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 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-1.72K- 28.3% |
$91.7K - $103K
|
4.36K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.74K- 3.6% |
$92.7K - $105K
|
46.5K
$2.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.78K- 46.86% |
$94.7K - $107K
|
2.01K
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.78K- 1.48% |
$94.8K - $107K
|
119K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 8.67% |
$95.3K - $107K
|
18.8K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.83K- 0.62% |
$97.5K - $110K
|
291K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.92K- 8.39% |
$102K - $115K
|
21K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.95K- 1.24% |
$104K - $117K
|
156K
$8.51M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.96K- 13.92% |
$104K - $118K
|
12.1K
$661K
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-1.96K- 8.14% |
$104K - $118K
|
22.1K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.97K- 4.82% |
$105K - $118K
|
38.8K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.98K- 28.45% |
$106K - $119K
|
4.99K
$272K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
SELL
|
- |
-2.01K- 2.57% |
$107K - $121K
|
76K
$4.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.02K- 16.22% |
$107K - $121K
|
10.4K
$569K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.04K- 3.27% |
$109K - $123K
|
60.5K
$3.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.07K- 14.99% |
$110K - $125K
|
11.7K
$641K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.09K- 2.31% |
$111K - $126K
|
88.5K
$4.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.11K- 17.81% |
$112K - $127K
|
9.72K
$531K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.16K- 17.31% |
$115K - $130K
|
10.3K
$563K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.23K- 4.23% |
$119K - $134K
|
50.5K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.25K- 18.14% |
$120K - $135K
|
10.1K
$554K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-2.26K- 36.04% |
$121K - $136K
|
4.02K
$219K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 20.8% |
$123K - $138K
|
8.77K
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.33K- 12.16% |
$124K - $140K
|
16.8K
$918K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-2.38K- 20.36% |
$127K - $143K
|
9.31K
$508K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.45K- 18.51% |
$130K - $147K
|
10.8K
$588K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.48K- 50.44% |
$132K - $149K
|
2.43K
$133K
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.52K- 8.64% |
$134K - $151K
|
26.6K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.54K- 12.19% |
$135K - $152K
|
18.3K
$997K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.58K- 28.41% |
$138K - $155K
|
6.51K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-2.65K- 7.21% |
$141K - $159K
|
34K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.68K- 0.66% |
$143K - $161K
|
402K
$21.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 33.35% |
$144K - $162K
|
5.4K
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-2.75K- 3.02% |
$147K - $165K
|
88.3K
$4.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.82K- 10.51% |
$151K - $170K
|
24K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-2.9K- 7.77% |
$155K - $174K
|
34.4K
$1.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-3.06K- 37.37% |
$163K - $184K
|
5.12K
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.15K- 21.68% |
$168K - $190K
|
11.4K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.16K- 2.66% |
$169K - $190K
|
116K
$6.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.22K- 9.16% |
$172K - $194K
|
32K
$1.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
SELL
|
- |
-3.3K- 35.51% |
$176K - $198K
|
5.99K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-3.33K- 36.64% |
$177K - $200K
|
5.75K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-3.4K- 2.94% |
$181K - $204K
|
112K
$6.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.4K- 5.01% |
$181K - $204K
|
64.5K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.44K- 14.27% |
$184K - $207K
|
20.7K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.5K- 3.95% |
$187K - $210K
|
85.1K
$4.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.53K- 18.66% |
$188K - $212K
|
15.4K
$841K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.54K- 31.48% |
$189K - $213K
|
7.7K
$421K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.57K- 36.31% |
$190K - $215K
|
6.26K
$342K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-3.68K- 12.83% |
$196K - $221K
|
25K
$1.36M
|