Purchases and Sales Made in Q1 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 3.13% |
$3.76K - $4.28K
|
1.55K
$84.6K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-52- 6.47% |
$3.91K - $4.45K
|
752
$41.1K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-64- 0.38% |
$4.81K - $5.48K
|
16.8K
$919K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-64- 10.13% |
$4.81K - $5.48K
|
568
$31K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-68- 2.11% |
$5.11K - $5.82K
|
3.15K
$172K
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-74- 0.2% |
$5.57K - $6.33K
|
36.4K
$1.99M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-74- 12.54% |
$5.57K - $6.33K
|
516
$28.2K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-75- 2.55% |
$5.64K - $6.42K
|
2.86K
$156K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-80- 0.3% |
$6.02K - $6.84K
|
26.5K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-81- 3.75% |
$6.09K - $6.93K
|
2.08K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-87- 0.2% |
$6.54K - $7.44K
|
43.7K
$2.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-89- 1.82% |
$6.69K - $7.61K
|
4.81K
$263K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-90- 10.16% |
$6.77K - $7.7K
|
796
$43.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-99- 1.47% |
$7.45K - $8.47K
|
6.62K
$361K
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
SELL
|
- |
-100- 1.41% |
$7.52K - $8.56K
|
7K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-101- 0.87% |
$7.6K - $8.64K
|
11.5K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-102- 0.96% |
$7.67K - $8.73K
|
10.5K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-106- 17.24% |
$7.97K - $9.07K
|
509
$27.8K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-110- 0.86% |
$8.27K - $9.41K
|
12.7K
$692K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-114- 1.02% |
$8.57K - $9.75K
|
11.1K
$604K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-116- 1.12% |
$8.72K - $9.92K
|
10.2K
$558K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-118- 0.05% |
$8.87K - $10.1K
|
261K
$14.3M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-125- 0.83% |
$9.4K - $10.7K
|
15K
$818K
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-125- 4.01% |
$9.4K - $10.7K
|
3K
$164K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-128- 1.94% |
$9.63K - $11K
|
6.47K
$353K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-129- 1.41% |
$9.7K - $11K
|
9K
$492K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-139- 2.27% |
$10.5K - $11.9K
|
5.97K
$326K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-140- 3.09% |
$10.5K - $12K
|
4.39K
$240K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-141- 1.06% |
$10.6K - $12.1K
|
13.2K
$718K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-143- 2.66% |
$10.8K - $12.2K
|
5.23K
$285K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-150- 3.37% |
$11.3K - $12.8K
|
4.3K
$235K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-160- 0.65% |
$12K - $13.7K
|
24.4K
$1.33M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-162- 1.52% |
$12.2K - $13.9K
|
10.5K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-170- 1.58% |
$12.8K - $14.5K
|
10.6K
$579K
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-171- 2.06% |
$12.9K - $14.6K
|
8.15K
$445K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-174- 18.63% |
$13.1K - $14.9K
|
760
$41.5K
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-176- 3.13% |
$13.2K - $15.1K
|
5.45K
$298K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-179- 44.31% |
$13.5K - $15.3K
|
225
$12.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-179- 78.85% |
$13.5K - $15.3K
|
48
$2.62K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-179- 6.23% |
$13.5K - $15.3K
|
2.69K
$147K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-195- 4.64% |
$14.7K - $16.7K
|
4.01K
$219K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-199- 0.24% |
$15K - $17K
|
83.7K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-200- 4.17% |
$15K - $17.1K
|
4.6K
$251K
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-210- 1.64% |
$15.8K - $18K
|
12.6K
$690K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-212- 12.7% |
$15.9K - $18.1K
|
1.46K
$79.6K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-216Closed |
$16.2K - $18.5K
|
0
$0
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-219- 5.4% |
$16.5K - $18.7K
|
3.84K
$209K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-219- 5.4% |
$16.5K - $18.7K
|
3.84K
$209K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-221- 5.67% |
$16.6K - $18.9K
|
3.68K
$201K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-225- 6.8% |
$16.9K - $19.2K
|
3.08K
$168K
|