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
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.64KNew |
$364K - $447K
|
6.64K
$419K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.45K+ 106.86% |
$353K - $434K
|
12.5K
$787K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
6.31K+ 116.89% |
$346K - $425K
|
11.7K
$739K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.31KNew |
$346K - $425K
|
6.31K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
6.08KNew |
$334K - $410K
|
6.08K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.07KNew |
$333K - $409K
|
6.07K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.98K+ 3.94% |
$328K - $403K
|
158K
$9.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
5.84K+ 149.6% |
$320K - $394K
|
9.75K
$615K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.83KNew |
$320K - $393K
|
5.83K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
5.78KNew |
$317K - $390K
|
5.78K
$365K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.73KNew |
$314K - $386K
|
5.73K
$361K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.64K+ 4.96% |
$309K - $380K
|
119K
$7.53M
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
BUY
|
- |
5.56K+ 3.62% |
$305K - $375K
|
159K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
5.54K+ 12.74% |
$304K - $373K
|
49K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.45K+ 4.79% |
$299K - $367K
|
119K
$7.51M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.41K+ 50.0% |
$296K - $364K
|
16.2K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
5.3K+ 143.25% |
$291K - $357K
|
9.01K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5.15KNew |
$282K - $347K
|
5.15K
$325K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.99K+ 2.98% |
$274K - $336K
|
173K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.93KNew |
$271K - $332K
|
4.93K
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.92K+ 9.08% |
$270K - $332K
|
59.2K
$3.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
4.91KNew |
$269K - $331K
|
4.91K
$310K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
4.79KNew |
$263K - $323K
|
4.79K
$302K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.74K+ 4.2% |
$260K - $319K
|
118K
$7.42M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.72K+ 54.37% |
$259K - $318K
|
13.4K
$846K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.63K+ 86.33% |
$254K - $312K
|
10K
$631K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.58K+ 5.45% |
$251K - $309K
|
88.6K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.47KNew |
$245K - $301K
|
4.47K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.45K+ 3.22% |
$244K - $300K
|
143K
$9M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.43K+ 32.82% |
$243K - $299K
|
17.9K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.36KNew |
$239K - $294K
|
4.36K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.35K+ 29.85% |
$239K - $293K
|
18.9K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
4.33K+ 66.23% |
$238K - $292K
|
10.9K
$686K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
4.33K+ 15.75% |
$237K - $292K
|
31.8K
$2.01M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.26KNew |
$234K - $287K
|
4.26K
$269K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.07K+ 15.87% |
$223K - $274K
|
29.7K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.06KNew |
$222K - $273K
|
4.06K
$256K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
4.02KNew |
$220K - $270K
|
4.02K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4KNew |
$219K - $269K
|
4K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4KNew |
$219K - $269K
|
4K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.97KNew |
$218K - $267K
|
3.97K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.88K+ 25.19% |
$213K - $262K
|
19.3K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.8KNew |
$208K - $256K
|
3.8K
$240K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.79KNew |
$208K - $255K
|
3.79K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.59K+ 79.38% |
$197K - $242K
|
8.11K
$512K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
3.49K+ 17.31% |
$191K - $235K
|
23.6K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.49K+ 12.93% |
$191K - $235K
|
30.4K
$1.92M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.47K+ 21.69% |
$190K - $234K
|
19.4K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
3.21K+ 7.57% |
$176K - $216K
|
45.6K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
3.2K+ 5.16% |
$175K - $216K
|
65.2K
$4.11M
|