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 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
77+ 88.51% |
$4.22K - $5.19K
|
164
$10.6K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
77+ 0.82% |
$4.22K - $5.19K
|
9.51K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
77+ 0.85% |
$4.22K - $5.19K
|
9.1K
$587K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
76+ 0.23% |
$4.17K - $5.12K
|
32.8K
$2.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
70New |
$3.84K - $4.72K
|
70
$4.51K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
66+ 1.51% |
$3.62K - $4.45K
|
4.45K
$287K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
63+ 0.59% |
$3.45K - $4.24K
|
10.7K
$692K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
63+ 4.57% |
$3.45K - $4.24K
|
1.44K
$93.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
60+ 7.78% |
$3.29K - $4.04K
|
831
$53.6K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
57+ 0.85% |
$3.13K - $3.84K
|
6.75K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
54+ 0.53% |
$2.96K - $3.64K
|
10.3K
$666K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
53New |
$2.91K - $3.57K
|
53
$3.42K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 0.31% |
$2.91K - $3.57K
|
17K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
51+ 75.0% |
$2.8K - $3.44K
|
119
$7.67K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
46+ 1.29% |
$2.52K - $3.1K
|
3.62K
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
34+ 0.35% |
$1.86K - $2.29K
|
9.72K
$627K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
31New |
$1.7K - $2.09K
|
31
$2K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
30+ 0.74% |
$1.65K - $2.02K
|
4.08K
$263K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28New |
$1.54K - $1.89K
|
28
$1.81K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 0.16% |
$1.54K - $1.89K
|
17.2K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 0.7% |
$1.54K - $1.89K
|
4.05K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20New |
$1.1K - $1.35K
|
20
$1.29K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 0.64% |
$987 - $1.21K
|
2.82K
$182K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
17+ 0.47% |
$932 - $1.15K
|
3.62K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 0.74% |
$823 - $1.01K
|
2.06K
$133K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
14+ 0.2% |
$768 - $943
|
7.12K
$459K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
10New |
$548 - $674
|
10
$645
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.38% |
$548 - $674
|
2.68K
$173K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9+ 0.14% |
$494 - $606
|
6.4K
$413K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9+ 0.1% |
$494 - $606
|
9.13K
$589K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
8+ 0.21% |
$439 - $539
|
3.77K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7+ 1.25% |
$384 - $472
|
569
$36.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 29.17% |
$384 - $472
|
31
$2K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6New |
$329 - $404
|
6
$387
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.07% |
$329 - $404
|
8.91K
$575K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.13% |
$274 - $337
|
3.96K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.54% |
$274 - $337
|
930
$60K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4+ 0.02% |
$219 - $269
|
19.2K
$1.24M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 1.66% |
$165 - $202
|
184
$11.9K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 1.13% |
$110 - $135
|
179
$11.5K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
2+ 0.05% |
$110 - $135
|
4.25K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1+ 3.45% |
$54.8 - $67.4
|
30
$1.93K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.18% |
$54.8 - $67.4
|
553
$35.7K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$54.8 - $67.4
|
1.85K
$119K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1- 0.02% |
$54.8 - $67.4
|
6.06K
$391K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2- 7.14% |
$110 - $135
|
26
$1.68K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2- 1.06% |
$110 - $135
|
187
$12.1K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.07% |
$110 - $135
|
2.7K
$174K
|