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 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
210+ 5.1% |
$13.9K - $16K
|
4.33K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
203+ 1.34% |
$13.5K - $15.5K
|
15.3K
$944K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$12.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
200New |
$13.3K - $15.3K
|
200
$12.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
190New |
$12.6K - $14.5K
|
190
$11.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
188+ 3.21% |
$12.5K - $14.3K
|
6.04K
$372K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
188+ 0.86% |
$12.5K - $14.3K
|
22K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
185+ 1.77% |
$12.3K - $14.1K
|
10.7K
$656K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
181+ 4.21% |
$12K - $13.8K
|
4.48K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
179+ 372.92% |
$11.9K - $13.7K
|
227
$14K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
164+ 4.82% |
$10.9K - $12.5K
|
3.56K
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
162+ 2.55% |
$10.7K - $12.4K
|
6.51K
$401K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
162+ 5.01% |
$10.7K - $12.4K
|
3.4K
$209K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
161+ 1.93% |
$10.7K - $12.3K
|
8.5K
$524K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
156+ 1.76% |
$10.3K - $11.9K
|
9K
$555K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
150+ 3.17% |
$9.94K - $11.4K
|
4.89K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
150+ 1.96% |
$9.94K - $11.4K
|
7.81K
$481K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150+ 125.0% |
$9.94K - $11.4K
|
270
$16.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
150+ 1.14% |
$9.94K - $11.4K
|
13.4K
$822K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
148+ 2.24% |
$9.81K - $11.3K
|
6.77K
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
146+ 1.15% |
$9.68K - $11.1K
|
12.8K
$790K
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
145+ 1.53% |
$9.61K - $11.1K
|
9.61K
$592K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
142+ 2.48% |
$9.41K - $10.8K
|
5.86K
$361K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
138+ 0.24% |
$9.15K - $10.5K
|
57.7K
$3.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
137+ 1.82% |
$9.08K - $10.4K
|
7.65K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
135+ 1.03% |
$8.95K - $10.3K
|
13.3K
$819K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
132New |
$8.75K - $10.1K
|
132
$8.13K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
130+ 3.49% |
$8.62K - $9.92K
|
3.85K
$237K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
116+ 0.46% |
$7.69K - $8.85K
|
25.4K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
114+ 1.31% |
$7.56K - $8.69K
|
8.8K
$542K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
112+ 21.17% |
$7.42K - $8.54K
|
641
$39.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
112+ 0.42% |
$7.42K - $8.54K
|
26.6K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
111+ 1.67% |
$7.36K - $8.47K
|
6.75K
$416K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104+ 2.71% |
$6.89K - $7.93K
|
3.94K
$243K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
101+ 0.76% |
$6.7K - $7.7K
|
13.4K
$823K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
100+ 22.22% |
$6.63K - $7.63K
|
550
$33.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
98+ 2.15% |
$6.5K - $7.47K
|
4.66K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
91+ 33.46% |
$6.03K - $6.94K
|
363
$22.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
90+ 0.62% |
$5.97K - $6.86K
|
14.6K
$899K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
85+ 0.32% |
$5.63K - $6.48K
|
26.8K
$1.65M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
80+ 2.59% |
$5.3K - $6.1K
|
3.16K
$195K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
75+ 1.94% |
$4.97K - $5.72K
|
3.94K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
67+ 1.21% |
$4.44K - $5.11K
|
5.6K
$345K
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
66+ 1.26% |
$4.38K - $5.03K
|
5.29K
$326K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
65+ 1.92% |
$4.31K - $4.96K
|
3.45K
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
65+ 0.24% |
$4.31K - $4.96K
|
27.6K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
58+ 0.58% |
$3.84K - $4.42K
|
10K
$619K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
58+ 0.79% |
$3.84K - $4.42K
|
7.43K
$458K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
57+ 407.14% |
$3.78K - $4.35K
|
71
$4.37K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
57+ 2.87% |
$3.78K - $4.35K
|
2.05K
$126K
|