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 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.48K- 24.3% |
$97.8K - $112K
|
4.6K
$254K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.5K- 2.68% |
$99.1K - $114K
|
54.4K
$3M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.53K- 10.75% |
$101K - $117K
|
12.7K
$701K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.63K- 19.79% |
$108K - $124K
|
6.6K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.63K- 10.86% |
$108K - $125K
|
13.4K
$739K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.66K- 16.47% |
$110K - $127K
|
8.44K
$465K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.67K- 24.87% |
$111K - $128K
|
5.05K
$279K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.72K- 11.88% |
$114K - $131K
|
12.8K
$705K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.77K- 31.92% |
$117K - $135K
|
3.78K
$208K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.87K- 29.42% |
$124K - $143K
|
4.49K
$248K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.92K- 33.09% |
$127K - $146K
|
3.88K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.96K- 4.88% |
$130K - $150K
|
38.2K
$2.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.99K- 14.06% |
$132K - $152K
|
12.2K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.99K- 41.43% |
$132K - $152K
|
2.82K
$155K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-2K- 36.62% |
$133K - $153K
|
3.46K
$191K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.11K- 33.03% |
$140K - $161K
|
4.27K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.11K- 3.49% |
$140K - $161K
|
58.4K
$3.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.27K- 19.72% |
$150K - $173K
|
9.23K
$509K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.29K- 2.59% |
$152K - $175K
|
86.3K
$4.76M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.5K- 11.5% |
$166K - $191K
|
19.2K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.54K- 3.65% |
$168K - $193K
|
66.9K
$3.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.55K- 16.45% |
$169K - $194K
|
12.9K
$713K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.59K- 15.8% |
$172K - $198K
|
13.8K
$762K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.62K- 30.64% |
$174K - $200K
|
5.93K
$327K
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.62K- 45.31% |
$174K - $200K
|
3.16K
$174K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.63K- 24.51% |
$174K - $200K
|
8.09K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.75K- 12.48% |
$182K - $209K
|
19.2K
$1.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.82K- 2.36% |
$187K - $215K
|
117K
$6.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.86K- 23.24% |
$190K - $218K
|
9.45K
$521K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.94K- 2.55% |
$195K - $224K
|
112K
$6.2M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.99KClosed |
$198K - $228K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.03K- 1.52% |
$201K - $231K
|
196K
$10.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.18K- 43.92% |
$210K - $242K
|
4.05K
$224K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.19K- 6.98% |
$212K - $244K
|
42.6K
$2.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.31K- 18.08% |
$219K - $252K
|
15K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.62K- 21.27% |
$240K - $276K
|
13.4K
$740K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.64K- 3.09% |
$241K - $278K
|
114K
$6.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.66K- 44.24% |
$243K - $279K
|
4.62K
$255K
|
|
|
Aug 03, 2023
Q2 2023
|
Aew Capital Management L P
|
SELL
|
- |
-3.74K- 3.44% |
$248K - $285K
|
105K
$5.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3.8K- 4.72% |
$252K - $289K
|
76.6K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.93K- 7.42% |
$261K - $300K
|
49K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.04K- 15.32% |
$267K - $308K
|
22.3K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.09K- 4.76% |
$271K - $312K
|
81.7K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 8.29% |
$272K - $313K
|
45.4K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.11K- 11.6% |
$272K - $313K
|
31.3K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.12K- 57.04% |
$273K - $314K
|
3.11K
$171K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.15K- 3.27% |
$275K - $316K
|
123K
$6.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
SELL
|
- |
-4.18K- 12.33% |
$277K - $319K
|
29.7K
$1.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.47K- 8.78% |
$296K - $341K
|
46.4K
$2.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.68K- 12.86% |
$310K - $357K
|
31.7K
$1.75M
|