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 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-267- 5.34% |
$14.3K - $17.4K
|
4.74K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-915- 8.94% |
$49K - $59.5K
|
9.32K
$580K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
30.1KNew |
$1.61M - $1.96M
|
30.1K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
15.3K+ 82.53% |
$816K - $992K
|
33.7K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.38K- 3.85% |
$74K - $90K
|
34.5K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
350+ 4.44% |
$18.7K - $22.8K
|
8.23K
$512K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.27M - $1.54M
|
23.7K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
8+ 0.16% |
$428 - $520
|
5.08K
$316K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.52K- 53.88% |
$81.3K - $98.8K
|
1.3K
$80.9K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.8K+ 26.27% |
$364K - $443K
|
32.7K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.08K+ 20.99% |
$57.9K - $70.4K
|
6.24K
$388K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.5KNew |
$187K - $227K
|
3.5K
$217K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-539- 15.4% |
$28.8K - $35.1K
|
2.96K
$184K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-275- 1.29% |
$14.7K - $17.9K
|
21.1K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.28K- 3.91% |
$68.5K - $83.3K
|
31.5K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
587+ 6.94% |
$31.4K - $38.2K
|
9.05K
$563K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-5- 0.1% |
$268 - $325
|
4.79K
$298K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
608New |
$32.5K - $39.6K
|
608
$37.8K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.04K+ 8.99% |
$163K - $198K
|
36.9K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
221+ 4.19% |
$11.8K - $14.4K
|
5.49K
$341K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
75.5K+ 35.56% |
$4.04M - $4.91M
|
288K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-1.93K- 10.43% |
$103K - $125K
|
16.6K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.51K+ 16.45% |
$134K - $163K
|
17.8K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
796+ 1.91% |
$42.6K - $51.8K
|
42.4K
$2.64M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
423+ 0.34% |
$22.6K - $27.5K
|
125K
$7.78M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-16.1K- 30.26% |
$859K - $1.04M
|
37K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.1K- 2.73% |
$1.02M - $1.24M
|
681K
$42.3M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-595- 4.07% |
$31.8K - $38.7K
|
14K
$872K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-269- 4.71% |
$14.4K - $17.5K
|
5.44K
$338K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-150- 20.0% |
$8.03K - $9.76K
|
600
$37.3K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
3.56K+ 12.69% |
$191K - $232K
|
31.6K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-399- 2.19% |
$21.3K - $26K
|
17.9K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-750- 6.94% |
$40.1K - $48.8K
|
10.1K
$625K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5+ 1.33% |
$268 - $325
|
381
$23.7K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.76K+ 9.27% |
$94.3K - $115K
|
20.8K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.63KNew |
$194K - $236K
|
3.63K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$56.2K - $68.4K
|
1.05K
$65.4K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.5K- 71.43% |
$80.3K - $97.6K
|
600
$37.3K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-55- 39.57% |
$2.94K - $3.58K
|
84
$5.22K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
242+ 100.83% |
$12.9K - $15.7K
|
482
$30K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.39KNew |
$181K - $221K
|
3.39K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-23.3K- 47.57% |
$1.25M - $1.52M
|
25.7K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
311+ 5.66% |
$16.6K - $20.2K
|
5.81K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
143KNew |
$7.67M - $9.32M
|
143K
$8.91M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 3.94% |
$5.35K - $6.51K
|
2.44K
$152K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
159K+ 140.51% |
$8.52M - $10.4M
|
273K
$16.9M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
803+ 8.98% |
$43K - $52.2K
|
9.74K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3+ 1.42% |
$161 - $195
|
215
$13.4K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
51.5KNew |
$2.75M - $3.35M
|
51.5K
$3.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.35K+ 94.84% |
$233K - $283K
|
8.94K
$556K
|