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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-57- 13.97% |
$3.13K - $3.84K
|
351
$19.6K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-33- 0.49% |
$1.81K - $2.22K
|
6.73K
$376K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2- 7.14% |
$110 - $135
|
26
$1.45K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.07% |
$110 - $135
|
2.7K
$151K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-162K- 68.84% |
$8.45M - $10.6M
|
73.3K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-36.6K- 94.75% |
$1.91M - $2.4M
|
2.03K
$113K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-14.6K- 99.93% |
$761K - $958K
|
10
$559
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.38K- 63.29% |
$333K - $419K
|
3.7K
$207K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 40.87% |
$191K - $240K
|
5.3K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.56K- 3.31% |
$81.3K - $102K
|
45.5K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.29K- 28.1% |
$67.4K - $84.7K
|
3.3K
$185K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.15K- 57.5% |
$60K - $75.5K
|
850
$47.5K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-831- 4.12% |
$43.4K - $54.6K
|
19.3K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-411- 7.68% |
$21.5K - $27K
|
4.94K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-308- 23.07% |
$16.1K - $20.2K
|
1.03K
$57.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-300- 7.06% |
$15.7K - $19.7K
|
3.95K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-232- 27.04% |
$12.1K - $15.2K
|
626
$35K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-226- 0.73% |
$11.8K - $14.8K
|
30.6K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 67.43% |
$10.8K - $13.6K
|
100
$5.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-171- 5.73% |
$8.93K - $11.2K
|
2.81K
$157K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-134- 50.0% |
$7K - $8.8K
|
134
$7.49K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-103- 17.08% |
$5.38K - $6.77K
|
500
$28K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 10.2% |
$5.22K - $6.57K
|
880
$49.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-90- 0.88% |
$4.7K - $5.91K
|
10.2K
$568K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-84- 2.14% |
$4.39K - $5.52K
|
3.84K
$215K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-63- 12.99% |
$3.29K - $4.14K
|
422
$23.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-9- 0.81% |
$470 - $591
|
1.1K
$61.5K
|
|
| 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
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-67.6K- 76.12% |
$3.66M - $4.94M
|
21.2K
$1.19M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-61K- 11.42% |
$3.3M - $4.45M
|
473K
$26.5M
|
|
|
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
$4.52M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-8.9K- 42.38% |
$481K - $650K
|
12.1K
$677K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.45K- 11.95% |
$295K - $398K
|
40.2K
$2.25M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.71K- 9.83% |
$201K - $271K
|
34K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.26K- 45.5% |
$176K - $238K
|
3.9K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.8K- 40.4% |
$151K - $204K
|
4.13K
$231K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 80.0% |
$64.9K - $87.6K
|
300
$16.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 10.44% |
$58.3K - $78.7K
|
9.25K
$517K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-892- 70.68% |
$48.2K - $65.1K
|
370
$20.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-784- 4.07% |
$42.4K - $57.2K
|
18.5K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-759- 80.83% |
$41K - $55.4K
|
180
$10.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-680- 54.93% |
$36.8K - $49.7K
|
558
$31.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-679- 56.26% |
$36.7K - $49.6K
|
528
$29.5K
|
|
|
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
$245K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-384- 28.38% |
$20.8K - $28K
|
969
$54.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-350- 3.38% |
$18.9K - $25.6K
|
10K
$559K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-316- 8.78% |
$17.1K - $23.1K
|
3.28K
$184K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-313- 25.91% |
$16.9K - $22.9K
|
895
$50K
|
|