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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-552- 0.47% |
$36.6K - $42.1K
|
117K
$6.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-554- 7.19% |
$36.7K - $42.3K
|
7.15K
$401K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-558- 1.0% |
$37K - $42.6K
|
55.3K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 1.63% |
$39.8K - $45.8K
|
36.3K
$2.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-601- 2.87% |
$39.8K - $45.8K
|
20.3K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-603- 3.15% |
$40K - $46K
|
18.5K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-611- 10.31% |
$40.5K - $46.6K
|
5.31K
$298K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-650- 6.38% |
$43.1K - $49.6K
|
9.53K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-670- 1.54% |
$44.4K - $51.1K
|
42.9K
$2.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-686- 13.34% |
$45.5K - $52.3K
|
4.46K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-689- 18.87% |
$45.7K - $52.6K
|
2.96K
$166K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-694- 15.14% |
$46K - $52.9K
|
3.89K
$218K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-703- 13.45% |
$46.6K - $53.6K
|
4.52K
$254K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-703- 7.95% |
$46.6K - $53.6K
|
8.15K
$457K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-718- 15.57% |
$47.6K - $54.8K
|
3.89K
$218K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-720- 10.29% |
$47.7K - $54.9K
|
6.28K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-746- 4.62% |
$49.5K - $56.9K
|
15.4K
$864K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-767- 14.44% |
$50.8K - $58.5K
|
4.55K
$255K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-767- 25.15% |
$50.8K - $58.5K
|
2.28K
$128K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-780- 16.7% |
$51.7K - $59.5K
|
3.89K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-784- 3.66% |
$52K - $59.8K
|
20.6K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-793- 47.71% |
$52.6K - $60.5K
|
869
$48.7K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-800- 9.2% |
$53K - $61K
|
7.9K
$443K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-809- 9.73% |
$53.6K - $61.7K
|
7.5K
$421K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-813- 19.22% |
$53.9K - $62K
|
3.42K
$192K
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-816- 3.86% |
$54.1K - $62.2K
|
20.3K
$1.14M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-861- 2.34% |
$57.1K - $65.7K
|
36K
$2.02M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-899- 14.84% |
$59.6K - $68.6K
|
5.16K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-905- 1.41% |
$60K - $69K
|
63.2K
$3.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-950- 10.55% |
$63K - $72.5K
|
8.05K
$451K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-971- 3.95% |
$64.4K - $74.1K
|
23.6K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-992- 8.18% |
$65.8K - $75.7K
|
11.1K
$625K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-995- 8.82% |
$66K - $75.9K
|
10.3K
$577K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 12.86% |
$66.3K - $76.3K
|
6.78K
$380K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1K- 18.62% |
$66.5K - $76.5K
|
4.39K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 21.5% |
$67.2K - $77.3K
|
3.7K
$207K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.02K- 21.02% |
$67.4K - $77.5K
|
3.82K
$214K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.02K- 14.44% |
$67.7K - $77.9K
|
6.05K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.04K- 9.12% |
$69.1K - $79.5K
|
10.4K
$582K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 3.64% |
$71.1K - $81.8K
|
28.4K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.1K- 5.84% |
$72.7K - $83.7K
|
17.7K
$991K
|
|
|
Aug 14, 2023
Q2 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.16K- 17.02% |
$76.9K - $88.5K
|
5.66K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.23K- 14.24% |
$81.2K - $93.4K
|
7.38K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.24K- 6.95% |
$82.1K - $94.5K
|
16.6K
$930K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.28K- 29.3% |
$84.9K - $97.6K
|
3.09K
$173K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.29K- 17.01% |
$85.2K - $98K
|
6.27K
$351K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.29K- 20.77% |
$85.2K - $98.1K
|
4.91K
$275K
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.35K- 0.91% |
$89.4K - $103K
|
146K
$8.2M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.36K- 6.26% |
$90K - $104K
|
20.3K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.38K- 9.77% |
$91.2K - $105K
|
12.7K
$713K
|