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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-2.1K- 26.92% |
$112K - $126K
|
5.7K
$320K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 68.67% |
$83.9K - $94.6K
|
718
$40.3K
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.31K- 23.51% |
$69.7K - $78.6K
|
4.25K
$238K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.14K- 61.57% |
$60.6K - $68.3K
|
709
$39.8K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.1K- 26.82% |
$58.4K - $65.9K
|
2.99K
$168K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-735- 76.09% |
$39.2K - $44.2K
|
231
$13K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-480- 9.25% |
$25.6K - $28.9K
|
4.71K
$264K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-442- 67.9% |
$23.6K - $26.6K
|
209
$11.7K
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-400- 7.8% |
$21.3K - $24K
|
4.73K
$265K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-373- 51.73% |
$19.9K - $22.4K
|
348
$19.5K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-336- 72.26% |
$17.9K - $20.2K
|
129
$7.23K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-321- 7.03% |
$17.1K - $19.3K
|
4.24K
$238K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-242- 6.11% |
$12.9K - $14.5K
|
3.72K
$209K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-198- 33.0% |
$10.6K - $11.9K
|
402
$22.5K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-183- 10.87% |
$9.76K - $11K
|
1.5K
$84.1K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-127- 18.9% |
$6.77K - $7.63K
|
545
$30.6K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-108- 2.87% |
$5.76K - $6.49K
|
3.66K
$205K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-100- 5.0% |
$5.33K - $6.01K
|
1.9K
$107K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-87- 19.95% |
$4.64K - $5.23K
|
349
$19.6K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-86- 48.31% |
$4.59K - $5.17K
|
92
$5.16K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-79- 2.08% |
$4.21K - $4.75K
|
3.72K
$208K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-69- 92.0% |
$3.68K - $4.15K
|
6
$336
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-41- 0.77% |
$2.19K - $2.46K
|
5.28K
$296K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-31- 4.31% |
$1.65K - $1.86K
|
688
$38.6K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-18- 1.56% |
$960 - $1.08K
|
1.14K
$63.7K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4- 10.81% |
$213 - $240
|
33
$1.85K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-62.9K- 15.89% |
$3.45M - $4.24M
|
333K
$18.7M
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-9.25K- 68.67% |
$507K - $623K
|
4.22K
$237K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.88K- 1.99% |
$322K - $396K
|
289K
$16.2M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.4K- 36.0% |
$296K - $364K
|
9.6K
$538K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.69K- 49.28% |
$257K - $316K
|
4.82K
$270K
|
|
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
$86.5K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.95K- 22.72% |
$107K - $131K
|
6.63K
$371K
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.54K- 44.41% |
$84.5K - $104K
|
1.93K
$108K
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-1.38K- 2.0% |
$75.6K - $92.8K
|
67.4K
$3.78M
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 20.32% |
$72.8K - $89.4K
|
5.2K
$292K
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.32K- 17.64% |
$72.5K - $89.1K
|
6.17K
$346K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-926- 48.08% |
$50.8K - $62.4K
|
1K
$56.1K
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-920- 19.17% |
$50.5K - $62K
|
3.88K
$217K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-874- 19.58% |
$47.9K - $58.9K
|
3.59K
$201K
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-865- 43.25% |
$47.4K - $58.3K
|
1.14K
$63.6K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-635- 97.24% |
$34.8K - $42.8K
|
18
$1.01K
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-506- 10.49% |
$27.7K - $34.1K
|
4.32K
$242K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-369- 4.68% |
$20.2K - $24.9K
|
7.52K
$422K
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-300- 34.48% |
$16.5K - $20.2K
|
570
$32K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-269- 38.43% |
$14.8K - $18.1K
|
431
$24.2K
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-157- 2.77% |
$8.61K - $10.6K
|
5.5K
$308K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-155- 4.13% |
$8.5K - $10.4K
|
3.6K
$202K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-136- 80.95% |
$7.46K - $9.16K
|
32
$1.79K
|