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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
35+ 1.43% |
$2.47K - $2.74K
|
2.48K
$168K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
161KNew |
$11.4M - $12.6M
|
161K
$10.9M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-390Closed |
$27.5K - $30.5K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-3.91KClosed |
$276K - $306K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100Closed |
$7.06K - $7.83K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-49Closed |
$3.25K - $3.52K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-194Closed |
$12.9K - $13.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Alden Global Capital LLC
West Palm Beach, FL |
SELL
|
- |
-316KClosed |
$21M - $22.7M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-787Closed |
$52.2K - $56.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-18Closed |
$1.19K - $1.29K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-300Closed |
$19.9K - $21.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1KClosed |
$66.3K - $71.7K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-750Closed |
$49.7K - $53.8K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 16.13% |
$66.3K - $71.7K
|
7.2K
$487K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-563Closed |
$37.3K - $40.4K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-743Closed |
$49.3K - $53.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-200Closed |
$13.3K - $14.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-500Closed |
$33.2K - $35.9K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-443Closed |
$29.4K - $31.8K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.82KClosed |
$120K - $130K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-3.05KClosed |
$202K - $219K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3.22KClosed |
$213K - $231K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6Closed |
$398 - $430
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
30New |
$1.99K - $2.15K
|
30
$2.03K
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-53Closed |
$3.26K - $3.8K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-222Closed |
$13.7K - $15.9K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-13Closed |
$801 - $933
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
550New |
$33.9K - $39.5K
|
550
$37.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-300Closed |
$18.5K - $21.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
3.8KNew |
$234K - $272K
|
3.8K
$257K
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.72KClosed |
$229K - $267K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-86Closed |
$5.3K - $6.17K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-83Closed |
$5.11K - $5.96K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.52KClosed |
$217K - $253K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.96KClosed |
$182K - $212K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.09KNew |
$252K - $293K
|
4.09K
$276K
|
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-40Closed |
$2.46K - $2.87K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5Closed |
$308 - $359
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.75KClosed |
$293K - $341K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-120Closed |
$7.39K - $8.61K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-23.9KClosed |
$1.51M - $1.76M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-24.7KClosed |
$1.56M - $1.81M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-2.04KClosed |
$129K - $149K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-168Closed |
$10.6K - $12.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-588Closed |
$37.1K - $43.2K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
39KNew |
$2.47M - $2.87M
|
39K
$2.64M
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-100Closed |
$6.32K - $7.34K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-3.72KClosed |
$235K - $273K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
57New |
$3.6K - $4.19K
|
57
$3.86K
|
|
|
Nov 10, 2020
Q3 2020
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-4.04KClosed |
$255K - $296K
|
0
$0
|
|