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 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.47K- 8.78% |
$296K - $341K
|
46.4K
$2.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-4.68K- 12.86% |
$310K - $357K
|
31.7K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.71K- 4.52% |
$312K - $359K
|
99.6K
$6.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-4.9K- 19.21% |
$325K - $374K
|
20.6K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.94K- 33.64% |
$327K - $377K
|
9.74K
$600K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.08K- 24.34% |
$337K - $388K
|
15.8K
$973K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.23K- 46.29% |
$347K - $399K
|
6.07K
$374K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-5.38K- 28.59% |
$356K - $410K
|
13.4K
$827K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.44K- 37.56% |
$360K - $415K
|
9.04K
$557K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.48K- 36.62% |
$364K - $418K
|
9.49K
$585K
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5.59K- 9.34% |
$371K - $427K
|
54.3K
$3.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-5.65K- 23.26% |
$375K - $431K
|
18.7K
$1.15M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.66K- 15.36% |
$375K - $432K
|
31.2K
$1.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.84K- 21.4% |
$387K - $446K
|
21.5K
$1.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-6.25K- 25.35% |
$414K - $477K
|
18.4K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.25K- 46.22% |
$415K - $477K
|
7.28K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-7.35K- 6.12% |
$487K - $560K
|
113K
$6.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-7.36K- 6.91% |
$488K - $562K
|
99.2K
$6.11M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-7.65K- 65.95% |
$507K - $583K
|
3.95K
$243K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.77K- 5.26% |
$515K - $593K
|
140K
$8.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-8.05K- 55.02% |
$534K - $614K
|
6.58K
$405K
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.27K- 10.21% |
$548K - $631K
|
72.7K
$4.48M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.56K- 2.2% |
$568K - $653K
|
380K
$23.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.56K- 2.2% |
$568K - $653K
|
380K
$23.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-8.74K- 62.1% |
$580K - $667K
|
5.34K
$329K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9.05K- 40.25% |
$600K - $691K
|
13.4K
$828K
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-9.26K- 53.72% |
$614K - $706K
|
7.98K
$491K
|
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-9.26K- 53.72% |
$614K - $706K
|
7.98K
$491K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-9.95K- 8.76% |
$660K - $759K
|
104K
$6.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.7K- 1.37% |
$712K - $819K
|
772K
$47.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-12.3K- 8.9% |
$814K - $937K
|
126K
$7.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-12.6K- 7.53% |
$832K - $958K
|
154K
$9.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-12.9K- 13.59% |
$856K - $985K
|
82.1K
$5.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-13K- 18.68% |
$862K - $992K
|
56.6K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.4K- 53.53% |
$887K - $1.02M
|
11.6K
$715K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-13.7K- 61.63% |
$908K - $1.04M
|
8.52K
$525K
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-14.7K- 58.68% |
$976K - $1.12M
|
10.4K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-15.6K- 17.58% |
$1.03M - $1.19M
|
73.1K
$4.5M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-15.8K- 71.68% |
$1.05M - $1.21M
|
6.24K
$385K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.1K- 19.27% |
$1.07M - $1.23M
|
67.6K
$4.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17.4K- 23.85% |
$1.15M - $1.33M
|
55.5K
$3.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-17.6K- 76.03% |
$1.17M - $1.34M
|
5.56K
$342K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-17.8K- 99.89% |
$1.18M - $1.36M
|
20
$1.23K
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-18.8K- 41.47% |
$1.25M - $1.43M
|
26.5K
$1.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-19.2K- 2.79% |
$1.27M - $1.46M
|
668K
$41.1M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.3K- 4.84% |
$1.28M - $1.47M
|
380K
$23.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-20K- 16.31% |
$1.33M - $1.53M
|
103K
$6.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.6K- 4.25% |
$1.37M - $1.57M
|
465K
$28.6M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-21.7K- 2.21% |
$1.44M - $1.65M
|
959K
$59.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-22.3K- 27.62% |
$1.48M - $1.7M
|
58.5K
$3.6M
|