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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
21+ 0.37% |
$1.15K - $1.34K
|
5.77K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
199+ 0.58% |
$10.9K - $12.7K
|
34.6K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-32.1K- 9.73% |
$1.75M - $2.05M
|
298K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
182K+ 1567.32% |
$9.95M - $11.6M
|
194K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
74+ 0.25% |
$4.04K - $4.73K
|
30K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-124K- 3.84% |
$6.79M - $7.95M
|
3.12M
$172M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-23.8K- 18.12% |
$1.3M - $1.52M
|
108K
$5.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-861- 3.58% |
$47K - $55.1K
|
23.2K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-4.26K- 51.19% |
$233K - $273K
|
4.06K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-11K- 5.52% |
$601K - $704K
|
188K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
19.8K+ 31.48% |
$1.08M - $1.27M
|
82.7K
$4.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
103K+ 4.13% |
$5.63M - $6.6M
|
2.6M
$143M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-57.4K- 54.52% |
$3.14M - $3.67M
|
47.9K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
39+ 0.97% |
$2.13K - $2.49K
|
4.06K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12+ 0.2% |
$656 - $768
|
5.93K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8.4KNew |
$459K - $537K
|
8.4K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28K+ 20.43% |
$1.53M - $1.79M
|
165K
$9.1M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-175K- 75.79% |
$9.57M - $11.2M
|
55.9K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.83K- 23.64% |
$209K - $245K
|
12.4K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$437 - $512
|
8
$441
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36K+ 22.09% |
$74.3K - $87K
|
7.52K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
251+ 3.81% |
$13.7K - $16.1K
|
6.84K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.98K+ 32.12% |
$163K - $191K
|
12.3K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-202- 3.66% |
$11K - $12.9K
|
5.32K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-198- 4.47% |
$10.8K - $12.7K
|
4.23K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
127K+ 2.87% |
$6.96M - $8.15M
|
4.57M
$252M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.23K- 21.26% |
$67.2K - $78.7K
|
4.56K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.17K+ 2.58% |
$173K - $203K
|
126K
$6.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.03% |
$273 - $320
|
14.6K
$804K
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-448- 0.7% |
$24.5K - $28.7K
|
63.4K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.12K+ 14.33% |
$116K - $135K
|
16.9K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-323- 1.2% |
$17.6K - $20.7K
|
26.7K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-241- 6.1% |
$13.2K - $15.4K
|
3.71K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
6.52KNew |
$356K - $417K
|
6.52K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-118- 0.47% |
$6.45K - $7.55K
|
25K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.06% |
$109 - $128
|
3.34K
$184K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-384K- 36.19% |
$21M - $24.6M
|
677K
$37.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20+ 0.46% |
$1.09K - $1.28K
|
4.39K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-27.2K- 52.21% |
$1.49M - $1.74M
|
24.9K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 26.67% |
$78.7K - $92.2K
|
3.96K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7+ 0.16% |
$382 - $448
|
4.41K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-71- 17.32% |
$3.88K - $4.54K
|
339
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.44K- 19.16% |
$352K - $412K
|
27.2K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.6K+ 31.82% |
$963K - $1.13M
|
73K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.62K+ 4.37% |
$143K - $168K
|
62.7K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.74K- 6.54% |
$95K - $111K
|
24.9K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-273- 3.5% |
$14.9K - $17.5K
|
7.52K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-821- 6.48% |
$44.9K - $52.5K
|
11.8K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.5K+ 25.41% |
$574K - $672K
|
51.8K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
820+ 72.63% |
$44.8K - $52.4K
|
1.95K
$107K
|