Purchases and Sales Made in Q1 2023 in W. P. Carey Inc. (WPC)

WPC Quotes by TradingView

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
Sawtooth Solutions, LLC

BUY
 -
774
+ 11.51%
$58.2K - $66.2K
7.5K $407K
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
764
+ 13.5%
$57.5K - $65.4K
6.42K $349K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
750
New
$56.4K - $64.2K
750 $40.7K
May 04, 2023 Q1 2023
Beacon Investment Advisory Services, Inc.

BUY
 -
748
+ 4.88%
$56.3K - $64K
16.1K $872K
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
740
+ 0.58%
$55.7K - $63.3K
129K $6.99M
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
731
+ 7.8%
$55K - $62.5K
10.1K $548K
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
723
+ 3.44%
$54.4K - $61.9K
21.7K $1.18M
Sep 07, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
723
+ 3.44%
$54.4K - $61.9K
21.7K $1.18M
May 15, 2023 Q1 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
703
+ 8.24%
$52.9K - $60.1K
9.23K $501K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
702
New
$52.8K - $60.1K
702 $38.1K
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
677
New
$50.9K - $57.9K
677 $36.7K
May 11, 2023 Q1 2023
Cambria Investment Management, L.P.

BUY
 -
651
+ 16.67%
$49K - $55.7K
4.56K $247K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
635
+ 4.55%
$47.8K - $54.3K
14.6K $792K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
621
+ 9.01%
$46.7K - $53.1K
7.51K $408K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
613
+ 18.72%
$46.1K - $52.4K
3.89K $211K
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
598
New
$45K - $51.2K
598 $32.4K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
575
+ 1.21%
$43.2K - $49.2K
48.2K $2.61M
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
552
+ 6.4%
$41.5K - $47.2K
9.18K $498K
May 02, 2023 Q1 2023
Tfg Advisers LLC

BUY
 -
550
+ 1.62%
$41.4K - $47.1K
34.5K $1.87M
Apr 27, 2023 Q1 2023
Bensler, LLC

Bellevue, WA
BUY
 -
541
+ 1.49%
$40.7K - $46.3K
36.8K $2M
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
537
+ 11.77%
$40.4K - $45.9K
5.1K $277K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
527
+ 22.99%
$39.6K - $45.1K
2.82K $153K
Apr 19, 2023 Q1 2023
Nordea Investment Management Ab

Stockholm, V7
BUY
 -
524
+ 4.56%
$39.4K - $44.8K
12K $652K
May 15, 2023 Q1 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
493
+ 7.44%
$37.1K - $42.2K
7.12K $386K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
489
+ 18.48%
$36.8K - $41.8K
3.14K $170K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
485
+ 11.43%
$36.5K - $41.5K
4.73K $256K
May 02, 2023 Q1 2023
Victory Capital Management Inc

BUY
 -
475
+ 0.41%
$35.7K - $40.6K
115K $6.25M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
465
+ 16.68%
$35K - $39.8K
3.25K $176K
Apr 10, 2023 Q1 2023
Royal Fund Management, LLC

BUY
 -
448
+ 3.91%
$33.7K - $38.3K
11.9K $645K
May 12, 2023 Q1 2023
Hbc Financial Services, Pllc

BUY
 -
440
New
$33.1K - $37.6K
440 $23.9K
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
435
+ 212.2%
$32.7K - $37.2K
640 $34.7K
May 15, 2023 Q1 2023
Family Legacy, Inc.

BUY
 -
434
+ 5.49%
$32.6K - $37.1K
8.34K $452K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
433
+ 2.11%
$32.6K - $37K
21K $1.14M
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

BUY
 -
420
+ 14.92%
$31.6K - $35.9K
3.24K $175K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
400
+ 14.21%
$30.1K - $34.2K
3.21K $174K
May 10, 2023 Q1 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
399
+ 4.27%
$30K - $34.1K
9.74K $528K
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
395
+ 6.5%
$29.7K - $33.8K
6.47K $351K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
391
+ 35.04%
$29.4K - $33.5K
1.51K $81.8K
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
365
+ 4.59%
$27.5K - $31.2K
8.31K $451K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
363
+ 9.39%
$27.3K - $31.1K
4.23K $229K
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
358
+ 33.81%
$26.9K - $30.6K
1.42K $76.9K
Apr 13, 2023 Q1 2023
Presima Inc.

BUY
 -
350
+ 0.85%
$26.3K - $29.9K
41.6K $2.25M
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
350
+ 85.16%
$26.3K - $29.9K
761 $41.3K
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
349
New
$26.2K - $29.9K
349 $18.9K
May 04, 2023 Q1 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
345
New
$25.9K - $29.5K
345 $18.7K
May 01, 2023 Q1 2023
First City Capital Management, Inc.

BUY
 -
340
+ 3.45%
$25.6K - $29.1K
10.2K $552K
May 09, 2023 Q1 2023
Widmann Financial Services, Inc.

BUY
 -
334
+ 6.2%
$25.1K - $28.6K
5.72K $310K
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
316
+ 24.12%
$23.8K - $27K
1.63K $88.2K
May 12, 2023 Q1 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
315
+ 59.21%
$23.7K - $26.9K
847 $45.9K

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