Purchases and Sales Made in Q3 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.37K- 20.71% |
$94.2K - $122K
|
5.25K
$323K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.4K- 7.9% |
$96.5K - $125K
|
16.4K
$1.01M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.45K- 12.83% |
$99.7K - $129K
|
9.85K
$606K
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.46K- 1.01% |
$101K - $131K
|
144K
$8.82M
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.46K- 0.52% |
$101K - $131K
|
281K
$17.3M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.5K- 15.67% |
$103K - $134K
|
8.07K
$496K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.55K- 3.21% |
$107K - $138K
|
46.7K
$2.87M
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.6K- 5.47% |
$110K - $143K
|
27.7K
$1.7M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.64K- 64.25% |
$113K - $146K
|
912
$56.1K
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.69K- 27.74% |
$116K - $151K
|
4.41K
$271K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.7K- 0.3% |
$117K - $151K
|
560K
$34.4M
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.74K- 76.16% |
$119K - $155K
|
543
$33.4K
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.79K- 5.42% |
$123K - $160K
|
31.2K
$1.92M
|
|
Nov 03, 2022
Q3 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.9K- 13.69% |
$131K - $170K
|
12K
$736K
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.95K- 12.87% |
$134K - $174K
|
13.2K
$812K
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.1K- 24.5% |
$144K - $187K
|
6.46K
$397K
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.1K- 24.5% |
$144K - $187K
|
6.46K
$397K
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.1K- 2.73% |
$145K - $188K
|
74.9K
$4.6M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.19K- 14.53% |
$151K - $196K
|
12.9K
$792K
|
|
Nov 14, 2022
Q3 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-2.26K- 3.1% |
$155K - $201K
|
70.4K
$4.33M
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.32K- 0.76% |
$159K - $207K
|
303K
$18.6M
|
|
Nov 14, 2022
Q3 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.74K- 9.3% |
$188K - $245K
|
26.7K
$1.64M
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.83KClosed |
$195K - $253K
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-2.9K- 10.28% |
$199K - $259K
|
25.3K
$1.56M
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.96K- 12.24% |
$204K - $265K
|
21.2K
$1.31M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.02K- 5.39% |
$208K - $270K
|
53.1K
$3.26M
|
|
Nov 10, 2022
Q3 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-3.1K- 14.01% |
$213K - $277K
|
19K
$1.17M
|
|
Oct 17, 2022
Q3 2022
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.1K- 5.51% |
$213K - $277K
|
53.2K
$3.27M
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.13K- 3.63% |
$216K - $280K
|
83.2K
$5.12M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.4K- 10.83% |
$234K - $304K
|
28K
$1.72M
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.52K- 15.7% |
$242K - $314K
|
18.9K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-4.44K- 5.35% |
$305K - $396K
|
78.5K
$4.83M
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-4.62K- 22.9% |
$318K - $413K
|
15.6K
$957K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.73K- 3.66% |
$325K - $423K
|
124K
$7.65M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-4.75K- 86.84% |
$327K - $424K
|
720
$44.3K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.88K- 4.69% |
$336K - $436K
|
99.1K
$6.1M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.2K- 38.36% |
$358K - $465K
|
8.36K
$514K
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.72K- 31.59% |
$393K - $511K
|
12.4K
$761K
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-5.88KClosed |
$404K - $525K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-6K- 10.62% |
$413K - $536K
|
50.5K
$3.11M
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-6.06K- 19.31% |
$416K - $541K
|
25.3K
$1.56M
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-6.56K- 87.39% |
$451K - $586K
|
946
$58.2K
|
|
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-6.61K- 9.16% |
$455K - $590K
|
65.6K
$4.03M
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-6.76K- 5.26% |
$465K - $604K
|
122K
$7.48M
|
|
Nov 09, 2022
Q3 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.8K- 39.19% |
$468K - $607K
|
10.6K
$649K
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.4K- 39.24% |
$509K - $661K
|
11.5K
$705K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.81K- 32.38% |
$606K - $787K
|
18.4K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.17K- 25.32% |
$631K - $819K
|
27K
$1.66M
|
|
Nov 08, 2022
Q3 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-11K- 19.98% |
$754K - $979K
|
43.9K
$2.7M
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-11.8K- 0.46% |
$811K - $1.05M
|
2.56M
$157M
|