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 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
9.8KNew |
$524K - $601K
|
9.8K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
9.39K+ 3.09% |
$502K - $576K
|
313K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.04K+ 25.39% |
$483K - $554K
|
44.6K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.6KNew |
$459K - $527K
|
8.6K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
8.4KNew |
$449K - $515K
|
8.4K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.28K+ 76.85% |
$442K - $508K
|
19K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.2K+ 17.12% |
$438K - $503K
|
56.1K
$3.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
8K+ 18.06% |
$428K - $491K
|
52.3K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
7.77K+ 22.97% |
$415K - $477K
|
41.6K
$2.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
7.53KNew |
$402K - $462K
|
7.53K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.35K+ 62.99% |
$393K - $451K
|
19K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.16KNew |
$383K - $439K
|
7.16K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.73KNew |
$359K - $412K
|
6.73K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.63KNew |
$354K - $406K
|
6.63K
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.58K+ 78.84% |
$352K - $403K
|
14.9K
$932K
|
|
|
Feb 11, 2025
Q4 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6.49KNew |
$347K - $398K
|
6.49K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.37K+ 37.7% |
$340K - $390K
|
23.3K
$1.45M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.88KNew |
$314K - $361K
|
5.88K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.79KNew |
$309K - $355K
|
5.79K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.39K+ 14.78% |
$288K - $331K
|
41.9K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.26K+ 60.24% |
$281K - $323K
|
14K
$874K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
5.25KNew |
$281K - $322K
|
5.25K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.19K+ 116.13% |
$277K - $318K
|
9.66K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5.08K+ 4.54% |
$271K - $311K
|
117K
$7.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.07KNew |
$271K - $311K
|
5.07K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
4.92KNew |
$263K - $302K
|
4.92K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.79KNew |
$256K - $294K
|
4.79K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
4.61KNew |
$246K - $283K
|
4.61K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.44K+ 52.87% |
$237K - $272K
|
12.8K
$802K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.44K+ 32.01% |
$237K - $272K
|
18.3K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.4K+ 12.76% |
$235K - $270K
|
38.9K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
4.37KNew |
$234K - $268K
|
4.37K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.37K+ 17.46% |
$233K - $268K
|
29.4K
$1.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.35K+ 53.88% |
$232K - $267K
|
12.4K
$775K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
4.34KNew |
$232K - $266K
|
4.34K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
4.34K+ 28.93% |
$232K - $266K
|
19.4K
$1.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.33KNew |
$231K - $265K
|
4.33K
$270K
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
4.31KNew |
$230K - $264K
|
4.31K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.28K+ 1.0% |
$229K - $262K
|
433K
$27.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.27KNew |
$228K - $262K
|
4.27K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.26K+ 726.24% |
$228K - $261K
|
4.85K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.24K+ 651.85% |
$226K - $260K
|
4.89K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.17KNew |
$223K - $256K
|
4.17K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
4.09KNew |
$219K - $251K
|
4.09K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.09K+ 47.82% |
$218K - $251K
|
12.6K
$789K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.99K+ 17.2% |
$213K - $245K
|
27.2K
$1.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.98KNew |
$213K - $244K
|
3.98K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
3.91KNew |
$209K - $240K
|
3.91K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
3.75K+ 4.67% |
$200K - $230K
|
84K
$5.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.74K+ 5.6% |
$200K - $230K
|
70.6K
$4.41M
|