Purchases and Sales Made in Q3 2024 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-950- 22.73% |
$51.9K - $60.8K
|
3.23K
$181K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-988- 20.13% |
$54K - $63.2K
|
3.92K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1K- 13.04% |
$54.8K - $64.2K
|
6.7K
$376K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.03K- 6.09% |
$56K - $65.6K
|
15.8K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-1.05K- 3.14% |
$57.1K - $66.8K
|
32.2K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.05K- 8.93% |
$57.3K - $67.1K
|
10.7K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-1.08K- 10.73% |
$58.8K - $68.9K
|
8.96K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.08K- 23.82% |
$58.9K - $68.9K
|
3.45K
$193K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.12K- 4.33% |
$61.2K - $71.6K
|
24.7K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.12K- 13.76% |
$61.4K - $71.9K
|
7.04K
$395K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.15K- 23.46% |
$63K - $73.7K
|
3.76K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.17K- 2.58% |
$63.9K - $74.8K
|
44.3K
$2.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.2K- 0.49% |
$65.3K - $76.5K
|
242K
$13.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 1.94% |
$65.6K - $76.8K
|
60.7K
$3.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 3.72% |
$66.3K - $77.6K
|
31.4K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.23K- 21.26% |
$67.2K - $78.7K
|
4.56K
$255K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.23K- 7.7% |
$67.2K - $78.7K
|
14.8K
$828K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.25K- 5.01% |
$68.3K - $80K
|
23.7K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.25K- 62.16% |
$68.4K - $80.1K
|
762
$42.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.29K- 23.62% |
$70.5K - $82.5K
|
4.17K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.29K- 2.59% |
$70.5K - $82.6K
|
48.5K
$2.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 25.41% |
$71.1K - $83.2K
|
3.82K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.33K- 20.19% |
$72.8K - $85.3K
|
5.27K
$295K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.38K- 28.26% |
$75.5K - $88.4K
|
3.51K
$197K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 9.29% |
$77.7K - $91K
|
13.9K
$779K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.43K- 2.43% |
$78.2K - $91.6K
|
57.5K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 26.67% |
$78.7K - $92.2K
|
3.96K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.45K- 24.8% |
$79.4K - $92.9K
|
4.41K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.51K- 7.46% |
$82.4K - $96.5K
|
18.7K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.52K- 14.95% |
$82.9K - $97K
|
8.63K
$484K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.59K- 21.41% |
$87.1K - $102K
|
5.85K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.65K- 3.53% |
$89.9K - $105K
|
44.9K
$2.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.67K- 56.47% |
$91.3K - $107K
|
1.29K
$72.3K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.68K- 17.92% |
$91.9K - $108K
|
7.71K
$432K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.7K- 27.51% |
$93K - $109K
|
4.49K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.71K- 18.35% |
$93.1K - $109K
|
7.59K
$425K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.72K- 5.36% |
$93.7K - $110K
|
30.3K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.72K- 93.63% |
$93.9K - $110K
|
117
$6.56K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.73K- 1.23% |
$94.7K - $111K
|
139K
$7.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.74K- 6.54% |
$95K - $111K
|
24.9K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.74K- 6.19% |
$95.3K - $112K
|
26.4K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.75K- 2.08% |
$95.8K - $112K
|
82.5K
$4.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-1.78K- 22.7% |
$97.4K - $114K
|
6.07K
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.81K- 7.24% |
$98.8K - $116K
|
23.2K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-1.82K- 30.29% |
$99.2K - $116K
|
4.18K
$234K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.82K- 8.02% |
$99.3K - $116K
|
20.8K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.85K- 2.74% |
$101K - $119K
|
65.7K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 4.04% |
$102K - $119K
|
44.2K
$2.48M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.91K- 2.6% |
$104K - $122K
|
71.5K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.91K- 19.56% |
$105K - $122K
|
7.87K
$441K
|