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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-463- 50.0% |
$24.7K - $28.4K
|
463
$31.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7New |
$374 - $429
|
7
$473
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$8.02K - $9.2K
|
150
$10.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$267 - $307
|
5
$338
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-349- 61.12% |
$18.7K - $21.4K
|
222
$15K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.56K- 29.66% |
$137K - $157K
|
6.07K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-347- 24.33% |
$18.5K - $21.3K
|
1.08K
$73K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
160New |
$8.55K - $9.81K
|
160
$10.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-510- 42.29% |
$27.3K - $31.3K
|
696
$47.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.61K- 5.65% |
$85.9K - $98.6K
|
26.8K
$1.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.33KNew |
$231K - $265K
|
4.33K
$293K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
240K+ 9.88% |
$13.1M - $15.3M
|
2.67M
$180M
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
80New |
$4.37K - $5.12K
|
80
$5.41K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-69- 10.1% |
$3.77K - $4.41K
|
614
$41.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
151+ 75.5% |
$8.25K - $9.66K
|
351
$23.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 5.0% |
$54.6 - $64
|
19
$1.29K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$765 - $895
|
14
$947
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.94K+ 71.19% |
$215K - $252K
|
9.48K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.56K+ 29.87% |
$358K - $420K
|
28.5K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-136K- 62.9% |
$7.42M - $8.69M
|
80.2K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
108KNew |
$5.91M - $6.92M
|
108K
$7.31M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-299- 7.44% |
$16.3K - $19.1K
|
3.72K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
31.2KNew |
$1.7M - $1.99M
|
31.2K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-899- 19.51% |
$49.1K - $57.5K
|
3.71K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-878- 17.91% |
$48K - $56.2K
|
4.02K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-100- 2.78% |
$5.46K - $6.4K
|
3.5K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3.66KNew |
$200K - $234K
|
3.66K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.2KNew |
$229K - $269K
|
4.2K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.2K+ 1280.85% |
$65.8K - $77K
|
1.3K
$87.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
7.94KNew |
$434K - $508K
|
7.94K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.56K- 15.04% |
$140K - $164K
|
14.5K
$980K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-950- 22.73% |
$51.9K - $60.8K
|
3.23K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.24KNew |
$177K - $207K
|
3.24K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.72K- 93.63% |
$93.9K - $110K
|
117
$7.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-623- 15.11% |
$34K - $39.8K
|
3.5K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.47K+ 73.14% |
$135K - $158K
|
5.84K
$395K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
26.5K+ 434.43% |
$1.45M - $1.69M
|
32.6K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
- |
73.7KNew |
$4.03M - $4.72M
|
73.7K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-218- 1.64% |
$11.9K - $13.9K
|
13.1K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-4.26K- 51.19% |
$233K - $273K
|
4.06K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$437 - $512
|
8
$541
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20+ 0.46% |
$1.09K - $1.28K
|
4.39K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.38KNew |
$294K - $344K
|
5.38K
$364K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
10.3KNew |
$562K - $657K
|
10.3K
$695K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
475+ 5.26% |
$25.9K - $30.4K
|
9.5K
$642K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 37.5% |
$4.1K - $4.8K
|
125
$8.46K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
778+ 19.76% |
$42.5K - $49.8K
|
4.72K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
700New |
$38.2K - $44.8K
|
700
$47.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.37K+ 35.95% |
$402K - $471K
|
27.9K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-755- 2.81% |
$41.2K - $48.3K
|
26.1K
$1.76M
|
|