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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
643+ 0.47% |
$34.4K - $39.4K
|
136K
$7.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 2.41% |
$30.5K - $35K
|
24.2K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
566+ 8.04% |
$30.2K - $34.7K
|
7.61K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
560+ 9.52% |
$29.9K - $34.3K
|
6.44K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
559+ 8.51% |
$29.9K - $34.3K
|
7.13K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
535+ 3.34% |
$28.6K - $32.8K
|
16.6K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
517+ 0.82% |
$27.6K - $31.7K
|
63.6K
$3.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
488+ 33.84% |
$26.1K - $29.9K
|
1.93K
$108K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
467+ 0.3% |
$25K - $28.6K
|
159K
$8.89M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
465New |
$24.8K - $28.5K
|
465
$26.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
458+ 49.25% |
$24.5K - $28.1K
|
1.39K
$77.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
392+ 3.02% |
$20.9K - $24K
|
13.4K
$751K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
358+ 0.36% |
$19.1K - $22K
|
99.1K
$5.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
339+ 2.93% |
$18.1K - $20.8K
|
11.9K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
337+ 0.32% |
$18K - $20.7K
|
105K
$5.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
330+ 0.75% |
$17.6K - $20.2K
|
44.6K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
300+ 7.22% |
$16K - $18.4K
|
4.45K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
293+ 2.61% |
$15.7K - $18K
|
11.5K
$647K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
293+ 24.87% |
$15.7K - $18K
|
1.47K
$82.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
289+ 3.61% |
$15.4K - $17.7K
|
8.3K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
276+ 2.37% |
$14.7K - $16.9K
|
11.9K
$668K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
271+ 7.73% |
$14.5K - $16.6K
|
3.78K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
259+ 3.07% |
$13.8K - $15.9K
|
8.7K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
255+ 0.1% |
$13.6K - $15.6K
|
266K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
193+ 0.44% |
$10.3K - $11.8K
|
44.4K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
160New |
$8.55K - $9.81K
|
160
$8.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
150+ 2.55% |
$8.02K - $9.2K
|
6.04K
$339K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$8.02K - $9.2K
|
150
$8.41K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
150+ 63.03% |
$8.02K - $9.2K
|
388
$21.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150+ 258.62% |
$8.02K - $9.2K
|
208
$11.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
147+ 38.38% |
$7.86K - $9.02K
|
530
$29.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
140New |
$7.48K - $8.59K
|
140
$7.85K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
140+ 1.39% |
$7.48K - $8.59K
|
10.2K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
137+ 0.12% |
$7.32K - $8.4K
|
117K
$6.58M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
134+ 2.0% |
$7.16K - $8.22K
|
6.83K
$383K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132New |
$7.05K - $8.1K
|
132
$7.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
131New |
$7K - $8.03K
|
131
$7.35K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127+ 8.89% |
$6.79K - $7.79K
|
1.56K
$87.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
122+ 2.21% |
$6.52K - $7.48K
|
5.64K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
121+ 0.69% |
$6.47K - $7.42K
|
17.7K
$995K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
120+ 3.35% |
$6.41K - $7.36K
|
3.7K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110+ 12.88% |
$5.88K - $6.75K
|
964
$54.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
108New |
$5.77K - $6.62K
|
108
$6.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
101+ 2.42% |
$5.4K - $6.19K
|
4.28K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
101+ 2.48% |
$5.4K - $6.19K
|
4.17K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
100+ 0.59% |
$5.34K - $6.13K
|
17K
$952K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
100New |
$5.34K - $6.13K
|
100
$5.61K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
98+ 15.05% |
$5.24K - $6.01K
|
749
$42K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 6.99% |
$5.08K - $5.83K
|
1.45K
$81.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
92+ 0.95% |
$4.92K - $5.64K
|
9.79K
$549K
|