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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 4.71% |
$9.76K - $11.2K
|
3.52K
$239K
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-173- 0.48% |
$9.71K - $11.2K
|
35.7K
$2.43M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-171- 2.52% |
$9.6K - $11K
|
6.63K
$450K
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-170- 0.33% |
$9.54K - $11K
|
51.6K
$3.51M
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-168- 1.16% |
$9.43K - $10.8K
|
14.4K
$976K
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-167- 57.19% |
$9.37K - $10.8K
|
125
$8.49K
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-165- 3.45% |
$9.26K - $10.6K
|
4.62K
$314K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-161- 3.88% |
$9.04K - $10.4K
|
3.99K
$271K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-141- 2.47% |
$7.91K - $9.1K
|
5.58K
$379K
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-141- 0.82% |
$7.91K - $9.1K
|
17.1K
$1.16M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-140- 1.07% |
$7.86K - $9.03K
|
12.9K
$880K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-136- 3.3% |
$7.63K - $8.78K
|
3.98K
$270K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-133- 1.75% |
$7.46K - $8.58K
|
7.45K
$506K
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-128- 1.68% |
$7.18K - $8.26K
|
7.49K
$509K
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-124- 1.56% |
$6.96K - $8K
|
7.84K
$533K
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-116- 3.34% |
$6.51K - $7.49K
|
3.35K
$228K
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-114- 0.94% |
$6.4K - $7.36K
|
12K
$812K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-109- 0.87% |
$6.12K - $7.03K
|
12.5K
$847K
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-108- 1.3% |
$6.06K - $6.97K
|
8.18K
$556K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 7.59% |
$5.61K - $6.45K
|
1.22K
$82.7K
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-99- 2.29% |
$5.56K - $6.39K
|
4.23K
$287K
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-99- 2.07% |
$5.56K - $6.39K
|
4.69K
$319K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-98- 2.51% |
$5.5K - $6.32K
|
3.81K
$259K
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-83- 0.6% |
$4.66K - $5.36K
|
13.7K
$931K
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-76- 2.49% |
$4.27K - $4.9K
|
2.98K
$203K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-70- 0.18% |
$3.93K - $4.52K
|
39.5K
$2.68M
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-70- 0.13% |
$3.93K - $4.52K
|
52.8K
$3.58M
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-65Closed |
$3.65K - $4.19K
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-60- 0.11% |
$3.37K - $3.87K
|
57K
$3.87M
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-59- 1.53% |
$3.31K - $3.81K
|
3.79K
$258K
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-56- 1.03% |
$3.14K - $3.61K
|
5.36K
$364K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-55- 1.8% |
$3.09K - $3.55K
|
3K
$204K
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-50- 1.01% |
$2.81K - $3.23K
|
4.91K
$333K
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-47- 0.81% |
$2.64K - $3.03K
|
5.77K
$392K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-46- 4.77% |
$2.58K - $2.97K
|
919
$62.4K
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-37- 0.83% |
$2.08K - $2.39K
|
4.44K
$301K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-28- 0.02% |
$1.57K - $1.81K
|
132K
$8.95M
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-26- 0.76% |
$1.46K - $1.68K
|
3.4K
$231K
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-19- 0.45% |
$1.07K - $1.23K
|
4.21K
$286K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-19- 2.92% |
$1.07K - $1.23K
|
632
$42.9K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-18- 4.25% |
$1.01K - $1.16K
|
406
$27.6K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.39% |
$954 - $1.1K
|
4.29K
$292K
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-16- 0.16% |
$898 - $1.03K
|
10.3K
$699K
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-16- 12.21% |
$898 - $1.03K
|
115
$7.81K
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-16- 84.21% |
$898 - $1.03K
|
3
$204
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-11- 0.07% |
$617 - $710
|
15.3K
$1.04M
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-10- 55.56% |
$561 - $645
|
8
$544
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-8- 0.56% |
$449 - $516
|
1.43K
$97.2K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 20.51% |
$449 - $516
|
31
$2.11K
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-7- 6.03% |
$393 - $452
|
109
$7.41K
|