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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
9.63K+ 75.76% |
$503K - $632K
|
22.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
5.72KNew |
$298K - $375K
|
5.72K
$352K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.25KNew |
$274K - $345K
|
5.25K
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
5.05KNew |
$264K - $332K
|
5.05K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
4.8KNew |
$251K - $315K
|
4.8K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.5KNew |
$235K - $296K
|
4.5K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.23KNew |
$221K - $278K
|
4.23K
$261K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.23KNew |
$221K - $278K
|
4.23K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.93KNew |
$205K - $258K
|
3.93K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.84KNew |
$200K - $252K
|
3.84K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.83KNew |
$200K - $251K
|
3.83K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.71KNew |
$194K - $244K
|
3.71K
$229K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.53KNew |
$184K - $232K
|
3.53K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.41KNew |
$178K - $224K
|
3.41K
$210K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.33KNew |
$174K - $219K
|
3.33K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.33KNew |
$174K - $219K
|
3.33K
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.28KNew |
$171K - $215K
|
3.28K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.24KNew |
$169K - $213K
|
3.24K
$199K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.03KNew |
$106K - $133K
|
2.03K
$125K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.61K+ 71.0% |
$84.1K - $106K
|
3.88K
$239K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
426New |
$22.2K - $28K
|
426
$26.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
415New |
$21.7K - $27.3K
|
415
$25.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
325New |
$17K - $21.3K
|
325
$20K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
300+ 7.39% |
$15.7K - $19.7K
|
4.36K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
277+ 49.03% |
$14.5K - $18.2K
|
842
$51.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
227New |
$11.9K - $14.9K
|
227
$14K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
102+ 1.89% |
$5.33K - $6.7K
|
5.49K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
91New |
$4.75K - $5.98K
|
91
$5.61K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
83+ 488.24% |
$4.33K - $5.45K
|
100
$6.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
83+ 2.14% |
$4.33K - $5.45K
|
3.95K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65New |
$3.39K - $4.27K
|
65
$4K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
50New |
$2.61K - $3.28K
|
50
$3.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
42New |
$2.19K - $2.76K
|
42
$2.59K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
25+ 0.92% |
$1.31K - $1.64K
|
2.75K
$169K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
23New |
$1.2K - $1.51K
|
23
$1.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 0.78% |
$731 - $920
|
1.8K
$111K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$522 - $657
|
10
$616
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
10+ 6.67% |
$522 - $657
|
160
$9.86K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.85% |
$52.2 - $65.7
|
55
$3.39K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
265K+ 1127.97% |
$14.3M - $19.3M
|
288K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
165KNew |
$8.9M - $12M
|
165K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
135KNew |
$7.3M - $9.86M
|
135K
$8.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100KNew |
$5.41M - $7.3M
|
100K
$6.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
75KNew |
$4.06M - $5.48M
|
75K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
55K+ 100.0% |
$2.97M - $4.02M
|
110K
$6.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
21.4K+ 16.18% |
$1.16M - $1.56M
|
154K
$9.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
20.7K+ 168.52% |
$1.12M - $1.51M
|
33K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
19.3KNew |
$1.04M - $1.41M
|
19.3K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
13.9KNew |
$751K - $1.01M
|
13.9K
$856K
|
|