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 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
122+ 2.21% |
$6.52K - $7.48K
|
5.64K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
121+ 0.69% |
$6.47K - $7.42K
|
17.7K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
120+ 3.35% |
$6.41K - $7.36K
|
3.7K
$231K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
120+ 73.17% |
$6.41K - $7.36K
|
284
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
116New |
$6.2K - $7.11K
|
116
$7.24K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
110New |
$5.88K - $6.75K
|
110
$6.87K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110+ 12.88% |
$5.88K - $6.75K
|
964
$60.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
108New |
$5.77K - $6.62K
|
108
$6.74K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
101+ 2.42% |
$5.4K - $6.19K
|
4.28K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
101+ 2.48% |
$5.4K - $6.19K
|
4.17K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
100New |
$5.34K - $6.13K
|
100
$6.24K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
100New |
$5.34K - $6.13K
|
100
$6.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
100+ 0.59% |
$5.34K - $6.13K
|
17K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
98+ 15.05% |
$5.24K - $6.01K
|
749
$46.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 6.99% |
$5.08K - $5.83K
|
1.45K
$90.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
95New |
$5.08K - $5.83K
|
95
$5.93K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
92+ 0.95% |
$4.92K - $5.64K
|
9.79K
$611K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
89+ 9.88% |
$4.76K - $5.46K
|
990
$61.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
84+ 0.17% |
$4.49K - $5.15K
|
48.6K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
74+ 0.67% |
$3.95K - $4.54K
|
11.1K
$691K
|
|
|
Feb 14, 2025
Q4 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
74+ 0.47% |
$3.95K - $4.54K
|
15.7K
$981K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
70New |
$3.74K - $4.29K
|
70
$4.37K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
67+ 1.51% |
$3.58K - $4.11K
|
4.51K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
58+ 1.42% |
$3.1K - $3.56K
|
4.16K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
53+ 0.11% |
$2.83K - $3.25K
|
48.1K
$3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
48New |
$2.57K - $2.94K
|
48
$3K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
45+ 13.6% |
$2.4K - $2.76K
|
376
$23.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42+ 3.25% |
$2.24K - $2.58K
|
1.33K
$83.2K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
38New |
$2.03K - $2.33K
|
38
$2.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
37+ 0.91% |
$1.98K - $2.27K
|
4.1K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
36+ 0.94% |
$1.92K - $2.21K
|
3.86K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
35New |
$1.87K - $2.15K
|
35
$2.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
22+ 0.79% |
$1.18K - $1.35K
|
2.82K
$176K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
22+ 2.27% |
$1.18K - $1.35K
|
991
$61.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22+ 183.33% |
$1.18K - $1.35K
|
34
$2.12K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22+ 59.46% |
$1.18K - $1.35K
|
59
$3.68K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 0.34% |
$908 - $1.04K
|
4.99K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
16New |
$855 - $981
|
16
$999
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
16+ 400.0% |
$855 - $981
|
20
$1.25K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.55% |
$695 - $797
|
2.36K
$148K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12+ 0.07% |
$641 - $736
|
17.2K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12+ 8.22% |
$641 - $736
|
158
$9.87K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.59% |
$588 - $675
|
1.89K
$118K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11+ 0.26% |
$588 - $675
|
4.25K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$588 - $675
|
5.4K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$534 - $613
|
10
$624
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 9.0% |
$481 - $552
|
109
$6.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.74% |
$374 - $429
|
950
$59.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
7New |
$374 - $429
|
7
$437
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6+ 6.82% |
$321 - $368
|
94
$5.87K
|