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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-818- 1.76% |
$43.8K - $53.2K
|
45.7K
$2.83M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-814- 18.89% |
$43.5K - $53K
|
3.5K
$216K
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-809- 9.98% |
$43.3K - $52.6K
|
7.3K
$451K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-796- 6.2% |
$42.6K - $51.8K
|
12K
$745K
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-775- 9.73% |
$41.5K - $50.4K
|
7.19K
$444K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-774- 1.77% |
$41.4K - $50.3K
|
43.1K
$2.66M
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-770- 14.67% |
$41.2K - $50.1K
|
4.48K
$277K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-750- 5.63% |
$40.1K - $48.8K
|
12.6K
$777K
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-750- 6.94% |
$40.1K - $48.8K
|
10.1K
$621K
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-745- 11.21% |
$39.9K - $48.5K
|
5.9K
$364K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-721- 16.98% |
$38.6K - $46.9K
|
3.53K
$218K
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-719- 6.16% |
$38.5K - $46.8K
|
11K
$677K
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-719- 6.16% |
$38.5K - $46.8K
|
11K
$677K
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-701- 5.15% |
$37.5K - $45.6K
|
12.9K
$797K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-666- 1.31% |
$35.6K - $43.3K
|
50.3K
$3.11M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-650- 0.36% |
$34.8K - $42.3K
|
179K
$11.1M
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-649- 49.5% |
$34.7K - $42.2K
|
662
$40.9K
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-647- 1.33% |
$34.6K - $42.1K
|
48K
$2.97M
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-642- 5.21% |
$34.3K - $41.8K
|
11.7K
$722K
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-605- 11.0% |
$32.4K - $39.4K
|
4.9K
$303K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-602- 13.43% |
$32.2K - $39.2K
|
3.88K
$240K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-595- 4.07% |
$31.8K - $38.7K
|
14K
$866K
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-551- 1.85% |
$29.5K - $35.8K
|
29.3K
$1.81M
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-548- 1.41% |
$29.3K - $35.6K
|
38.3K
$2.37M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-548- 84.18% |
$29.3K - $35.6K
|
103
$6.37K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-539- 15.4% |
$28.8K - $35.1K
|
2.96K
$183K
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-539- 3.4% |
$28.8K - $35.1K
|
15.3K
$946K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-533- 5.38% |
$28.5K - $34.7K
|
9.38K
$580K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-532- 11.79% |
$28.5K - $34.6K
|
3.98K
$246K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-510- 96.05% |
$27.3K - $33.2K
|
21
$1.3K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-504- 3.18% |
$27K - $32.8K
|
15.3K
$947K
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-500- 12.66% |
$26.8K - $32.5K
|
3.45K
$213K
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
SELL
|
- |
-489- 11.36% |
$26.2K - $31.8K
|
3.82K
$236K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-460- 6.45% |
$24.6K - $29.9K
|
6.67K
$412K
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-450- 9.61% |
$24.1K - $29.3K
|
4.23K
$261K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-418- 7.11% |
$22.4K - $27.2K
|
5.46K
$337K
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-400- 1.14% |
$21.4K - $26K
|
34.8K
$2.15M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-400- 0.68% |
$21.4K - $26K
|
58.8K
$3.63M
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-400- 0.33% |
$21.4K - $26K
|
119K
$7.38M
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-399- 2.19% |
$21.3K - $26K
|
17.9K
$1.1M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-389- 1.37% |
$20.8K - $25.3K
|
28K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-379- 1.67% |
$20.3K - $24.7K
|
22.3K
$1.38M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-368- 4.23% |
$19.7K - $23.9K
|
8.33K
$515K
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-343- 1.56% |
$18.4K - $22.3K
|
21.7K
$1.34M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-341- 0.52% |
$18.2K - $22.2K
|
65.4K
$4.04M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-326- 3.71% |
$17.4K - $21.2K
|
8.46K
$523K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-309- 9.59% |
$16.5K - $20.1K
|
2.91K
$180K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-304- 6.27% |
$16.3K - $19.8K
|
4.54K
$281K
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-300- 6.74% |
$16.1K - $19.5K
|
4.15K
$257K
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-296- 3.58% |
$15.8K - $19.3K
|
7.96K
$492K
|