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
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4KNew |
$219K - $269K
|
4K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
53New |
$2.91K - $3.57K
|
53
$3.33K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
625+ 260.42% |
$34.3K - $42.1K
|
865
$54.3K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.36KNew |
$74.5K - $91.6K
|
1.36K
$85.3K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.88K- 1.99% |
$322K - $396K
|
289K
$18.2M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-62.9K- 15.89% |
$3.45M - $4.24M
|
333K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$21.9K - $26.9K
|
400
$25.1K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 20.32% |
$72.8K - $89.4K
|
5.2K
$326K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 3.45% |
$54.8 - $67.4
|
30
$1.88K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-920- 19.17% |
$50.5K - $62K
|
3.88K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.73KNew |
$314K - $386K
|
5.73K
$359K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.95K- 22.72% |
$107K - $131K
|
6.63K
$416K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.54K- 44.41% |
$84.5K - $104K
|
1.93K
$121K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-506- 10.49% |
$27.7K - $34.1K
|
4.32K
$271K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
677+ 21.08% |
$37.1K - $45.6K
|
3.89K
$244K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
961New |
$52.7K - $64.7K
|
961
$60.3K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.32K- 17.64% |
$72.5K - $89.1K
|
6.17K
$387K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.07% |
$329 - $404
|
8.91K
$559K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
873New |
$47.9K - $58.8K
|
873
$54.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-1.38K- 2.0% |
$75.6K - $92.8K
|
67.4K
$4.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
70New |
$3.84K - $4.72K
|
70
$4.39K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
525New |
$28.8K - $35.4K
|
525
$32.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
166KNew |
$9.11M - $11.2M
|
166K
$10.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-269- 38.43% |
$14.8K - $18.1K
|
431
$27K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
43.4KNew |
$2.38M - $2.92M
|
43.4K
$2.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.69K- 49.28% |
$257K - $316K
|
4.82K
$303K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.4K- 36.0% |
$296K - $364K
|
9.6K
$602K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.91KNew |
$269K - $331K
|
4.91K
$308K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-109- 68.99% |
$5.98K - $7.34K
|
49
$3.08K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
46+ 1.29% |
$2.52K - $3.1K
|
3.62K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-874- 19.58% |
$47.9K - $58.9K
|
3.59K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-155- 4.13% |
$8.5K - $10.4K
|
3.6K
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2KNew |
$110K - $135K
|
2K
$126K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.13% |
$274 - $337
|
3.96K
$249K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
493New |
$27K - $33.2K
|
493
$30.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.4KNew |
$1.01M - $1.24M
|
18.4K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
271New |
$14.9K - $18.3K
|
271
$17K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-926- 48.08% |
$50.8K - $62.4K
|
1K
$62.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-9.25K- 68.67% |
$507K - $623K
|
4.22K
$265K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-125- 39.56% |
$6.86K - $8.42K
|
191
$12K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
535K+ 22.03% |
$28M - $35.2M
|
2.97M
$186M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
9.85KNew |
$514K - $647K
|
9.85K
$618K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.33KNew |
$174K - $219K
|
3.33K
$209K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.25KNew |
$274K - $345K
|
5.25K
$329K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.53KNew |
$184K - $232K
|
3.53K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
277+ 49.03% |
$14.5K - $18.2K
|
842
$52.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
5.72KNew |
$298K - $375K
|
5.72K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
9.63K+ 75.76% |
$503K - $632K
|
22.3K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-36.6K- 94.75% |
$1.91M - $2.4M
|
2.03K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.56K- 3.31% |
$81.3K - $102K
|
45.5K
$2.85M
|
|