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 15, 2021
Q3 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-71.4KClosed |
$5.22M - $5.76M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-67.9KClosed |
$4.96M - $5.48M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-61.9KClosed |
$4.52M - $4.99M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-27.4KClosed |
$2M - $2.21M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-8.8KClosed |
$643K - $710K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-7.19KClosed |
$525K - $580K
|
0
$0
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-5.14K- 57.45% |
$376K - $415K
|
3.81K
$236K
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.69KClosed |
$342K - $378K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.16KClosed |
$231K - $255K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-3.04KClosed |
$222K - $245K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.69KClosed |
$196K - $217K
|
0
$0
|
|
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
$263K
|
|
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
|