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 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-24.7K- 12.73% |
$1.64M - $1.89M
|
170K
$9.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-26.4K- 84.76% |
$1.75M - $2.01M
|
4.75K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-27K- 65.9% |
$1.79M - $2.06M
|
14K
$771K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-31.2K- 35.54% |
$2.07M - $2.38M
|
56.6K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31.4K- 71.71% |
$2.08M - $2.39M
|
12.4K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-33.5K- 30.54% |
$2.22M - $2.56M
|
76.2K
$4.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.7K- 12.37% |
$2.37M - $2.73M
|
253K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-37.1K- 3.96% |
$2.46M - $2.83M
|
901K
$49.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-40.7K- 22.02% |
$2.7M - $3.1M
|
144K
$7.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40.8K- 13.57% |
$2.7M - $3.11M
|
260K
$14.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-40.8K- 16.95% |
$2.71M - $3.12M
|
200K
$11M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-42.2K- 7.32% |
$2.8M - $3.22M
|
534K
$29.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-43.7K- 7.81% |
$2.9M - $3.33M
|
516K
$28.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47.3K- 36.2% |
$3.13M - $3.6M
|
83.3K
$4.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-50.6K- 39.86% |
$3.35M - $3.86M
|
76.3K
$4.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-51.7K- 56.62% |
$3.43M - $3.94M
|
39.6K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-53.2K- 6.44% |
$3.53M - $4.06M
|
772K
$42.6M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-54.2K- 54.29% |
$3.59M - $4.13M
|
45.6K
$2.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-56.6K- 29.99% |
$3.75M - $4.32M
|
132K
$7.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-66.7K- 63.05% |
$4.42M - $5.08M
|
39.1K
$2.16M
|
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-66.7K- 90.48% |
$4.42M - $5.09M
|
7.02K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-66.7K- 90.48% |
$4.42M - $5.09M
|
7.02K
$387K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-68.1K- 50.43% |
$4.52M - $5.2M
|
67K
$3.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-70K- 36.38% |
$4.64M - $5.34M
|
122K
$6.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-75.5K- 21.46% |
$5M - $5.76M
|
276K
$15.2M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-80.5K- 98.05% |
$5.33M - $6.14M
|
1.6K
$88.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-102K- 25.2% |
$6.79M - $7.81M
|
304K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-108K- 33.37% |
$7.14M - $8.21M
|
215K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-121K- 6.07% |
$8M - $9.2M
|
1.87M
$103M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-121K- 6.41% |
$8M - $9.2M
|
1.76M
$97.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-124K- 0.41% |
$8.22M - $9.46M
|
30.3M
$1.67B
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-127K- 31.08% |
$8.41M - $9.68M
|
281K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-128K- 50.98% |
$8.47M - $9.74M
|
123K
$6.77M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-141K- 1.38% |
$9.35M - $10.8M
|
10.1M
$557M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-146K- 94.86% |
$9.65M - $11.1M
|
7.88K
$435K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-162K- 8.85% |
$10.8M - $12.4M
|
1.67M
$92.2M
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-176K- 6.97% |
$11.7M - $13.4M
|
2.35M
$130M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-186K- 91.23% |
$12.3M - $14.2M
|
17.8K
$984K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-192K- 96.38% |
$12.7M - $14.6M
|
7.2K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-209K- 30.75% |
$13.9M - $16M
|
472K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-216K- 76.39% |
$14.3M - $16.4M
|
66.7K
$3.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-355K- 5.42% |
$23.6M - $27.1M
|
6.2M
$342M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-379K- 98.68% |
$25.1M - $28.9M
|
5.05K
$278K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-409K- 45.13% |
$27.1M - $31.2M
|
497K
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-914K- 97.71% |
$60.6M - $69.7M
|
21.4K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.2M- 48.59% |
$79.5M - $91.5M
|
1.27M
$70M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.23M- 69.04% |
$81.6M - $93.9M
|
552K
$30.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-1.81MClosed |
$120M - $138M
|
0
$0
|