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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Apr 17, 2023 Q1 2023	All Season Financial Advisors, Inc.	SELL	-	-3.31K - 36.91%	$249K - $283K	5.65K $355K
May 01, 2023 Q1 2023	Money Concepts Capital Corp	SELL	-	-2.98K - 22.12%	$224K - $255K	10.5K $659K
Apr 24, 2023 Q1 2023	Tria Gen Wealth Management LLC	SELL	-	-2.06K - 4.88%	$155K - $177K	40.2K $2.53M
May 15, 2023 Q1 2023	Bos Asset Management, LLC Springfield, IL	SELL	-	-1.13K - 26.01%	$84.6K - $96.2K	3.2K $201K
May 05, 2023 Q1 2023	Ctc Capital Management, LLC	SELL	-	-1K - 25.0%	$75.2K - $85.6K	3K $189K
May 12, 2023 Q1 2023	Capital Asset Advisory Services LLC Haslett, MI	SELL	-	-632 - 18.02%	$47.5K - $54.1K	2.88K $181K
May 12, 2023 Q1 2023	Cresset Asset Management, LLC Chicago, IL	SELL	-	-508 - 12.28%	$38.2K - $43.5K	3.63K $228K
Apr 06, 2023 Q1 2023	New England Research & Management, Inc.	SELL	-	-400 - 6.74%	$30.1K - $34.2K	5.54K $348K
May 15, 2023 Q1 2023	Guardian Capital LP Toronto, A6	SELL	-	-289 - 0.45%	$21.7K - $24.7K	64.1K $4.03M
May 02, 2023 Q1 2023	Signature Wealth Management Partners, LLC	SELL	-	-276 - 7.57%	$20.8K - $23.6K	3.37K $212K
May 26, 2023 Q1 2023	Fortis Group Advisors, LLC Westwood, NJ	SELL	-	-216 Closed	$16.2K - $18.5K	0 $0
May 15, 2023 Q1 2023	Epg Wealth Management LLC Atlanta, GA	SELL	-	-179 - 6.23%	$13.5K - $15.3K	2.69K $169K
Apr 27, 2023 Q1 2023	Core Wealth Advisors, Inc. Lakeland, FL	SELL	-	-179 - 44.31%	$13.5K - $15.3K	225 $14.2K
Apr 26, 2023 Q1 2023	Alpha Cubed Investments, LLC	SELL	-	-150 - 3.37%	$11.3K - $12.8K	4.3K $270K
May 08, 2023 Q1 2023	M. Kulyk & Associates, LLC	SELL	-	-125 - 4.01%	$9.4K - $10.7K	3K $188K
May 15, 2023 Q1 2023	Resurgent Financial Advisors LLC Atlanta, GA	SELL	-	-106 - 17.24%	$7.97K - $9.07K	509 $32K
May 15, 2023 Q1 2023	Guardian Wealth Advisors, LLC Raleigh, NC	SELL	-	-37 - 1.28%	$2.78K - $3.17K	2.86K $180K
May 15, 2023 Q1 2023	Beck Capital Management, LLC Austin, TX	SELL	-	-32 - 0.72%	$2.41K - $2.74K	4.4K $277K
May 15, 2023 Q1 2023	Fortis Capital Advisors, LLC Reno, NV	SELL	-	-18 - 85.71%	$1.35K - $1.54K	3 $189
May 01, 2023 Q1 2023	Iron Horse Wealth Management, LLC	SELL	-	-8 - 5.06%	$602 - $684	150 $9.44K
Q4 2022
Feb 13, 2023 Q4 2022	Seeyond Paris, I0	SELL	-	-30.2K - 65.96%	$2.07M - $2.47M	15.6K $980K
Feb 13, 2023 Q4 2022	Pinkerton Retirement Specialists, LLC Coeur D Alene, ID	SELL	-	-8.65K - 21.09%	$592K - $707K	32.4K $2.04M
Feb 13, 2023 Q4 2022	Knott David M Jr Syosset, NY	SELL	-	-6K - 50.0%	$411K - $490K	6K $377K
Feb 14, 2023 Q4 2022	Trustmark National Bank Trust Department Jackson, MS	SELL	-	-1.12K - 30.44%	$76.8K - $91.6K	2.56K $161K
Feb 14, 2023 Q4 2022	Roof Eidam & Maycock	SELL	-	-650 - 17.81%	$44.5K - $53.1K	3K $189K
Feb 14, 2023 Q4 2022	Logan Capital Management Inc Newtown Square, PA	SELL	-	-500 - 27.78%	$34.2K - $40.8K	1.3K $81.8K
Feb 13, 2023 Q4 2022	Schnieders Capital Management LLC	SELL	-	-500 - 13.96%	$34.2K - $40.8K	3.08K $194K
Feb 01, 2023 Q4 2022	Sittner & Nelson, LLC Eugene, OR	SELL	-	-200 - 50.0%	$13.7K - $16.3K	200 $12.6K
Feb 06, 2023 Q4 2022	Banque Pictet & Cie Sa	SELL	-	-107 - 3.36%	$7.33K - $8.74K	3.07K $193K
Feb 13, 2023 Q4 2022	Kercheville Advisors, LLC	SELL	-	-50 - 0.83%	$3.42K - $4.08K	6K $377K
Feb 14, 2023 Q4 2022	Laurel Wealth Advisors, Inc. Solana Beach, CA	SELL	-	-10 - 0.12%	$685 - $817	8.49K $534K
Q3 2022
Oct 21, 2022 Q3 2022	Nu Wave Investment Management, LLC	SELL	-	-1.64K - 64.25%	$113K - $146K	912 $57.4K
Oct 13, 2022 Q3 2022	Good Life Advisors, LLC	SELL	-	-1.01K - 24.62%	$69.5K - $90.2K	3.09K $194K
Oct 14, 2022 Q3 2022	Redpoint Investment Management Pty LTD	SELL	-	-705 - 3.89%	$48.5K - $63K	17.4K $1.1M
Nov 14, 2022 Q3 2022	Eaton Vance Management Boston, MA	SELL	-	-661 - 0.61%	$45.5K - $59K	107K $6.72M
Oct 24, 2022 Q3 2022	Eqis Capital Management, Inc. San Rafael, CA	SELL	-	-600 - 11.2%	$41.3K - $53.6K	4.76K $299K
Nov 01, 2022 Q3 2022	Brinker Capital Investments, LLC	SELL	-	-432 - 2.35%	$29.7K - $38.6K	18K $1.13M
Nov 14, 2022 Q3 2022	Alps Advisors Inc Denver, CO	SELL	-	-300 - 4.72%	$20.6K - $26.8K	6.05K $381K
Nov 07, 2022 Q3 2022	Cambridge Trust CO Boston, MA	SELL	-	-279 - 51.76%	$19.2K - $24.9K	260 $16.4K
Oct 26, 2022 Q3 2022	Advisor Resource Council	SELL	-	-269 - 8.55%	$18.5K - $24K	2.88K $181K
Oct 14, 2022 Q3 2022	Granite Shares Advisors LLC	SELL	-	-115 - 1.18%	$7.91K - $10.3K	9.66K $608K
Nov 09, 2022 Q3 2022	Opseu Pension Plan Trust Fund Toronto, A6	SELL	-	-96 - 0.54%	$6.6K - $8.57K	17.6K $1.11M
Oct 13, 2022 Q3 2022	Allied Investment Advisors, LLC	SELL	-	-75 - 2.48%	$5.16K - $6.7K	2.95K $185K
Nov 02, 2022 Q3 2022	First National Trust CO	SELL	-	-67 - 0.69%	$4.61K - $5.98K	9.63K $606K
Nov 07, 2022 Q3 2022	Jnba Financial Advisors	SELL	-	-50 - 16.67%	$3.44K - $4.47K	250 $15.7K
Oct 13, 2022 Q3 2022	Bennicas & Associates, Inc.	SELL	-	-50 - 0.26%	$3.44K - $4.47K	19.2K $1.21M
Q2 2022
Aug 03, 2022 Q2 2022	Axel Capital Management, LLC	SELL	-	-80K Closed	$6.08M - $6.93M	0 $0
Aug 03, 2022 Q2 2022	Forward Management, LLC	SELL	-	-72.7K Closed	$5.52M - $6.29M	0 $0
Aug 10, 2022 Q2 2022	Amp Capital Investors LTD Sydney Nsw, C3	SELL	-	-35K Closed	$2.66M - $3.03M	0 $0
Jul 22, 2022 Q2 2022	Aaron Wealth Advisors LLC	SELL	-	-34K Closed	$2.59M - $2.95M	0 $0

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Latest Institutional Sells of W. P. Carey Inc. (WPC)

-3.31K

-2.98K

-2.06K

-1.13K

-1K

-632

-508

-400

-289

-276

-216

-179

-179

-150

-125

-106

-37

-32

-18

-8

-30.2K

-8.65K

-6K

-1.12K

-650

-500

-500

-200

-107

-50

-10

-1.64K

-1.01K

-705

-661

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-432

-300

-279

-269

-115

-96

-75

-67

-50

-50

-80K

-72.7K

-35K

-34K

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Institutional Portfolio Updates

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