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 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
426+ 8.44% |
$23.4K - $28.7K
|
5.47K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
424+ 0.59% |
$23.3K - $28.6K
|
71.8K
$4.53M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
400New |
$21.9K - $26.9K
|
400
$25.2K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
384+ 3.4% |
$21.1K - $25.9K
|
11.7K
$738K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
352+ 1.69% |
$19.3K - $23.7K
|
21.2K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
339New |
$18.6K - $22.8K
|
339
$21.4K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
334+ 0.5% |
$18.3K - $22.5K
|
67K
$4.23M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
330+ 15.62% |
$18.1K - $22.2K
|
2.44K
$154K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
321+ 57.73% |
$17.6K - $21.6K
|
877
$55.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
296+ 30.61% |
$16.2K - $19.9K
|
1.26K
$79.7K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
294+ 4.03% |
$16.1K - $19.8K
|
7.59K
$479K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
278+ 0.83% |
$15.2K - $18.7K
|
33.9K
$2.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
271New |
$14.9K - $18.3K
|
271
$17.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
269+ 26.55% |
$14.8K - $18.1K
|
1.28K
$80.9K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
264+ 5.57% |
$14.5K - $17.8K
|
5.01K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
259+ 4.27% |
$14.2K - $17.4K
|
6.32K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
256+ 1.69% |
$14K - $17.2K
|
15.4K
$969K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
253+ 0.46% |
$13.9K - $17K
|
54.8K
$3.46M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
250+ 0.21% |
$13.7K - $16.8K
|
119K
$7.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
250+ 4.29% |
$13.7K - $16.8K
|
6.07K
$383K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
244+ 0.7% |
$13.4K - $16.4K
|
35.2K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
235+ 1.13% |
$12.9K - $15.8K
|
21K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
232+ 8.27% |
$12.7K - $15.6K
|
3.04K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
226+ 1.68% |
$12.4K - $15.2K
|
13.7K
$863K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
225+ 2.65% |
$12.3K - $15.2K
|
8.72K
$551K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
220+ 4.3% |
$12.1K - $14.8K
|
5.34K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
215New |
$11.8K - $14.5K
|
215
$13.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
208+ 6.18% |
$11.4K - $14K
|
3.58K
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
208+ 5.61% |
$11.4K - $14K
|
3.91K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
203New |
$11.1K - $13.7K
|
203
$12.8K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
201+ 0.74% |
$11K - $13.5K
|
27.3K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.55% |
$11K - $13.5K
|
36.9K
$2.33M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
185+ 377.55% |
$10.1K - $12.5K
|
234
$14.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
177+ 2.38% |
$9.71K - $11.9K
|
7.6K
$480K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
163+ 2.39% |
$8.94K - $11K
|
6.97K
$440K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
149+ 1.03% |
$8.17K - $10K
|
14.7K
$926K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
134+ 2.63% |
$7.35K - $9.03K
|
5.23K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
124+ 0.25% |
$6.8K - $8.35K
|
48.8K
$3.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
124+ 1.27% |
$6.8K - $8.35K
|
9.85K
$622K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
122+ 2.86% |
$6.69K - $8.22K
|
4.39K
$277K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
120+ 0.14% |
$6.58K - $8.08K
|
86.9K
$5.48M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
114+ 2.05% |
$6.25K - $7.68K
|
5.67K
$358K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
106+ 0.13% |
$5.81K - $7.14K
|
78.8K
$4.97M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
106+ 2.75% |
$5.81K - $7.14K
|
3.96K
$250K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
102+ 2.82% |
$5.59K - $6.87K
|
3.72K
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
95+ 3.66% |
$5.21K - $6.4K
|
2.69K
$170K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
93+ 1.64% |
$5.1K - $6.27K
|
5.75K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
92+ 0.18% |
$5.05K - $6.2K
|
52.5K
$3.31M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
81New |
$4.44K - $5.46K
|
81
$5.11K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
79+ 12.34% |
$4.33K - $5.32K
|
719
$45.4K
|