Purchases and Sales Made in Q4 2024 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-510- 42.29% |
$27.3K - $31.3K
|
696
$43.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-516- 2.23% |
$27.6K - $31.6K
|
22.6K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-523- 2.91% |
$27.9K - $32.1K
|
17.5K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-544- 9.81% |
$29.1K - $33.4K
|
5K
$312K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-555- 22.71% |
$29.7K - $34K
|
1.89K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-560Closed |
$29.9K - $34.3K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-600- 10.34% |
$32.1K - $36.8K
|
5.2K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-665- 13.67% |
$35.5K - $40.8K
|
4.2K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-676- 3.73% |
$36.1K - $41.5K
|
17.4K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-681- 9.06% |
$36.4K - $41.8K
|
6.84K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-716- 11.71% |
$38.3K - $43.9K
|
5.4K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-729- 6.1% |
$39K - $44.7K
|
11.2K
$701K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-731- 21.21% |
$39.1K - $44.8K
|
2.72K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-755- 19.21% |
$40.3K - $46.3K
|
3.18K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-770- 14.07% |
$41.1K - $47.2K
|
4.7K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-775- 11.58% |
$41.4K - $47.5K
|
5.92K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-780- 3.69% |
$41.7K - $47.8K
|
20.3K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-782- 13.2% |
$41.8K - $48K
|
5.14K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-793- 2.59% |
$42.4K - $48.6K
|
29.8K
$1.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-797- 3.22% |
$42.6K - $48.9K
|
23.9K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-810- 6.54% |
$43.3K - $49.7K
|
11.6K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-812- 9.52% |
$43.4K - $49.8K
|
7.72K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-837- 15.74% |
$44.7K - $51.3K
|
4.48K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-878- 6.66% |
$46.9K - $53.8K
|
12.3K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-891- 9.53% |
$47.6K - $54.6K
|
8.46K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-902- 6.48% |
$48.2K - $55.3K
|
13K
$813K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-936- 6.19% |
$50K - $57.4K
|
14.2K
$886K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-966- 16.44% |
$51.6K - $59.2K
|
4.91K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Presima Inc.
|
SELL
|
- |
-1K- 3.0% |
$53.4K - $61.3K
|
32.3K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 9.8% |
$53.4K - $61.3K
|
9.2K
$574K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04K- 15.12% |
$55.3K - $63.5K
|
5.81K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.05K- 12.64% |
$55.8K - $64.1K
|
7.22K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.05K- 5.05% |
$56.2K - $64.5K
|
19.8K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.07K- 2.37% |
$56.9K - $65.3K
|
43.8K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 12.15% |
$57K - $65.4K
|
7.71K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.08K- 18.16% |
$57.4K - $65.9K
|
4.84K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.1K- 15.22% |
$58.8K - $67.5K
|
6.13K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.1K- 44.96% |
$58.8K - $67.5K
|
1.35K
$84.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.12K- 5.0% |
$59.9K - $68.7K
|
21.3K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.13K- 13.82% |
$60.3K - $69.2K
|
7.03K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.18K- 47.39% |
$63.1K - $72.4K
|
1.31K
$81.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.22K- 17.74% |
$65K - $74.6K
|
5.64K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.3K- 11.93% |
$69.5K - $79.7K
|
9.6K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.36K- 46.44% |
$72.5K - $83.2K
|
1.56K
$97.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.37K- 21.51% |
$73.2K - $84K
|
5K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.38K- 16.16% |
$73.6K - $84.5K
|
7.14K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.39K- 10.14% |
$74.3K - $85.3K
|
12.3K
$770K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.4K- 12.67% |
$74.8K - $85.9K
|
9.65K
$603K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.46K- 4.24% |
$78K - $89.5K
|
33K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.49K- 23.12% |
$79.7K - $91.4K
|
4.96K
$310K
|