Purchases and Sales Made in Q2 2024 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q2 2024. The information is specifically focused on institutions that hold shares of W. P. Carey Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
6.32K+ 95.21% |
$337K - $380K
|
13K
$724K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.28KNew |
$335K - $378K
|
6.28K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.14KNew |
$328K - $369K
|
6.14K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.06K+ 18.22% |
$323K - $364K
|
39.3K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.9KNew |
$315K - $355K
|
5.9K
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
5.88KNew |
$314K - $354K
|
5.88K
$329K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.76K+ 23.82% |
$307K - $346K
|
29.9K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.72KNew |
$305K - $344K
|
5.72K
$320K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
5.43K+ 2.55% |
$290K - $326K
|
218K
$12.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
5.39KNew |
$288K - $324K
|
5.39K
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
5.38K+ 4.51% |
$287K - $323K
|
125K
$6.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.36KNew |
$286K - $322K
|
5.36K
$300K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.24K+ 3.8% |
$280K - $315K
|
143K
$8.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.15K+ 49.85% |
$275K - $310K
|
15.5K
$866K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.12K+ 20.81% |
$273K - $308K
|
29.7K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.98K+ 32.66% |
$266K - $299K
|
20.2K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
4.93KNew |
$263K - $296K
|
4.93K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
4.8KNew |
$256K - $289K
|
4.8K
$268K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.77K+ 8.07% |
$254K - $286K
|
63.8K
$3.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
4.74KNew |
$253K - $285K
|
4.74K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.6K+ 1.41% |
$245K - $277K
|
332K
$18.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.59K+ 7.77% |
$245K - $276K
|
63.8K
$3.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.2K+ 46.57% |
$224K - $252K
|
13.2K
$739K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.17KNew |
$222K - $250K
|
4.17K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.16K+ 4.34% |
$222K - $250K
|
99.9K
$5.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
4.05K+ 84.76% |
$216K - $243K
|
8.83K
$493K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.02KNew |
$215K - $242K
|
4.02K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4.02KNew |
$214K - $242K
|
4.02K
$225K
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
4KNew |
$213K - $241K
|
4K
$224K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
3.99K+ 18.5% |
$213K - $240K
|
25.5K
$1.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.95KNew |
$211K - $237K
|
3.95K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.91KNew |
$208K - $235K
|
3.91K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.89K+ 75.59% |
$208K - $234K
|
9.04K
$506K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.89K+ 0.16% |
$207K - $234K
|
2.5M
$140M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.87KNew |
$206K - $233K
|
3.87K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.84K+ 37.67% |
$205K - $231K
|
14K
$785K
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.83K+ 10.81% |
$204K - $230K
|
39.3K
$2.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.81KNew |
$203K - $229K
|
3.81K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.78K+ 71.16% |
$201K - $227K
|
9.09K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.71KNew |
$198K - $223K
|
3.71K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.7K+ 51.39% |
$197K - $222K
|
10.9K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.52KNew |
$188K - $212K
|
3.52K
$197K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.42K+ 18.44% |
$182K - $205K
|
21.9K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.37KNew |
$180K - $203K
|
3.37K
$189K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.31K+ 12.81% |
$176K - $199K
|
29.1K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.3K+ 3.97% |
$176K - $199K
|
86.5K
$4.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
3.27K+ 17.83% |
$174K - $196K
|
21.6K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.25K+ 8.89% |
$173K - $196K
|
39.9K
$2.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.24K+ 21.22% |
$173K - $195K
|
18.5K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.01K+ 5.73% |
$160K - $181K
|
55.5K
$3.1M
|