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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.72K- 37.65% |
$198K - $224K
|
6.16K
$338K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.81K- 2.16% |
$203K - $229K
|
173K
$9.47M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.95K- 18.08% |
$211K - $237K
|
17.9K
$982K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.04K- 10.72% |
$215K - $243K
|
33.6K
$1.84M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.14K- 21.29% |
$221K - $249K
|
15.3K
$840K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.27K- 5.94% |
$228K - $257K
|
67.6K
$3.71M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.48K- 4.83% |
$239K - $269K
|
88.2K
$4.84M
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.51K- 1.64% |
$241K - $271K
|
270K
$14.8M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.66K- 5.36% |
$248K - $280K
|
82.2K
$4.51M
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-5K- 24.75% |
$267K - $301K
|
15.2K
$834K
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5K- 3.84% |
$267K - $301K
|
125K
$6.87M
|
|
Aug 02, 2024
Q2 2024
|
Aviva PLC
|
SELL
|
- |
-5.32K- 2.59% |
$284K - $320K
|
201K
$11M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.33K- 6.24% |
$284K - $320K
|
80.1K
$4.39M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.45K- 2.79% |
$291K - $328K
|
190K
$10.4M
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-5.46K- 2.67% |
$291K - $328K
|
199K
$10.9M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.46K- 8.47% |
$291K - $328K
|
59K
$3.23M
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.48K- 18.02% |
$292K - $330K
|
25K
$1.37M
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-5.54K- 10.76% |
$295K - $333K
|
46K
$2.52M
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-5.56K- 44.62% |
$296K - $334K
|
6.9K
$378K
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
SELL
|
- |
-5.93K- 25.11% |
$316K - $357K
|
17.7K
$971K
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-5.98K- 18.77% |
$319K - $359K
|
25.9K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.24K- 1.96% |
$333K - $375K
|
313K
$17.2M
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.25K- 5.32% |
$333K - $376K
|
111K
$6.1M
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-6.32K- 10.11% |
$337K - $380K
|
56.1K
$3.08M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.66K- 21.88% |
$355K - $401K
|
23.8K
$1.31M
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.66K- 21.88% |
$355K - $401K
|
23.8K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.87K- 42.15% |
$366K - $413K
|
9.43K
$517K
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.93K- 3.89% |
$369K - $416K
|
171K
$9.4M
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-6.95K- 12.59% |
$371K - $418K
|
48.3K
$2.65M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-7.04K- 8.2% |
$375K - $423K
|
78.8K
$4.32M
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-7.22K- 37.6% |
$385K - $434K
|
12K
$657K
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.69K- 9.4% |
$410K - $462K
|
74.1K
$4.06M
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-7.7K- 1.18% |
$411K - $463K
|
647K
$35.5M
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.87K- 7.24% |
$420K - $473K
|
101K
$5.53M
|
|
Jul 19, 2024
Q2 2024
|
Paradiem, LLC
|
SELL
|
- |
-8.1K- 27.24% |
$432K - $487K
|
21.6K
$1.19M
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-8.12K- 9.32% |
$433K - $488K
|
79K
$4.33M
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8.6K- 15.91% |
$458K - $517K
|
45.4K
$2.49M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.66K- 53.78% |
$462K - $521K
|
7.44K
$408K
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-8.74K- 4.03% |
$466K - $525K
|
208K
$11.4M
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.07K- 9.72% |
$484K - $545K
|
84.2K
$4.62M
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-9.22K- 60.61% |
$492K - $554K
|
5.99K
$329K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.72K- 6.6% |
$518K - $584K
|
138K
$7.55M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-9.86K- 60.79% |
$526K - $593K
|
6.36K
$349K
|
|
Aug 08, 2024
Q2 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-10.1K- 11.26% |
$539K - $607K
|
79.6K
$4.37M
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-10.8K- 7.59% |
$578K - $651K
|
132K
$7.23M
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-10.9K- 70.92% |
$580K - $654K
|
4.46K
$245K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.9K- 53.98% |
$581K - $655K
|
9.29K
$509K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-11.1K- 8.46% |
$590K - $665K
|
120K
$6.57M
|
|
Aug 13, 2024
Q2 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-12K- 18.39% |
$638K - $719K
|
53.1K
$2.91M
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-13.9K- 2.04% |
$741K - $835K
|
668K
$36.6M
|