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 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 30.95% |
$84.5K - $97.2K
|
5.39K
$298K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.23K+ 19.0% |
$81.5K - $93.8K
|
7.7K
$426K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.23K+ 37.69% |
$81.3K - $93.5K
|
4.48K
$248K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.19K+ 9.12% |
$79K - $90.9K
|
14.3K
$788K
|
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.18K+ 30.56% |
$78.3K - $90.1K
|
5.05K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.18K+ 21.54% |
$78.2K - $90K
|
6.66K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.11K+ 6.59% |
$73.6K - $84.7K
|
17.9K
$992K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.11K+ 6.31% |
$73.4K - $84.4K
|
18.7K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.11K+ 1.0% |
$73.4K - $84.4K
|
111K
$6.16M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.1K+ 16.69% |
$73.1K - $84K
|
7.7K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.09K+ 14.55% |
$72.3K - $83.2K
|
8.59K
$475K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.08K+ 26.65% |
$71.9K - $82.7K
|
5.15K
$285K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.08K+ 66.48% |
$71.7K - $82.4K
|
2.71K
$150K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.07K+ 12.21% |
$70.9K - $81.6K
|
9.84K
$544K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.06K+ 68.43% |
$70.3K - $80.8K
|
2.61K
$144K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.06K+ 4.44% |
$70.2K - $80.8K
|
24.9K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.05K+ 13.83% |
$69.7K - $80.2K
|
8.66K
$478K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1K+ 39.39% |
$66.3K - $76.3K
|
3.54K
$196K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
995+ 13.57% |
$66K - $75.9K
|
8.33K
$460K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
992New |
$65.8K - $75.7K
|
992
$54.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
980New |
$65K - $74.7K
|
980
$54.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
973+ 5.83% |
$64.5K - $74.2K
|
17.7K
$976K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
960+ 36.85% |
$63.6K - $73.2K
|
3.57K
$197K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
925+ 10.02% |
$61.3K - $70.5K
|
10.2K
$561K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
918+ 13.75% |
$60.9K - $70K
|
7.59K
$420K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
911+ 12.51% |
$60.4K - $69.5K
|
8.19K
$453K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
900+ 7.74% |
$59.7K - $68.6K
|
12.5K
$692K
|
|
|
Aug 11, 2023
Q2 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
898+ 18.39% |
$59.5K - $68.5K
|
5.78K
$319K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
873+ 0.95% |
$57.9K - $66.6K
|
92.9K
$5.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
870+ 1.65% |
$57.7K - $66.4K
|
53.5K
$2.96M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
851+ 2.78% |
$56.4K - $64.9K
|
31.4K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
839+ 2.65% |
$55.6K - $64K
|
32.6K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
788New |
$52.2K - $60.1K
|
788
$43.5K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
756+ 1.63% |
$50.1K - $57.7K
|
47.1K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
756+ 16.25% |
$50.1K - $57.7K
|
5.41K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
753+ 4.06% |
$49.9K - $57.4K
|
19.3K
$1.07M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
753+ 125.5% |
$49.9K - $57.4K
|
1.35K
$74.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
740New |
$49.1K - $56.4K
|
740
$40.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
708+ 4.35% |
$46.9K - $54K
|
17K
$938K
|
|
|
Jul 25, 2023
Q2 2023
|
Alta Advisers LTD
|
BUY
|
- |
700New |
$46.4K - $53.4K
|
700
$38.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
700+ 20.67% |
$46.4K - $53.4K
|
4.09K
$226K
|
|
|
Jul 05, 2023
Q2 2023
|
Pensionfund Sabic
|
BUY
|
- |
700+ 2.14% |
$46.4K - $53.4K
|
33.4K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
700+ 87.5% |
$46.4K - $53.4K
|
1.5K
$82.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
681New |
$45.1K - $51.9K
|
681
$37.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
680+ 0.85% |
$45.1K - $51.9K
|
80.7K
$4.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
673+ 21.0% |
$44.6K - $51.3K
|
3.88K
$214K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
653New |
$43.3K - $49.8K
|
653
$36.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
644+ 0.74% |
$42.7K - $49.1K
|
87.9K
$4.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
641+ 9.84% |
$42.5K - $48.9K
|
7.16K
$396K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
630+ 0.74% |
$41.8K - $48.1K
|
86.3K
$4.77M
|