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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.61K- 1.3% |
$86.3K - $99K
|
123K
$7.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.63K- 5.18% |
$87.1K - $100K
|
29.8K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-1.66K- 1.31% |
$88.4K - $102K
|
124K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.67K- 10.61% |
$89.4K - $103K
|
14.1K
$904K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.68K- 22.74% |
$89.8K - $103K
|
5.71K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.69K- 30.01% |
$90K - $103K
|
3.93K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.73K- 10.97% |
$92.6K - $106K
|
14.1K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.75K- 23.01% |
$93.3K - $107K
|
5.84K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.75K- 77.32% |
$93.5K - $107K
|
513
$32.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.76K- 2.98% |
$93.8K - $108K
|
57.1K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 19.01% |
$95.8K - $110K
|
7.64K
$490K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.79K- 29.72% |
$95.9K - $110K
|
4.24K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.84K- 1.57% |
$98.4K - $113K
|
115K
$7.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.88K- 23.4% |
$100K - $115K
|
6.15K
$395K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.96K- 4.04% |
$105K - $120K
|
46.5K
$2.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.96K- 24.75% |
$105K - $120K
|
5.96K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.07K- 9.83% |
$110K - $127K
|
18.9K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.15K- 22.34% |
$115K - $132K
|
7.47K
$479K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.21K- 6.43% |
$118K - $135K
|
32.1K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.22K- 0.48% |
$119K - $136K
|
464K
$29.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.28K- 14.58% |
$122K - $140K
|
13.3K
$856K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.29K- 32.28% |
$122K - $140K
|
4.8K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-2.41K- 2.13% |
$129K - $148K
|
111K
$7.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.41K- 4.19% |
$129K - $148K
|
55.1K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.5K- 74.67% |
$134K - $154K
|
849
$54.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.56K- 29.66% |
$137K - $157K
|
6.07K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-2.62K- 21.67% |
$140K - $161K
|
9.47K
$608K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.67K- 2.26% |
$143K - $164K
|
116K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.69K- 10.9% |
$144K - $165K
|
22K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-2.71K- 5.31% |
$145K - $166K
|
48.3K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.91K- 37.51% |
$155K - $178K
|
4.85K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3K- 4.6% |
$160K - $184K
|
62.2K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-3.04K- 35.31% |
$163K - $187K
|
5.58K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.06K- 25.84% |
$164K - $188K
|
8.79K
$564K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.07K- 35.84% |
$164K - $188K
|
5.49K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.28K- 41.64% |
$175K - $201K
|
4.59K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.37K- 4.71% |
$180K - $207K
|
68.1K
$4.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.4K- 46.03% |
$182K - $209K
|
3.99K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.47K- 6.48% |
$185K - $213K
|
50K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.48K- 23.59% |
$186K - $214K
|
11.3K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.57K- 12.4% |
$191K - $219K
|
25.2K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.58K- 85.88% |
$191K - $220K
|
589
$37.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.59K- 4.01% |
$192K - $220K
|
86K
$5.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.63K- 25.44% |
$194K - $223K
|
10.6K
$684K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.71K- 5.4% |
$198K - $228K
|
65.1K
$4.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.74K- 28.71% |
$200K - $229K
|
9.29K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.87K- 13.0% |
$207K - $237K
|
25.9K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.87K- 29.57% |
$207K - $237K
|
9.22K
$592K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.96K- 17.83% |
$212K - $243K
|
18.3K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 11.98% |
$219K - $251K
|
30.1K
$1.93M
|