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 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
503+ 53.57% |
$27.5K - $32.2K
|
1.44K
$78.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
500+ 7.25% |
$27.3K - $32K
|
7.4K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
494+ 4.34% |
$27K - $31.6K
|
11.9K
$645K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
489+ 8.46% |
$26.7K - $31.3K
|
6.27K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
482+ 3.35% |
$26.3K - $30.8K
|
14.9K
$808K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
480+ 2.22% |
$26.2K - $30.7K
|
22.1K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
475+ 0.22% |
$25.9K - $30.4K
|
219K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
475+ 5.26% |
$25.9K - $30.4K
|
9.5K
$516K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
463+ 100.0% |
$25.3K - $29.6K
|
926
$50.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
459+ 0.39% |
$25.1K - $29.4K
|
117K
$6.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
455New |
$24.9K - $29.1K
|
455
$24.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
444+ 3.03% |
$24.3K - $28.4K
|
15.1K
$821K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
441+ 4.96% |
$24.1K - $28.2K
|
9.34K
$507K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
434+ 1.3% |
$23.7K - $27.8K
|
33.8K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
421New |
$23K - $26.9K
|
421
$22.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
419+ 1.23% |
$22.9K - $26.8K
|
34.5K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
395+ 5.37% |
$21.6K - $25.3K
|
7.75K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
389+ 5.09% |
$21.3K - $24.9K
|
8.03K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
383New |
$20.9K - $24.5K
|
383
$20.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
366+ 5.62% |
$20K - $23.4K
|
6.88K
$373K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
363+ 65.41% |
$19.8K - $23.2K
|
918
$49.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
352+ 6.33% |
$19.2K - $22.5K
|
5.91K
$321K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
344+ 4.33% |
$18.8K - $22K
|
8.28K
$450K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
341+ 70.6% |
$18.6K - $21.8K
|
824
$44.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
304+ 3.13% |
$16.6K - $19.4K
|
10K
$544K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
277+ 7.11% |
$15.1K - $17.7K
|
4.18K
$227K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
266New |
$14.5K - $17K
|
266
$14.4K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
251+ 3.81% |
$13.7K - $16.1K
|
6.84K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
248+ 2.13% |
$13.5K - $15.9K
|
11.9K
$647K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
220New |
$12K - $14.1K
|
220
$11.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
216+ 2.23% |
$11.8K - $13.8K
|
9.88K
$537K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
212+ 9.5% |
$11.6K - $13.6K
|
2.44K
$133K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
207+ 0.32% |
$11.3K - $13.2K
|
64.7K
$3.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
203+ 5.93% |
$11.1K - $13K
|
3.63K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.56% |
$10.9K - $12.8K
|
35.9K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
199+ 0.58% |
$10.9K - $12.7K
|
34.6K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
176+ 2.81% |
$9.61K - $11.3K
|
6.44K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
174+ 1.61% |
$9.51K - $11.1K
|
11K
$597K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
172+ 35.91% |
$9.4K - $11K
|
651
$35.3K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
171+ 2.6% |
$9.34K - $10.9K
|
6.75K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
168+ 33.47% |
$9.18K - $10.7K
|
670
$36.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
165New |
$9.01K - $10.6K
|
165
$8.96K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
151+ 75.5% |
$8.25K - $9.66K
|
351
$19.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
125+ 2.17% |
$6.83K - $8K
|
5.89K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
115+ 0.93% |
$6.28K - $7.36K
|
12.5K
$680K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
93+ 0.97% |
$5.08K - $5.95K
|
9.7K
$526K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90+ 7.49% |
$4.92K - $5.76K
|
1.29K
$70.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
85+ 0.76% |
$4.64K - $5.44K
|
11.2K
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
80+ 7.1% |
$4.37K - $5.12K
|
1.21K
$65.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
79+ 1.19% |
$4.32K - $5.05K
|
6.7K
$364K
|