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 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$738K - $996K
|
13.6K
$839K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.5KNew |
$619K - $836K
|
11.5K
$704K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.15KNew |
$387K - $522K
|
7.15K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.85KNew |
$262K - $354K
|
4.85K
$298K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.5KNew |
$243K - $329K
|
4.5K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.25K+ 67.19% |
$230K - $310K
|
10.6K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4.1K+ 60.97% |
$222K - $299K
|
10.8K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.82KNew |
$207K - $279K
|
3.82K
$235K
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.39K+ 2.3% |
$129K - $174K
|
106K
$6.52M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.28KNew |
$69K - $93.2K
|
1.28K
$78.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
900+ 22.78% |
$48.7K - $65.7K
|
4.85K
$298K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
851+ 27.41% |
$46K - $62.1K
|
3.96K
$243K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
835New |
$45.2K - $61K
|
835
$51.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
797+ 9.66% |
$43.1K - $58.2K
|
9.04K
$556K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
627+ 1.74% |
$33.9K - $45.8K
|
36.6K
$2.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
572+ 12.73% |
$30.9K - $41.8K
|
5.07K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
434+ 4.32% |
$23.5K - $31.7K
|
10.5K
$645K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
345New |
$18.7K - $25.2K
|
345
$21.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
190New |
$10.3K - $13.9K
|
190
$11.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
120+ 2.33% |
$6.49K - $8.76K
|
5.27K
$324K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
100New |
$5.41K - $7.3K
|
100
$6.15K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
95New |
$5.14K - $6.94K
|
95
$5.84K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
70+ 1.32% |
$3.79K - $5.11K
|
5.36K
$330K
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
68+ 1.2% |
$3.68K - $4.97K
|
5.72K
$352K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
32+ 6.17% |
$1.73K - $2.34K
|
551
$33.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
14New |
$757 - $1.02K
|
14
$861
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$541 - $730
|
10
$615
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 18.75% |
$162 - $219
|
19
$1.17K
|
|
|
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
$12.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
71.4KNew |
$4.73M - $5.45M
|
71.4K
$4.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.6KNew |
$2.89M - $3.33M
|
43.6K
$2.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
38.5KNew |
$2.55M - $2.94M
|
38.5K
$2.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
33.4KNew |
$2.22M - $2.55M
|
33.4K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
25KNew |
$1.66M - $1.91M
|
25K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
21KNew |
$1.39M - $1.6M
|
21K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$825K - $949K
|
12.4K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
11.5KNew |
$762K - $877K
|
11.5K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
10KNew |
$663K - $763K
|
10K
$615K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
9.89KNew |
$656K - $754K
|
9.89K
$608K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
8.94K+ 19.82% |
$593K - $682K
|
54.1K
$3.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.43KNew |
$426K - $490K
|
6.43K
$395K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
3.56KNew |
$236K - $271K
|
3.56K
$219K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.15KNew |
$209K - $241K
|
3.15K
$194K
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2.93K+ 15.71% |
$194K - $223K
|
21.5K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.65K+ 74.07% |
$175K - $202K
|
6.22K
$382K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.3K+ 14.11% |
$152K - $175K
|
18.6K
$1.14M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.81K+ 37.81% |
$120K - $138K
|
6.58K
$405K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.75K+ 48.08% |
$116K - $133K
|
5.39K
$331K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
992New |
$65.8K - $75.7K
|
992
$61K
|
|