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 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
151+ 75.5% |
$8.25K - $9.66K
|
351
$23K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
125+ 2.17% |
$6.83K - $8K
|
5.89K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
115+ 0.93% |
$6.28K - $7.36K
|
12.5K
$820K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
93+ 0.97% |
$5.08K - $5.95K
|
9.7K
$635K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
90+ 7.49% |
$4.92K - $5.76K
|
1.29K
$84.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
85+ 0.76% |
$4.64K - $5.44K
|
11.2K
$736K
|
|
|
Jun 10, 2025
Q3 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
80New |
$4.37K - $5.12K
|
80
$5.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
80+ 7.1% |
$4.37K - $5.12K
|
1.21K
$78.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
79+ 1.19% |
$4.32K - $5.05K
|
6.7K
$439K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
74+ 0.25% |
$4.04K - $4.73K
|
30K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
72+ 0.96% |
$3.93K - $4.61K
|
7.58K
$496K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
71+ 43.29% |
$3.88K - $4.54K
|
235
$15.4K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
70+ 5.43% |
$3.82K - $4.48K
|
1.36K
$89K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
65+ 0.78% |
$3.55K - $4.16K
|
8.44K
$552K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
61+ 4.47% |
$3.33K - $3.9K
|
1.43K
$93.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 1.49% |
$3.28K - $3.84K
|
4.1K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 1.05% |
$2.51K - $2.94K
|
4.45K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
43+ 0.43% |
$2.35K - $2.75K
|
10.1K
$658K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43+ 5.01% |
$2.35K - $2.75K
|
901
$59K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
39+ 0.25% |
$2.13K - $2.49K
|
15.8K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
39+ 0.97% |
$2.13K - $2.49K
|
4.06K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
37+ 0.32% |
$2.02K - $2.37K
|
11.6K
$762K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
36+ 3.15% |
$1.97K - $2.3K
|
1.18K
$77.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
35+ 0.57% |
$1.91K - $2.24K
|
6.21K
$407K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
34+ 0.52% |
$1.86K - $2.17K
|
6.57K
$430K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
33+ 0.54% |
$1.8K - $2.11K
|
6.1K
$400K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31+ 1.05% |
$1.69K - $1.98K
|
2.97K
$194K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
31+ 0.42% |
$1.69K - $1.98K
|
7.39K
$484K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31+ 14.98% |
$1.69K - $1.98K
|
238
$15.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.45% |
$1.53K - $1.79K
|
6.31K
$413K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
27+ 14.84% |
$1.48K - $1.73K
|
209
$13.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
24New |
$1.31K - $1.54K
|
24
$1.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
21+ 0.37% |
$1.15K - $1.34K
|
5.77K
$378K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
21+ 0.38% |
$1.15K - $1.34K
|
5.61K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20+ 0.15% |
$1.09K - $1.28K
|
13.5K
$883K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
20+ 0.46% |
$1.09K - $1.28K
|
4.39K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
18+ 6.04% |
$983 - $1.15K
|
316
$20.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 3.14% |
$819 - $959
|
493
$32.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14New |
$765 - $895
|
14
$916
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.6% |
$765 - $895
|
2.35K
$154K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12+ 0.2% |
$656 - $768
|
5.93K
$388K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 37.93% |
$601 - $704
|
40
$2.62K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.59% |
$601 - $704
|
1.87K
$123K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11New |
$601 - $704
|
11
$720
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10New |
$546 - $640
|
10
$655
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
9New |
$492 - $576
|
9
$589
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 1.48% |
$492 - $576
|
617
$40.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9+ 1.56% |
$492 - $576
|
587
$38.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9+ 39.13% |
$492 - $576
|
32
$2.09K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9+ 3.86% |
$492 - $576
|
242
$15.8K
|