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
|
Ieq Capital, LLC
|
BUY
|
- |
4.17KNew |
$223K - $256K
|
4.17K
$234K
|
|
|
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
$3.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.71K+ 0.56% |
$198K - $227K
|
662K
$37.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$193K - $222K
|
3.62K
$203K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.42K+ 2.34% |
$183K - $210K
|
149K
$8.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 91.73% |
$163K - $187K
|
6.37K
$357K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.73K+ 21.8% |
$146K - $168K
|
15.3K
$856K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 1.13% |
$144K - $166K
|
242K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.51K+ 4.33% |
$134K - $154K
|
60.6K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.5K+ 8.26% |
$134K - $153K
|
32.8K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.3K+ 22.4% |
$123K - $141K
|
12.6K
$704K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2.2K+ 2.47% |
$118K - $135K
|
91.3K
$5.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.16K+ 23.66% |
$115K - $132K
|
11.3K
$632K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 1.44% |
$113K - $129K
|
149K
$8.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.93K+ 1.95% |
$103K - $119K
|
101K
$5.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.93K+ 7.38% |
$103K - $118K
|
28.1K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.78K+ 29.36% |
$95.3K - $109K
|
7.86K
$440K
|
|
|
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
$90.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.59K+ 10.76% |
$84.8K - $97.3K
|
16.3K
$916K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.54KNew |
$82.3K - $94.4K
|
1.54K
$86.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.54K+ 3.26% |
$82K - $94.1K
|
48.6K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.49KNew |
$79.6K - $91.3K
|
1.49K
$83.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 0.96% |
$74.9K - $86K
|
147K
$8.23M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.4K+ 42.45% |
$74.5K - $85.6K
|
4.68K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.38K+ 15.42% |
$73.8K - $84.7K
|
10.3K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.27KNew |
$67.8K - $77.8K
|
1.27K
$71.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.17K+ 13.32% |
$62.3K - $71.4K
|
9.91K
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.15K+ 59.0% |
$61.5K - $70.5K
|
3.1K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.1K+ 4.81% |
$59K - $67.7K
|
24K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.07K+ 13.76% |
$57K - $65.4K
|
8.81K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1.04K+ 24.74% |
$55.4K - $63.6K
|
5.23K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.02K+ 9.05% |
$54.3K - $62.3K
|
12.2K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.01KNew |
$54.2K - $62.2K
|
1.01K
$56.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
979+ 8.24% |
$52.3K - $60K
|
12.9K
$721K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
959+ 24.94% |
$51.2K - $58.8K
|
4.8K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
900+ 90.0% |
$48.1K - $55.2K
|
1.9K
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
877New |
$46.9K - $53.8K
|
877
$49.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
849+ 1.35% |
$45.4K - $52.1K
|
63.5K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
768+ 4.34% |
$41K - $47.1K
|
18.5K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
726+ 4.81% |
$38.8K - $44.5K
|
15.8K
$887K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
673New |
$36K - $41.3K
|
673
$37.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
643+ 0.47% |
$34.4K - $39.4K
|
136K
$7.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
566+ 8.04% |
$30.2K - $34.7K
|
7.61K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
560+ 9.52% |
$29.9K - $34.3K
|
6.44K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
559+ 8.51% |
$29.9K - $34.3K
|
7.13K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
535+ 3.34% |
$28.6K - $32.8K
|
16.6K
$929K
|