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
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.29KNew |
$180K - $210K
|
3.29K
$178K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.29KNew |
$180K - $210K
|
3.29K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.28K+ 43.75% |
$179K - $210K
|
10.8K
$585K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.27KNew |
$179K - $209K
|
3.27K
$177K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.27KNew |
$179K - $209K
|
3.27K
$177K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.26KNew |
$178K - $208K
|
3.26K
$177K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.25KNew |
$177K - $208K
|
3.25K
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.24KNew |
$177K - $207K
|
3.24K
$176K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.23KNew |
$177K - $207K
|
3.23K
$175K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.22KNew |
$176K - $206K
|
3.22K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.17K+ 2.58% |
$173K - $203K
|
126K
$6.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.15K+ 1.08% |
$172K - $202K
|
294K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.11K+ 4.88% |
$170K - $199K
|
66.9K
$3.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.08K+ 16.0% |
$168K - $197K
|
22.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.07K+ 9.83% |
$167K - $196K
|
34.3K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.98K+ 32.12% |
$163K - $191K
|
12.3K
$666K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.76K+ 26.52% |
$151K - $177K
|
13.2K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.62K+ 4.37% |
$143K - $168K
|
62.7K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
2.55KNew |
$139K - $163K
|
2.55K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.51K+ 19.69% |
$137K - $160K
|
15.2K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.49KNew |
$136K - $159K
|
2.49K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.47K+ 73.14% |
$135K - $158K
|
5.84K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.45K+ 22.72% |
$134K - $156K
|
13.2K
$717K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.4K+ 9.23% |
$131K - $154K
|
28.5K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.3K+ 46.66% |
$126K - $147K
|
7.23K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.3K+ 0.36% |
$126K - $147K
|
649K
$35.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.29K+ 3.76% |
$125K - $146K
|
63.1K
$3.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.26KNew |
$124K - $145K
|
2.26K
$123K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.25KNew |
$123K - $144K
|
2.25K
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.12K+ 14.33% |
$116K - $135K
|
16.9K
$916K
|
|
|
Oct 16, 2024
Q3 2024
|
Presima Inc.
|
BUY
|
- |
2.1K+ 6.73% |
$115K - $134K
|
33.3K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.08K+ 6.98% |
$113K - $133K
|
31.8K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2KNew |
$109K - $128K
|
2K
$109K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.98K+ 1.38% |
$108K - $127K
|
145K
$7.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.9K+ 4.47% |
$104K - $122K
|
44.4K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.87K+ 9.74% |
$102K - $119K
|
21K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.83K+ 3.3% |
$100K - $117K
|
57.3K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$97.1K - $114K
|
1.78K
$96.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.75K+ 3.11% |
$95.7K - $112K
|
58.1K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.73K+ 1.54% |
$94.3K - $110K
|
114K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 22.36% |
$94.1K - $110K
|
9.43K
$512K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.71K+ 27.46% |
$93.3K - $109K
|
7.92K
$430K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.68K+ 5.08% |
$92K - $108K
|
34.8K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.68K+ 22.64% |
$91.7K - $107K
|
9.09K
$493K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.58K+ 0.37% |
$86.2K - $101K
|
429K
$23.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.56K+ 20.66% |
$85.2K - $99.8K
|
9.11K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.56K+ 6.55% |
$85.1K - $99.6K
|
25.4K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$84.3K - $98.7K
|
1.54K
$83.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.5K+ 7.03% |
$82.2K - $96.2K
|
22.9K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.46K+ 238.5% |
$79.9K - $93.5K
|
2.08K
$113K
|