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 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-290- 3.72% |
$15.5K - $18.9K
|
7.5K
$464K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-275- 1.29% |
$14.7K - $17.9K
|
21.1K
$1.3M
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-269- 4.71% |
$14.4K - $17.5K
|
5.44K
$336K
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-267- 5.34% |
$14.3K - $17.4K
|
4.74K
$293K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-254- 0.4% |
$13.6K - $16.5K
|
63.3K
$3.91M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-246- 2.19% |
$13.2K - $16K
|
11K
$679K
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-244- 2.44% |
$13.1K - $15.9K
|
9.76K
$603K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-237- 3.37% |
$12.7K - $15.4K
|
6.8K
$420K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-223- 3.95% |
$11.9K - $14.5K
|
5.42K
$335K
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-218- 1.78% |
$11.7K - $14.2K
|
12K
$743K
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-217- 4.34% |
$11.6K - $14.1K
|
4.78K
$296K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-211- 0.56% |
$11.3K - $13.7K
|
37.5K
$2.32M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-200- 35.09% |
$10.7K - $13K
|
370
$22.9K
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-200- 3.72% |
$10.7K - $13K
|
5.18K
$320K
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-185- 4.45% |
$9.9K - $12K
|
3.97K
$246K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-175- 0.5% |
$9.36K - $11.4K
|
34.6K
$2.14M
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-167- 1.51% |
$8.93K - $10.9K
|
10.9K
$672K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-167- 19.67% |
$8.93K - $10.9K
|
682
$42.1K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-158- 4.48% |
$8.45K - $10.3K
|
3.37K
$208K
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-150- 20.0% |
$8.03K - $9.76K
|
600
$37.1K
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-146- 1.41% |
$7.81K - $9.5K
|
10.2K
$631K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-145- 2.43% |
$7.76K - $9.43K
|
5.82K
$359K
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-119- 0.22% |
$6.37K - $7.74K
|
52.8K
$3.27M
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-118- 3.72% |
$6.31K - $7.68K
|
3.06K
$189K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-110- 0.25% |
$5.89K - $7.16K
|
44.5K
$2.75M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-107- 2.21% |
$5.72K - $6.96K
|
4.74K
$293K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-107- 2.55% |
$5.72K - $6.96K
|
4.09K
$253K
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-101- 2.19% |
$5.4K - $6.57K
|
4.51K
$279K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 3.94% |
$5.35K - $6.51K
|
2.44K
$151K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 3.58% |
$5.35K - $6.51K
|
2.69K
$166K
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-100- 0.96% |
$5.35K - $6.51K
|
10.3K
$637K
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-90- 0.81% |
$4.82K - $5.85K
|
11K
$680K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-81- 0.68% |
$4.33K - $5.27K
|
11.8K
$731K
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-78- 1.87% |
$4.17K - $5.07K
|
4.09K
$253K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-75- 7.58% |
$4.01K - $4.88K
|
915
$56.5K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-72- 1.25% |
$3.85K - $4.68K
|
5.68K
$351K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-68- 4.37% |
$3.64K - $4.42K
|
1.49K
$91.9K
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-62- 6.43% |
$3.32K - $4.03K
|
902
$55.7K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-62- 4.5% |
$3.32K - $4.03K
|
1.32K
$81.4K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 53.21% |
$3.1K - $3.77K
|
51
$3.15K
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-56- 0.13% |
$3K - $3.64K
|
41.8K
$2.59M
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-55- 39.57% |
$2.94K - $3.58K
|
84
$5.19K
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-50- 8.46% |
$2.68K - $3.25K
|
541
$33.4K
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-42- 37.17% |
$2.25K - $2.73K
|
71
$4.39K
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-40- 0.24% |
$2.14K - $2.6K
|
16.5K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-39- 1.29% |
$2.09K - $2.54K
|
3K
$185K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-36- 0.35% |
$1.93K - $2.34K
|
10.3K
$637K
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-35- 0.59% |
$1.87K - $2.28K
|
5.89K
$364K
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-32- 0.86% |
$1.71K - $2.08K
|
3.71K
$229K
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-29- 0.58% |
$1.55K - $1.89K
|
4.93K
$305K
|