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
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.3K+ 6.98% |
$71.5K - $87.8K
|
20K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.28K+ 9.9% |
$69.9K - $85.9K
|
14.2K
$768K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.2K+ 2.29% |
$65.8K - $80.8K
|
53.7K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.18K+ 31.96% |
$64.7K - $79.5K
|
4.87K
$264K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 2.18% |
$61.3K - $75.3K
|
52.3K
$2.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.09K+ 4.43% |
$60K - $73.7K
|
25.8K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.05K+ 7.41% |
$57.7K - $70.9K
|
15.3K
$828K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
1.04K+ 12.01% |
$56.9K - $69.9K
|
9.67K
$525K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
984+ 19.03% |
$54K - $66.3K
|
6.16K
$334K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
971+ 7.42% |
$53.2K - $65.4K
|
14.1K
$763K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
961New |
$52.7K - $64.7K
|
961
$52.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
929+ 10.38% |
$50.9K - $62.6K
|
9.88K
$536K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
873New |
$47.9K - $58.8K
|
873
$47.4K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
838+ 36.25% |
$46K - $56.5K
|
3.15K
$171K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
831New |
$45.6K - $56K
|
831
$45.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
814+ 10.17% |
$44.6K - $54.8K
|
8.82K
$479K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
774+ 9.49% |
$42.4K - $52.1K
|
8.93K
$484K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
737+ 6.6% |
$40.4K - $49.7K
|
11.9K
$646K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
721+ 0.26% |
$39.5K - $48.6K
|
275K
$14.9M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
700New |
$38.4K - $47.2K
|
700
$38K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
691+ 600.87% |
$37.9K - $46.6K
|
806
$43.7K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
677+ 21.08% |
$37.1K - $45.6K
|
3.89K
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
673+ 3.77% |
$36.9K - $45.3K
|
18.5K
$1.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
651New |
$35.7K - $43.9K
|
651
$35.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
634+ 2.99% |
$34.8K - $42.7K
|
21.9K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
625+ 260.42% |
$34.3K - $42.1K
|
865
$46.9K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
620+ 2.36% |
$34K - $41.8K
|
26.8K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
592+ 6.07% |
$32.5K - $39.9K
|
10.3K
$561K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
589+ 12.53% |
$32.3K - $39.7K
|
5.29K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
583+ 2.47% |
$32K - $39.3K
|
24.2K
$1.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
577+ 2.44% |
$31.6K - $38.9K
|
24.2K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
574+ 16.08% |
$31.5K - $38.7K
|
4.14K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
562+ 14.65% |
$30.8K - $37.9K
|
4.4K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
554+ 4.91% |
$30.4K - $37.3K
|
11.8K
$642K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
547+ 1.67% |
$30K - $36.9K
|
33.2K
$1.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
537+ 40.84% |
$29.4K - $36.2K
|
1.85K
$100K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
535+ 2.98% |
$29.3K - $36K
|
18.5K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
530+ 8.43% |
$29.1K - $35.7K
|
6.82K
$370K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
529+ 0.55% |
$29K - $35.6K
|
96.2K
$5.22M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
527+ 1.03% |
$28.9K - $35.5K
|
51.5K
$2.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
525New |
$28.8K - $35.4K
|
525
$28.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
509+ 0.63% |
$27.9K - $34.3K
|
80.9K
$4.39M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
500+ 6.86% |
$27.4K - $33.7K
|
7.79K
$423K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
493New |
$27K - $33.2K
|
493
$26.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
488+ 3.32% |
$26.8K - $32.9K
|
15.2K
$823K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
463New |
$25.4K - $31.2K
|
463
$25.1K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
449+ 6.73% |
$24.6K - $30.2K
|
7.12K
$386K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
431+ 9.09% |
$23.6K - $29K
|
5.17K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
426+ 8.44% |
$23.4K - $28.7K
|
5.47K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
424+ 0.59% |
$23.3K - $28.6K
|
71.8K
$3.9M
|