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 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5+ 3.73% |
$268 - $325
|
139
$8.65K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-9- 0.19% |
$482 - $585
|
4.79K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.73K+ 1.07% |
$92.3K - $112K
|
163K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
749+ 15.46% |
$40.1K - $48.7K
|
5.59K
$348K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-3.19K- 44.6% |
$171K - $208K
|
3.97K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.67K+ 10.49% |
$357K - $434K
|
70.3K
$4.37M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
126+ 2.23% |
$6.74K - $8.2K
|
5.77K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.6K+ 12.85% |
$1.74M - $2.12M
|
286K
$17.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.6M+ 1016.76% |
$85.3M - $104M
|
1.75M
$109M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 12.44% |
$89.3K - $109K
|
11.7K
$730K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
8.84KNew |
$473K - $575K
|
8.84K
$550K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
931+ 9.44% |
$49.8K - $60.6K
|
10.8K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
474KNew |
$25.4M - $30.8M
|
474K
$29.5M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-1.28K- 15.33% |
$68.5K - $83.3K
|
7.07K
$440K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
26.1K+ 20.95% |
$1.39M - $1.7M
|
150K
$9.36M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
486+ 6.73% |
$26K - $31.6K
|
7.71K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.8K- 15.96% |
$471K - $572K
|
46.3K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
24K+ 11.39% |
$1.28M - $1.56M
|
234K
$14.6M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-101- 2.19% |
$5.4K - $6.57K
|
4.51K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-40- 0.24% |
$2.14K - $2.6K
|
16.5K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.44K- 17.35% |
$77K - $93.7K
|
6.86K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-974- 3.89% |
$52.1K - $63.4K
|
24K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-3.33K- 6.93% |
$178K - $217K
|
44.7K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
185+ 2.76% |
$9.9K - $12K
|
6.88K
$428K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.2K+ 163.93% |
$599K - $729K
|
18K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
56+ 3.85% |
$3K - $3.64K
|
1.51K
$93.9K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200- 35.09% |
$10.7K - $13K
|
370
$23K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
688+ 49.57% |
$36.8K - $44.8K
|
2.08K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
123K+ 71.88% |
$6.58M - $8M
|
294K
$18.3M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
10.8KNew |
$578K - $703K
|
10.8K
$672K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.14K+ 21.1% |
$61.2K - $74.4K
|
6.57K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20+ 1.58% |
$1.07K - $1.3K
|
1.29K
$80.1K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-167- 1.51% |
$8.93K - $10.9K
|
10.9K
$677K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
195K+ 4.86% |
$10.5M - $12.7M
|
4.22M
$262M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.51K+ 88.49% |
$295K - $358K
|
11.7K
$730K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
22.7K+ 29.78% |
$1.21M - $1.48M
|
98.9K
$6.15M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15+ 0.3% |
$803 - $976
|
4.95K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.05% |
$107 - $130
|
4.15K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
782+ 0.59% |
$41.8K - $50.9K
|
132K
$8.23M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
27.8K+ 4.19% |
$1.49M - $1.81M
|
691K
$43M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-72- 1.25% |
$3.85K - $4.68K
|
5.68K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
78.7K+ 4.2% |
$4.21M - $5.12M
|
1.95M
$121M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.0% |
$161 - $195
|
117K
$7.27M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
63+ 0.56% |
$3.37K - $4.1K
|
11.3K
$705K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
3.47KNew |
$186K - $226K
|
3.47K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-814- 18.89% |
$43.5K - $53K
|
3.5K
$217K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
923+ 15.17% |
$49.4K - $60K
|
7.01K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17+ 50.0% |
$910 - $1.11K
|
51
$3.17K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-551- 1.85% |
$29.5K - $35.8K
|
29.3K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.6K- 94.6% |
$85.3K - $104K
|
91
$5.66K
|