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 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$534 - $613
|
10
$628
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.26K+ 726.24% |
$228K - $261K
|
4.85K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
24.6K+ 12.9% |
$1.31M - $1.51M
|
215K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
18.9KNew |
$1.01M - $1.16M
|
18.9K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-43.6K- 82.48% |
$2.33M - $2.67M
|
9.25K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3K- 4.6% |
$160K - $184K
|
62.2K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.37K- 21.51% |
$73.2K - $84K
|
5K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.04K+ 25.39% |
$483K - $554K
|
44.6K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
150+ 63.03% |
$8.02K - $9.2K
|
388
$24.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
22+ 2.27% |
$1.18K - $1.35K
|
991
$62.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-495- 4.54% |
$26.5K - $30.4K
|
10.4K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.78K+ 29.36% |
$95.3K - $109K
|
7.86K
$494K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.54KNew |
$82.3K - $94.4K
|
1.54K
$96.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-89- 37.87% |
$4.76K - $5.46K
|
146
$9.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-936- 6.19% |
$50K - $57.4K
|
14.2K
$891K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.75K- 77.32% |
$93.5K - $107K
|
513
$32.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
900+ 90.0% |
$48.1K - $55.2K
|
1.9K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
131New |
$7K - $8.03K
|
131
$8.23K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-69- 9.41% |
$3.69K - $4.23K
|
664
$41.7K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.79KNew |
$309K - $355K
|
5.79K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-966- 16.44% |
$51.6K - $59.2K
|
4.91K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
271+ 7.73% |
$14.5K - $16.6K
|
3.78K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
673New |
$36K - $41.3K
|
673
$42.3K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.3K- 11.93% |
$69.5K - $79.7K
|
9.6K
$603K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 9.8% |
$53.4K - $61.3K
|
9.2K
$578K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-151- 2.8% |
$8.07K - $9.26K
|
5.23K
$329K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$267 - $307
|
5
$314
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-59- 31.22% |
$3.15K - $3.62K
|
130
$8.17K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.69K- 30.01% |
$90K - $103K
|
3.93K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-463- 50.0% |
$24.7K - $28.4K
|
463
$29.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.13% |
$107 - $123
|
1.52K
$95.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
32KNew |
$1.71M - $1.96M
|
32K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7New |
$374 - $429
|
7
$440
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$8.02K - $9.2K
|
150
$9.43K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
70.3KNew |
$3.76M - $4.31M
|
70.3K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-377- 17.41% |
$20.1K - $23.1K
|
1.79K
$112K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$267 - $307
|
5
$314
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.38K- 16.16% |
$73.6K - $84.5K
|
7.14K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-349- 61.12% |
$18.7K - $21.4K
|
222
$14K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-797- 3.22% |
$42.6K - $48.9K
|
23.9K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.56K- 29.66% |
$137K - $157K
|
6.07K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-347- 24.33% |
$18.5K - $21.3K
|
1.08K
$67.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
160New |
$8.55K - $9.81K
|
160
$10.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-458- 10.49% |
$24.5K - $28.1K
|
3.91K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-510- 42.29% |
$27.3K - $31.3K
|
696
$43.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
560+ 9.52% |
$29.9K - $34.3K
|
6.44K
$405K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.61K- 5.65% |
$85.9K - $98.6K
|
26.8K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
108New |
$5.77K - $6.62K
|
108
$6.79K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-128- 18.29% |
$6.84K - $7.85K
|
572
$35.9K
|