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
|
Addison Advisors LLC
|
SELL
|
- |
-18- 1.56% |
$960 - $1.08K
|
1.14K
$61.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-19- 0.39% |
$1.01K - $1.14K
|
4.91K
$267K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-25- 0.66% |
$1.33K - $1.5K
|
3.76K
$204K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-27- 0.33% |
$1.44K - $1.62K
|
8.26K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-31- 4.31% |
$1.65K - $1.86K
|
688
$37.3K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-38- 12.93% |
$2.03K - $2.28K
|
256
$13.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-41- 0.77% |
$2.19K - $2.46K
|
5.28K
$287K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-54- 2.43% |
$2.88K - $3.25K
|
2.17K
$118K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-59- 0.07% |
$3.15K - $3.55K
|
86.9K
$4.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-69- 92.0% |
$3.68K - $4.15K
|
6
$326
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-75- 1.29% |
$4K - $4.51K
|
5.75K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-76- 6.32% |
$4.05K - $4.57K
|
1.13K
$61.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-76- 0.13% |
$4.05K - $4.57K
|
60.1K
$3.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-79- 2.08% |
$4.21K - $4.75K
|
3.72K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-84- 2.09% |
$4.48K - $5.05K
|
3.94K
$214K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-84- 1.05% |
$4.48K - $5.05K
|
7.94K
$431K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-86- 48.31% |
$4.59K - $5.17K
|
92
$4.99K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-87- 19.95% |
$4.64K - $5.23K
|
349
$18.9K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-100- 0.8% |
$5.33K - $6.01K
|
12.4K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-100- 1.71% |
$5.33K - $6.01K
|
5.76K
$312K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-100- 5.0% |
$5.33K - $6.01K
|
1.9K
$103K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100- 2.45% |
$5.33K - $6.01K
|
3.98K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-101- 1.66% |
$5.39K - $6.07K
|
5.99K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-103- 1.71% |
$5.49K - $6.19K
|
5.91K
$321K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-108- 2.87% |
$5.76K - $6.49K
|
3.66K
$199K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-125- 1.85% |
$6.67K - $7.51K
|
6.62K
$359K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-127- 18.9% |
$6.77K - $7.63K
|
545
$29.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-130- 3.66% |
$6.93K - $7.81K
|
3.42K
$186K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-138- 9.67% |
$7.36K - $8.3K
|
1.29K
$69.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-140- 1.94% |
$7.46K - $8.42K
|
7.09K
$385K
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-144- 0.35% |
$7.68K - $8.66K
|
41.3K
$2.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-150- 1.7% |
$8K - $9.02K
|
8.66K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-163- 3.96% |
$8.69K - $9.8K
|
3.95K
$214K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-167- 2.29% |
$8.9K - $10K
|
7.11K
$386K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-178- 4.6% |
$9.49K - $10.7K
|
3.7K
$200K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-179- 3.31% |
$9.54K - $10.8K
|
5.23K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-182- 0.8% |
$9.7K - $10.9K
|
22.6K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-183- 10.87% |
$9.76K - $11K
|
1.5K
$81.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-189- 2.65% |
$10.1K - $11.4K
|
6.95K
$377K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-195- 22.23% |
$10.4K - $11.7K
|
682
$37K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-198- 33.0% |
$10.6K - $11.9K
|
402
$21.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-208- 2.75% |
$11.1K - $12.5K
|
7.36K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-216- 4.22% |
$11.5K - $13K
|
4.9K
$266K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-217- 1.35% |
$11.6K - $13K
|
15.8K
$859K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-226- 2.73% |
$12.1K - $13.6K
|
8.05K
$437K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-238- 0.72% |
$12.7K - $14.3K
|
32.7K
$1.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-242- 6.11% |
$12.9K - $14.5K
|
3.72K
$202K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-246- 1.54% |
$13.1K - $14.8K
|
15.7K
$853K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-254- 4.64% |
$13.5K - $15.3K
|
5.22K
$283K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-284- 5.49% |
$15.1K - $17.1K
|
4.89K
$265K
|