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 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-162- 3.0% |
$8.66K - $9.94K
|
5.25K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-175- 0.34% |
$9.35K - $10.7K
|
50.8K
$3.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-192- 1.65% |
$10.3K - $11.8K
|
11.5K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-195- 1.0% |
$10.4K - $12K
|
19.3K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-197- 1.14% |
$10.5K - $12.1K
|
17.1K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-198- 5.0% |
$10.6K - $12.1K
|
3.76K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-199- 6.19% |
$10.6K - $12.2K
|
3.02K
$194K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.38% |
$10.7K - $12.3K
|
51.8K
$3.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-218- 3.39% |
$11.6K - $13.4K
|
6.22K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-228- 2.28% |
$12.2K - $14K
|
9.76K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-231- 30.31% |
$12.3K - $14.2K
|
531
$34.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-234- 3.4% |
$12.5K - $14.4K
|
6.64K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-239- 4.1% |
$12.8K - $14.7K
|
5.59K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-247- 3.82% |
$13.2K - $15.1K
|
6.23K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250- 11.37% |
$13.4K - $15.3K
|
1.95K
$125K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-258- 2.9% |
$13.8K - $15.8K
|
8.65K
$555K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-275- 0.3% |
$14.7K - $16.9K
|
92.1K
$5.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-281- 5.89% |
$15K - $17.2K
|
4.49K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-290- 4.62% |
$15.5K - $17.8K
|
5.99K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-295- 4.37% |
$15.8K - $18.1K
|
6.46K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-312- 5.44% |
$16.7K - $19.1K
|
5.42K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-321- 30.17% |
$17.2K - $19.7K
|
743
$47.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-324- 4.32% |
$17.3K - $19.9K
|
7.18K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-343- 4.65% |
$18.3K - $21K
|
7.04K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-345- 3.22% |
$18.4K - $21.2K
|
10.4K
$665K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-347- 24.33% |
$18.5K - $21.3K
|
1.08K
$69.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-349- 61.12% |
$18.7K - $21.4K
|
222
$14.3K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-352- 0.16% |
$18.8K - $21.6K
|
223K
$14.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-377- 17.41% |
$20.1K - $23.1K
|
1.79K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-391- 4.52% |
$20.9K - $24K
|
8.26K
$530K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-397- 8.95% |
$21.2K - $24.3K
|
4.04K
$259K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-398- 4.26% |
$21.3K - $24.4K
|
8.94K
$574K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-400- 4.78% |
$21.4K - $24.5K
|
7.96K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-433- 28.87% |
$23.1K - $26.6K
|
1.07K
$68.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-438- 13.13% |
$23.4K - $26.9K
|
2.9K
$186K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-458- 10.49% |
$24.5K - $28.1K
|
3.91K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-462- 2.7% |
$24.7K - $28.3K
|
16.7K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-463- 50.0% |
$24.7K - $28.4K
|
463
$29.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-473- 2.78% |
$25.3K - $29K
|
16.5K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-474- 3.41% |
$25.3K - $29.1K
|
13.4K
$861K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-492- 1.43% |
$26.3K - $30.2K
|
33.9K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-495- 4.54% |
$26.5K - $30.4K
|
10.4K
$668K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-510- 42.29% |
$27.3K - $31.3K
|
696
$44.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-516- 2.23% |
$27.6K - $31.6K
|
22.6K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-523- 2.91% |
$27.9K - $32.1K
|
17.5K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-544- 9.81% |
$29.1K - $33.4K
|
5K
$321K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-555- 22.71% |
$29.7K - $34K
|
1.89K
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-560Closed |
$29.9K - $34.3K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-600- 10.34% |
$32.1K - $36.8K
|
5.2K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-665- 13.67% |
$35.5K - $40.8K
|
4.2K
$270K
|