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
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.74K- 28.71% |
$200K - $229K
|
9.29K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.87K- 13.0% |
$207K - $237K
|
25.9K
$1.45M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.23K- 6.58% |
$226K - $260K
|
60.1K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-5.5K- 44.0% |
$294K - $337K
|
7K
$392K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-8.91K- 15.39% |
$476K - $547K
|
49K
$2.75M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.1K- 20.88% |
$647K - $743K
|
45.9K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-12.6K- 7.28% |
$676K - $776K
|
161K
$9.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-15.4K- 18.87% |
$824K - $945K
|
66.2K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-15.5K- 7.11% |
$830K - $953K
|
203K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-18.4K- 12.41% |
$981K - $1.13M
|
129K
$7.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-28.4K- 15.2% |
$1.52M - $1.74M
|
159K
$8.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-31.2K- 4.8% |
$1.67M - $1.91M
|
618K
$34.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-31.3K- 16.64% |
$1.67M - $1.92M
|
157K
$8.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.9K- 13.0% |
$1.86M - $2.14M
|
234K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-37.1K- 19.13% |
$1.98M - $2.27M
|
157K
$8.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-42.7K- 58.45% |
$2.28M - $2.62M
|
30.3K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-43.6K- 82.48% |
$2.33M - $2.67M
|
9.25K
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-81.4K- 54.34% |
$4.35M - $4.99M
|
68.4K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84K- 7.3% |
$4.49M - $5.15M
|
1.07M
$59.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-87.3K- 80.26% |
$4.66M - $5.35M
|
21.5K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-124K- 79.53% |
$6.65M - $7.63M
|
32K
$1.79M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-401K- 98.38% |
$21.4M - $24.6M
|
6.6K
$370K
|