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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-714- 13.48% |
$53.7K - $61.1K
|
4.58K
$281K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-730- 11.65% |
$54.9K - $62.5K
|
5.53K
$340K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-732- 1.58% |
$55.1K - $62.6K
|
45.5K
$2.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-745- 14.77% |
$56K - $63.7K
|
4.3K
$264K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-746- 2.98% |
$56.1K - $63.8K
|
24.3K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-758- 10.22% |
$57K - $64.8K
|
6.66K
$409K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-761- 23.06% |
$57.2K - $65.1K
|
2.54K
$156K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-801- 5.24% |
$60.2K - $68.5K
|
14.5K
$889K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-801- 10.32% |
$60.2K - $68.5K
|
6.96K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-828- 13.87% |
$62.3K - $70.8K
|
5.14K
$316K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-828- 13.48% |
$62.3K - $70.8K
|
5.31K
$326K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-840- 5.85% |
$63.2K - $71.9K
|
13.5K
$831K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-846- 13.22% |
$63.6K - $72.4K
|
5.55K
$341K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-896- 7.76% |
$67.4K - $76.7K
|
10.6K
$654K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-897- 4.66% |
$67.5K - $76.7K
|
18.4K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-935- 2.39% |
$70.3K - $80K
|
38.2K
$2.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-963- 6.18% |
$72.4K - $82.4K
|
14.6K
$899K
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-972- 2.07% |
$73.1K - $83.2K
|
46.1K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-993- 7.36% |
$74.7K - $85K
|
12.5K
$768K
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
SELL
|
- |
-1K- 25.0% |
$75.2K - $85.6K
|
3K
$184K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.02K- 10.31% |
$76.5K - $87K
|
8.85K
$543K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.04K- 3.3% |
$78.2K - $89K
|
30.5K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.04K- 12.19% |
$78.3K - $89.1K
|
7.5K
$460K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.08K- 5.59% |
$81.5K - $92.7K
|
18.3K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.13K- 26.01% |
$84.6K - $96.2K
|
3.2K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.13K- 11.45% |
$85.3K - $97K
|
8.77K
$538K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.19K- 8.28% |
$89.3K - $102K
|
13.2K
$809K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.2K- 1.46% |
$89.9K - $102K
|
80.4K
$4.94M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.25K- 5.24% |
$93.6K - $107K
|
22.5K
$1.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.28K- 17.5% |
$96.1K - $109K
|
6.02K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.29K- 15.41% |
$96.9K - $110K
|
7.07K
$434K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.33K- 15.46% |
$100K - $114K
|
7.3K
$448K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.38K- 6.83% |
$104K - $118K
|
18.8K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.45K- 9.1% |
$109K - $124K
|
14.5K
$890K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.48K- 9.48% |
$111K - $127K
|
14.1K
$869K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.49K- 3.87% |
$112K - $127K
|
36.9K
$2.26M
|
|
|
Apr 03, 2023
Q1 2023
|
Pensionfund Sabic
|
SELL
|
- |
-1.5K- 4.39% |
$113K - $128K
|
32.7K
$2.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.5K- 17.58% |
$113K - $129K
|
7.05K
$433K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.52K- 10.28% |
$114K - $130K
|
13.3K
$814K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.52K- 4.66% |
$115K - $130K
|
31.2K
$1.91M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 2.69% |
$116K - $132K
|
55.9K
$3.43M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.56K- 21.0% |
$117K - $133K
|
5.85K
$359K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.57K- 1.22% |
$118K - $134K
|
127K
$7.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.59K- 1.48% |
$119K - $136K
|
106K
$6.49M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-1.81K- 0.32% |
$136K - $155K
|
565K
$34.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.83K- 30.11% |
$138K - $157K
|
4.25K
$261K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.86K- 6.52% |
$140K - $159K
|
26.7K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.87K- 17.68% |
$140K - $160K
|
8.68K
$533K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.9K- 24.75% |
$143K - $163K
|
5.78K
$355K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.92K- 2.79% |
$144K - $164K
|
66.7K
$4.09M
|