Latest Institutional Transactions on W. P. Carey Inc. (WPC)
This table provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 2.41% |
$30.5K - $35K
|
24.2K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
517+ 0.82% |
$27.6K - $31.7K
|
63.6K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.18K- 47.39% |
$63.1K - $72.4K
|
1.31K
$81.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
100New |
$5.34K - $6.13K
|
100
$6.22K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
458+ 49.25% |
$24.5K - $28.1K
|
1.39K
$86.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
979+ 8.24% |
$52.3K - $60K
|
12.9K
$800K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
43.2K+ 1.66% |
$2.31M - $2.65M
|
2.64M
$164M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.38% |
$10.7K - $12.3K
|
51.8K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
48New |
$2.57K - $2.94K
|
48
$2.98K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.16K- 16.72% |
$222K - $255K
|
20.7K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
109K+ 19.76% |
$5.85M - $6.71M
|
663K
$41.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.96K- 17.83% |
$212K - $243K
|
18.3K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-153- 1.53% |
$8.18K - $9.38K
|
9.86K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-87- 0.31% |
$4.65K - $5.34K
|
28.4K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-474- 3.41% |
$25.3K - $29.1K
|
13.4K
$834K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
849+ 1.35% |
$45.4K - $52.1K
|
63.5K
$3.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-108- 0.09% |
$5.77K - $6.62K
|
117K
$7.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.04K- 5.08% |
$376K - $432K
|
132K
$8.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
36.4KNew |
$1.95M - $2.24M
|
36.4K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
577KNew |
$30.8M - $35.4M
|
577K
$35.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.16KNew |
$383K - $439K
|
7.16K
$445K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-9.21K- 2.77% |
$492K - $565K
|
323K
$20.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-462- 2.7% |
$24.7K - $28.3K
|
16.7K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26.2KNew |
$1.4M - $1.61M
|
26.2K
$1.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.07% |
$267 - $307
|
247
$15.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-54- 0.2% |
$2.89K - $3.31K
|
26.6K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-731- 21.21% |
$39.1K - $44.8K
|
2.72K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.67K- 2.26% |
$143K - $164K
|
116K
$7.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.93K+ 7.38% |
$103K - $118K
|
28.1K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 6.82% |
$321 - $368
|
94
$5.84K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.5K+ 8.26% |
$134K - $153K
|
32.8K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-397- 8.95% |
$21.2K - $24.3K
|
4.04K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
150+ 2.55% |
$8.02K - $9.2K
|
6.04K
$376K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-18- 0.48% |
$962 - $1.1K
|
3.74K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132New |
$7.05K - $8.1K
|
132
$8.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.48K- 23.59% |
$186K - $214K
|
11.3K
$701K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 1.05% |
$107 - $123
|
192
$11.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110+ 12.88% |
$5.88K - $6.75K
|
964
$59.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.24K+ 651.85% |
$226K - $260K
|
4.89K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
4.34KNew |
$232K - $266K
|
4.34K
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
120+ 3.35% |
$6.41K - $7.36K
|
3.7K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 59.0% |
$61.5K - $70.5K
|
3.1K
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
877New |
$46.9K - $53.8K
|
877
$54.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-6.5K- 8.5% |
$347K - $399K
|
69.9K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 6.99% |
$5.08K - $5.83K
|
1.45K
$90.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10- 0.15% |
$534 - $613
|
6.69K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
121+ 0.69% |
$6.47K - $7.42K
|
17.7K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$534 - $613
|
10
$622
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.26K+ 726.24% |
$228K - $261K
|
4.85K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
24.6K+ 12.9% |
$1.31M - $1.51M
|
215K
$13.4M
|