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 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
881+ 19.82% |
$47K - $53K
|
5.33K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
875New |
$46.7K - $52.6K
|
875
$47.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
843+ 15.26% |
$44.9K - $50.7K
|
6.37K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
804+ 20.26% |
$42.9K - $48.3K
|
4.77K
$259K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
770+ 0.67% |
$41.1K - $46.3K
|
116K
$6.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
760+ 8.52% |
$40.5K - $45.7K
|
9.68K
$525K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
750New |
$40K - $45.1K
|
750
$40.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
746+ 24.56% |
$39.8K - $44.8K
|
3.78K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
741+ 10.87% |
$39.5K - $44.5K
|
7.56K
$410K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
735+ 7.9% |
$39.2K - $44.2K
|
10K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
730+ 5.34% |
$38.9K - $43.9K
|
14.4K
$781K
|
|
|
Aug 13, 2024
Q2 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
723+ 4.15% |
$38.6K - $43.5K
|
18.1K
$984K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
716New |
$38.2K - $43K
|
716
$38.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
715New |
$38.1K - $43K
|
715
$38.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
697+ 3.68% |
$37.2K - $41.9K
|
19.6K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
678+ 15.44% |
$36.2K - $40.8K
|
5.07K
$275K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
675+ 249.08% |
$36K - $40.6K
|
946
$51.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
651+ 9.31% |
$34.7K - $39.1K
|
7.64K
$415K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
622New |
$33.2K - $37.4K
|
622
$33.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
621+ 8.19% |
$33.1K - $37.3K
|
8.21K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
613New |
$32.7K - $36.8K
|
613
$33.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
611+ 15.28% |
$32.6K - $36.7K
|
4.61K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
578+ 6.33% |
$30.8K - $34.7K
|
9.71K
$527K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
543+ 13.39% |
$29K - $32.6K
|
4.6K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
502New |
$26.8K - $30.2K
|
502
$27.2K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
502+ 3.03% |
$26.8K - $30.2K
|
17K
$925K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
462+ 4.15% |
$24.6K - $27.8K
|
11.6K
$628K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
453+ 1510.0% |
$24.2K - $27.2K
|
483
$26.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
450+ 12.36% |
$24K - $27K
|
4.09K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
444+ 4.81% |
$23.7K - $26.7K
|
9.67K
$524K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
437+ 7.5% |
$23.3K - $26.3K
|
6.26K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
428+ 3.99% |
$22.8K - $25.7K
|
11.2K
$605K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
421+ 4.75% |
$22.4K - $25.3K
|
9.29K
$504K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
420+ 0.77% |
$22.4K - $25.2K
|
55.2K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
416+ 8.12% |
$22.2K - $25K
|
5.54K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
415+ 1.22% |
$22.1K - $24.9K
|
34.3K
$1.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
396+ 6600.0% |
$21.1K - $23.8K
|
402
$21.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
384+ 8.8% |
$20.5K - $23.1K
|
4.75K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
357+ 175.86% |
$19K - $21.5K
|
560
$30.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
356+ 34.5% |
$19K - $21.4K
|
1.39K
$75.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
348+ 1.06% |
$18.6K - $20.9K
|
33.2K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
336+ 41.69% |
$17.9K - $20.2K
|
1.14K
$62K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
330+ 15.42% |
$17.6K - $19.8K
|
2.47K
$134K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
323+ 1.18% |
$17.2K - $19.4K
|
27.6K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
307+ 2.64% |
$16.4K - $18.5K
|
12K
$649K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
307New |
$16.4K - $18.5K
|
307
$16.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
298New |
$15.9K - $17.9K
|
298
$16.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
280+ 3.87% |
$14.9K - $16.8K
|
7.51K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
277+ 2.77% |
$14.8K - $16.7K
|
10.3K
$558K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$14.9K
|