Latest Institutional Purchases of W. P. Carey Inc. (WPC)
This list provides information on the latest institutional transactions involving W. P. Carey Inc. (WPC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
502KNew |
$26.8M - $30.8M
|
502K
$28M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
94.3K+ 23.23% |
$5.04M - $5.78M
|
500K
$28M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
70.3KNew |
$3.76M - $4.31M
|
70.3K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
48.9KNew |
$2.62M - $3M
|
48.9K
$2.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
37.4K+ 241.25% |
$2M - $2.3M
|
53K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.4K+ 55.32% |
$1.94M - $2.23M
|
102K
$5.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
35.6KNew |
$1.9M - $2.19M
|
35.6K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
32KNew |
$1.71M - $1.96M
|
32K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
30.2K+ 33.43% |
$1.61M - $1.85M
|
120K
$6.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
26KNew |
$1.39M - $1.6M
|
26K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
21.6K+ 21.01% |
$1.15M - $1.32M
|
124K
$6.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
19.4K+ 2.98% |
$1.04M - $1.19M
|
670K
$37.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18.6K+ 289.53% |
$993K - $1.14M
|
25K
$1.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
18.5KNew |
$988K - $1.13M
|
18.5K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.4K+ 22.31% |
$932K - $1.07M
|
95.6K
$5.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
16.5K+ 38.35% |
$884K - $1.01M
|
59.7K
$3.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.8KNew |
$846K - $971K
|
15.8K
$886K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
15.2KNew |
$810K - $929K
|
15.2K
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.5K+ 60.69% |
$613K - $704K
|
30.4K
$1.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
9.8KNew |
$524K - $601K
|
9.8K
$548K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.04K+ 25.39% |
$483K - $554K
|
44.6K
$2.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
8K+ 18.06% |
$428K - $491K
|
52.3K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.37K+ 37.7% |
$340K - $390K
|
23.3K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.79KNew |
$309K - $355K
|
5.79K
$323K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
5.25KNew |
$281K - $322K
|
5.25K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.19K+ 116.13% |
$277K - $318K
|
9.66K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
4.44K+ 32.01% |
$237K - $272K
|
18.3K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.35K+ 53.88% |
$232K - $267K
|
12.4K
$694K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
4.33KNew |
$231K - $265K
|
4.33K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.28K+ 1.0% |
$229K - $262K
|
433K
$24.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.27KNew |
$228K - $262K
|
4.27K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
4.09KNew |
$219K - $251K
|
4.09K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.99K+ 17.2% |
$213K - $245K
|
27.2K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.74K+ 5.6% |
$200K - $230K
|
70.6K
$3.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.71K+ 0.56% |
$198K - $227K
|
662K
$37M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$193K - $222K
|
3.62K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.42K+ 2.34% |
$183K - $210K
|
149K
$8.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 91.73% |
$163K - $187K
|
6.37K
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.73K+ 21.8% |
$146K - $168K
|
15.3K
$854K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 1.13% |
$144K - $166K
|
242K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.51K+ 4.33% |
$134K - $154K
|
60.6K
$3.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.2K+ 2.47% |
$118K - $135K
|
91.3K
$5.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.16K+ 23.66% |
$115K - $132K
|
11.3K
$630K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.13K+ 4.19% |
$114K - $131K
|
53.1K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.93K+ 1.95% |
$103K - $119K
|
101K
$5.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.78K+ 29.36% |
$95.3K - $109K
|
7.86K
$439K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.65K+ 4.73% |
$88K - $101K
|
36.5K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.62KNew |
$86.7K - $99.5K
|
1.62K
$90.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.59K+ 10.76% |
$84.8K - $97.3K
|
16.3K
$913K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.54KNew |
$82.3K - $94.4K
|
1.54K
$86.1K
|