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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-167- 1.51% |
$8.93K - $10.9K
|
10.9K
$736K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
105KNew |
$5.61M - $6.82M
|
105K
$7.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 13.03% |
$53.8K - $65.4K
|
6.71K
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.18KNew |
$116K - $142K
|
2.18K
$147K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
421New |
$22.5K - $27.4K
|
421
$28.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
5.47KNew |
$293K - $356K
|
5.47K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
37.2KNew |
$1.99M - $2.42M
|
37.2K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
3.4KNew |
$182K - $221K
|
3.4K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.83K- 74.85% |
$97.9K - $119K
|
615
$41.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.9K- 56.67% |
$262K - $319K
|
3.75K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-6.42K- 65.47% |
$343K - $417K
|
3.38K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
47New |
$2.51K - $3.06K
|
47
$3.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 3.58% |
$5.35K - $6.51K
|
2.69K
$182K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.22KNew |
$172K - $209K
|
3.22K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-244- 2.44% |
$13.1K - $15.9K
|
9.76K
$660K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
27.9KNew |
$1.49M - $1.81M
|
27.9K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-770- 14.67% |
$41.2K - $50.1K
|
4.48K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-35- 0.59% |
$1.87K - $2.28K
|
5.89K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$53.5 - $65.1
|
708
$47.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
36New |
$1.93K - $2.34K
|
36
$2.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.43KNew |
$183K - $223K
|
3.43K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7New |
$375 - $455
|
7
$473
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
22New |
$1.18K - $1.43K
|
22
$1.49K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-100- 0.96% |
$5.35K - $6.51K
|
10.3K
$697K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-500- 12.66% |
$26.8K - $32.5K
|
3.45K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.6KNew |
$193K - $234K
|
3.6K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-200- 3.72% |
$10.7K - $13K
|
5.18K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-2.3K- 38.4% |
$123K - $150K
|
3.69K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 300.0% |
$321 - $390
|
8
$541
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.41KNew |
$182K - $222K
|
3.41K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
17+ 1.68% |
$910 - $1.11K
|
1.03K
$69.7K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.77KNew |
$202K - $245K
|
3.77K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.3KNew |
$177K - $215K
|
3.3K
$223K
|
|
| Q4 2024 | |||||||
|
Oct 30, 2025
Q4 2024
|
Broadwater Capital Management LLC
Boston, MA |
SELL
|
- |
-200Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
25New |
$1.34K - $1.53K
|
25
$1.69K
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
38.1K+ 261.5% |
$2.03M - $2.34M
|
52.6K
$3.56M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
110New |
$5.88K - $6.75K
|
110
$7.44K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
100New |
$5.34K - $6.13K
|
100
$6.76K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
800New |
$42.8K - $49.1K
|
800
$54.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.63K- 27.56% |
$247K - $284K
|
12.2K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.5K- 6.24% |
$1.63M - $1.87M
|
458K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
1KNew |
$53.4K - $61.3K
|
1K
$67.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
36+ 0.94% |
$1.92K - $2.21K
|
3.86K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.41K+ 35.44% |
$129K - $148K
|
9.23K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-780- 3.69% |
$41.7K - $47.8K
|
20.3K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$53.4 - $61.3
|
2.08K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-102K- 50.65% |
$5.45M - $6.26M
|
99.4K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35New |
$1.87K - $2.15K
|
35
$2.37K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
2K+ 16.53% |
$107K - $123K
|
14.1K
$954K
|
|