Purchases and Sales Made in Q2 2024 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-780- 11.79% |
$41.6K - $46.9K
|
5.84K
$317K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-802- 15.06% |
$42.8K - $48.2K
|
4.53K
$245K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-830- 10.64% |
$44.3K - $49.9K
|
6.97K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-848- 10.0% |
$45.2K - $51K
|
7.63K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-879- 7.51% |
$46.9K - $52.8K
|
10.8K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-891- 14.29% |
$47.5K - $53.6K
|
5.35K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-892- 28.1% |
$47.6K - $53.6K
|
2.28K
$124K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-901- 37.22% |
$48K - $54.2K
|
1.52K
$82.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-917- 6.75% |
$48.9K - $55.1K
|
12.7K
$687K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-950- 7.09% |
$50.7K - $57.1K
|
12.4K
$675K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-967- 2.12% |
$51.6K - $58.1K
|
44.7K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-968- 19.01% |
$51.6K - $58.2K
|
4.12K
$224K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-971- 7.72% |
$51.8K - $58.4K
|
11.6K
$630K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-974- 2.61% |
$51.9K - $58.5K
|
36.4K
$1.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-984- 5.8% |
$52.5K - $59.1K
|
16K
$868K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 1.86% |
$53.3K - $60.1K
|
52.7K
$2.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 1.59% |
$53.3K - $60.1K
|
61.9K
$3.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.03K- 14.22% |
$54.7K - $61.7K
|
6.19K
$336K
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.08K- 12.7% |
$57.5K - $64.8K
|
7.41K
$402K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.09K- 22.09% |
$58.3K - $65.7K
|
3.86K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.1K- 26.82% |
$58.4K - $65.9K
|
2.99K
$162K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.1K- 13.8% |
$58.6K - $66.1K
|
6.86K
$372K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.11K- 10.91% |
$58.9K - $66.4K
|
9.02K
$489K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.12K- 14.86% |
$59.5K - $67K
|
6.39K
$346K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.12K- 9.12% |
$59.6K - $67.1K
|
11.1K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.12K- 12.87% |
$59.9K - $67.5K
|
7.6K
$412K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.14K- 61.57% |
$60.6K - $68.3K
|
709
$38.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16K- 11.1% |
$61.7K - $69.6K
|
9.28K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.17K- 21.19% |
$62.6K - $70.6K
|
4.37K
$237K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.19K- 15.59% |
$63.2K - $71.2K
|
6.42K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.2K- 3.25% |
$64K - $72.1K
|
35.7K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 13.48% |
$64K - $72.2K
|
7.71K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 17.88% |
$64.1K - $72.3K
|
5.52K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.21K- 22.49% |
$64.3K - $72.4K
|
4.15K
$225K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.21K- 7.86% |
$64.4K - $72.6K
|
14.2K
$768K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.27K- 0.97% |
$67.7K - $76.3K
|
130K
$7.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.27K- 17.82% |
$67.7K - $76.3K
|
5.86K
$318K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.29K- 2.24% |
$68.8K - $77.6K
|
56.3K
$3.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.31K- 23.51% |
$69.7K - $78.6K
|
4.25K
$231K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.37K- 13.26% |
$73K - $82.4K
|
8.97K
$486K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.45K- 16.34% |
$77.3K - $87.2K
|
7.43K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.46K- 98.18% |
$77.6K - $87.5K
|
27
$1.46K
|
|
|
Aug 12, 2024
Q2 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-1.47K- 15.02% |
$78.5K - $88.5K
|
8.33K
$452K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.51K- 5.08% |
$80.4K - $90.6K
|
28.2K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.53K- 19.02% |
$81.8K - $92.2K
|
6.53K
$354K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 68.67% |
$83.9K - $94.6K
|
718
$39K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.63K- 19.05% |
$87.1K - $98.2K
|
6.95K
$377K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.64K- 2.7% |
$87.3K - $98.4K
|
59K
$3.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.7K- 0.25% |
$90.7K - $102K
|
668K
$36.3M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.7K- 5.53% |
$90.8K - $102K
|
29.1K
$1.58M
|