Purchases and Sales Made in Q1 2024 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q1 2024. The information is specifically focused on institutions that hold shares of W. P. Carey Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-544- 0.58% |
$29.8K - $36.6K
|
92.7K
$5.55M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-549- 65.12% |
$30.1K - $37K
|
294
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-580- 44.58% |
$31.8K - $39.1K
|
721
$43.1K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-582- 3.52% |
$31.9K - $39.2K
|
16K
$956K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-582- 2.49% |
$31.9K - $39.2K
|
22.8K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-582- 3.48% |
$31.9K - $39.2K
|
16.1K
$966K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-588- 8.8% |
$32.2K - $39.6K
|
6.1K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-594- 99.0% |
$32.6K - $40K
|
6
$359
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-600- 26.28% |
$32.9K - $40.4K
|
1.68K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-619- 0.59% |
$33.9K - $41.7K
|
105K
$6.29M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-626- 13.97% |
$34.3K - $42.2K
|
3.85K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-635- 97.24% |
$34.8K - $42.8K
|
18
$1.08K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-640- 0.74% |
$35.1K - $43.1K
|
85.8K
$5.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-658- 11.48% |
$36.1K - $44.3K
|
5.07K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-667- 13.95% |
$36.6K - $44.9K
|
4.12K
$246K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-670- 8.44% |
$36.7K - $45.1K
|
7.27K
$435K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-680- 10.96% |
$37.3K - $45.8K
|
5.52K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-700- 4.87% |
$38.4K - $47.2K
|
13.7K
$818K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-713- 6.39% |
$39.1K - $48K
|
10.4K
$625K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-724- 13.16% |
$39.7K - $48.8K
|
4.78K
$286K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-747- 3.8% |
$41K - $50.3K
|
18.9K
$1.13M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-774- 8.67% |
$42.4K - $52.1K
|
8.16K
$488K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-788- 6.34% |
$43.2K - $53.1K
|
11.6K
$697K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-816- 75.07% |
$44.7K - $55K
|
271
$16.2K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-828- 12.1% |
$45.4K - $55.8K
|
6.02K
$360K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-830- 7.22% |
$45.5K - $55.9K
|
10.7K
$639K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-840- 11.11% |
$46.1K - $56.6K
|
6.72K
$402K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-849- 82.35% |
$46.6K - $57.2K
|
182
$10.9K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-849- 9.43% |
$46.6K - $57.2K
|
8.16K
$488K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-865- 43.25% |
$47.4K - $58.3K
|
1.14K
$67.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-874- 19.58% |
$47.9K - $58.9K
|
3.59K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-880- 11.74% |
$48.3K - $59.3K
|
6.62K
$396K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-882- 6.55% |
$48.4K - $59.4K
|
12.6K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-902- 3.52% |
$49.5K - $60.8K
|
24.7K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-920- 19.17% |
$50.5K - $62K
|
3.88K
$232K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-926- 48.08% |
$50.8K - $62.4K
|
1K
$59.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Presima Inc.
|
SELL
|
- |
-950- 3.04% |
$52.1K - $64K
|
30.3K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-984- 13.63% |
$54K - $66.3K
|
6.24K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-986- 11.62% |
$54.1K - $66.4K
|
7.5K
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-999- 16.33% |
$54.8K - $67.3K
|
5.12K
$306K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1K- 7.43% |
$54.8K - $67.4K
|
12.5K
$746K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 12.65% |
$54.8K - $67.4K
|
6.91K
$413K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1K- 6.17% |
$54.8K - $67.4K
|
15.2K
$910K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.01K- 8.3% |
$55.2K - $67.8K
|
11.1K
$665K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 7.56% |
$55.6K - $68.2K
|
12.4K
$742K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.02K- 5.04% |
$55.7K - $68.4K
|
19.2K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.02K- 15.59% |
$56.1K - $68.9K
|
5.54K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.06K- 17.25% |
$58.2K - $71.5K
|
5.09K
$305K
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.06K- 3.68% |
$58.3K - $71.7K
|
27.9K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.07K- 2.26% |
$58.5K - $71.8K
|
46.2K
$2.76M
|