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 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
67+ 1.51% |
$3.58K - $4.11K
|
4.51K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
58+ 1.42% |
$3.1K - $3.56K
|
4.16K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
48New |
$2.57K - $2.94K
|
48
$2.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22+ 59.46% |
$1.18K - $1.35K
|
59
$3.31K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22+ 183.33% |
$1.18K - $1.35K
|
34
$1.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
22+ 2.27% |
$1.18K - $1.35K
|
991
$55.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.55% |
$695 - $797
|
2.36K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 8.22% |
$641 - $736
|
158
$8.86K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 0.07% |
$641 - $736
|
17.2K
$963K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$588 - $675
|
5.4K
$303K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.59% |
$588 - $675
|
1.89K
$106K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$534 - $613
|
10
$561
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7New |
$374 - $429
|
7
$392
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 6.82% |
$321 - $368
|
94
$5.27K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5New |
$267 - $307
|
5
$280
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$267 - $307
|
5
$280
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 4.03% |
$267 - $307
|
129
$7.23K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.07% |
$267 - $307
|
247
$13.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.03% |
$160 - $184
|
10.7K
$600K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.33% |
$160 - $184
|
921
$51.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3+ 1.44% |
$160 - $184
|
212
$11.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 1.05% |
$107 - $123
|
192
$10.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2- 0.13% |
$107 - $123
|
1.52K
$85.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2- 0.01% |
$107 - $123
|
15.1K
$845K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10- 0.15% |
$534 - $613
|
6.69K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.26% |
$588 - $675
|
4.18K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-18- 0.73% |
$962 - $1.1K
|
2.45K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-18- 0.48% |
$962 - $1.1K
|
3.74K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-21- 0.36% |
$1.12K - $1.29K
|
5.75K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-23- 42.59% |
$1.23K - $1.41K
|
31
$1.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-26- 4.21% |
$1.39K - $1.59K
|
591
$33.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-29- 4.26% |
$1.55K - $1.78K
|
651
$36.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-29- 0.13% |
$1.55K - $1.78K
|
22.1K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-52- 0.65% |
$2.78K - $3.19K
|
8K
$448K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-54- 0.2% |
$2.89K - $3.31K
|
26.6K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-57- 1.45% |
$3.05K - $3.5K
|
3.86K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-59- 31.22% |
$3.15K - $3.62K
|
130
$7.29K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-62- 0.09% |
$3.31K - $3.8K
|
65.7K
$3.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-69- 9.41% |
$3.69K - $4.23K
|
664
$37.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-70- 0.2% |
$3.74K - $4.29K
|
34.8K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-76- 0.96% |
$4.06K - $4.66K
|
7.88K
$442K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-87- 0.31% |
$4.65K - $5.34K
|
28.4K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-89- 37.87% |
$4.76K - $5.46K
|
146
$8.19K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-97- 2.68% |
$5.18K - $5.95K
|
3.53K
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-101- 2.29% |
$5.4K - $6.19K
|
4.31K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-108- 2.14% |
$5.77K - $6.62K
|
4.94K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-108- 0.09% |
$5.77K - $6.62K
|
117K
$6.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-125- 1.98% |
$6.68K - $7.67K
|
6.19K
$347K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-128- 18.29% |
$6.84K - $7.85K
|
572
$32.1K
|