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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.61K- 8.14% |
$198K - $243K
|
40.8K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-3.63K- 1.99% |
$199K - $244K
|
178K
$11.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.69K- 16.91% |
$202K - $249K
|
18.1K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.73K- 39.74% |
$205K - $251K
|
5.66K
$365K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.74KClosed |
$205K - $252K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.43K- 5.85% |
$243K - $298K
|
71.3K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-4.47K- 46.59% |
$245K - $301K
|
5.12K
$330K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.69K- 49.28% |
$257K - $316K
|
4.82K
$311K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.73K- 3.5% |
$260K - $319K
|
130K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.35K- 13.86% |
$293K - $360K
|
33.2K
$2.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-5.35K- 5.58% |
$294K - $361K
|
90.6K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-5.38K- 7.64% |
$295K - $362K
|
65.1K
$4.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.46K- 4.37% |
$299K - $368K
|
119K
$7.69M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.57K- 39.63% |
$305K - $375K
|
8.48K
$547K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.88K- 1.99% |
$322K - $396K
|
289K
$18.7M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-5.91K- 5.13% |
$324K - $398K
|
109K
$7.06M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6.11K- 13.96% |
$335K - $412K
|
37.7K
$2.43M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.36K- 17.28% |
$349K - $429K
|
30.5K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.4K- 33.98% |
$351K - $431K
|
12.4K
$802K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6.44K- 6.13% |
$353K - $434K
|
98.5K
$6.35M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.46K- 13.48% |
$354K - $435K
|
41.5K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.47K- 23.55% |
$355K - $436K
|
21K
$1.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.84K- 9.59% |
$375K - $460K
|
64.4K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.86K- 6.91% |
$376K - $462K
|
92.5K
$5.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-6.94K- 0.91% |
$381K - $468K
|
756K
$48.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-7K- 25.74% |
$384K - $472K
|
20.2K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-7.27K- 19.01% |
$399K - $490K
|
31K
$2M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.41K- 4.39% |
$406K - $499K
|
161K
$10.4M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-7.73K- 12.52% |
$424K - $521K
|
54K
$3.48M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.96K- 45.49% |
$437K - $536K
|
9.54K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.11KClosed |
$445K - $546K
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.11K- 5.55% |
$445K - $547K
|
138K
$8.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-8.14K- 9.44% |
$446K - $548K
|
78K
$5.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.86K- 4.78% |
$486K - $597K
|
176K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.23K- 24.28% |
$506K - $622K
|
28.8K
$1.86M
|
|
|
May 09, 2024
Q1 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-9.23K- 48.5% |
$506K - $622K
|
9.8K
$632K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-9.25K- 68.67% |
$507K - $623K
|
4.22K
$272K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-9.63K- 2.02% |
$528K - $649K
|
466K
$30.1M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-9.77K- 42.53% |
$536K - $658K
|
13.2K
$852K
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-10.9K- 0.94% |
$599K - $736K
|
1.15M
$74.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.2K- 67.38% |
$613K - $753K
|
5.41K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-11.3K- 40.97% |
$620K - $762K
|
16.3K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-12.9K- 9.0% |
$705K - $866K
|
130K
$8.38M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13K- 61.25% |
$713K - $876K
|
8.23K
$531K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-14.1K- 2.11% |
$773K - $950K
|
655K
$42.2M
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
SELL
|
- |
-14.6K- 61.11% |
$801K - $984K
|
9.29K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-15.9K- 75.6% |
$872K - $1.07M
|
5.13K
$331K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-16.1K- 7.04% |
$883K - $1.09M
|
213K
$13.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-18.9K- 70.9% |
$1.04M - $1.28M
|
7.77K
$501K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-19.4K- 12.93% |
$1.07M - $1.31M
|
131K
$8.43M
|