Purchases and Sales Made in Q4 2024 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-275- 0.3% |
$14.7K - $16.9K
|
92.1K
$5.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-290- 4.62% |
$15.5K - $17.8K
|
5.99K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-295- 4.37% |
$15.8K - $18.1K
|
6.46K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-312- 5.44% |
$16.7K - $19.1K
|
5.42K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-343- 4.65% |
$18.3K - $21K
|
7.04K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-347- 24.33% |
$18.5K - $21.3K
|
1.08K
$60.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-349- 61.12% |
$18.7K - $21.4K
|
222
$12.4K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-352- 0.16% |
$18.8K - $21.6K
|
223K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-377- 17.41% |
$20.1K - $23.1K
|
1.79K
$100K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-397- 8.95% |
$21.2K - $24.3K
|
4.04K
$226K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-398- 4.26% |
$21.3K - $24.4K
|
8.94K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-458- 10.49% |
$24.5K - $28.1K
|
3.91K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-462- 2.7% |
$24.7K - $28.3K
|
16.7K
$935K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-463- 50.0% |
$24.7K - $28.4K
|
463
$26K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-474- 3.41% |
$25.3K - $29.1K
|
13.4K
$752K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-492- 1.43% |
$26.3K - $30.2K
|
33.9K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-495- 4.54% |
$26.5K - $30.4K
|
10.4K
$583K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-510- 42.29% |
$27.3K - $31.3K
|
696
$39K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-516- 2.23% |
$27.6K - $31.6K
|
22.6K
$1.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-555- 22.71% |
$29.7K - $34K
|
1.89K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-665- 13.67% |
$35.5K - $40.8K
|
4.2K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-731- 21.21% |
$39.1K - $44.8K
|
2.72K
$152K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-775- 11.58% |
$41.4K - $47.5K
|
5.92K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-793- 2.59% |
$42.4K - $48.6K
|
29.8K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-797- 3.22% |
$42.6K - $48.9K
|
23.9K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-902- 6.48% |
$48.2K - $55.3K
|
13K
$730K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-936- 6.19% |
$50K - $57.4K
|
14.2K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-966- 16.44% |
$51.6K - $59.2K
|
4.91K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 9.8% |
$53.4K - $61.3K
|
9.2K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Presima Inc.
|
SELL
|
- |
-1K- 3.0% |
$53.4K - $61.3K
|
32.3K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.04K- 15.12% |
$55.3K - $63.5K
|
5.81K
$326K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.05K- 12.64% |
$55.8K - $64.1K
|
7.22K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 12.15% |
$57K - $65.4K
|
7.71K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.08K- 18.16% |
$57.4K - $65.9K
|
4.84K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.13K- 13.82% |
$60.3K - $69.2K
|
7.03K
$394K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.3K- 11.93% |
$69.5K - $79.7K
|
9.6K
$538K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.37K- 21.51% |
$73.2K - $84K
|
5K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.38K- 16.16% |
$73.6K - $84.5K
|
7.14K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.39K- 10.14% |
$74.3K - $85.3K
|
12.3K
$691K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.4K- 12.67% |
$74.8K - $85.9K
|
9.65K
$541K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.55K- 26.07% |
$83K - $95.2K
|
4.4K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.61K- 5.65% |
$85.9K - $98.6K
|
26.8K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.63K- 5.18% |
$87.1K - $100K
|
29.8K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.68K- 22.74% |
$89.8K - $103K
|
5.71K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.69K- 30.01% |
$90K - $103K
|
3.93K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-1.75K- 77.32% |
$93.5K - $107K
|
513
$28.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.96K- 4.04% |
$105K - $120K
|
46.5K
$2.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.96K- 24.75% |
$105K - $120K
|
5.96K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.15K- 22.34% |
$115K - $132K
|
7.47K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.21K- 6.43% |
$118K - $135K
|
32.1K
$1.8M
|