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 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
8.05K+ 1.25% |
$440K - $515K
|
651K
$40M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.01KNew |
$438K - $512K
|
8.01K
$493K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
8.01KNew |
$438K - $512K
|
8.01K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
7.94KNew |
$434K - $508K
|
7.94K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
7.86K+ 6.78% |
$429K - $503K
|
124K
$7.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.37K+ 35.95% |
$402K - $471K
|
27.9K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
6.81KNew |
$372K - $436K
|
6.81K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6.59K+ 31.41% |
$360K - $421K
|
27.6K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.56K+ 29.87% |
$358K - $420K
|
28.5K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
6.52KNew |
$356K - $417K
|
6.52K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
6.33K+ 14.17% |
$346K - $405K
|
51K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
6.25K+ 0.91% |
$342K - $400K
|
691K
$42.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.12K+ 6.09% |
$334K - $391K
|
107K
$6.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
6.1KNew |
$333K - $390K
|
6.1K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.03KNew |
$330K - $386K
|
6.03K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.92K+ 20.81% |
$323K - $378K
|
34.4K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.88KNew |
$321K - $376K
|
5.88K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.46K+ 4.6% |
$298K - $349K
|
124K
$7.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.38KNew |
$294K - $344K
|
5.38K
$331K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
5.38K+ 25.9% |
$294K - $344K
|
26.1K
$1.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.32KNew |
$291K - $340K
|
5.32K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.22K+ 33.92% |
$285K - $334K
|
20.6K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.67KNew |
$255K - $299K
|
4.67K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
4.63K+ 4.97% |
$253K - $296K
|
97.6K
$6M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.55K+ 46.83% |
$249K - $291K
|
14.3K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
4.52KNew |
$247K - $289K
|
4.52K
$278K
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
4.5K+ 8.36% |
$246K - $288K
|
58.3K
$3.58M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.21KNew |
$230K - $269K
|
4.21K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.2KNew |
$229K - $269K
|
4.2K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
4.19KNew |
$229K - $268K
|
4.19K
$258K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.16KNew |
$227K - $266K
|
4.16K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.06K+ 444.42% |
$222K - $260K
|
4.98K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.03K+ 61.75% |
$220K - $258K
|
10.6K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.94K+ 71.19% |
$215K - $252K
|
9.48K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.88K+ 20.97% |
$212K - $248K
|
22.4K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
3.76K+ 33.36% |
$205K - $240K
|
15K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
3.66KNew |
$200K - $234K
|
3.66K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.63KNew |
$198K - $232K
|
3.63K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.63KNew |
$198K - $232K
|
3.63K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.58KNew |
$196K - $229K
|
3.58K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.58KNew |
$196K - $229K
|
3.58K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.54KNew |
$193K - $226K
|
3.54K
$218K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.51KNew |
$192K - $224K
|
3.51K
$216K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.5KNew |
$191K - $224K
|
3.5K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.43K+ 22.15% |
$187K - $219K
|
18.9K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.41KNew |
$186K - $218K
|
3.41K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.4KNew |
$186K - $217K
|
3.4K
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.35KNew |
$183K - $214K
|
3.35K
$206K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.34KNew |
$182K - $214K
|
3.34K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.33K+ 63.77% |
$182K - $213K
|
8.55K
$526K
|