Latest Institutional Sells of W. P. Carey Inc. (WPC)
This list provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-41- 0.8% |
$2.22K - $2.99K
|
5.07K
$320K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8- 36.36% |
$433 - $584
|
14
$884
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-4Closed |
$216 - $292
|
0
$0
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-192K- 96.38% |
$12.7M - $14.6M
|
7.2K
$454K
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-66.7K- 90.48% |
$4.42M - $5.09M
|
7.02K
$443K
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-37.1K- 3.96% |
$2.46M - $2.83M
|
901K
$56.9M
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-24.6K- 87.41% |
$1.63M - $1.88M
|
3.54K
$224K
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-22.3K- 27.62% |
$1.48M - $1.7M
|
58.5K
$3.69M
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-17.8K- 99.89% |
$1.18M - $1.36M
|
20
$1.26K
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17.6K- 76.03% |
$1.17M - $1.34M
|
5.56K
$351K
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-6.25K- 25.35% |
$414K - $477K
|
18.4K
$1.16M
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-5.65K- 23.26% |
$375K - $431K
|
18.7K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 8.29% |
$272K - $313K
|
45.4K
$2.87M
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.99KClosed |
$198K - $228K
|
0
$0
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.62K- 45.31% |
$174K - $200K
|
3.16K
$200K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.92K- 33.09% |
$127K - $146K
|
3.88K
$245K
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.87K- 29.42% |
$124K - $143K
|
4.49K
$283K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.66K- 16.47% |
$110K - $127K
|
8.44K
$532K
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.63K- 19.79% |
$108K - $124K
|
6.6K
$416K
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.48K- 24.3% |
$97.8K - $112K
|
4.6K
$290K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.28K- 29.3% |
$84.9K - $97.6K
|
3.09K
$195K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 3.64% |
$71.1K - $81.8K
|
28.4K
$1.79M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-793- 47.71% |
$52.6K - $60.5K
|
869
$54.8K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-784- 3.66% |
$52K - $59.8K
|
20.6K
$1.3M
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-718- 15.57% |
$47.6K - $54.8K
|
3.89K
$246K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-525- 0.48% |
$34.8K - $40K
|
108K
$6.81M
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-469- 1.5% |
$31.1K - $35.8K
|
30.7K
$1.94M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-368- 10.08% |
$24.4K - $28.1K
|
3.28K
$207K
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-320- 20.46% |
$21.2K - $24.4K
|
1.24K
$78.5K
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-286- 7.17% |
$19K - $21.8K
|
3.7K
$234K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-271- 35.66% |
$18K - $20.7K
|
489
$30.9K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-161- 21.16% |
$10.7K - $12.3K
|
600
$37.9K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-158- 1.04% |
$10.5K - $12.1K
|
15K
$946K
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-125- 2.63% |
$8.29K - $9.53K
|
4.63K
$292K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-117- 3.07% |
$7.76K - $8.92K
|
3.7K
$233K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-102- 1.36% |
$6.76K - $7.78K
|
7.4K
$467K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-102- 1.36% |
$6.76K - $7.78K
|
7.4K
$467K
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-86- 0.82% |
$5.7K - $6.56K
|
10.4K
$658K
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-79- 2.1% |
$5.24K - $6.03K
|
3.68K
$232K
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.99% |
$3.31K - $3.81K
|
5.02K
$317K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-34- 3.49% |
$2.25K - $2.59K
|
940
$59.3K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-14- 5.3% |
$928 - $1.07K
|
250
$15.8K
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 0.39% |
$133 - $153
|
514
$32.4K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1- 0.03% |
$66.3 - $76.3
|
3.26K
$206K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Resolution Capital LTD
Sydney, Nsw, C3 |
SELL
|
- |
-965K- 70.18% |
$72.6M - $82.6M
|
410K
$25.9M
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-570K- 17.97% |
$42.9M - $48.8M
|
2.6M
$164M
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-17.5K- 86.91% |
$1.32M - $1.5M
|
2.64K
$166K
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.34K- 34.64% |
$402K - $457K
|
10.1K
$636K
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.31K- 36.91% |
$249K - $283K
|
5.65K
$357K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.98K- 22.12% |
$224K - $255K
|
10.5K
$662K
|