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 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.38K- 16.16% |
$73.6K - $84.5K
|
7.14K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.39K- 10.14% |
$74.3K - $85.3K
|
12.3K
$691K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.4K- 12.67% |
$74.8K - $85.9K
|
9.65K
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.55K- 26.07% |
$83K - $95.2K
|
4.4K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.61K- 5.65% |
$85.9K - $98.6K
|
26.8K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.63K- 5.18% |
$87.1K - $100K
|
29.8K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.68K- 22.74% |
$89.8K - $103K
|
5.71K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.69K- 30.01% |
$90K - $103K
|
3.93K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.75K- 77.32% |
$93.5K - $107K
|
513
$28.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.96K- 4.04% |
$105K - $120K
|
46.5K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.96K- 24.75% |
$105K - $120K
|
5.96K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.15K- 22.34% |
$115K - $132K
|
7.47K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.21K- 6.43% |
$118K - $135K
|
32.1K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.28K- 14.58% |
$122K - $140K
|
13.3K
$747K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.29K- 32.28% |
$122K - $140K
|
4.8K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-2.41K- 2.13% |
$129K - $148K
|
111K
$6.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.41K- 4.19% |
$129K - $148K
|
55.1K
$3.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.5K- 74.67% |
$134K - $154K
|
849
$47.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.56K- 29.66% |
$137K - $157K
|
6.07K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.67K- 2.26% |
$143K - $164K
|
116K
$6.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3K- 4.6% |
$160K - $184K
|
62.2K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.07K- 35.84% |
$164K - $188K
|
5.49K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.4K- 46.03% |
$182K - $209K
|
3.99K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-3.47K- 6.48% |
$185K - $213K
|
50K
$2.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.48K- 23.59% |
$186K - $214K
|
11.3K
$632K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.57K- 12.4% |
$191K - $219K
|
25.2K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.58K- 85.88% |
$191K - $220K
|
589
$33K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.59K- 4.01% |
$192K - $220K
|
86K
$4.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.63K- 25.44% |
$194K - $223K
|
10.6K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.74K- 28.71% |
$200K - $229K
|
9.29K
$521K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-3.96K- 17.83% |
$212K - $243K
|
18.3K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 11.98% |
$219K - $251K
|
30.1K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.16K- 16.72% |
$222K - $255K
|
20.7K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-5.75K- 6.75% |
$307K - $352K
|
79.3K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.25K- 22.65% |
$334K - $383K
|
21.3K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.49K- 29.06% |
$347K - $398K
|
15.8K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-6.5K- 8.5% |
$347K - $399K
|
69.9K
$3.92M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.57K- 9.08% |
$351K - $403K
|
65.8K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.62K- 12.77% |
$354K - $406K
|
45.2K
$2.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-7K- 12.01% |
$374K - $429K
|
51.3K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.04K- 5.08% |
$376K - $432K
|
132K
$7.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.53K- 28.51% |
$403K - $462K
|
18.9K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.58K- 99.89% |
$405K - $465K
|
8
$449
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-8.8K- 7.19% |
$470K - $540K
|
114K
$6.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.98K- 42.54% |
$480K - $551K
|
12.1K
$680K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.05K- 10.97% |
$484K - $555K
|
73.4K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-9.21K- 2.77% |
$492K - $565K
|
323K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.88K- 14.86% |
$528K - $606K
|
56.6K
$3.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-11.2K- 23.8% |
$599K - $688K
|
35.9K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.6K- 7.28% |
$676K - $776K
|
161K
$9.04M
|