Purchases and Sales Made in Q2 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-180- 3.4% |
$11.9K - $13.7K
|
5.11K
$282K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-184- 0.15% |
$12.2K - $14K
|
122K
$6.72M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-192- 3.8% |
$12.7K - $14.6K
|
4.86K
$268K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 4.65% |
$13.3K - $15.3K
|
4.1K
$226K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-201- 1.3% |
$13.3K - $15.3K
|
15.3K
$843K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-204- 2.88% |
$13.5K - $15.6K
|
6.87K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management Us Inc.
New York, NY |
SELL
|
- |
-207- 0.03% |
$13.7K - $15.8K
|
769K
$42.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-210- 3.0% |
$13.9K - $16K
|
6.79K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-211- 0.56% |
$14K - $16.1K
|
37.8K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-212- 10.09% |
$14.1K - $16.2K
|
1.89K
$104K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-214- 4.83% |
$14.2K - $16.3K
|
4.22K
$233K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-221- 1.68% |
$14.7K - $16.9K
|
12.9K
$714K
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-225- 1.57% |
$14.9K - $17.2K
|
14.1K
$779K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-226- 1.31% |
$15K - $17.2K
|
17K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-260- 5.78% |
$17.2K - $19.8K
|
4.24K
$234K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-266- 3.78% |
$17.6K - $20.3K
|
6.77K
$374K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-271- 35.66% |
$18K - $20.7K
|
489
$27K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-276- 0.43% |
$18.3K - $21.1K
|
63.4K
$3.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-277- 1.45% |
$18.4K - $21.1K
|
18.9K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-286- 7.17% |
$19K - $21.8K
|
3.7K
$204K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-294- 0.97% |
$19.5K - $22.4K
|
30K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-302- 1.04% |
$20K - $23K
|
28.6K
$1.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-305- 67.48% |
$20.2K - $23.3K
|
147
$8.11K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-312- 3.72% |
$20.7K - $23.8K
|
8.07K
$445K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-313- 2.63% |
$20.7K - $23.9K
|
11.6K
$640K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-320- 20.46% |
$21.2K - $24.4K
|
1.24K
$68.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-335- 5.33% |
$22.2K - $25.6K
|
5.96K
$329K
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-342- 0.37% |
$22.7K - $26.1K
|
93.2K
$5.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-348- 5.19% |
$23.1K - $26.5K
|
6.36K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-350- 0.87% |
$23.2K - $26.7K
|
39.8K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-368- 10.08% |
$24.4K - $28.1K
|
3.28K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-380- 2.6% |
$25.2K - $29K
|
14.2K
$784K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-420- 8.57% |
$27.8K - $32K
|
4.48K
$247K
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-434- 9.52% |
$28.8K - $33.1K
|
4.12K
$227K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-441- 13.69% |
$29.2K - $33.6K
|
2.78K
$153K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-447- 13.89% |
$29.6K - $34.1K
|
2.77K
$153K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-448- 3.77% |
$29.7K - $34.2K
|
11.4K
$631K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-469- 6.43% |
$31.1K - $35.8K
|
6.83K
$377K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-469- 46.85% |
$31.1K - $35.8K
|
532
$29.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-469- 1.5% |
$31.1K - $35.8K
|
30.7K
$1.69M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-474- 32.53% |
$31.4K - $36.2K
|
983
$54.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-487- 1.36% |
$32.3K - $37.1K
|
35.3K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-500- 5.1% |
$33.1K - $38.1K
|
9.3K
$513K
|
|
|
Jul 24, 2023
Q2 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-500- 1.64% |
$33.1K - $38.1K
|
30K
$1.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 8.59% |
$33.1K - $38.1K
|
5.32K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-514- 12.43% |
$34.1K - $39.2K
|
3.62K
$200K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-516- 3.65% |
$34.2K - $39.4K
|
13.6K
$752K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-525- 0.48% |
$34.8K - $40K
|
108K
$5.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-550- 6.7% |
$36.5K - $41.9K
|
7.65K
$422K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-552- 0.47% |
$36.6K - $42.1K
|
117K
$6.43M
|