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 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 11.72% |
$232K - $264K
|
29.5K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
3.04KNew |
$228K - $260K
|
3.04K
$165K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.03KNew |
$228K - $259K
|
3.03K
$164K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.02K+ 2.55% |
$227K - $258K
|
121K
$6.57M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
3K+ 4.22% |
$226K - $257K
|
74.1K
$4.02M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.99KNew |
$225K - $256K
|
2.99K
$162K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 21.79% |
$220K - $250K
|
16.3K
$886K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.9K+ 78.8% |
$218K - $248K
|
6.58K
$357K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.89K+ 96166.67% |
$217K - $247K
|
2.89K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.86KNew |
$215K - $245K
|
2.86K
$155K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
2.85K+ 55.98% |
$214K - $243K
|
7.93K
$430K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.81K+ 20.06% |
$212K - $241K
|
16.8K
$913K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.8K+ 9.86% |
$211K - $240K
|
31.2K
$1.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.79KNew |
$210K - $239K
|
2.79K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.79KNew |
$210K - $238K
|
2.79K
$151K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.72K+ 15.48% |
$204K - $232K
|
20.3K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.7K+ 14.8% |
$203K - $231K
|
20.9K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.63K+ 2.37% |
$198K - $225K
|
114K
$6.16M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.6KNew |
$195K - $222K
|
2.6K
$141K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.57K+ 5.9% |
$193K - $220K
|
46.2K
$2.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.46K+ 36.38% |
$185K - $211K
|
9.23K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.44K+ 1.91% |
$184K - $209K
|
131K
$7.08M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.39K+ 9.26% |
$179K - $204K
|
28.1K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.37K+ 8.9% |
$178K - $202K
|
28.9K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.36K+ 1.59% |
$177K - $201K
|
151K
$8.19M
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
2.35K+ 3.84% |
$177K - $201K
|
63.5K
$3.44M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.31K+ 15.17% |
$174K - $198K
|
17.5K
$952K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.26K+ 17.3% |
$170K - $193K
|
15.3K
$832K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 1.44% |
$169K - $192K
|
158K
$8.57M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.18K+ 4.31% |
$164K - $186K
|
52.7K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.15K+ 27.02% |
$162K - $184K
|
10.1K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.07K+ 4.85% |
$156K - $177K
|
44.8K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.03K+ 6.84% |
$153K - $174K
|
31.7K
$1.72M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.92K+ 7.03% |
$144K - $164K
|
29.2K
$1.59M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.91K+ 1.82% |
$143K - $163K
|
107K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.88K+ 39.2% |
$141K - $161K
|
6.68K
$362K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
1.84K+ 150.37% |
$138K - $157K
|
3.06K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.82K+ 12.26% |
$137K - $156K
|
16.7K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.78K+ 5.19% |
$134K - $152K
|
36.1K
$1.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.77K+ 7.65% |
$133K - $151K
|
24.9K
$1.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.76K+ 3.12% |
$132K - $150K
|
58.1K
$3.15M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.75K+ 42.1% |
$132K - $150K
|
5.92K
$321K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.74K+ 8.09% |
$130K - $148K
|
23.2K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.73K+ 13.92% |
$130K - $148K
|
14.1K
$767K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.71K+ 46.57% |
$129K - $146K
|
5.39K
$292K
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.71K+ 11.02% |
$129K - $146K
|
17.2K
$935K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.67K+ 28.83% |
$126K - $143K
|
7.47K
$405K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.66KNew |
$125K - $142K
|
1.66K
$90.2K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.66K+ 7.21% |
$125K - $142K
|
24.7K
$1.34M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.6K+ 56.68% |
$121K - $137K
|
4.43K
$241K
|