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 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-136- 80.95% |
$7.46K - $9.16K
|
32
$1.97K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-139- 1.31% |
$7.62K - $9.36K
|
10.5K
$643K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-141- 1.92% |
$7.73K - $9.5K
|
7.22K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-155- 4.13% |
$8.5K - $10.4K
|
3.6K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-156- 0.75% |
$8.56K - $10.5K
|
20.6K
$1.27M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-157- 2.77% |
$8.61K - $10.6K
|
5.5K
$338K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-157- 3.11% |
$8.61K - $10.6K
|
4.9K
$301K
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-176- 2.22% |
$9.65K - $11.9K
|
7.75K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-192- 3.24% |
$10.5K - $12.9K
|
5.74K
$352K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-200- 2.9% |
$11K - $13.5K
|
6.7K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-217- 2.91% |
$11.9K - $14.6K
|
7.23K
$444K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-227- 74.43% |
$12.4K - $15.3K
|
78
$4.79K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-234- 5.53% |
$12.8K - $15.8K
|
4K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-234- 12.11% |
$12.8K - $15.8K
|
1.7K
$104K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-236- 2.15% |
$12.9K - $15.9K
|
10.7K
$659K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-245- 1.46% |
$13.4K - $16.5K
|
16.6K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-248- 6.07% |
$13.6K - $16.7K
|
3.84K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-263- 2.29% |
$14.4K - $17.7K
|
11.2K
$690K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-269- 38.43% |
$14.8K - $18.1K
|
431
$26.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-280- 22.47% |
$15.4K - $18.9K
|
966
$59.3K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-296- 1.99% |
$16.2K - $19.9K
|
14.6K
$896K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-300- 34.48% |
$16.5K - $20.2K
|
570
$35K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-300- 12.3% |
$16.5K - $20.2K
|
2.14K
$131K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-306- 6.86% |
$16.8K - $20.6K
|
4.15K
$255K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-310- 5.82% |
$17K - $20.9K
|
5.01K
$308K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-320- 6.07% |
$17.5K - $21.6K
|
4.95K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-323- 23.84% |
$17.7K - $21.8K
|
1.03K
$63.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-323- 3.9% |
$17.7K - $21.8K
|
7.96K
$489K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-330- 8.5% |
$18.1K - $22.2K
|
3.55K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-335- 3.94% |
$18.4K - $22.6K
|
8.18K
$502K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-341- 8.09% |
$18.7K - $23K
|
3.87K
$238K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-358- 4.52% |
$19.6K - $24.1K
|
7.57K
$465K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-363- 1.33% |
$19.9K - $24.5K
|
27K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-369- 4.68% |
$20.2K - $24.9K
|
7.52K
$462K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-377- 0.32% |
$20.7K - $25.4K
|
116K
$7.1M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-383- 1.23% |
$21K - $25.8K
|
30.8K
$1.89M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-400- 7.1% |
$21.9K - $26.9K
|
5.23K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-404- 6.49% |
$22.2K - $27.2K
|
5.82K
$358K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-428- 2.51% |
$23.5K - $28.8K
|
16.6K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-449- 4.04% |
$24.6K - $30.2K
|
10.7K
$654K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-472- 2.56% |
$25.9K - $31.8K
|
18K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-490- 3.5% |
$26.9K - $33K
|
13.5K
$831K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-490- 7.98% |
$26.9K - $33K
|
5.65K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-499- 3.32% |
$27.4K - $33.6K
|
14.5K
$893K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-499- 11.63% |
$27.4K - $33.6K
|
3.79K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-500- 63.86% |
$27.4K - $33.7K
|
283
$17.4K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-506- 10.49% |
$27.7K - $34.1K
|
4.32K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-533- 1.8% |
$29.2K - $35.9K
|
29.1K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-536- 2.98% |
$29.4K - $36.1K
|
17.5K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-536- 4.13% |
$29.4K - $36.1K
|
12.4K
$763K
|