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
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-8- 0.94% |
$530 - $610
|
839
$51.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-11- 0.11% |
$729 - $839
|
10.1K
$623K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 2.11% |
$795 - $915
|
556
$34.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 2.11% |
$795 - $915
|
556
$34.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-14- 5.3% |
$928 - $1.07K
|
250
$15.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-21- 0.33% |
$1.39K - $1.6K
|
6.4K
$394K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 1.01% |
$1.46K - $1.68K
|
2.15K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-27- 0.7% |
$1.79K - $2.06K
|
3.81K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-28- 0.35% |
$1.86K - $2.14K
|
7.9K
$487K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 1.16% |
$1.92K - $2.21K
|
2.47K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-33- 0.27% |
$2.19K - $2.52K
|
12K
$738K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-33- 0.6% |
$2.19K - $2.52K
|
5.43K
$334K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-34- 3.49% |
$2.25K - $2.59K
|
940
$57.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-34- 0.49% |
$2.25K - $2.59K
|
6.93K
$427K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-39- 0.47% |
$2.59K - $2.97K
|
8.23K
$507K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-50- 0.99% |
$3.31K - $3.81K
|
5.02K
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-51- 5.25% |
$3.38K - $3.89K
|
921
$56.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-59- 0.61% |
$3.91K - $4.5K
|
9.68K
$596K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-62- 38.51% |
$4.11K - $4.73K
|
99
$6.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-65- 1.53% |
$4.31K - $4.96K
|
4.18K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-74- 2.98% |
$4.91K - $5.64K
|
2.41K
$148K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-78- 1.46% |
$5.17K - $5.95K
|
5.28K
$325K
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
SELL
|
- |
-79- 2.1% |
$5.24K - $6.03K
|
3.68K
$227K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-84- 0.8% |
$5.57K - $6.41K
|
10.4K
$641K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-85- 0.94% |
$5.63K - $6.48K
|
8.95K
$551K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-86- 0.82% |
$5.7K - $6.56K
|
10.4K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-100- 1.5% |
$6.63K - $7.63K
|
6.56K
$404K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-100- 4.46% |
$6.63K - $7.63K
|
2.14K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-102- 1.36% |
$6.76K - $7.78K
|
7.4K
$456K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-102- 1.36% |
$6.76K - $7.78K
|
7.4K
$456K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-113- 1.67% |
$7.49K - $8.62K
|
6.65K
$409K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-117- 3.18% |
$7.76K - $8.92K
|
3.56K
$219K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-117- 3.07% |
$7.76K - $8.92K
|
3.7K
$228K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-119- 1.08% |
$7.89K - $9.08K
|
10.9K
$674K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-121- 13.8% |
$8.02K - $9.23K
|
756
$46.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-125- 2.89% |
$8.29K - $9.53K
|
4.2K
$259K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-125- 2.63% |
$8.29K - $9.53K
|
4.63K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-125- 1.67% |
$8.29K - $9.53K
|
7.34K
$452K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-132- 44.0% |
$8.75K - $10.1K
|
168
$10.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-132- 4.26% |
$8.75K - $10.1K
|
2.96K
$183K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-133- 4.68% |
$8.82K - $10.1K
|
2.71K
$167K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-137- 3.66% |
$9.08K - $10.4K
|
3.6K
$222K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-142- 2.6% |
$9.41K - $10.8K
|
5.31K
$327K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-144- 2.1% |
$9.55K - $11K
|
6.73K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-147- 2.46% |
$9.74K - $11.2K
|
5.83K
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-158- 1.04% |
$10.5K - $12.1K
|
15K
$923K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-160- 1.4% |
$10.6K - $12.2K
|
11.3K
$696K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-161- 21.16% |
$10.7K - $12.3K
|
600
$37K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-162- 4.04% |
$10.7K - $12.4K
|
3.85K
$237K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-166- 26.31% |
$11K - $12.7K
|
465
$28.6K
|