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 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
8.25KNew |
$547K - $629K
|
8.25K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
8.24KNew |
$546K - $629K
|
8.24K
$456K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.46K+ 20.66% |
$494K - $569K
|
43.5K
$2.41M
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
7.37K+ 37.63% |
$489K - $562K
|
27K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.24K+ 0.96% |
$480K - $552K
|
763K
$42.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
7.02K+ 18.37% |
$466K - $536K
|
45.3K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.82K+ 6.08% |
$452K - $520K
|
119K
$6.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.66K+ 51.66% |
$442K - $508K
|
19.6K
$1.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.6K+ 4.38% |
$438K - $504K
|
157K
$8.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.58K+ 27.43% |
$436K - $502K
|
30.6K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.43KNew |
$426K - $490K
|
6.43K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.33KNew |
$419K - $483K
|
6.33K
$350K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
6.23KNew |
$413K - $475K
|
6.23K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.11KNew |
$405K - $466K
|
6.11K
$337K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
5.98K+ 196.94% |
$396K - $456K
|
9.02K
$498K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.62K+ 4.37% |
$373K - $429K
|
134K
$7.43M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.6K+ 41.54% |
$371K - $427K
|
19.1K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
5.53K+ 15.63% |
$366K - $421K
|
40.9K
$2.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5.19KNew |
$344K - $396K
|
5.19K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.18K+ 6.08% |
$344K - $395K
|
90.4K
$5M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.04K+ 166.49% |
$334K - $385K
|
8.07K
$446K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$321K - $369K
|
4.84K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4.82K+ 23.8% |
$320K - $368K
|
25.1K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.7KNew |
$312K - $359K
|
4.7K
$260K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
4.68K+ 6.29% |
$310K - $357K
|
79K
$4.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
4.68K+ 6.29% |
$310K - $357K
|
79K
$4.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.68K+ 37.5% |
$310K - $357K
|
17.1K
$947K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.49KNew |
$298K - $343K
|
4.49K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.39KNew |
$291K - $335K
|
4.39K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.29K+ 17.39% |
$284K - $327K
|
29K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.26K+ 1.37% |
$283K - $325K
|
316K
$17.5M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.2KNew |
$278K - $320K
|
4.2K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
4.07K+ 3.18% |
$270K - $311K
|
132K
$7.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.05K+ 22.05% |
$268K - $309K
|
22.4K
$1.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
4K+ 6.22% |
$265K - $305K
|
68.2K
$3.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
3.93KNew |
$260K - $300K
|
3.93K
$217K
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.85K+ 1.12% |
$255K - $293K
|
347K
$19.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
3.78K+ 10.6% |
$250K - $288K
|
39.4K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
3.75K+ 5.06% |
$249K - $286K
|
77.8K
$4.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.73K+ 5.12% |
$247K - $284K
|
76.5K
$4.23M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.71KNew |
$246K - $283K
|
3.71K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.71K+ 14.22% |
$246K - $283K
|
29.8K
$1.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.59K+ 60.59% |
$238K - $274K
|
9.51K
$525K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
3.56KNew |
$236K - $271K
|
3.56K
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.48K+ 55.86% |
$231K - $265K
|
9.71K
$537K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.42K+ 20.65% |
$227K - $261K
|
20K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.42K+ 7.28% |
$227K - $261K
|
50.4K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.41K+ 205.11% |
$226K - $260K
|
5.07K
$280K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.35K+ 209.11% |
$222K - $256K
|
4.96K
$274K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.26KNew |
$216K - $249K
|
3.26K
$180K
|