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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.72K- 93.63% |
$93.9K - $110K
|
117
$7.66K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.73K- 1.23% |
$94.7K - $111K
|
139K
$9.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.74K- 6.54% |
$95K - $111K
|
24.9K
$1.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.74K- 6.19% |
$95.3K - $112K
|
26.4K
$1.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.75K- 2.08% |
$95.8K - $112K
|
82.5K
$5.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-1.78K- 22.7% |
$97.4K - $114K
|
6.07K
$398K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.81K- 7.24% |
$98.8K - $116K
|
23.2K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-1.82K- 30.29% |
$99.2K - $116K
|
4.18K
$273K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.82K- 8.02% |
$99.3K - $116K
|
20.8K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.85K- 2.74% |
$101K - $119K
|
65.7K
$4.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 4.04% |
$102K - $119K
|
44.2K
$2.89M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.91K- 2.6% |
$104K - $122K
|
71.5K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.91K- 19.56% |
$105K - $122K
|
7.87K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2.11K- 1.69% |
$115K - $135K
|
123K
$8.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.16K- 20.89% |
$118K - $138K
|
8.16K
$534K
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.16K- 1.77% |
$118K - $138K
|
120K
$7.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 6.07% |
$121K - $141K
|
34.2K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.24K- 10.35% |
$123K - $144K
|
19.4K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-2.3K- 37.05% |
$126K - $147K
|
3.91K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.39K- 34.87% |
$131K - $153K
|
4.47K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.4K- 4.8% |
$131K - $154K
|
47.6K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.56K- 15.04% |
$140K - $164K
|
14.5K
$948K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.57K- 4.24% |
$140K - $164K
|
57.9K
$3.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.6K- 0.39% |
$142K - $166K
|
666K
$43.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.64K- 51.33% |
$144K - $169K
|
2.51K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.7K- 1.42% |
$148K - $173K
|
187K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.71K- 10.94% |
$148K - $173K
|
22.1K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.75K- 82.81% |
$150K - $176K
|
571
$37.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.79K- 66.88% |
$152K - $178K
|
1.38K
$90.3K
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-2.9K- 3.49% |
$158K - $185K
|
80.3K
$5.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.05K- 32.03% |
$167K - $195K
|
6.47K
$424K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-3.33K- 5.92% |
$182K - $213K
|
52.8K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.41K- 15.93% |
$186K - $218K
|
18K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.42K- 3.86% |
$187K - $219K
|
85.1K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.44K- 0.95% |
$188K - $220K
|
359K
$23.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.46K- 55.33% |
$189K - $222K
|
2.8K
$183K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.53K- 51.25% |
$193K - $226K
|
3.36K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.57K- 46.73% |
$195K - $228K
|
4.07K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.67K- 24.33% |
$200K - $234K
|
11.4K
$746K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-3.76K- 3.11% |
$206K - $241K
|
117K
$7.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.83K- 9.75% |
$209K - $245K
|
35.5K
$2.32M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.83K- 9.75% |
$209K - $245K
|
35.5K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.83K- 23.64% |
$209K - $245K
|
12.4K
$810K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-3.9K- 41.99% |
$213K - $249K
|
5.38K
$352K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-4KClosed |
$219K - $256K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-4.05K- 41.88% |
$221K - $259K
|
5.62K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.05K- 19.43% |
$221K - $259K
|
16.8K
$1.1M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.24K- 1.57% |
$231K - $271K
|
266K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-4.26K- 51.19% |
$233K - $273K
|
4.06K
$266K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.4K- 1.1% |
$240K - $281K
|
397K
$26M
|