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, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-134- 50.0% |
$7K - $8.8K
|
134
$7.35K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
9.85KNew |
$514K - $647K
|
9.85K
$540K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.33KNew |
$174K - $219K
|
3.33K
$183K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.25KNew |
$274K - $345K
|
5.25K
$288K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.53KNew |
$184K - $232K
|
3.53K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
277+ 49.03% |
$14.5K - $18.2K
|
842
$46.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
5.72KNew |
$298K - $375K
|
5.72K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
9.63K+ 75.76% |
$503K - $632K
|
22.3K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-36.6K- 94.75% |
$1.91M - $2.4M
|
2.03K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.56K- 3.31% |
$81.3K - $102K
|
45.5K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.93KNew |
$205K - $258K
|
3.93K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.04M - $1.31M
|
20K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-831- 4.12% |
$43.4K - $54.6K
|
19.3K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.71KNew |
$194K - $244K
|
3.71K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
4.8KNew |
$251K - $315K
|
4.8K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
33.3KNew |
$1.74M - $2.19M
|
33.3K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
85.7KNew |
$4.47M - $5.63M
|
85.7K
$4.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
42New |
$2.19K - $2.76K
|
42
$2.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.41KNew |
$178K - $224K
|
3.41K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Adelante Capital Management LLC
Alameda, CA |
BUY
|
- |
189KNew |
$9.87M - $12.4M
|
189K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.24KNew |
$169K - $213K
|
3.24K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-90- 0.88% |
$4.7K - $5.91K
|
10.2K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
325New |
$17K - $21.3K
|
325
$17.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.84KNew |
$200K - $252K
|
3.84K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 67.43% |
$10.8K - $13.6K
|
100
$5.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.61K+ 71.0% |
$84.1K - $106K
|
3.88K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.85% |
$52.2 - $65.7
|
55
$3.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
346+ 5.56% |
$18.1K - $22.7K
|
6.57K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-226- 0.73% |
$11.8K - $14.8K
|
30.6K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
300+ 7.39% |
$15.7K - $19.7K
|
4.36K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
12New |
$627 - $788
|
12
$658
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-84- 2.14% |
$4.39K - $5.52K
|
3.84K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.33KNew |
$174K - $219K
|
3.33K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
102+ 1.89% |
$5.33K - $6.7K
|
5.49K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-171- 5.73% |
$8.93K - $11.2K
|
2.81K
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
50New |
$2.61K - $3.28K
|
50
$2.74K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.5KNew |
$235K - $296K
|
4.5K
$247K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.03KNew |
$106K - $133K
|
2.03K
$111K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
25+ 0.92% |
$1.31K - $1.64K
|
2.75K
$151K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
415New |
$21.7K - $27.3K
|
415
$22.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.83KNew |
$200K - $251K
|
3.83K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-232- 27.04% |
$12.1K - $15.2K
|
626
$34.3K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.36KNew |
$176K - $221K
|
3.36K
$184K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
91New |
$4.75K - $5.98K
|
91
$4.99K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
5.05KNew |
$264K - $332K
|
5.05K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
83+ 488.24% |
$4.33K - $5.45K
|
100
$5.48K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.28KNew |
$171K - $215K
|
3.28K
$180K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$522 - $657
|
10
$548
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-63- 12.99% |
$3.29K - $4.14K
|
422
$23.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
227New |
$11.9K - $14.9K
|
227
$12.4K
|