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 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.07K- 3.74% |
$58.6K - $72K
|
27.5K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.21K- 27.23% |
$66.4K - $81.6K
|
3.24K
$194K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.26K- 23.22% |
$69.1K - $84.9K
|
4.17K
$249K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.27K- 11.84% |
$69.4K - $85.3K
|
9.43K
$564K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 3.76% |
$70.5K - $86.6K
|
32.9K
$1.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.32K- 19.8% |
$72.1K - $88.6K
|
5.33K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.32K- 17.64% |
$72.5K - $89.1K
|
6.17K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 20.32% |
$72.8K - $89.4K
|
5.2K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.36K- 8.15% |
$74.7K - $91.8K
|
15.4K
$919K
|
|
|
Apr 29, 2024
Q1 2024
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-1.38K- 2.0% |
$75.6K - $92.8K
|
67.4K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.4K- 1.0% |
$76.9K - $94.5K
|
139K
$8.32M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.41K- 12.55% |
$77.4K - $95.1K
|
9.83K
$588K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.43K- 2.52% |
$78.1K - $96K
|
55.2K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.46K- 14.11% |
$80.2K - $98.6K
|
8.91K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.47K- 1.87% |
$80.8K - $99.2K
|
77.3K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.49K- 8.39% |
$81.5K - $100K
|
16.2K
$970K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-1.54K- 44.41% |
$84.5K - $104K
|
1.93K
$115K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.54K- 23.89% |
$84.5K - $104K
|
4.91K
$294K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
SELL
|
- |
-1.55K- 18.61% |
$85K - $104K
|
6.78K
$406K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.61K- 2.32% |
$88.3K - $109K
|
67.9K
$4.06M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.64K- 15.01% |
$90K - $111K
|
9.3K
$556K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.67K- 53.97% |
$91.7K - $113K
|
1.43K
$85.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.68K- 64.6% |
$92K - $113K
|
919
$55K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.74K- 16.48% |
$95.4K - $117K
|
8.81K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 0.45% |
$97.1K - $119K
|
390K
$23.3M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.85K- 7.88% |
$101K - $124K
|
21.6K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.9K- 3.47% |
$104K - $128K
|
52.7K
$3.15M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.95K- 22.72% |
$107K - $131K
|
6.63K
$396K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.97K- 1.78% |
$108K - $133K
|
109K
$6.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.97K- 32.1% |
$108K - $133K
|
4.18K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-2.02K- 16.35% |
$111K - $136K
|
10.3K
$617K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-2.04K- 22.21% |
$112K - $137K
|
7.14K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-2.1K- 57.59% |
$115K - $141K
|
1.54K
$92.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.13K- 4.78% |
$117K - $143K
|
42.4K
$2.53M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 6.27% |
$122K - $150K
|
33.2K
$1.99M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 6.27% |
$122K - $150K
|
33.2K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.27K- 33.21% |
$124K - $153K
|
4.56K
$273K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.43K- 4.44% |
$133K - $164K
|
52.3K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2.46K- 11.85% |
$135K - $166K
|
18.3K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.49K- 15.49% |
$137K - $168K
|
13.6K
$813K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 6.39% |
$140K - $172K
|
37.4K
$2.24M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.65K- 6.92% |
$145K - $179K
|
35.7K
$2.14M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.65K- 76.2% |
$146K - $179K
|
829
$49.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.68K- 27.07% |
$147K - $180K
|
7.22K
$432K
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.8K- 23.58% |
$154K - $189K
|
9.08K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.86K- 10.4% |
$157K - $192K
|
24.6K
$1.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.11K- 18.35% |
$170K - $209K
|
13.8K
$827K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.22K- 2.45% |
$176K - $217K
|
128K
$7.68M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.32K- 90.48% |
$182K - $224K
|
349
$20.9K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.43K- 9.93% |
$188K - $231K
|
31.2K
$1.86M
|