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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.8K+ 33.0% |
$644K - $754K
|
47.5K
$2.94M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
10.3KNew |
$562K - $657K
|
10.3K
$635K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.2K+ 2.82% |
$555K - $649K
|
371K
$22.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.01KNew |
$438K - $512K
|
8.01K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
7.94KNew |
$434K - $508K
|
7.94K
$491K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.37K+ 35.95% |
$402K - $471K
|
27.9K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.56K+ 29.87% |
$358K - $420K
|
28.5K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.03KNew |
$330K - $386K
|
6.03K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.38KNew |
$294K - $344K
|
5.38K
$333K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.32KNew |
$291K - $340K
|
5.32K
$329K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.21KNew |
$230K - $269K
|
4.21K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.2KNew |
$229K - $269K
|
4.2K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.94K+ 71.19% |
$215K - $252K
|
9.48K
$586K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.7KNew |
$202K - $236K
|
3.7K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3.66KNew |
$200K - $234K
|
3.66K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.54KNew |
$193K - $226K
|
3.54K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.35KNew |
$183K - $214K
|
3.35K
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.34KNew |
$182K - $214K
|
3.34K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.29KNew |
$180K - $210K
|
3.29K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.26KNew |
$178K - $208K
|
3.26K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.25KNew |
$177K - $208K
|
3.25K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.24KNew |
$177K - $207K
|
3.24K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.55KNew |
$139K - $163K
|
2.55K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.47K+ 73.14% |
$135K - $158K
|
5.84K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$97.1K - $114K
|
1.78K
$110K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$84.3K - $98.7K
|
1.54K
$95.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.36KNew |
$74.2K - $86.9K
|
1.36K
$84K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.2K+ 1280.85% |
$65.8K - $77K
|
1.3K
$80.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.17K+ 7.07% |
$63.9K - $74.8K
|
17.7K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.12KNew |
$61K - $71.4K
|
1.12K
$69K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
1KNew |
$54.6K - $64K
|
1K
$61.8K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
995+ 33.08% |
$54.4K - $63.6K
|
4K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
965New |
$52.7K - $61.7K
|
965
$59.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
778+ 19.76% |
$42.5K - $49.8K
|
4.72K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
700New |
$38.2K - $44.8K
|
700
$43.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
641+ 2374.07% |
$35K - $41K
|
668
$41.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
489+ 8.46% |
$26.7K - $31.3K
|
6.27K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
475+ 5.26% |
$25.9K - $30.4K
|
9.5K
$587K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
455New |
$24.9K - $29.1K
|
455
$28.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
341+ 70.6% |
$18.6K - $21.8K
|
824
$50.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
266New |
$14.5K - $17K
|
266
$16.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
220New |
$12K - $14.1K
|
220
$13.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.56% |
$10.9K - $12.8K
|
35.9K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
165New |
$9.01K - $10.6K
|
165
$10.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
151+ 75.5% |
$8.25K - $9.66K
|
351
$21.7K
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
80New |
$4.37K - $5.12K
|
80
$4.94K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
35+ 0.57% |
$1.91K - $2.24K
|
6.21K
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
33+ 0.54% |
$1.8K - $2.11K
|
6.1K
$377K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
27+ 14.84% |
$1.48K - $1.73K
|
209
$12.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
24New |
$1.31K - $1.54K
|
24
$1.48K
|