 36.67% |
$44.1K - $50.6K
|
3.08K
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
672New |
$35.9K - $41.2K
|
672
$42.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
11KNew |
$590K - $677K
|
11K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
31.3KNew |
$1.67M - $1.92M
|
31.3K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
16New |
$855 - $981
|
16
$1.01K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6.49KNew |
$347K - $398K
|
6.49K
$408K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-473- 2.78% |
$25.3K - $29K
|
16.5K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-15.5K- 7.11% |
$830K - $953K
|
203K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.69K- 10.9% |
$144K - $165K
|
22K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-5.5K- 44.0% |
$294K - $337K
|
7K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.62KNew |
$86.8K - $99.6K
|
1.62K
$102K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
60KNew |
$3.2M - $3.68M
|
60K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$53.4 - $61.3
|
1
$62.8
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.49KNew |
$79.6K - $91.3K
|
1.49K
$93.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.62K- 12.77% |
$354K - $406K
|
45.2K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
100New |
$5.34K - $6.13K
|
100
$6.28K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
48New |
$2.57K - $2.94K
|
48
$3.02K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26.2KNew |
$1.4M - $1.61M
|
26.2K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 6.82% |
$321 - $368
|
94
$5.91K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132New |
$7.05K - $8.1K
|
132
$8.29K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 1.05% |
$107 - $123
|
192
$12.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.24K+ 651.85% |
$226K - $260K
|
4.89K
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
4.34KNew |
$232K - $266K
|
4.34K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
120+ 3.35% |
$6.41K - $7.36K
|
3.7K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
877New |
$46.9K - $53.8K
|
877
$55.1K
|