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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20+ 0.46% |
$1.09K - $1.28K
|
4.39K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
18+ 6.04% |
$983 - $1.15K
|
316
$19.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$765 - $895
|
14
$884
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$601 - $704
|
11
$694
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 37.93% |
$601 - $704
|
40
$2.52K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10New |
$546 - $640
|
10
$631
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9+ 39.13% |
$492 - $576
|
32
$2.02K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9New |
$492 - $576
|
9
$568
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$437 - $512
|
8
$505
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
4+ 0.09% |
$219 - $256
|
4.26K
$269K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 1.52% |
$219 - $256
|
267
$16.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.04% |
$164 - $192
|
7.11K
$449K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$164 - $192
|
3
$189
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
88.4KNew |
$4.71M - $5.31M
|
88.4K
$5.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
70.4KNew |
$3.76M - $4.23M
|
70.4K
$4.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
67.4KNew |
$3.6M - $4.05M
|
67.4K
$4.26M
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
52.1K+ 99.1% |
$2.78M - $3.13M
|
105K
$6.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
44.3K+ 8.21% |
$2.36M - $2.66M
|
584K
$36.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
35.1KNew |
$1.87M - $2.11M
|
35.1K
$2.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
BUY
|
- |
34KNew |
$1.81M - $2.04M
|
34K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
27.7KNew |
$1.48M - $1.67M
|
27.7K
$1.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
26.6KNew |
$1.42M - $1.6M
|
26.6K
$1.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
20.5KNew |
$1.09M - $1.23M
|
20.5K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$846K - $954K
|
15.9K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
13.1KNew |
$699K - $788K
|
13.1K
$827K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
7.64KNew |
$408K - $459K
|
7.64K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
6.7K+ 670.0% |
$357K - $403K
|
7.7K
$486K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
6.5KNew |
$347K - $391K
|
6.5K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.32K+ 95.21% |
$337K - $380K
|
13K
$818K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.9KNew |
$315K - $355K
|
5.9K
$372K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.81KNew |
$203K - $229K
|
3.81K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.3K+ 3.97% |
$176K - $199K
|
86.5K
$5.46M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.5K+ 859.11% |
$133K - $150K
|
2.79K
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.17K+ 14.97% |
$116K - $131K
|
16.7K
$1.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.9K+ 2.32% |
$101K - $114K
|
83.7K
$5.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.6KNew |
$85.3K - $96.2K
|
1.6K
$101K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.44KNew |
$76.9K - $86.7K
|
1.44K
$91.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
750New |
$40K - $45.1K
|
750
$47.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
716New |
$38.2K - $43K
|
716
$45.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
715New |
$38.1K - $43K
|
715
$45.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
678+ 15.44% |
$36.2K - $40.8K
|
5.07K
$320K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
622New |
$33.2K - $37.4K
|
622
$39.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
621+ 8.19% |
$33.1K - $37.3K
|
8.21K
$518K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
543+ 13.39% |
$29K - $32.6K
|
4.6K
$290K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
330+ 15.42% |
$17.6K - $19.8K
|
2.47K
$156K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
307New |
$16.4K - $18.5K
|
307
$19.4K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
277+ 2.77% |
$14.8K - $16.7K
|
10.3K
$649K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$17.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$17.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
270New |
$14.4K - $16.2K
|
270
$17K
|
|