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 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-3.04K- 35.31% |
$163K - $187K
|
5.58K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.06K- 25.84% |
$164K - $188K
|
8.79K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.07K- 35.84% |
$164K - $188K
|
5.49K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.28K- 41.64% |
$175K - $201K
|
4.59K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.37K- 4.71% |
$180K - $207K
|
68.1K
$4.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.4K- 46.03% |
$182K - $209K
|
3.99K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.47K- 6.48% |
$185K - $213K
|
50K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.48K- 23.59% |
$186K - $214K
|
11.3K
$697K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.57K- 12.4% |
$191K - $219K
|
25.2K
$1.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.58K- 85.88% |
$191K - $220K
|
589
$36.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.59K- 4.01% |
$192K - $220K
|
86K
$5.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.63K- 25.44% |
$194K - $223K
|
10.6K
$658K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.71K- 5.4% |
$198K - $228K
|
65.1K
$4.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.74K- 28.71% |
$200K - $229K
|
9.29K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.87K- 13.0% |
$207K - $237K
|
25.9K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.87K- 29.57% |
$207K - $237K
|
9.22K
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.96K- 17.83% |
$212K - $243K
|
18.3K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 11.98% |
$219K - $251K
|
30.1K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.16K- 16.72% |
$222K - $255K
|
20.7K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.18K- 82.4% |
$223K - $256K
|
893
$55.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.23K- 6.58% |
$226K - $260K
|
60.1K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.37K- 19.83% |
$234K - $268K
|
17.7K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-4.6K- 23.59% |
$246K - $282K
|
14.9K
$921K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.63K- 27.56% |
$247K - $284K
|
12.2K
$752K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-4.66K- 14.47% |
$249K - $286K
|
27.5K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.89K- 23.69% |
$261K - $300K
|
15.7K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4.93K- 18.12% |
$263K - $302K
|
22.3K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-5.1K- 38.61% |
$273K - $313K
|
8.11K
$501K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-5.5K- 44.0% |
$294K - $337K
|
7K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.52K- 3.5% |
$295K - $338K
|
152K
$9.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-5.6K- 91.8% |
$299K - $343K
|
500
$30.9K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.7K- 1.96% |
$305K - $350K
|
286K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-5.75K- 6.75% |
$307K - $352K
|
79.3K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.25K- 22.65% |
$334K - $383K
|
21.3K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6.39K- 52.05% |
$341K - $392K
|
5.88K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.49K- 29.06% |
$347K - $398K
|
15.8K
$979K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-6.5K- 8.5% |
$347K - $399K
|
69.9K
$4.32M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.57K- 9.08% |
$351K - $403K
|
65.8K
$4.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.62K- 12.77% |
$354K - $406K
|
45.2K
$2.79M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-7K- 12.01% |
$374K - $429K
|
51.3K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.04K- 5.08% |
$376K - $432K
|
132K
$8.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.5K- 21.15% |
$401K - $460K
|
28K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.53K- 28.51% |
$403K - $462K
|
18.9K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.58K- 99.89% |
$405K - $465K
|
8
$494
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-7.85K- 1.98% |
$419K - $481K
|
389K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.5K- 2.89% |
$454K - $521K
|
286K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.8K- 7.19% |
$470K - $540K
|
114K
$7.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.84K- 46.34% |
$472K - $542K
|
10.2K
$633K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-8.91K- 15.39% |
$476K - $547K
|
49K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.98K- 42.54% |
$480K - $551K
|
12.1K
$749K
|