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 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.79KNew |
$256K - $294K
|
4.79K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
4.61KNew |
$246K - $283K
|
4.61K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.44K+ 52.87% |
$237K - $272K
|
12.8K
$811K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.44K+ 32.01% |
$237K - $272K
|
18.3K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.4K+ 12.76% |
$235K - $270K
|
38.9K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.37K+ 17.46% |
$233K - $268K
|
29.4K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.35K+ 53.88% |
$232K - $267K
|
12.4K
$783K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
4.34KNew |
$232K - $266K
|
4.34K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
4.34K+ 28.93% |
$232K - $266K
|
19.4K
$1.22M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.33KNew |
$231K - $265K
|
4.33K
$273K
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4.31KNew |
$230K - $264K
|
4.31K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.28K+ 1.0% |
$229K - $262K
|
433K
$27.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.27KNew |
$228K - $262K
|
4.27K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.26K+ 726.24% |
$228K - $261K
|
4.85K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.24K+ 651.85% |
$226K - $260K
|
4.89K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.17KNew |
$223K - $256K
|
4.17K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
4.09KNew |
$219K - $251K
|
4.09K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.09K+ 47.82% |
$218K - $251K
|
12.6K
$798K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.99K+ 17.2% |
$213K - $245K
|
27.2K
$1.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.98KNew |
$213K - $244K
|
3.98K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
3.91KNew |
$209K - $240K
|
3.91K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
3.75K+ 4.67% |
$200K - $230K
|
84K
$5.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.74K+ 5.6% |
$200K - $230K
|
70.6K
$4.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$193K - $222K
|
3.62K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.57KNew |
$191K - $219K
|
3.57K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.42K+ 2.34% |
$183K - $210K
|
149K
$9.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.4K+ 45.95% |
$182K - $209K
|
10.8K
$682K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.36K+ 1.12% |
$179K - $206K
|
302K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.36K+ 10.56% |
$179K - $206K
|
35.1K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.26K+ 2.66% |
$174K - $200K
|
126K
$7.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.08K+ 8.88% |
$164K - $189K
|
37.7K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.02K+ 4.67% |
$162K - $185K
|
67.7K
$4.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.96K+ 4.19% |
$158K - $181K
|
73.5K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
2.93K+ 33.5% |
$157K - $180K
|
11.7K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.93K+ 33.5% |
$157K - $180K
|
11.7K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.89K+ 15.46% |
$155K - $177K
|
21.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.8K+ 11.34% |
$150K - $172K
|
27.5K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.77K+ 8.35% |
$148K - $170K
|
35.9K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.73K+ 21.8% |
$146K - $168K
|
15.3K
$963K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.51K+ 4.33% |
$134K - $154K
|
60.6K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.5K+ 8.26% |
$134K - $153K
|
32.8K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.41K+ 35.44% |
$129K - $148K
|
9.23K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.39K+ 1.63% |
$127K - $146K
|
149K
$9.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.38K+ 5.0% |
$127K - $146K
|
50K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.32K+ 20.93% |
$124K - $142K
|
13.4K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3K+ 22.4% |
$123K - $141K
|
12.6K
$792K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.2K+ 2.47% |
$118K - $135K
|
91.3K
$5.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.16K+ 23.66% |
$115K - $132K
|
11.3K
$711K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.13K+ 4.19% |
$114K - $131K
|
53.1K
$3.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.11K+ 71.01% |
$113K - $129K
|
5.08K
$321K
|