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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.32K+ 95.21% |
$337K - $380K
|
13K
$876K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.64KNew |
$408K - $459K
|
7.64K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-69- 92.0% |
$3.68K - $4.15K
|
6
$406
|
|
|
Aug 13, 2024
Q2 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-27.9K- 77.69% |
$1.49M - $1.68M
|
8.01K
$542K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
13.1KNew |
$699K - $788K
|
13.1K
$887K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.1K- 26.82% |
$58.4K - $65.9K
|
2.99K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.6KNew |
$85.3K - $96.2K
|
1.6K
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-44.3K- 0.17% |
$2.36M - $2.66M
|
26.8M
$1.81B
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.3K+ 3.97% |
$176K - $199K
|
86.5K
$5.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 2.08% |
$4.27K - $4.81K
|
3.93K
$266K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
6.5KNew |
$347K - $391K
|
6.5K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
44.3K+ 8.21% |
$2.36M - $2.66M
|
584K
$39.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
307New |
$16.4K - $18.5K
|
307
$20.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 10.81% |
$213 - $240
|
33
$2.23K
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-3.33K- 36.64% |
$177K - $200K
|
5.75K
$389K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$5.33K - $6.01K
|
100
$6.76K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
330+ 15.42% |
$17.6K - $19.8K
|
2.47K
$167K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-480- 9.25% |
$25.6K - $28.9K
|
4.71K
$318K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
716New |
$38.2K - $43K
|
716
$48.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.81KNew |
$203K - $229K
|
3.81K
$257K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
621+ 8.19% |
$33.1K - $37.3K
|
8.21K
$555K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
70.4KNew |
$3.76M - $4.23M
|
70.4K
$4.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
543+ 13.39% |
$29K - $32.6K
|
4.6K
$311K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-41- 0.77% |
$2.19K - $2.46K
|
5.28K
$357K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.17K+ 14.97% |
$116K - $131K
|
16.7K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.71K - $1.92K
|
32
$2.16K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
247+ 0.37% |
$13.2K - $14.8K
|
67.3K
$4.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-86- 48.31% |
$4.59K - $5.17K
|
92
$6.22K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-9.22K- 60.61% |
$492K - $554K
|
5.99K
$405K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
22+ 28.21% |
$1.17K - $1.32K
|
100
$6.76K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
107+ 8.47% |
$5.71K - $6.43K
|
1.37K
$92.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.9KNew |
$315K - $355K
|
5.9K
$399K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
715New |
$38.1K - $43K
|
715
$48.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.44KNew |
$76.9K - $86.7K
|
1.44K
$97.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-8.12K- 9.32% |
$433K - $488K
|
79K
$5.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$107 - $120
|
2
$135
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.48K- 4.83% |
$239K - $269K
|
88.2K
$5.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
67.4KNew |
$3.6M - $4.05M
|
67.4K
$4.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
678+ 15.44% |
$36.2K - $40.8K
|
5.07K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-8.1K- 27.24% |
$432K - $487K
|
21.6K
$1.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$18.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$18.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 1.47% |
$267 - $301
|
344
$23.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
20.5KNew |
$1.09M - $1.23M
|
20.5K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
35.1KNew |
$1.87M - $2.11M
|
35.1K
$2.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 68.67% |
$83.9K - $94.6K
|
718
$48.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-442- 67.9% |
$23.6K - $26.6K
|
209
$14.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.9K+ 2.32% |
$101K - $114K
|
83.7K
$5.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
7+ 3.26% |
$373 - $421
|
222
$15K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
622New |
$33.2K - $37.4K
|
622
$42.1K
|
|