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
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.71K+ 0.56% |
$198K - $227K
|
662K
$41.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$193K - $222K
|
3.62K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.57KNew |
$191K - $219K
|
3.57K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.42K+ 2.34% |
$183K - $210K
|
149K
$9.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.4K+ 45.95% |
$182K - $209K
|
10.8K
$674K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.36K+ 1.12% |
$179K - $206K
|
302K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.36K+ 10.56% |
$179K - $206K
|
35.1K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
3.26K+ 2.66% |
$174K - $200K
|
126K
$7.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.08K+ 8.88% |
$164K - $189K
|
37.7K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 91.73% |
$163K - $187K
|
6.37K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.02K+ 4.67% |
$162K - $185K
|
67.7K
$4.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.96K+ 4.19% |
$158K - $181K
|
73.5K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.93K+ 33.5% |
$157K - $180K
|
11.7K
$729K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
2.93K+ 33.5% |
$157K - $180K
|
11.7K
$729K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.89K+ 15.46% |
$155K - $177K
|
21.6K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.8K+ 11.34% |
$150K - $172K
|
27.5K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.77K+ 8.35% |
$148K - $170K
|
35.9K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.73K+ 21.8% |
$146K - $168K
|
15.3K
$953K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 1.13% |
$144K - $166K
|
242K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.51K+ 4.33% |
$134K - $154K
|
60.6K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.5K+ 8.26% |
$134K - $153K
|
32.8K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.41K+ 35.44% |
$129K - $148K
|
9.23K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.39K+ 1.63% |
$127K - $146K
|
149K
$9.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.38K+ 5.0% |
$127K - $146K
|
50K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.32K+ 20.93% |
$124K - $142K
|
13.4K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3K+ 22.4% |
$123K - $141K
|
12.6K
$784K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.2K+ 2.47% |
$118K - $135K
|
91.3K
$5.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.16K+ 23.66% |
$115K - $132K
|
11.3K
$703K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.13K+ 4.19% |
$114K - $131K
|
53.1K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.12K+ 4.2% |
$113K - $130K
|
52.5K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 1.44% |
$113K - $129K
|
149K
$9.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.11K+ 71.01% |
$113K - $129K
|
5.08K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
2.05K+ 42.73% |
$110K - $126K
|
6.85K
$428K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.03K+ 3.21% |
$109K - $125K
|
65.4K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.93K+ 1.95% |
$103K - $119K
|
101K
$6.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.93K+ 7.38% |
$103K - $118K
|
28.1K
$1.75M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.88KNew |
$100K - $115K
|
1.88K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.86K+ 6.76% |
$99.6K - $114K
|
29.4K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.83K+ 77.25% |
$97.6K - $112K
|
4.19K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.79K+ 115.01% |
$95.8K - $110K
|
3.35K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.78K+ 29.36% |
$95.3K - $109K
|
7.86K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.77K+ 146.35% |
$94.3K - $108K
|
2.97K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.76K+ 7.08% |
$94.2K - $108K
|
26.7K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.69KNew |
$90.1K - $103K
|
1.69K
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.65K+ 4.73% |
$88K - $101K
|
36.5K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.63K+ 3.45% |
$86.9K - $99.7K
|
48.8K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.62KNew |
$86.8K - $99.6K
|
1.62K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.62KNew |
$86.7K - $99.5K
|
1.62K
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.59K+ 13.47% |
$85K - $97.5K
|
13.4K
$837K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.59K+ 10.76% |
$84.8K - $97.3K
|
16.3K
$1.02M
|