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, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
22K+ 34.74% |
$1.18M - $1.43M
|
85.3K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.6K- 22.45% |
$565K - $687K
|
36.5K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-118- 3.72% |
$6.31K - $7.68K
|
3.06K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-796- 6.2% |
$42.6K - $51.8K
|
12K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-719- 6.16% |
$38.5K - $46.8K
|
11K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.84K- 14.3% |
$98.4K - $120K
|
11K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
441+ 5.0% |
$23.6K - $28.7K
|
9.26K
$576K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-30.8K- 3.0% |
$1.65M - $2M
|
996K
$61.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-602- 13.43% |
$32.2K - $39.2K
|
3.88K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.77K+ 3.53% |
$94.5K - $115K
|
51.8K
$3.22M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-290- 3.72% |
$15.5K - $18.9K
|
7.5K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
92.1KNew |
$4.93M - $5.99M
|
92.1K
$5.73M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.48K+ 1.47% |
$454K - $552K
|
586K
$36.4M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
300+ 60.0% |
$16.1K - $19.5K
|
800
$49.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-310K- 16.22% |
$16.6M - $20.2M
|
1.6M
$99.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
55.6K+ 2.11% |
$2.98M - $3.62M
|
2.7M
$168M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
117+ 22.08% |
$6.26K - $7.61K
|
647
$40.2K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-719- 6.16% |
$38.5K - $46.8K
|
11K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.89KNew |
$315K - $383K
|
5.89K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
106K+ 1557.38% |
$5.68M - $6.9M
|
113K
$7.02M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.16K+ 11.14% |
$169K - $206K
|
31.5K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.36K- 10.61% |
$126K - $154K
|
19.9K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5.99KNew |
$320K - $390K
|
5.99K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.3K+ 9.38% |
$176K - $214K
|
38.4K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-326- 3.71% |
$17.4K - $21.2K
|
8.46K
$526K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
8New |
$428 - $520
|
8
$498
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
29.6K+ 9.79% |
$1.58M - $1.92M
|
332K
$20.6M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1K- 0.16% |
$53.5K - $65.1K
|
617K
$38.4M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-42.3K- 16.33% |
$2.26M - $2.75M
|
217K
$13.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.23K+ 24.07% |
$173K - $210K
|
16.7K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-750- 5.63% |
$40.1K - $48.8K
|
12.6K
$782K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-18.1K- 49.77% |
$971K - $1.18M
|
18.3K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
59KNew |
$3.16M - $3.84M
|
59K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-12- 1.21% |
$642 - $781
|
978
$60.8K
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-28.8K- 31.54% |
$1.54M - $1.87M
|
62.5K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-12.8K- 40.5% |
$687K - $836K
|
18.9K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
42+ 1.02% |
$2.25K - $2.73K
|
4.14K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
13+ 0.17% |
$696 - $846
|
7.62K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.75M+ 274.71% |
$201M - $244M
|
5.11M
$318M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-818- 1.76% |
$43.8K - $53.2K
|
45.7K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
11.9K+ 160.79% |
$637K - $774K
|
19.3K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.71% |
$161 - $195
|
424
$26.4K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
13K+ 3.65% |
$693K - $843K
|
368K
$22.9M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
75+ 1.5% |
$4.01K - $4.88K
|
5.07K
$315K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
895New |
$47.9K - $58.2K
|
895
$55.7K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-774- 1.77% |
$41.4K - $50.3K
|
43.1K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
42K+ 83.29% |
$2.24M - $2.73M
|
92.3K
$5.74M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
8.59KNew |
$459K - $559K
|
8.59K
$534K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-36- 0.35% |
$1.93K - $2.34K
|
10.3K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 11.24% |
$1.4M - $1.71M
|
207K
$12.9M
|