Purchases and Sales Made in Q3 2024 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-361- 4.28% |
$19.7K - $23.1K
|
8.07K
$528K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-393- 4.54% |
$21.5K - $25.1K
|
8.27K
$541K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-397- 21.75% |
$21.7K - $25.4K
|
1.43K
$93.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
SELL
|
- |
-407- 0.54% |
$22.2K - $26K
|
75.6K
$4.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-410- 1.81% |
$22.4K - $26.2K
|
22.2K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-423- 2.33% |
$23.1K - $27.1K
|
17.7K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-424- 7.91% |
$23.2K - $27.1K
|
4.94K
$323K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-435- 11.28% |
$23.8K - $27.8K
|
3.42K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-436- 2.5% |
$23.8K - $27.9K
|
17K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-448- 0.7% |
$24.5K - $28.7K
|
63.4K
$4.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-450- 10.08% |
$24.6K - $28.8K
|
4.01K
$263K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-464- 12.25% |
$25.3K - $29.7K
|
3.32K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-472- 7.52% |
$25.8K - $30.2K
|
5.8K
$380K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-483- 7.59% |
$26.4K - $30.9K
|
5.88K
$385K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-497- 7.75% |
$27.2K - $31.8K
|
5.92K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-499- 7.18% |
$27.3K - $31.9K
|
6.45K
$422K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-500- 9.86% |
$27.3K - $32K
|
4.57K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-519- 9.71% |
$28.4K - $33.2K
|
4.83K
$316K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-547- 9.56% |
$29.9K - $35K
|
5.17K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-555- 11.12% |
$30.3K - $35.5K
|
4.44K
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-560- 7.05% |
$30.6K - $35.8K
|
7.38K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-564- 0.76% |
$30.8K - $36.1K
|
73.7K
$4.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-564- 8.65% |
$30.8K - $36.1K
|
5.96K
$390K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-566- 6.08% |
$30.9K - $36.2K
|
8.75K
$572K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-566- 6.08% |
$30.9K - $36.2K
|
8.75K
$572K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-575- 65.71% |
$31.4K - $36.8K
|
300
$19.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-578- 4.23% |
$31.6K - $37K
|
13.1K
$857K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-587- 6.44% |
$32.1K - $37.5K
|
8.52K
$558K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-591- 3.38% |
$32.3K - $37.8K
|
16.9K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-600- 17.05% |
$32.8K - $38.4K
|
2.92K
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-600- 4.85% |
$32.8K - $38.4K
|
11.8K
$770K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-600- 8.61% |
$32.8K - $38.4K
|
6.37K
$417K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-601- 3.39% |
$32.8K - $38.4K
|
17.1K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-623- 15.11% |
$34K - $39.8K
|
3.5K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-650- 2.23% |
$35.5K - $41.6K
|
28.5K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-654- 1.93% |
$35.7K - $41.8K
|
33.2K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-673- 2.21% |
$36.8K - $43K
|
29.8K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-684- 5.91% |
$37.4K - $43.7K
|
10.9K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-697- 9.22% |
$38.1K - $44.6K
|
6.86K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-700- 1.33% |
$38.2K - $44.8K
|
52K
$3.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-706- 0.81% |
$38.6K - $45.2K
|
86.1K
$5.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-712- 63.18% |
$38.9K - $45.5K
|
415
$27.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-732- 3.89% |
$40K - $46.8K
|
18.1K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-739- 10.91% |
$40.4K - $47.3K
|
6.04K
$395K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-750- 5.54% |
$41K - $48K
|
12.8K
$838K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-755- 2.81% |
$41.2K - $48.3K
|
26.1K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-760- 13.19% |
$41.5K - $48.6K
|
5K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-761- 8.37% |
$41.6K - $48.7K
|
8.33K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-776- 6.23% |
$42.4K - $49.6K
|
11.7K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-821- 6.48% |
$44.9K - $52.5K
|
11.8K
$776K
|