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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.13KClosed |
$82.5K - $91.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-728Closed |
$53.2K - $58.7K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-436Closed |
$31.8K - $35.2K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-112Closed |
$8.18K - $9.04K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-106Closed |
$7.74K - $8.55K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-89Closed |
$6.5K - $7.18K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Amica Mutual Insurance CO
|
SELL
|
- |
-13.2KClosed |
$929K - $1.03M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-9.59KClosed |
$677K - $751K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-4.9KClosed |
$346K - $384K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-3.91KClosed |
$276K - $306K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.29KClosed |
$232K - $257K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-3.07KClosed |
$217K - $241K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.73KClosed |
$192K - $213K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.23K- 39.66% |
$157K - $174K
|
3.39K
$210K
|
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.12KClosed |
$78.9K - $87.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.06KClosed |
$74.9K - $83.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-920Closed |
$64.9K - $72K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-400Closed |
$28.2K - $31.3K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-390Closed |
$27.5K - $30.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-246Closed |
$17.4K - $19.3K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-198- 4.46% |
$14K - $15.5K
|
4.24K
$262K
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100Closed |
$7.06K - $7.83K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Alden Global Capital LLC
West Palm Beach, FL |
SELL
|
- |
-316KClosed |
$21M - $22.7M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3.22KClosed |
$213K - $231K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-3.05KClosed |
$202K - $219K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.82KClosed |
$120K - $130K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1KClosed |
$66.3K - $71.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-787Closed |
$52.2K - $56.5K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-750Closed |
$49.7K - $53.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-743Closed |
$49.3K - $53.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-563Closed |
$37.3K - $40.4K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-500Closed |
$33.2K - $35.9K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-443Closed |
$29.4K - $31.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-300Closed |
$19.9K - $21.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-200Closed |
$13.3K - $14.3K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-194Closed |
$12.9K - $13.9K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-49Closed |
$3.25K - $3.52K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-18Closed |
$1.19K - $1.29K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6Closed |
$398 - $430
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.75KClosed |
$293K - $341K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.72KClosed |
$229K - $267K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.52KClosed |
$217K - $253K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.96KClosed |
$182K - $212K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-300Closed |
$18.5K - $21.5K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-222Closed |
$13.7K - $15.9K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-120Closed |
$7.39K - $8.61K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-86Closed |
$5.3K - $6.17K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-83Closed |
$5.11K - $5.96K
|
0
$0
|
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-53Closed |
$3.26K - $3.8K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-40Closed |
$2.46K - $2.87K
|
0
$0
|
|