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 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$437 - $512
|
8
$524
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.73% |
$382 - $448
|
969
$63.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7+ 0.16% |
$382 - $448
|
4.41K
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
7+ 5.43% |
$382 - $448
|
136
$8.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
6+ 0.07% |
$328 - $384
|
8.78K
$575K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.64% |
$328 - $384
|
943
$61.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.08% |
$273 - $320
|
6.42K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.03% |
$273 - $320
|
14.6K
$956K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
4+ 0.09% |
$219 - $256
|
4.26K
$279K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 1.52% |
$219 - $256
|
267
$17.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.04% |
$164 - $192
|
7.11K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3+ 1.6% |
$164 - $192
|
190
$12.4K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.02% |
$164 - $192
|
17.2K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.07% |
$164 - $192
|
4.19K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$164 - $192
|
3
$196
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3+ 1.46% |
$164 - $192
|
209
$13.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.13% |
$109 - $128
|
1.52K
$99.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 7.69% |
$109 - $128
|
28
$1.83K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.01% |
$54.6 - $64
|
7.09K
$464K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.15% |
$54.6 - $64
|
88
$5.76K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 5.0% |
$54.6 - $64
|
19
$1.24K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 1.2% |
$109 - $128
|
164
$10.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.06% |
$109 - $128
|
3.34K
$218K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3- 0.05% |
$164 - $192
|
5.73K
$375K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-13- 0.27% |
$710 - $831
|
4.73K
$310K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-16- 0.02% |
$874 - $1.02K
|
93.9K
$6.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-23- 0.41% |
$1.26K - $1.47K
|
5.52K
$361K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25- 0.09% |
$1.37K - $1.6K
|
27.6K
$1.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-27- 0.23% |
$1.48K - $1.73K
|
11.9K
$778K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-28- 0.46% |
$1.53K - $1.79K
|
6.12K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-29- 0.5% |
$1.58K - $1.85K
|
5.81K
$380K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-32- 17.98% |
$1.75K - $2.05K
|
146
$9.56K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-50- 1.02% |
$2.73K - $3.2K
|
4.87K
$318K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-55- 1.43% |
$3K - $3.52K
|
3.8K
$249K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-69- 10.1% |
$3.77K - $4.41K
|
614
$40.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-71- 17.32% |
$3.88K - $4.54K
|
339
$22.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 37.5% |
$4.1K - $4.8K
|
125
$8.18K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-80- 1.35% |
$4.37K - $5.12K
|
5.86K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-89- 1.01% |
$4.86K - $5.69K
|
8.74K
$572K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-93- 71.54% |
$5.08K - $5.95K
|
37
$2.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-94- 0.93% |
$5.14K - $6.01K
|
9.99K
$654K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-97- 1.28% |
$5.3K - $6.2K
|
7.5K
$491K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-99- 0.5% |
$5.41K - $6.33K
|
19.5K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-100- 0.4% |
$5.46K - $6.4K
|
24.7K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-103- 2.17% |
$5.63K - $6.59K
|
4.64K
$303K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-117- 1.45% |
$6.39K - $7.48K
|
7.93K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-118- 0.47% |
$6.45K - $7.55K
|
25K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-120- 0.2% |
$6.56K - $7.68K
|
58.8K
$3.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 0.79% |
$6.83K - $8K
|
15.6K
$1.02M
|