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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
BUY
|
- |
3K+ 7.44% |
$165K - $202K
|
43.3K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.7K+ 6.78% |
$148K - $182K
|
42.5K
$2.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.69K+ 17.45% |
$148K - $181K
|
18.1K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.59K+ 409.65% |
$142K - $174K
|
3.22K
$198K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 5.86% |
$141K - $173K
|
46.4K
$2.85M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.5K+ 1.32% |
$137K - $169K
|
191K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
2.48K+ 3.49% |
$136K - $167K
|
73.7K
$4.53M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.48K+ 2.04% |
$136K - $167K
|
124K
$7.61M
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.46KNew |
$135K - $166K
|
2.46K
$151K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.45K+ 72.36% |
$134K - $165K
|
5.82K
$358K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.36KNew |
$129K - $159K
|
2.36K
$145K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.36K+ 2.84% |
$129K - $159K
|
85.4K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.34K+ 30.76% |
$128K - $158K
|
9.94K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.3K+ 32.64% |
$126K - $155K
|
9.35K
$574K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.3K+ 40.62% |
$126K - $155K
|
7.96K
$489K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.29KNew |
$126K - $154K
|
2.29K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.28KNew |
$125K - $153K
|
2.28K
$140K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 2.68% |
$124K - $153K
|
86.9K
$5.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.13K+ 26.55% |
$117K - $143K
|
10.1K
$622K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.08K+ 33.18% |
$114K - $140K
|
8.35K
$513K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.06K+ 14.65% |
$113K - $139K
|
16.1K
$989K
|
|
|
Apr 03, 2024
Q1 2024
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
2K+ 3.86% |
$110K - $135K
|
53.8K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2K+ 10.1% |
$110K - $135K
|
21.8K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2KNew |
$110K - $135K
|
2K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2K+ 19.49% |
$110K - $135K
|
12.2K
$752K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.98K+ 1.67% |
$108K - $133K
|
120K
$7.4M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.89K+ 0.58% |
$104K - $127K
|
327K
$20.1M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.87K+ 29.07% |
$102K - $126K
|
8.29K
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.83K+ 18.14% |
$100K - $123K
|
11.9K
$732K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.8K+ 44.22% |
$98.7K - $121K
|
5.87K
$361K
|
|
|
Apr 09, 2024
Q1 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.78K+ 8.01% |
$97.8K - $120K
|
24.1K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.78K+ 29.36% |
$97.8K - $120K
|
7.86K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.76K+ 13.03% |
$96.6K - $119K
|
15.3K
$938K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.75K+ 9.51% |
$96.1K - $118K
|
20.2K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.74K+ 52.94% |
$95.6K - $117K
|
5.04K
$309K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.73K+ 3.09% |
$94.9K - $117K
|
57.6K
$3.54M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 23.88% |
$93.8K - $115K
|
8.87K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.7K+ 23.13% |
$93.1K - $114K
|
9.04K
$555K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.68K+ 1.3% |
$92.4K - $113K
|
131K
$8.04M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.66K+ 11.05% |
$91.1K - $112K
|
16.7K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.57K+ 983.75% |
$86.3K - $106K
|
1.73K
$106K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
1.57K+ 5.1% |
$86.1K - $106K
|
32.3K
$1.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.5K+ 2.44% |
$82.3K - $101K
|
62.9K
$3.86M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.48KNew |
$81.3K - $99.9K
|
1.48K
$91.1K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.48K+ 6.01% |
$81.2K - $99.7K
|
26.1K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 26.79% |
$78.9K - $96.9K
|
6.81K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.42K+ 0.35% |
$78.1K - $95.9K
|
404K
$24.8M
|
|
|
Feb 20, 2025
Q1 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
1.38K+ 1.16% |
$75.8K - $93.1K
|
121K
$7.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.37K+ 15.28% |
$75.1K - $92.3K
|
10.3K
$635K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.36KNew |
$74.5K - $91.6K
|
1.36K
$83.5K
|