Latest Institutional Sells of W. P. Carey Inc. (WPC)
This list provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-160K- 98.42% |
$8.54M - $10.4M
|
2.57K
$160K
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-26.3K- 39.7% |
$1.41M - $1.71M
|
39.9K
$2.49M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-19.2K- 4.98% |
$1.03M - $1.25M
|
367K
$22.9M
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-19.1K- 27.85% |
$1.02M - $1.24M
|
49.4K
$3.08M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-18.1K- 56.56% |
$969K - $1.18M
|
13.9K
$868K
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13.5K- 18.36% |
$721K - $877K
|
59.9K
$3.74M
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-11.4K- 9.05% |
$610K - $741K
|
115K
$7.15M
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-10.3K- 20.53% |
$549K - $668K
|
39.8K
$2.48M
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.6K- 13.43% |
$406K - $494K
|
49K
$3.06M
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.42K- 65.47% |
$343K - $417K
|
3.38K
$211K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6K- 35.33% |
$321K - $390K
|
11K
$686K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.9K- 56.67% |
$262K - $319K
|
3.75K
$234K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.77K- 3.49% |
$255K - $310K
|
132K
$8.22M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.28K- 4.09% |
$229K - $278K
|
100K
$6.26M
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.78K- 12.58% |
$202K - $246K
|
26.3K
$1.64M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.97K- 2.57% |
$159K - $193K
|
113K
$7.03M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 1.83% |
$146K - $178K
|
146K
$9.13M
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.72K- 27.77% |
$145K - $177K
|
7.07K
$441K
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-2.53K- 5.27% |
$135K - $165K
|
45.5K
$2.84M
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-2.3K- 38.4% |
$123K - $150K
|
3.69K
$230K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.25K- 15.18% |
$120K - $146K
|
12.5K
$783K
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.18K- 2.75% |
$117K - $142K
|
77.1K
$4.82M
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.01K- 32.35% |
$108K - $131K
|
4.21K
$263K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.92K- 7.97% |
$103K - $125K
|
22.1K
$1.38M
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-1.85K- 3.28% |
$99K - $120K
|
54.5K
$3.4M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.83K- 74.85% |
$97.9K - $119K
|
615
$38.4K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.65K- 50.43% |
$88.3K - $107K
|
1.62K
$101K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.53K- 1.78% |
$81.9K - $99.5K
|
84.5K
$5.28M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.3K- 16.59% |
$69.7K - $84.8K
|
6.55K
$409K
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1.28K- 0.89% |
$68.3K - $83.1K
|
143K
$8.91M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.17K- 5.05% |
$62.8K - $76.4K
|
22.1K
$1.38M
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.15K- 9.38% |
$61.5K - $74.8K
|
11.1K
$694K
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.04K- 0.16% |
$55.6K - $67.7K
|
669K
$41.8M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.03K- 0.69% |
$55K - $66.9K
|
148K
$9.26M
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 13.03% |
$53.8K - $65.4K
|
6.71K
$419K
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-952- 11.07% |
$50.9K - $61.9K
|
7.65K
$477K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-941- 14.27% |
$50.3K - $61.2K
|
5.65K
$353K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-885- 1.74% |
$47.3K - $57.6K
|
50K
$3.12M
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-812- 3.12% |
$43.4K - $52.8K
|
25.2K
$1.57M
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-770- 14.67% |
$41.2K - $50.1K
|
4.48K
$280K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-647- 1.33% |
$34.6K - $42.1K
|
48K
$3M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-548- 84.18% |
$29.3K - $35.6K
|
103
$6.43K
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-539- 3.4% |
$28.8K - $35.1K
|
15.3K
$955K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-532- 11.79% |
$28.5K - $34.6K
|
3.98K
$249K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-510- 96.05% |
$27.3K - $33.2K
|
21
$1.31K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-504- 3.18% |
$27K - $32.8K
|
15.3K
$957K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-500- 12.66% |
$26.8K - $32.5K
|
3.45K
$215K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-460- 6.45% |
$24.6K - $29.9K
|
6.67K
$417K
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-450- 9.61% |
$24.1K - $29.3K
|
4.23K
$264K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-418- 7.11% |
$22.4K - $27.2K
|
5.46K
$341K
|