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 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
5.06KNew |
$348K - $451K
|
5.06K
$274K
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.05K+ 3.67% |
$347K - $451K
|
143K
$7.74M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
5.04KNew |
$347K - $450K
|
5.04K
$274K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
4.89KNew |
$336K - $436K
|
4.89K
$265K
|
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$336K - $436K
|
4.88K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.79K+ 55.93% |
$329K - $428K
|
13.4K
$725K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.77K+ 50.09% |
$328K - $426K
|
14.3K
$776K
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4.74KNew |
$326K - $424K
|
4.74K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.7K+ 17.46% |
$323K - $420K
|
31.6K
$1.72M
|
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.54KNew |
$312K - $405K
|
4.54K
$246K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.39KNew |
$302K - $392K
|
4.39K
$238K
|
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.36K+ 4.74% |
$300K - $389K
|
96.4K
$5.23M
|
|
|
Oct 19, 2022
Q3 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
4.3K+ 15.81% |
$296K - $384K
|
31.5K
$1.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.23K+ 79.36% |
$291K - $378K
|
9.57K
$519K
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.21K+ 11.93% |
$290K - $376K
|
39.5K
$2.15M
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
BUY
|
- |
4.16K+ 5.37% |
$286K - $372K
|
81.6K
$4.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.15K+ 115.43% |
$285K - $371K
|
7.75K
$421K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.14K+ 51.94% |
$285K - $370K
|
12.1K
$658K
|
|
|
Nov 14, 2022
Q3 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
4.12K+ 86.2% |
$283K - $367K
|
8.89K
$483K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.08KNew |
$281K - $364K
|
4.08K
$222K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.08K+ 6.24% |
$281K - $364K
|
69.4K
$3.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
4.07KNew |
$280K - $363K
|
4.07K
$221K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.01K+ 46.03% |
$276K - $358K
|
12.7K
$691K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
3.93K+ 160.89% |
$270K - $351K
|
6.37K
$346K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.87K+ 145.03% |
$266K - $345K
|
6.54K
$355K
|
|
|
Nov 16, 2022
Q3 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
3.81KNew |
$262K - $340K
|
3.81K
$207K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
3.77K+ 5.8% |
$259K - $337K
|
68.8K
$3.73M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
3.73K+ 102.16% |
$257K - $333K
|
7.39K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.7K+ 9.6% |
$254K - $330K
|
42.2K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
3.65KNew |
$251K - $326K
|
3.65K
$198K
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
3.65KNew |
$251K - $326K
|
3.65K
$198K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.62K+ 31.34% |
$249K - $323K
|
15.2K
$823K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.62KNew |
$249K - $323K
|
3.62K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
3.6K+ 0.31% |
$248K - $321K
|
1.15M
$62.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.52K+ 3.13% |
$242K - $315K
|
116K
$6.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.5K+ 35.46% |
$241K - $313K
|
13.4K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.46KNew |
$238K - $309K
|
3.46K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.44K+ 15645.45% |
$237K - $307K
|
3.46K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.43KNew |
$236K - $306K
|
3.43K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.42KNew |
$235K - $305K
|
3.42K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.4KNew |
$233K - $303K
|
3.4K
$184K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.33KNew |
$229K - $297K
|
3.33K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.19KNew |
$219K - $285K
|
3.19K
$173K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.18KNew |
$219K - $284K
|
3.18K
$173K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.17KNew |
$218K - $283K
|
3.17K
$172K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.15K+ 65.12% |
$216K - $281K
|
7.98K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.11K+ 6.88% |
$214K - $278K
|
48.3K
$2.62M
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
3.08KNew |
$212K - $275K
|
3.08K
$167K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
3.07K+ 21.8% |
$211K - $274K
|
17.2K
$932K
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
3.06K+ 6.16% |
$211K - $274K
|
52.8K
$2.87M
|