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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
434+ 4.32% |
$23.5K - $31.7K
|
10.5K
$586K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
345New |
$18.7K - $25.2K
|
345
$19.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
190New |
$10.3K - $13.9K
|
190
$10.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
120+ 2.33% |
$6.49K - $8.76K
|
5.27K
$295K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100New |
$5.41K - $7.3K
|
100
$5.59K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
95New |
$5.14K - $6.94K
|
95
$5.31K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
70+ 1.32% |
$3.79K - $5.11K
|
5.36K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
68+ 1.2% |
$3.68K - $4.97K
|
5.72K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 6.17% |
$1.73K - $2.34K
|
551
$30.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14New |
$757 - $1.02K
|
14
$783
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$541 - $730
|
10
$559
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 18.75% |
$162 - $219
|
19
$1.06K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
BUY
|
- |
198KNew |
$13.1M - $15.1M
|
198K
$11.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
71.4KNew |
$4.73M - $5.45M
|
71.4K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.6KNew |
$2.89M - $3.33M
|
43.6K
$2.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
38.5KNew |
$2.55M - $2.94M
|
38.5K
$2.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
33.4KNew |
$2.22M - $2.55M
|
33.4K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
25KNew |
$1.66M - $1.91M
|
25K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
21KNew |
$1.39M - $1.6M
|
21K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$825K - $949K
|
12.4K
$695K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
12.2KNew |
$807K - $928K
|
12.2K
$680K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
11.5KNew |
$762K - $877K
|
11.5K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
10KNew |
$663K - $763K
|
10K
$559K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.89KNew |
$656K - $754K
|
9.89K
$553K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.94K+ 19.82% |
$593K - $682K
|
54.1K
$3.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.43KNew |
$426K - $490K
|
6.43K
$360K
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.04K+ 166.49% |
$334K - $385K
|
8.07K
$451K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
3.56KNew |
$236K - $271K
|
3.56K
$199K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.15KNew |
$209K - $241K
|
3.15K
$176K
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2.93K+ 15.71% |
$194K - $223K
|
21.5K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.65K+ 74.07% |
$175K - $202K
|
6.22K
$348K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.3K+ 14.11% |
$152K - $175K
|
18.6K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.75K+ 48.08% |
$116K - $133K
|
5.39K
$301K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
992New |
$65.8K - $75.7K
|
992
$55.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
788New |
$52.2K - $60.1K
|
788
$44.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
740New |
$49.1K - $56.4K
|
740
$41.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Alta Advisers LTD
|
BUY
|
- |
700New |
$46.4K - $53.4K
|
700
$39.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
681New |
$45.1K - $51.9K
|
681
$38.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
653New |
$43.3K - $49.8K
|
653
$36.5K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
570New |
$37.8K - $43.5K
|
570
$31.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
526New |
$34.9K - $40.1K
|
526
$29.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
388+ 13.89% |
$25.7K - $29.6K
|
3.18K
$178K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
331New |
$21.9K - $25.2K
|
331
$18.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
285New |
$18.9K - $21.7K
|
285
$15.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
267+ 2.61% |
$17.7K - $20.4K
|
10.5K
$587K
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
260+ 3.19% |
$17.2K - $19.8K
|
8.41K
$470K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$11.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$11.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
190New |
$12.6K - $14.5K
|
190
$10.6K
|
|