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 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-976- 6.94% |
$52.2K - $63.5K
|
13.1K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-217- 4.34% |
$11.6K - $14.1K
|
4.78K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.99KClosed |
$214K - $260K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-721- 16.98% |
$38.6K - $46.9K
|
3.53K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.69K+ 8.01% |
$90.6K - $110K
|
22.8K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-30.9K- 89.57% |
$1.65M - $2.01M
|
3.6K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-145- 2.43% |
$7.76K - $9.43K
|
5.82K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
111KNew |
$5.95M - $7.23M
|
111K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.1K+ 41.85% |
$433K - $527K
|
27.4K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-9.4K- 11.19% |
$503K - $611K
|
74.6K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-850- 7.54% |
$45.5K - $55.3K
|
10.4K
$649K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
300+ 0.46% |
$16.1K - $19.5K
|
65.4K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26.7K+ 31.93% |
$1.43M - $1.73M
|
110K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.59K+ 64.13% |
$460K - $559K
|
22K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
9.79K+ 8.19% |
$524K - $637K
|
129K
$8.05M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.79K- 22.73% |
$203K - $247K
|
12.9K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
729+ 12.34% |
$39K - $47.4K
|
6.64K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-4.8K- 6.86% |
$257K - $312K
|
65.1K
$4.05M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 53.21% |
$3.1K - $3.77K
|
51
$3.17K
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.98K+ 3.35% |
$213K - $259K
|
123K
$7.64M
|
|
|
May 13, 2025
Q1 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-1.31K- 1.04% |
$70.3K - $85.5K
|
126K
$7.81M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.07K+ 4.09% |
$57K - $69.3K
|
27.1K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-775- 9.73% |
$41.5K - $50.4K
|
7.19K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.7K- 1.48% |
$90.8K - $110K
|
113K
$7.04M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-51.5K- 85.73% |
$2.75M - $3.35M
|
8.57K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
50K+ 58.14% |
$2.68M - $3.25M
|
136K
$8.46M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15+ 0.04% |
$803 - $976
|
35.9K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.23K+ 0.1% |
$173K - $210K
|
3.17M
$197M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 20.03% |
$56.2K - $68.4K
|
6.3K
$392K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 5.38% |
$1.02K - $1.24K
|
372
$23.1K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
63.1K+ 34.09% |
$3.38M - $4.1M
|
248K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-745- 11.21% |
$39.9K - $48.5K
|
5.9K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-960- 20.41% |
$51.4K - $62.4K
|
3.74K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 11.63% |
$151K - $183K
|
21.4K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
1.73K+ 1.39% |
$92.4K - $112K
|
126K
$7.83M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.47K+ 3.77% |
$186K - $226K
|
95.5K
$5.94M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.37K- 5.29% |
$234K - $284K
|
78.3K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
73+ 1.59% |
$3.91K - $4.75K
|
4.65K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-2.45K- 3.33% |
$131K - $159K
|
71.1K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
24New |
$1.28K - $1.56K
|
24
$1.49K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.5K+ 2.87% |
$560K - $681K
|
375K
$23.3M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.08K- 3.16% |
$111K - $135K
|
63.7K
$3.96M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.02K+ 4.15% |
$108K - $132K
|
50.8K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.16K+ 143.44% |
$222K - $270K
|
7.06K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-15.4K- 5.46% |
$824K - $1M
|
267K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-809- 9.98% |
$43.3K - $52.6K
|
7.3K
$454K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.03K+ 85.52% |
$269K - $327K
|
10.9K
$679K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.69K+ 10.22% |
$358K - $435K
|
72.1K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-190K- 4.04% |
$10.2M - $12.4M
|
4.52M
$281M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.39K- 25.96% |
$74.3K - $90.3K
|
3.96K
$246K
|