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 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.45K+ 4.96% |
$78.9K - $92.4K
|
30.6K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.43K+ 6.91% |
$78.1K - $91.5K
|
22.1K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.4K+ 14.51% |
$76.5K - $89.5K
|
11.1K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 164.5% |
$74.7K - $87.4K
|
2.2K
$119K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36K+ 22.09% |
$74.3K - $87K
|
7.52K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.36KNew |
$74.2K - $86.9K
|
1.36K
$73.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.29K+ 1.91% |
$70.5K - $82.6K
|
68.8K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.25K+ 3.78% |
$68.5K - $80.2K
|
34.4K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.23K+ 18.06% |
$67.2K - $78.7K
|
8.05K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.2K+ 1280.85% |
$65.8K - $77K
|
1.3K
$70.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.17K+ 7.07% |
$63.9K - $74.8K
|
17.7K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.16K+ 28.46% |
$63.6K - $74.4K
|
5.25K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.14K+ 2.49% |
$62.5K - $73.2K
|
47.1K
$2.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.12KNew |
$61K - $71.4K
|
1.12K
$60.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.06K+ 3.17% |
$57.6K - $67.5K
|
34.4K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 48.18% |
$57.1K - $66.8K
|
3.21K
$174K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
1KNew |
$54.6K - $64K
|
1K
$54.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
BUY
|
- |
1K+ 2.31% |
$54.6K - $64K
|
44.3K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
986+ 4.49% |
$53.9K - $63.1K
|
22.9K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
965New |
$52.7K - $61.7K
|
965
$52.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
953+ 7.91% |
$52.1K - $61K
|
13K
$706K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
938+ 12.63% |
$51.2K - $60K
|
8.36K
$454K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
929+ 12.17% |
$50.8K - $59.4K
|
8.56K
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
928+ 6.56% |
$50.7K - $59.4K
|
15.1K
$819K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
858+ 3.76% |
$46.9K - $54.9K
|
23.7K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
851+ 1.54% |
$46.5K - $54.4K
|
56.1K
$3.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
838+ 122.87% |
$45.8K - $53.6K
|
1.52K
$82.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
836+ 0.74% |
$45.7K - $53.5K
|
113K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
820+ 72.63% |
$44.8K - $52.4K
|
1.95K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
813+ 1.76% |
$44.4K - $52K
|
47.1K
$2.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
801+ 17.48% |
$43.8K - $51.2K
|
5.38K
$292K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
778+ 19.76% |
$42.5K - $49.8K
|
4.72K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
748+ 6.87% |
$40.9K - $47.8K
|
11.6K
$631K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
718+ 12.2% |
$39.2K - $45.9K
|
6.6K
$358K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
700New |
$38.2K - $44.8K
|
700
$38K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
659+ 0.45% |
$36K - $42.1K
|
146K
$7.94M
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
651+ 0.29% |
$35.6K - $41.6K
|
224K
$12.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
650+ 7.25% |
$35.5K - $41.6K
|
9.62K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
650New |
$35.5K - $41.6K
|
650
$35.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
641+ 2374.07% |
$35K - $41K
|
668
$36.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
633+ 15.2% |
$34.6K - $40.5K
|
4.8K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
616+ 962.5% |
$33.7K - $39.4K
|
680
$36.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
613+ 64.8% |
$33.5K - $39.2K
|
1.56K
$84.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
578+ 0.52% |
$31.6K - $37K
|
112K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
550+ 5.21% |
$30K - $35.2K
|
11.1K
$603K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
531+ 0.54% |
$29K - $34K
|
98.9K
$5.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
530+ 1.05% |
$29K - $33.9K
|
51K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
526+ 160.37% |
$28.7K - $33.6K
|
854
$46.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
523+ 14.09% |
$28.6K - $33.5K
|
4.24K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
511+ 1.49% |
$27.9K - $32.7K
|
34.8K
$1.89M
|