Latest Institutional Purchases of W. P. Carey Inc. (WPC)
This list provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
94.3K+ 23.23% |
$5.04M - $5.78M
|
500K
$27.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
70.3KNew |
$3.76M - $4.31M
|
70.3K
$3.88M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
48.9KNew |
$2.62M - $3M
|
48.9K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
37.4K+ 241.25% |
$2M - $2.3M
|
53K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
35.6KNew |
$1.9M - $2.19M
|
35.6K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
32KNew |
$1.71M - $1.96M
|
32K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
30.2K+ 33.43% |
$1.61M - $1.85M
|
120K
$6.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
26KNew |
$1.39M - $1.6M
|
26K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
21.6K+ 21.01% |
$1.15M - $1.32M
|
124K
$6.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.4K+ 22.31% |
$932K - $1.07M
|
95.6K
$5.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
16.5K+ 38.35% |
$884K - $1.01M
|
59.7K
$3.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.5K+ 60.69% |
$613K - $704K
|
30.4K
$1.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
9.8KNew |
$524K - $601K
|
9.8K
$541K
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
8K+ 18.06% |
$428K - $491K
|
52.3K
$2.89M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
5.25KNew |
$281K - $322K
|
5.25K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.19K+ 116.13% |
$277K - $318K
|
9.66K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.35K+ 53.88% |
$232K - $267K
|
12.4K
$686K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.33KNew |
$231K - $265K
|
4.33K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
4.09KNew |
$219K - $251K
|
4.09K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.99K+ 17.2% |
$213K - $245K
|
27.2K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.74K+ 5.6% |
$200K - $230K
|
70.6K
$3.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.42K+ 2.34% |
$183K - $210K
|
149K
$8.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 91.73% |
$163K - $187K
|
6.37K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.73K+ 21.8% |
$146K - $168K
|
15.3K
$844K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 1.13% |
$144K - $166K
|
242K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.2K+ 2.47% |
$118K - $135K
|
91.3K
$5.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.13K+ 4.19% |
$114K - $131K
|
53.1K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.93K+ 1.95% |
$103K - $119K
|
101K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.79K+ 115.01% |
$95.8K - $110K
|
3.35K
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.65K+ 4.73% |
$88K - $101K
|
36.5K
$2.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.59K+ 10.76% |
$84.8K - $97.3K
|
16.3K
$903K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 0.96% |
$74.9K - $86K
|
147K
$8.11M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.4K+ 42.45% |
$74.5K - $85.6K
|
4.68K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.27KNew |
$67.8K - $77.8K
|
1.27K
$70.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.1K+ 4.81% |
$59K - $67.7K
|
24K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.04K+ 24.74% |
$55.4K - $63.6K
|
5.23K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.02K+ 9.05% |
$54.3K - $62.3K
|
12.2K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
959+ 24.94% |
$51.2K - $58.8K
|
4.8K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
768+ 4.34% |
$41K - $47.1K
|
18.5K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
726+ 4.81% |
$38.8K - $44.5K
|
15.8K
$875K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
566+ 8.04% |
$30.2K - $34.7K
|
7.61K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
560+ 9.52% |
$29.9K - $34.3K
|
6.44K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
559+ 8.51% |
$29.9K - $34.3K
|
7.13K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
488+ 33.84% |
$26.1K - $29.9K
|
1.93K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
467+ 0.3% |
$25K - $28.6K
|
159K
$8.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
300+ 7.22% |
$16K - $18.4K
|
4.45K
$246K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
293+ 24.87% |
$15.7K - $18K
|
1.47K
$81.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
289+ 3.61% |
$15.4K - $17.7K
|
8.3K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
276+ 2.37% |
$14.7K - $16.9K
|
11.9K
$658K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
259+ 3.07% |
$13.8K - $15.9K
|
8.7K
$481K
|