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 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
426New |
$22.2K - $28K
|
426
$23.8K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
415New |
$21.7K - $27.3K
|
415
$23.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
346+ 5.56% |
$18.1K - $22.7K
|
6.57K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
325New |
$17K - $21.3K
|
325
$18.2K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
300+ 7.39% |
$15.7K - $19.7K
|
4.36K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
277+ 49.03% |
$14.5K - $18.2K
|
842
$47.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
227New |
$11.9K - $14.9K
|
227
$12.7K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
102+ 1.89% |
$5.33K - $6.7K
|
5.49K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
91New |
$4.75K - $5.98K
|
91
$5.09K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
83+ 488.24% |
$4.33K - $5.45K
|
100
$5.59K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
83+ 2.14% |
$4.33K - $5.45K
|
3.95K
$221K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65New |
$3.39K - $4.27K
|
65
$3.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
50New |
$2.61K - $3.28K
|
50
$2.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
42New |
$2.19K - $2.76K
|
42
$2.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
25+ 0.92% |
$1.31K - $1.64K
|
2.75K
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
23New |
$1.2K - $1.51K
|
23
$1.29K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 0.78% |
$731 - $920
|
1.8K
$101K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10New |
$522 - $657
|
10
$559
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
10+ 6.67% |
$522 - $657
|
160
$8.95K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 1.85% |
$52.2 - $65.7
|
55
$3.08K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.37MNew |
$128M - $173M
|
2.37M
$132M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
265K+ 1127.97% |
$14.3M - $19.3M
|
288K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
165KNew |
$8.9M - $12M
|
165K
$9.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
135KNew |
$7.3M - $9.86M
|
135K
$7.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100KNew |
$5.41M - $7.3M
|
100K
$5.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
75KNew |
$4.06M - $5.48M
|
75K
$4.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
55K+ 100.0% |
$2.97M - $4.02M
|
110K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
21.4K+ 16.18% |
$1.16M - $1.56M
|
154K
$8.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
20.7K+ 168.52% |
$1.12M - $1.51M
|
33K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
19.3KNew |
$1.04M - $1.41M
|
19.3K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14.1K+ 200.8% |
$762K - $1.03M
|
21.1K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
13.9KNew |
$751K - $1.01M
|
13.9K
$777K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$738K - $996K
|
13.6K
$763K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.5KNew |
$619K - $836K
|
11.5K
$640K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.15KNew |
$387K - $522K
|
7.15K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.85KNew |
$262K - $354K
|
4.85K
$271K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.5KNew |
$243K - $329K
|
4.5K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.25K+ 67.19% |
$230K - $310K
|
10.6K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4.1K+ 60.97% |
$222K - $299K
|
10.8K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.82KNew |
$207K - $279K
|
3.82K
$214K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3K+ 15.31% |
$162K - $219K
|
22.6K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.39K+ 2.3% |
$129K - $174K
|
106K
$5.93M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.28KNew |
$69K - $93.2K
|
1.28K
$71.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
900+ 22.78% |
$48.7K - $65.7K
|
4.85K
$271K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
851+ 27.41% |
$46K - $62.1K
|
3.96K
$221K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
835New |
$45.2K - $61K
|
835
$46.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
797+ 9.66% |
$43.1K - $58.2K
|
9.04K
$506K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
627+ 1.74% |
$33.9K - $45.8K
|
36.6K
$2.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
572+ 12.73% |
$30.9K - $41.8K
|
5.07K
$283K
|
|