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 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.55K+ 34.0% |
$82.8K - $95K
|
6.11K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.55K+ 20.42% |
$82.7K - $94.9K
|
9.13K
$570K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.54KNew |
$82.3K - $94.4K
|
1.54K
$96.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.54K+ 3.26% |
$82K - $94.1K
|
48.6K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.49KNew |
$79.6K - $91.3K
|
1.49K
$93K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.45K+ 4.3% |
$77.5K - $88.9K
|
35.2K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 0.96% |
$74.9K - $86K
|
147K
$9.17M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.4K+ 42.45% |
$74.5K - $85.6K
|
4.68K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.38K+ 15.42% |
$73.8K - $84.7K
|
10.3K
$645K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.33K+ 11.21% |
$71.2K - $81.7K
|
13.2K
$825K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.31K+ 9.68% |
$69.7K - $80K
|
14.8K
$924K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.27KNew |
$67.8K - $77.8K
|
1.27K
$79.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.2K+ 1.87% |
$64.1K - $73.6K
|
65.5K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.19K+ 21.15% |
$63.5K - $72.9K
|
6.81K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.17K+ 13.32% |
$62.3K - $71.4K
|
9.91K
$619K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 59.0% |
$61.5K - $70.5K
|
3.1K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.12K+ 1.95% |
$59.7K - $68.5K
|
58.5K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.1K+ 4.81% |
$59K - $67.7K
|
24K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.09K+ 10.32% |
$58.3K - $66.9K
|
11.7K
$728K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 71.38% |
$58K - $66.5K
|
2.61K
$163K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.07K+ 13.76% |
$57K - $65.4K
|
8.81K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.04K+ 24.74% |
$55.4K - $63.6K
|
5.23K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.02K+ 9.05% |
$54.3K - $62.3K
|
12.2K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.01KNew |
$54.2K - $62.2K
|
1.01K
$63.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
983+ 0.86% |
$52.5K - $60.3K
|
115K
$7.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
979+ 8.24% |
$52.3K - $60K
|
12.9K
$803K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
959+ 24.94% |
$51.2K - $58.8K
|
4.8K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
924New |
$49.4K - $56.7K
|
924
$57.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
887New |
$47.4K - $54.4K
|
887
$55.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
877New |
$46.9K - $53.8K
|
877
$54.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
849+ 1.35% |
$45.4K - $52.1K
|
63.5K
$3.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
825+ 36.67% |
$44.1K - $50.6K
|
3.08K
$192K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
800New |
$42.8K - $49.1K
|
800
$50K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
768+ 4.34% |
$41K - $47.1K
|
18.5K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
751+ 17.05% |
$40.1K - $46.1K
|
5.16K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
735+ 31.96% |
$39.3K - $45.1K
|
3.04K
$190K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
726+ 4.81% |
$38.8K - $44.5K
|
15.8K
$988K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
717+ 28.61% |
$38.3K - $44K
|
3.22K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
714+ 8.62% |
$38.2K - $43.8K
|
9K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
707+ 3.64% |
$37.8K - $43.4K
|
20.1K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
673New |
$36K - $41.3K
|
673
$42K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
673+ 2.65% |
$36K - $41.3K
|
26K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
672New |
$35.9K - $41.2K
|
672
$42K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
643+ 0.47% |
$34.4K - $39.4K
|
136K
$8.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
614+ 91.64% |
$32.8K - $37.7K
|
1.28K
$80.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
606+ 12.98% |
$32.4K - $37.2K
|
5.28K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
579+ 8.88% |
$30.9K - $35.5K
|
7.1K
$443K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 2.41% |
$30.5K - $35K
|
24.2K
$1.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
566+ 8.04% |
$30.2K - $34.7K
|
7.61K
$475K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
560+ 9.52% |
$29.9K - $34.3K
|
6.44K
$402K
|