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 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.88K- 1.99% |
$322K - $396K
|
289K
$15.9M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.08KNew |
$334K - $410K
|
6.08K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-62.9K- 15.89% |
$3.45M - $4.24M
|
333K
$18.2M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$21.9K - $26.9K
|
400
$21.9K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 20.32% |
$72.8K - $89.4K
|
5.2K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.08K+ 33.18% |
$114K - $140K
|
8.35K
$458K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.46KNew |
$135K - $166K
|
2.46K
$135K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 3.45% |
$54.8 - $67.4
|
30
$1.64K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
9.76KNew |
$535K - $658K
|
9.76K
$535K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-300- 34.48% |
$16.5K - $20.2K
|
570
$31.3K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
700New |
$38.4K - $47.2K
|
700
$38.4K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-920- 19.17% |
$50.5K - $62K
|
3.88K
$213K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.73KNew |
$314K - $386K
|
5.73K
$314K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.95K- 22.72% |
$107K - $131K
|
6.63K
$363K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
10.9KNew |
$597K - $733K
|
10.9K
$597K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.54K- 44.41% |
$84.5K - $104K
|
1.93K
$106K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-506- 10.49% |
$27.7K - $34.1K
|
4.32K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
677+ 21.08% |
$37.1K - $45.6K
|
3.89K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
961New |
$52.7K - $64.7K
|
961
$52.7K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.32K- 17.64% |
$72.5K - $89.1K
|
6.17K
$339K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.07% |
$329 - $404
|
8.91K
$489K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
873New |
$47.9K - $58.8K
|
873
$47.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
831New |
$45.6K - $56K
|
831
$45.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-1.38K- 2.0% |
$75.6K - $92.8K
|
67.4K
$3.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
70New |
$3.84K - $4.72K
|
70
$3.84K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
525New |
$28.8K - $35.4K
|
525
$28.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 0.74% |
$823 - $1.01K
|
2.06K
$113K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
166KNew |
$9.11M - $11.2M
|
166K
$9.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-269- 38.43% |
$14.8K - $18.1K
|
431
$23.6K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
43.4KNew |
$2.38M - $2.92M
|
43.4K
$2.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-10- 0.4% |
$548 - $674
|
2.46K
$135K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.69K- 49.28% |
$257K - $316K
|
4.82K
$264K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.4K- 36.0% |
$296K - $364K
|
9.6K
$526K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.91KNew |
$269K - $331K
|
4.91K
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-109- 68.99% |
$5.98K - $7.34K
|
49
$2.69K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.69K- 16.91% |
$202K - $249K
|
18.1K
$995K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28New |
$1.54K - $1.89K
|
28
$1.54K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
46+ 1.29% |
$2.52K - $3.1K
|
3.62K
$198K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-200- 2.9% |
$11K - $13.5K
|
6.7K
$367K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-874- 19.58% |
$47.9K - $58.9K
|
3.59K
$197K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-155- 4.13% |
$8.5K - $10.4K
|
3.6K
$197K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2KNew |
$110K - $135K
|
2K
$110K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.13% |
$274 - $337
|
3.96K
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
493New |
$27K - $33.2K
|
493
$27K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.4KNew |
$1.01M - $1.24M
|
18.4K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
271New |
$14.9K - $18.3K
|
271
$14.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-926- 48.08% |
$50.8K - $62.4K
|
1K
$54.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-9.25K- 68.67% |
$507K - $623K
|
4.22K
$231K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-125- 39.56% |
$6.86K - $8.42K
|
191
$10.5K
|
|
| Q4 2023 | |||||||
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.38K- 63.29% |
$333K - $419K
|
3.7K
$203K
|
|