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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.17K+ 14.97% |
$116K - $131K
|
16.7K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
198+ 5.16% |
$10.6K - $11.9K
|
4.03K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.71K - $1.92K
|
32
$2.01K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
247+ 0.37% |
$13.2K - $14.8K
|
67.3K
$4.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-86- 48.31% |
$4.59K - $5.17K
|
92
$5.77K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-9.22K- 60.61% |
$492K - $554K
|
5.99K
$376K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 0.14% |
$480 - $541
|
6.41K
$402K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 28.21% |
$1.17K - $1.32K
|
100
$6.28K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
107+ 8.47% |
$5.71K - $6.43K
|
1.37K
$86K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.9KNew |
$315K - $355K
|
5.9K
$370K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
715New |
$38.1K - $43K
|
715
$44.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.44KNew |
$76.9K - $86.7K
|
1.44K
$90.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-8.12K- 9.32% |
$433K - $488K
|
79K
$4.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$107 - $120
|
2
$126
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.48K- 4.83% |
$239K - $269K
|
88.2K
$5.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
67.4KNew |
$3.6M - $4.05M
|
67.4K
$4.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
678+ 15.44% |
$36.2K - $40.8K
|
5.07K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-8.1K- 27.24% |
$432K - $487K
|
21.6K
$1.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$17.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$17.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-242- 6.11% |
$12.9K - $14.5K
|
3.72K
$233K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-108- 2.87% |
$5.76K - $6.49K
|
3.66K
$230K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 1.47% |
$267 - $301
|
344
$21.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
20.5KNew |
$1.09M - $1.23M
|
20.5K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
35.1KNew |
$1.87M - $2.11M
|
35.1K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 68.67% |
$83.9K - $94.6K
|
718
$45.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-442- 67.9% |
$23.6K - $26.6K
|
209
$13.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.9K+ 2.32% |
$101K - $114K
|
83.7K
$5.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
7+ 3.26% |
$373 - $421
|
222
$13.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
622New |
$33.2K - $37.4K
|
622
$39K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-87- 19.95% |
$4.64K - $5.23K
|
349
$21.9K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-735- 76.09% |
$39.2K - $44.2K
|
231
$14.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.63MNew |
$144M - $177M
|
2.63M
$165M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2- 7.14% |
$110 - $135
|
26
$1.63K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.74KClosed |
$205K - $252K
|
0
$0
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-33- 0.49% |
$1.81K - $2.22K
|
6.73K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$975K - $1.2M
|
17.8K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-369- 4.68% |
$20.2K - $24.9K
|
7.52K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.28KNew |
$125K - $153K
|
2.28K
$143K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.07% |
$110 - $135
|
2.7K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Rush Island Management, LP
New York, NY |
BUY
|
- |
1.02M+ 483.44% |
$56.1M - $69M
|
1.24M
$77.5M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.07KNew |
$333K - $409K
|
6.07K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
562+ 14.65% |
$30.8K - $37.9K
|
4.4K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-2.1K- 57.59% |
$115K - $141K
|
1.54K
$96.8K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
57+ 0.85% |
$3.13K - $3.84K
|
6.75K
$424K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
509+ 0.63% |
$27.9K - $34.3K
|
80.9K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
88.5K+ 68.98% |
$4.85M - $5.96M
|
217K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.8K+ 688.21% |
$1.52M - $1.87M
|
31.8K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-635- 97.24% |
$34.8K - $42.8K
|
18
$1.13K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-865- 43.25% |
$47.4K - $58.3K
|
1.14K
$71.2K
|
|