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
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
641+ 9.84% |
$42.5K - $48.9K
|
7.16K
$441K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
630+ 0.74% |
$41.8K - $48.1K
|
86.3K
$5.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
617+ 20.41% |
$40.9K - $47.1K
|
3.64K
$224K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
613+ 1.8% |
$40.6K - $46.8K
|
34.6K
$2.13M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
570New |
$37.8K - $43.5K
|
570
$35.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
569+ 5.23% |
$37.7K - $43.4K
|
11.5K
$705K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
546New |
$36.2K - $41.6K
|
546
$33.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
526New |
$34.9K - $40.1K
|
526
$32.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
508+ 5.95% |
$33.7K - $38.7K
|
9.04K
$557K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
486+ 8.02% |
$32.2K - $37.1K
|
6.55K
$403K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
477+ 0.84% |
$31.6K - $36.4K
|
57.4K
$3.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
466+ 4.73% |
$30.9K - $35.5K
|
10.3K
$636K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
458+ 1.64% |
$30.4K - $34.9K
|
28.4K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
442+ 4.01% |
$29.3K - $33.7K
|
11.5K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
441+ 6.63% |
$29.2K - $33.6K
|
7.1K
$437K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
432+ 28.67% |
$28.6K - $32.9K
|
1.94K
$119K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
426+ 1.52% |
$28.2K - $32.5K
|
28.5K
$1.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
403+ 8.52% |
$26.7K - $30.7K
|
5.13K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
400+ 10.69% |
$26.5K - $30.5K
|
4.14K
$255K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
388+ 13.89% |
$25.7K - $29.6K
|
3.18K
$196K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
350+ 87.06% |
$23.2K - $26.7K
|
752
$46.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
342+ 438.46% |
$22.7K - $26.1K
|
420
$25.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
341+ 6.98% |
$22.6K - $26K
|
5.22K
$322K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
331New |
$21.9K - $25.2K
|
331
$20.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
328+ 43.39% |
$21.7K - $25K
|
1.08K
$66.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
328+ 9.98% |
$21.7K - $25K
|
3.61K
$223K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
325New |
$21.5K - $24.8K
|
325
$20K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
313+ 34.97% |
$20.7K - $23.9K
|
1.21K
$74.4K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
312+ 1.44% |
$20.7K - $23.8K
|
22K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
312+ 8.15% |
$20.7K - $23.8K
|
4.14K
$255K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
310+ 16.77% |
$20.5K - $23.6K
|
2.16K
$133K
|
|
|
Aug 08, 2023
Q2 2023
|
Presima Inc.
|
BUY
|
- |
300+ 0.72% |
$19.9K - $22.9K
|
41.9K
$2.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
291New |
$19.3K - $22.2K
|
291
$17.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
289+ 4.66% |
$19.2K - $22K
|
6.5K
$400K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
289+ 4.66% |
$19.2K - $22K
|
6.5K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
285New |
$18.9K - $21.7K
|
285
$17.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
270+ 4.23% |
$17.9K - $20.6K
|
6.65K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
270+ 0.54% |
$17.9K - $20.6K
|
50.1K
$3.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
267+ 2.61% |
$17.7K - $20.4K
|
10.5K
$646K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
263+ 5.99% |
$17.4K - $20.1K
|
4.66K
$287K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
261+ 1.07% |
$17.3K - $19.9K
|
24.7K
$1.52M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
260+ 3.19% |
$17.2K - $19.8K
|
8.41K
$518K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
259New |
$17.2K - $19.8K
|
259
$16K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
257+ 13.71% |
$17K - $19.6K
|
2.13K
$131K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
257+ 13.71% |
$17K - $19.6K
|
2.13K
$131K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
232+ 0.67% |
$15.4K - $17.7K
|
34.7K
$2.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
231+ 20.17% |
$15.3K - $17.6K
|
1.38K
$84.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
225+ 1.05% |
$14.9K - $17.2K
|
21.7K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
225+ 0.34% |
$14.9K - $17.2K
|
66.9K
$4.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
216+ 44.63% |
$14.3K - $16.5K
|
700
$43.1K
|