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 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.65KNew |
$195K - $237K
|
3.65K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-81- 0.68% |
$4.33K - $5.27K
|
11.8K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-50- 8.46% |
$2.68K - $3.25K
|
541
$33.7K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
195+ 15.68% |
$10.4K - $12.7K
|
1.44K
$89.5K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.64K- 63.95% |
$355K - $432K
|
3.74K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.59K- 1.15% |
$460K - $559K
|
742K
$46.1M
|
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
35.6KNew |
$1.91M - $2.32M
|
35.6K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
478KNew |
$25.6M - $31.1M
|
478K
$29.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.5K+ 7.9% |
$187K - $228K
|
47.9K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
347+ 74.62% |
$18.6K - $22.6K
|
812
$50.5K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.24KNew |
$334K - $406K
|
6.24K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
600New |
$32.1K - $39K
|
600
$37.3K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-6.74K- 5.62% |
$360K - $438K
|
113K
$7.03M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
772+ 3.06% |
$41.3K - $50.2K
|
26K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-6.48K- 45.98% |
$346K - $421K
|
7.61K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.32K- 0.59% |
$338K - $411K
|
1.06M
$65.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.92K- 8.85% |
$103K - $125K
|
19.7K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
38.5KNew |
$2.06M - $2.51M
|
38.5K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31+ 0.53% |
$1.66K - $2.02K
|
5.84K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
334New |
$17.9K - $21.7K
|
334
$20.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
112+ 8.4% |
$5.99K - $7.29K
|
1.45K
$89.9K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
219New |
$11.7K - $14.2K
|
219
$13.6K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 5.02% |
$10.1K - $12.3K
|
3.95K
$246K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-924- 21.14% |
$49.4K - $60.1K
|
3.45K
$214K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
14.7K+ 23.85% |
$787K - $956K
|
76.3K
$4.75M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.09K+ 2.04% |
$112K - $136K
|
104K
$6.48M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.42K+ 32.31% |
$76.1K - $92.6K
|
5.83K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
150+ 1.26% |
$8.03K - $9.76K
|
12.1K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-155K- 33.43% |
$8.29M - $10.1M
|
309K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-73.8K- 0.24% |
$3.95M - $4.8M
|
30.7M
$1.91B
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
18.3KNew |
$979K - $1.19M
|
18.3K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-32- 0.86% |
$1.71K - $2.08K
|
3.71K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
280New |
$15K - $18.2K
|
280
$17.4K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
46.4K+ 82.28% |
$2.48M - $3.02M
|
103K
$6.39M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
20.5K+ 0.78% |
$1.1M - $1.33M
|
2.66M
$166M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
79New |
$4.23K - $5.14K
|
79
$4.91K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.47KNew |
$186K - $226K
|
3.47K
$216K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.44K- 12.46% |
$77.1K - $93.7K
|
10.1K
$630K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-997- 22.86% |
$53.3K - $64.9K
|
3.37K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-533- 5.38% |
$28.5K - $34.7K
|
9.38K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
369+ 3.97% |
$19.7K - $24K
|
9.66K
$601K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.69K+ 24.72% |
$197K - $240K
|
18.6K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.14K- 4.15% |
$61.1K - $74.3K
|
26.4K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-65.2K- 93.58% |
$3.49M - $4.24M
|
4.47K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
30+ 0.67% |
$1.61K - $1.95K
|
4.53K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 3.64% |
$482 - $585
|
256
$15.9K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.05K+ 16.62% |
$270K - $329K
|
35.4K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-5.92K- 48.85% |
$317K - $385K
|
6.2K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
3+ 0.01% |
$161 - $195
|
27.6K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.04K- 19.92% |
$55.4K - $67.4K
|
4.17K
$259K
|