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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.4K- 36.0% |
$296K - $364K
|
9.6K
$649K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.69K- 49.28% |
$257K - $316K
|
4.82K
$326K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.74KClosed |
$205K - $252K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-2.1K- 57.59% |
$115K - $141K
|
1.54K
$104K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.95K- 22.72% |
$107K - $131K
|
6.63K
$448K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.54K- 44.41% |
$84.5K - $104K
|
1.93K
$130K
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-1.38K- 2.0% |
$75.6K - $92.8K
|
67.4K
$4.56M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 20.32% |
$72.8K - $89.4K
|
5.2K
$352K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.32K- 17.64% |
$72.5K - $89.1K
|
6.17K
$418K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-920- 19.17% |
$50.5K - $62K
|
3.88K
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-874- 19.58% |
$47.9K - $58.9K
|
3.59K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-865- 43.25% |
$47.4K - $58.3K
|
1.14K
$76.8K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-506- 10.49% |
$27.7K - $34.1K
|
4.32K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-369- 4.68% |
$20.2K - $24.9K
|
7.52K
$509K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-269- 38.43% |
$14.8K - $18.1K
|
431
$29.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-155- 4.13% |
$8.5K - $10.4K
|
3.6K
$243K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-125- 39.56% |
$6.86K - $8.42K
|
191
$12.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-109- 68.99% |
$5.98K - $7.34K
|
49
$3.31K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-33- 0.49% |
$1.81K - $2.22K
|
6.73K
$455K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.07% |
$110 - $135
|
2.7K
$183K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-36.6K- 94.75% |
$1.91M - $2.4M
|
2.03K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.56K- 3.31% |
$81.3K - $102K
|
45.5K
$3.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.29K- 28.1% |
$67.4K - $84.7K
|
3.3K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-831- 4.12% |
$43.4K - $54.6K
|
19.3K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-411- 7.68% |
$21.5K - $27K
|
4.94K
$334K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-308- 23.07% |
$16.1K - $20.2K
|
1.03K
$69.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-232- 27.04% |
$12.1K - $15.2K
|
626
$42.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-226- 0.73% |
$11.8K - $14.8K
|
30.6K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-171- 5.73% |
$8.93K - $11.2K
|
2.81K
$190K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 10.2% |
$5.22K - $6.57K
|
880
$59.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-90- 0.88% |
$4.7K - $5.91K
|
10.2K
$687K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-84- 2.14% |
$4.39K - $5.52K
|
3.84K
$260K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-63- 12.99% |
$3.29K - $4.14K
|
422
$28.5K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-130K- 90.72% |
$7.01M - $9.46M
|
13.3K
$896K
|
|
|
Nov 14, 2023
Q3 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-67.6K- 76.12% |
$3.66M - $4.94M
|
21.2K
$1.43M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-19.1KClosed |
$1.03M - $1.39M
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.16K- 10.18% |
$495K - $669K
|
80.8K
$5.47M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.45K- 11.95% |
$295K - $398K
|
40.2K
$2.72M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.71K- 9.83% |
$201K - $271K
|
34K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.8K- 40.4% |
$151K - $204K
|
4.13K
$279K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 80.0% |
$64.9K - $87.6K
|
300
$20.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 10.44% |
$58.3K - $78.7K
|
9.25K
$625K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-892- 70.68% |
$48.2K - $65.1K
|
370
$25K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-784- 4.07% |
$42.4K - $57.2K
|
18.5K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-759- 80.83% |
$41K - $55.4K
|
180
$12.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-680- 54.93% |
$36.8K - $49.7K
|
558
$37.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-679- 56.26% |
$36.7K - $49.6K
|
528
$35.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-677Closed |
$36.6K - $49.4K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-580- 11.7% |
$31.4K - $42.4K
|
4.38K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-316- 8.78% |
$17.1K - $23.1K
|
3.28K
$222K
|
|