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
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
614+ 91.64% |
$32.8K - $37.7K
|
1.28K
$79.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
606+ 12.98% |
$32.4K - $37.2K
|
5.28K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
579+ 8.88% |
$30.9K - $35.5K
|
7.1K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
570+ 2.41% |
$30.5K - $35K
|
24.2K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
566+ 8.04% |
$30.2K - $34.7K
|
7.61K
$470K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
560+ 9.52% |
$29.9K - $34.3K
|
6.44K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
559+ 8.51% |
$29.9K - $34.3K
|
7.13K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
535+ 3.34% |
$28.6K - $32.8K
|
16.6K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
520+ 10.77% |
$27.8K - $31.9K
|
5.35K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
517+ 0.82% |
$27.6K - $31.7K
|
63.6K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
500+ 4.25% |
$26.7K - $30.7K
|
12.3K
$758K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
488+ 33.84% |
$26.1K - $29.9K
|
1.93K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
485+ 6.29% |
$25.9K - $29.7K
|
8.2K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
467+ 0.3% |
$25K - $28.6K
|
159K
$9.8M
|
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
465New |
$24.8K - $28.5K
|
465
$28.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
458+ 49.25% |
$24.5K - $28.1K
|
1.39K
$85.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
450+ 9.38% |
$24K - $27.6K
|
5.25K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
402+ 118.58% |
$21.5K - $24.7K
|
741
$45.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
392+ 3.02% |
$20.9K - $24K
|
13.4K
$828K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
358+ 0.36% |
$19.1K - $22K
|
99.1K
$6.12M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
353New |
$18.9K - $21.6K
|
353
$21.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
350+ 8.28% |
$18.7K - $21.5K
|
4.58K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
339+ 2.93% |
$18.1K - $20.8K
|
11.9K
$736K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
337+ 0.32% |
$18K - $20.7K
|
105K
$6.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
330+ 0.75% |
$17.6K - $20.2K
|
44.6K
$2.76M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
315+ 5.38% |
$16.8K - $19.3K
|
6.17K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
300+ 7.22% |
$16K - $18.4K
|
4.45K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
293+ 2.61% |
$15.7K - $18K
|
11.5K
$713K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
293+ 24.87% |
$15.7K - $18K
|
1.47K
$90.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
289+ 3.61% |
$15.4K - $17.7K
|
8.3K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
276+ 2.37% |
$14.7K - $16.9K
|
11.9K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
271+ 7.73% |
$14.5K - $16.6K
|
3.78K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
259+ 3.07% |
$13.8K - $15.9K
|
8.7K
$538K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
255+ 0.1% |
$13.6K - $15.6K
|
266K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
240New |
$12.8K - $14.7K
|
240
$14.8K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
193+ 0.44% |
$10.3K - $11.8K
|
44.4K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
183+ 3.47% |
$9.78K - $11.2K
|
5.46K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
182+ 0.77% |
$9.73K - $11.2K
|
23.9K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
167+ 1.53% |
$8.92K - $10.2K
|
11K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
161+ 4.2% |
$8.6K - $9.87K
|
3.99K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
160New |
$8.55K - $9.81K
|
160
$9.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
158+ 1.06% |
$8.44K - $9.69K
|
15K
$930K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150New |
$8.02K - $9.2K
|
150
$9.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
150+ 63.03% |
$8.02K - $9.2K
|
388
$24K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
150+ 2.55% |
$8.02K - $9.2K
|
6.04K
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
150+ 258.62% |
$8.02K - $9.2K
|
208
$12.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
147+ 38.38% |
$7.86K - $9.02K
|
530
$32.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
140+ 1.39% |
$7.48K - $8.59K
|
10.2K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
140New |
$7.48K - $8.59K
|
140
$8.65K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
137+ 0.12% |
$7.32K - $8.4K
|
117K
$7.25M
|