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 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
280+ 3.87% |
$14.9K - $16.8K
|
7.51K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
277+ 2.77% |
$14.8K - $16.7K
|
10.3K
$631K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$16.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
274New |
$14.6K - $16.5K
|
274
$16.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
270New |
$14.4K - $16.2K
|
270
$16.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
268+ 5.07% |
$14.3K - $16.1K
|
5.56K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
254+ 30.83% |
$13.5K - $15.3K
|
1.08K
$66.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
247+ 0.37% |
$13.2K - $14.8K
|
67.3K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
237New |
$12.6K - $14.2K
|
237
$14.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
235+ 3.74% |
$12.5K - $14.1K
|
6.52K
$401K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
234+ 3.29% |
$12.5K - $14.1K
|
7.35K
$452K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
231+ 93.15% |
$12.3K - $13.9K
|
479
$29.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
225+ 0.73% |
$12K - $13.5K
|
31.2K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
224+ 2.1% |
$11.9K - $13.5K
|
10.9K
$668K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
206+ 4.28% |
$11K - $12.4K
|
5.02K
$308K
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
206New |
$11K - $12.4K
|
206
$12.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
199+ 3.39% |
$10.6K - $12K
|
6.07K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
198+ 5.16% |
$10.6K - $11.9K
|
4.03K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
195+ 2.07% |
$10.4K - $11.7K
|
9.62K
$591K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
188+ 5.97% |
$10K - $11.3K
|
3.34K
$205K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Asset Management Inc
|
BUY
|
- |
171+ 0.51% |
$9.12K - $10.3K
|
33.4K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
170+ 894.74% |
$9.06K - $10.2K
|
189
$11.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
169+ 0.23% |
$9.01K - $10.2K
|
73.9K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
166+ 0.89% |
$8.85K - $9.98K
|
18.9K
$1.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
165+ 4.26% |
$8.8K - $9.92K
|
4.04K
$248K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
156+ 5.8% |
$8.32K - $9.38K
|
2.85K
$175K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
155+ 1.57% |
$8.26K - $9.32K
|
10K
$615K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
136+ 1.31% |
$7.25K - $8.17K
|
10.5K
$644K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
134+ 2.01% |
$7.14K - $8.05K
|
6.82K
$419K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
129New |
$6.88K - $7.75K
|
129
$7.92K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
125+ 1.35% |
$6.67K - $7.51K
|
9.39K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
121+ 21.53% |
$6.45K - $7.27K
|
683
$41.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
116+ 0.25% |
$6.19K - $6.97K
|
46.3K
$2.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
116+ 4.11% |
$6.19K - $6.97K
|
2.94K
$180K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
108+ 13.0% |
$5.76K - $6.49K
|
939
$57.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
107+ 8.47% |
$5.71K - $6.43K
|
1.37K
$84.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
107+ 1.7% |
$5.71K - $6.43K
|
6.42K
$394K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
102+ 5.88% |
$5.44K - $6.13K
|
1.84K
$113K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$5.33K - $6.01K
|
100
$6.14K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
100+ 3.1% |
$5.33K - $6.01K
|
3.32K
$204K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
99+ 319.35% |
$5.28K - $5.95K
|
130
$7.98K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
99+ 26.12% |
$5.28K - $5.95K
|
478
$29.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
97+ 1.02% |
$5.17K - $5.83K
|
9.6K
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
94+ 40.17% |
$5.01K - $5.65K
|
328
$20.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
88+ 73.95% |
$4.69K - $5.29K
|
207
$12.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
85+ 0.58% |
$4.53K - $5.11K
|
14.8K
$907K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 2.08% |
$4.27K - $4.81K
|
3.93K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
79+ 3.23% |
$4.21K - $4.75K
|
2.52K
$155K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
78+ 0.73% |
$4.16K - $4.69K
|
10.8K
$664K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
66+ 0.14% |
$3.52K - $3.97K
|
48.8K
$3M
|