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 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.2K+ 2.32% |
$212K - $244K
|
141K
$7.81M
|
|
|
Jul 05, 2023
Q2 2023
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
3.2K+ 8.7% |
$212K - $244K
|
40K
$2.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.15KNew |
$209K - $241K
|
3.15K
$174K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 1.96% |
$206K - $237K
|
161K
$8.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
3.1K+ 149.06% |
$206K - $237K
|
5.18K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.02KNew |
$200K - $231K
|
3.02K
$167K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.96KNew |
$196K - $226K
|
2.96K
$164K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.93K+ 86.54% |
$194K - $224K
|
6.32K
$349K
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2.93K+ 15.71% |
$194K - $223K
|
21.5K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.86K+ 22.09% |
$190K - $218K
|
15.8K
$873K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.8KNew |
$186K - $214K
|
2.8K
$155K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.8KNew |
$185K - $213K
|
2.8K
$155K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.65K+ 74.07% |
$175K - $202K
|
6.22K
$343K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.63K+ 3.38% |
$174K - $201K
|
80.4K
$4.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
2.62K+ 5.17% |
$174K - $200K
|
53.2K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.52K+ 134.81% |
$167K - $192K
|
4.39K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.52K+ 1.96% |
$167K - $192K
|
131K
$7.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.36K+ 4.65% |
$156K - $180K
|
53.1K
$2.93M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.3K+ 14.11% |
$152K - $175K
|
18.6K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.23K+ 4.98% |
$148K - $170K
|
47K
$2.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.2K+ 13.07% |
$146K - $168K
|
19K
$1.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.09K+ 3.59% |
$138K - $159K
|
60.2K
$3.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.06K+ 2.06% |
$136K - $157K
|
102K
$5.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.03K+ 8.02% |
$134K - $155K
|
27.3K
$1.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
2.03K+ 3.61% |
$134K - $155K
|
58.2K
$3.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.01K+ 20.83% |
$134K - $154K
|
11.7K
$646K
|
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.99K+ 16.57% |
$132K - $152K
|
14K
$775K
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.85K+ 59.27% |
$122K - $141K
|
4.96K
$274K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.82K+ 3.78% |
$121K - $139K
|
50K
$2.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.82K+ 11.3% |
$120K - $139K
|
17.9K
$988K
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.78K+ 4.23% |
$118K - $136K
|
44K
$2.43M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.78KNew |
$118K - $135K
|
1.78K
$98.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
1.75K+ 48.08% |
$116K - $133K
|
5.39K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.73K+ 14.47% |
$115K - $132K
|
13.7K
$757K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 8.14% |
$113K - $130K
|
22.7K
$1.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.69K+ 1.7% |
$112K - $129K
|
101K
$5.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.67K+ 2.63% |
$111K - $127K
|
65.2K
$3.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
1.6K+ 11.87% |
$106K - $122K
|
15.1K
$833K
|
|
|
Jul 27, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.58K+ 20.07% |
$105K - $120K
|
9.43K
$521K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.57K+ 12.06% |
$104K - $120K
|
14.6K
$808K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.54K+ 9.55% |
$102K - $118K
|
17.7K
$979K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.49K+ 21.19% |
$99K - $114K
|
8.54K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.48K+ 23.29% |
$98.2K - $113K
|
7.85K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.47K+ 3.2% |
$97.6K - $112K
|
47.5K
$2.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 1.8% |
$94.9K - $109K
|
81.1K
$4.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.4K+ 47.86% |
$92.9K - $107K
|
4.33K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.32K+ 4.56% |
$87.5K - $101K
|
30.3K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.31K+ 4.65% |
$87K - $100K
|
29.5K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
1.29K+ 14.52% |
$85.2K - $98.1K
|
10.1K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.28K+ 10.27% |
$85.1K - $97.9K
|
13.8K
$762K
|