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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-3- 1.46% |
$165 - $202
|
203
$13.1K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 0.02% |
$274 - $337
|
28.6K
$1.85M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6- 0.16% |
$329 - $404
|
3.85K
$248K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7- 18.92% |
$384 - $472
|
30
$1.93K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8- 1.18% |
$439 - $539
|
672
$43.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 0.6% |
$494 - $606
|
1.48K
$95.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-10- 0.4% |
$548 - $674
|
2.46K
$159K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-11- 0.15% |
$603 - $741
|
7.23K
$466K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-12- 38.71% |
$658 - $808
|
19
$1.23K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-13- 6.44% |
$713 - $876
|
189
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-13- 0.11% |
$713 - $876
|
11.9K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-19- 0.27% |
$1.04K - $1.28K
|
6.99K
$451K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-20- 0.32% |
$1.1K - $1.35K
|
6.28K
$405K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-20- 0.3% |
$1.1K - $1.35K
|
6.75K
$435K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-26- 0.27% |
$1.43K - $1.75K
|
9.66K
$623K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-33- 0.49% |
$1.81K - $2.22K
|
6.73K
$434K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34- 12.06% |
$1.86K - $2.29K
|
248
$16K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34- 0.37% |
$1.86K - $2.29K
|
9.27K
$598K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-35- 0.61% |
$1.92K - $2.36K
|
5.7K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-40- 51.95% |
$2.19K - $2.69K
|
37
$2.39K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-40- 0.06% |
$2.19K - $2.69K
|
62.5K
$4.03M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-41- 6.41% |
$2.25K - $2.76K
|
599
$38.6K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-41- 0.65% |
$2.25K - $2.76K
|
6.29K
$405K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-49- 0.36% |
$2.69K - $3.3K
|
13.7K
$886K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-57- 13.97% |
$3.13K - $3.84K
|
351
$22.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-61- 1.23% |
$3.35K - $4.11K
|
4.89K
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-65- 1.38% |
$3.56K - $4.38K
|
4.64K
$299K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-65- 0.11% |
$3.56K - $4.38K
|
60.6K
$3.91M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-69- 5.75% |
$3.78K - $4.65K
|
1.13K
$73K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-71- 0.02% |
$3.89K - $4.78K
|
319K
$20.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-76- 1.09% |
$4.17K - $5.12K
|
6.89K
$444K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-83- 8.57% |
$4.55K - $5.59K
|
886
$57.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-83- 3.6% |
$4.55K - $5.59K
|
2.22K
$143K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-86- 1.92% |
$4.72K - $5.79K
|
4.38K
$283K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-88- 0.7% |
$4.83K - $5.93K
|
12.5K
$803K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-88- 2.35% |
$4.83K - $5.93K
|
3.66K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-89- 0.8% |
$4.88K - $6K
|
11.1K
$714K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-94- 28.66% |
$5.15K - $6.33K
|
234
$15.1K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-97- 1.32% |
$5.32K - $6.53K
|
7.28K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98- 1.36% |
$5.37K - $6.6K
|
7.13K
$460K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-106- 2.66% |
$5.81K - $7.14K
|
3.87K
$250K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-106- 1.44% |
$5.81K - $7.14K
|
7.24K
$467K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-108- 11.08% |
$5.92K - $7.28K
|
867
$55.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-109- 68.99% |
$5.98K - $7.34K
|
49
$3.16K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-111- 11.87% |
$6.09K - $7.48K
|
824
$53.1K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-113- 1.35% |
$6.2K - $7.61K
|
8.27K
$534K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-115- 0.05% |
$6.31K - $7.75K
|
217K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-119- 2.19% |
$6.53K - $8.02K
|
5.31K
$342K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-125- 39.56% |
$6.86K - $8.42K
|
191
$12.3K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-125- 9.77% |
$6.86K - $8.42K
|
1.15K
$74.4K
|