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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 0.14% |
$480 - $541
|
6.41K
$396K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
7+ 3.26% |
$373 - $421
|
222
$13.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 1.47% |
$267 - $301
|
344
$21.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4New |
$213 - $240
|
4
$247
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
2New |
$107 - $120
|
2
$124
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.63MNew |
$144M - $177M
|
2.63M
$162M
|
|
|
May 15, 2024
Q1 2024
|
Rush Island Management, LP
New York, NY |
BUY
|
- |
1.02M+ 483.44% |
$56.1M - $69M
|
1.24M
$76.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
166KNew |
$9.11M - $11.2M
|
166K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
88.5K+ 68.98% |
$4.85M - $5.96M
|
217K
$13.4M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
43.4KNew |
$2.38M - $2.92M
|
43.4K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.8K+ 688.21% |
$1.52M - $1.87M
|
31.8K
$1.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.4KNew |
$1.01M - $1.24M
|
18.4K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.8KNew |
$975K - $1.2M
|
17.8K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.07KNew |
$333K - $409K
|
6.07K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.73KNew |
$314K - $386K
|
5.73K
$354K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.91KNew |
$269K - $331K
|
4.91K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4KNew |
$219K - $269K
|
4K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.28KNew |
$125K - $153K
|
2.28K
$141K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2KNew |
$110K - $135K
|
2K
$124K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.36KNew |
$74.5K - $91.6K
|
1.36K
$84K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
961New |
$52.7K - $64.7K
|
961
$59.4K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
873New |
$47.9K - $58.8K
|
873
$54K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
677+ 21.08% |
$37.1K - $45.6K
|
3.89K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
625+ 260.42% |
$34.3K - $42.1K
|
865
$53.5K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
562+ 14.65% |
$30.8K - $37.9K
|
4.4K
$272K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
525New |
$28.8K - $35.4K
|
525
$32.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
509+ 0.63% |
$27.9K - $34.3K
|
80.9K
$5M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
493New |
$27K - $33.2K
|
493
$30.5K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$21.9K - $26.9K
|
400
$24.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
271New |
$14.9K - $18.3K
|
271
$16.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
70New |
$3.84K - $4.72K
|
70
$4.33K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
57+ 0.85% |
$3.13K - $3.84K
|
6.75K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
53New |
$2.91K - $3.57K
|
53
$3.28K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
46+ 1.29% |
$2.52K - $3.1K
|
3.62K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.07% |
$329 - $404
|
8.91K
$551K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.13% |
$274 - $337
|
3.96K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 3.45% |
$54.8 - $67.4
|
30
$1.85K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
535K+ 22.03% |
$28M - $35.2M
|
2.97M
$183M
|
|
|
Feb 14, 2024
Q4 2023
|
Adelante Capital Management LLC
Alameda, CA |
BUY
|
- |
189KNew |
$9.87M - $12.4M
|
189K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
85.7KNew |
$4.47M - $5.63M
|
85.7K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
33.3KNew |
$1.74M - $2.19M
|
33.3K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
20KNew |
$1.04M - $1.31M
|
20K
$1.24M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
9.85KNew |
$514K - $647K
|
9.85K
$609K
|
|
|
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
$353K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.25KNew |
$274K - $345K
|
5.25K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
5.05KNew |
$264K - $332K
|
5.05K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
4.8KNew |
$251K - $315K
|
4.8K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.5KNew |
$235K - $296K
|
4.5K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.23KNew |
$221K - $278K
|
4.23K
$262K
|
|