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 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-225- 6.8% |
$16.9K - $19.2K
|
3.08K
$184K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-243- 4.72% |
$18.3K - $20.8K
|
4.9K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-246- 1.93% |
$18.5K - $21K
|
12.5K
$746K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-250- 3.14% |
$18.8K - $21.4K
|
7.7K
$461K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-265- 0.36% |
$19.9K - $22.7K
|
72.9K
$4.36M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-265- 21.6% |
$19.9K - $22.7K
|
962
$57.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-266- 3.24% |
$20K - $22.8K
|
7.94K
$475K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-269- 1.87% |
$20.2K - $23K
|
14.1K
$843K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-269- 3.9% |
$20.2K - $23K
|
6.64K
$397K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-270- 1.64% |
$20.3K - $23.1K
|
16.2K
$967K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-274- 1.03% |
$20.6K - $23.4K
|
26.3K
$1.58M
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-276- 7.57% |
$20.8K - $23.6K
|
3.37K
$202K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-279- 1.92% |
$21K - $23.9K
|
14.2K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-289- 0.45% |
$21.7K - $24.7K
|
64.1K
$3.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-297- 20.74% |
$22.3K - $25.4K
|
1.14K
$67.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-300- 13.04% |
$22.6K - $25.7K
|
2K
$120K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-314- 1.62% |
$23.6K - $26.9K
|
19.1K
$1.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-343- 1.79% |
$25.8K - $29.3K
|
18.8K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-344- 1.96% |
$25.9K - $29.4K
|
17.2K
$1.03M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-348- 15.65% |
$26.2K - $29.8K
|
1.88K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-350- 1.85% |
$26.3K - $29.9K
|
18.6K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-358- 2.15% |
$26.9K - $30.6K
|
16.3K
$974K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-364- 18.88% |
$27.4K - $31.1K
|
1.56K
$93.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-375- 5.56% |
$28.2K - $32.1K
|
6.36K
$381K
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-400- 6.74% |
$30.1K - $34.2K
|
5.54K
$331K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-410- 10.8% |
$30.8K - $35.1K
|
3.39K
$203K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-463- 2.97% |
$34.8K - $39.6K
|
15.1K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-476- 6.67% |
$35.8K - $40.7K
|
6.67K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-481- 11.65% |
$36.2K - $41.1K
|
3.65K
$218K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-500- 6.68% |
$37.6K - $42.8K
|
6.99K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-508- 12.28% |
$38.2K - $43.5K
|
3.63K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-523- 0.75% |
$39.3K - $44.7K
|
69.5K
$4.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-526- 17.41% |
$39.6K - $45K
|
2.5K
$149K
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-530- 0.28% |
$39.9K - $45.3K
|
189K
$11.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-552- 1.6% |
$41.5K - $47.2K
|
34K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-569- 12.1% |
$42.8K - $48.7K
|
4.13K
$247K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-570- 15.55% |
$42.9K - $48.8K
|
3.1K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-575- 6.99% |
$43.2K - $49.2K
|
7.66K
$458K
|
|
|
May 12, 2023
Q1 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-590- 6.0% |
$44.4K - $50.5K
|
9.24K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-602- 3.85% |
$45.3K - $51.5K
|
15K
$899K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-610- 18.97% |
$45.9K - $52.2K
|
2.61K
$156K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-632- 18.02% |
$47.5K - $54.1K
|
2.88K
$172K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-635- 2.25% |
$47.8K - $54.3K
|
27.6K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-654- 2.27% |
$49.2K - $55.9K
|
28.2K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-658- 5.21% |
$49.5K - $56.3K
|
12K
$716K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-680- 7.37% |
$51.1K - $58.2K
|
8.54K
$511K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-694- 7.63% |
$52.2K - $59.4K
|
8.4K
$502K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-695- 14.45% |
$52.3K - $59.5K
|
4.12K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-697- 0.18% |
$52.4K - $59.6K
|
376K
$22.5M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-699- 25.68% |
$52.6K - $59.8K
|
2.02K
$121K
|