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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
3.27K+ 17.83% |
$174K - $196K
|
21.6K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.25K+ 8.89% |
$173K - $196K
|
39.9K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.24K+ 21.22% |
$173K - $195K
|
18.5K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.01K+ 5.73% |
$160K - $181K
|
55.5K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.96KNew |
$158K - $178K
|
2.96K
$195K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.79K+ 28.07% |
$149K - $168K
|
12.7K
$839K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.79K+ 118.18% |
$149K - $168K
|
5.15K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.66K+ 8.54% |
$142K - $160K
|
33.8K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.55K+ 14.23% |
$136K - $153K
|
20.5K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.54K+ 15.3% |
$135K - $153K
|
19.1K
$1.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.5K+ 859.11% |
$133K - $150K
|
2.79K
$184K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.48K+ 2.06% |
$132K - $149K
|
123K
$8.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.37K+ 1.99% |
$126K - $142K
|
122K
$8.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.32K+ 3.56% |
$124K - $140K
|
67.5K
$4.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.27K+ 12.26% |
$121K - $136K
|
20.8K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
2.2K+ 2.28% |
$117K - $132K
|
98.4K
$6.48M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.17K+ 14.97% |
$116K - $131K
|
16.7K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.1K+ 51.45% |
$112K - $126K
|
6.18K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2K+ 2.19% |
$106K - $120K
|
93K
$6.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.96K+ 45.9% |
$104K - $118K
|
6.22K
$410K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1.9K+ 2.32% |
$101K - $114K
|
83.7K
$5.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.89K+ 0.41% |
$101K - $114K
|
458K
$30.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.87K+ 0.52% |
$99.7K - $112K
|
362K
$23.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.83KNew |
$97.3K - $110K
|
1.83K
$120K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.81K+ 7.46% |
$96.5K - $109K
|
26.1K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.78K+ 1.48% |
$94.6K - $107K
|
122K
$8.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.7K+ 8.51% |
$90.7K - $102K
|
21.7K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.63K+ 20.02% |
$87K - $98K
|
9.78K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.6KNew |
$85.3K - $96.2K
|
1.6K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.51K+ 16.69% |
$80.5K - $90.7K
|
10.5K
$695K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 1.9% |
$79.9K - $90.1K
|
80.3K
$5.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.44KNew |
$76.9K - $86.7K
|
1.44K
$95.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.44K+ 5.35% |
$76.9K - $86.7K
|
28.4K
$1.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.42K+ 11.94% |
$75.8K - $85.5K
|
13.3K
$878K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.28K+ 0.92% |
$68K - $76.7K
|
140K
$9.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.22K+ 9.03% |
$65.1K - $73.4K
|
14.7K
$972K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.22K+ 3.81% |
$64.8K - $73.1K
|
33.1K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2KNew |
$64K - $72.2K
|
1.2K
$79.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
1.18K+ 10.83% |
$62.8K - $70.7K
|
12K
$794K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.16K+ 16.03% |
$61.7K - $69.5K
|
8.37K
$552K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 16.69% |
$60.6K - $68.3K
|
7.94K
$523K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.13KNew |
$60.2K - $67.9K
|
1.13K
$74.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.13K+ 6.22% |
$60K - $67.7K
|
19.2K
$1.27M
|
|
|
May 15, 2025
Q2 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.12K+ 58.99% |
$59.5K - $67.1K
|
3.01K
$198K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.11K+ 8.96% |
$59.4K - $67K
|
13.6K
$893K
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.03K+ 2.09% |
$54.7K - $61.6K
|
50K
$3.3M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
950+ 74.1% |
$50.7K - $57.1K
|
2.23K
$147K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
939+ 9.1% |
$50.1K - $56.4K
|
11.3K
$742K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
932+ 17.45% |
$49.7K - $56K
|
6.27K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
930+ 1.27% |
$49.6K - $55.9K
|
74.3K
$4.9M
|