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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-198- 33.0% |
$10.6K - $11.9K
|
402
$26.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-208- 2.75% |
$11.1K - $12.5K
|
7.36K
$485K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-216- 4.22% |
$11.5K - $13K
|
4.9K
$323K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-217- 1.35% |
$11.6K - $13K
|
15.8K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-226- 2.73% |
$12.1K - $13.6K
|
8.05K
$530K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-238- 0.72% |
$12.7K - $14.3K
|
32.7K
$2.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-242- 6.11% |
$12.9K - $14.5K
|
3.72K
$245K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-246- 1.54% |
$13.1K - $14.8K
|
15.7K
$1.04M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-254- 4.64% |
$13.5K - $15.3K
|
5.22K
$344K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-284- 5.49% |
$15.1K - $17.1K
|
4.89K
$322K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-293- 1.91% |
$15.6K - $17.6K
|
15.1K
$993K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-293- 3.36% |
$15.6K - $17.6K
|
8.43K
$555K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-301- 1.42% |
$16K - $18.1K
|
20.8K
$1.37M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-303- 0.9% |
$16.2K - $18.2K
|
33.3K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-312- 3.38% |
$16.6K - $18.8K
|
8.91K
$587K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-314- 6.0% |
$16.7K - $18.9K
|
4.92K
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-316- 21.9% |
$16.8K - $19K
|
1.13K
$74.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-321- 7.03% |
$17.1K - $19.3K
|
4.24K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-333- 19.61% |
$17.8K - $20K
|
1.37K
$90K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-336- 72.26% |
$17.9K - $20.2K
|
129
$8.5K
|
|
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-349- 0.12% |
$18.6K - $21K
|
291K
$19.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-351- 5.1% |
$18.7K - $21.1K
|
6.54K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-352- 3.3% |
$18.8K - $21.2K
|
10.3K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-359- 0.77% |
$19.1K - $21.6K
|
46K
$3.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-364- 8.77% |
$19.4K - $21.9K
|
3.79K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-369- 6.0% |
$19.7K - $22.2K
|
5.79K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-373- 51.73% |
$19.9K - $22.4K
|
348
$22.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-379- 7.18% |
$20.2K - $22.8K
|
4.9K
$323K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-385- 3.23% |
$20.5K - $23.1K
|
11.5K
$760K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-388- 3.71% |
$20.7K - $23.3K
|
10.1K
$665K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-400- 7.8% |
$21.3K - $24K
|
4.73K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-400- 1.83% |
$21.3K - $24K
|
21.4K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-429- 2.66% |
$22.9K - $25.8K
|
15.7K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-442- 67.9% |
$23.6K - $26.6K
|
209
$13.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-446- 9.15% |
$23.8K - $26.8K
|
4.43K
$292K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-460- 6.36% |
$24.5K - $27.7K
|
6.78K
$447K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-480- 9.25% |
$25.6K - $28.9K
|
4.71K
$310K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-481- 1.75% |
$25.6K - $28.9K
|
27K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-492- 3.24% |
$26.2K - $29.6K
|
14.7K
$967K
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-500- 11.44% |
$26.7K - $30.1K
|
3.87K
$255K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-500- 7.37% |
$26.7K - $30.1K
|
6.28K
$414K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-501- 10.81% |
$26.7K - $30.1K
|
4.13K
$272K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-514- 8.49% |
$27.4K - $30.9K
|
5.54K
$365K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-520- 0.17% |
$27.7K - $31.3K
|
313K
$20.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-527- 10.77% |
$28.1K - $31.7K
|
4.37K
$288K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-529- 2.94% |
$28.2K - $31.8K
|
17.5K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-550- 10.97% |
$29.3K - $33.1K
|
4.46K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-569- 2.71% |
$30.3K - $34.2K
|
20.4K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-601- 8.44% |
$32K - $36.1K
|
6.52K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-603- 12.05% |
$32.2K - $36.2K
|
4.4K
$290K
|