Purchases and Sales Made in Q3 2022 in W. P. Carey Inc. (WPC)

WPC Quotes by TradingView

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 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
1.65K
+ 7.25%
$114K - $148K
24.5K $1.61M
Oct 24, 2022 Q3 2022
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
1.63K
New
$112K - $145K
1.63K $108K
Oct 31, 2022 Q3 2022
Oakworth Capital, Inc.

BUY
 -
1.6K
+ 32.65%
$110K - $143K
6.5K $429K
Oct 27, 2022 Q3 2022
Symphony Financial, Ltd. Co.

BUY
 -
1.59K
+ 29.45%
$110K - $142K
7K $462K
Nov 14, 2022 Q3 2022
Norinchukin Bank, The

Tokyo, M0
BUY
 -
1.59K
+ 30.47%
$109K - $142K
6.82K $450K
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
1.59K
+ 4.34%
$109K - $142K
38.1K $2.51M
Nov 14, 2022 Q3 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
1.53K
+ 9.13%
$105K - $137K
18.3K $1.21M
Nov 14, 2022 Q3 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.53K
+ 28.9%
$105K - $136K
6.81K $449K
Oct 20, 2022 Q3 2022
Mcia Inc

BUY
 -
1.52K
+ 7.99%
$105K - $136K
20.6K $1.36M
Oct 26, 2022 Q3 2022
Benedetti & Gucer, Inc.

BUY
 -
1.47K
+ 25.14%
$101K - $131K
7.3K $482K
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
1.41K
+ 11.2%
$96.7K - $126K
14K $921K
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
1.36K
+ 35.49%
$93.6K - $122K
5.2K $343K
Oct 21, 2022 Q3 2022
Rb Capital Management, LLC

BUY
 -
1.35K
+ 6.95%
$93.1K - $121K
20.8K $1.38M
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1.35K
+ 277.89%
$92.5K - $120K
1.83K $121K
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.34K
+ 50.83%
$92.2K - $120K
3.98K $262K
Nov 10, 2022 Q3 2022
Bramshill Investments, LLC

Naples, FL
BUY
 -
1.34K
+ 3.21%
$92.2K - $120K
43.1K $2.84M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.34K
+ 22.24%
$92.2K - $120K
7.37K $486K
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
1.34K
+ 10.9%
$92.1K - $120K
13.6K $899K
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
1.33K
+ 44.14%
$91.7K - $119K
4.36K $287K
Oct 24, 2022 Q3 2022
Main Street Financial Solutions, LLC

BUY
 -
1.33K
+ 38.92%
$91.7K - $119K
4.76K $314K
Nov 14, 2022 Q3 2022
Investmark Advisory Group LLC

BUY
 -
1.31K
+ 4.8%
$90.2K - $117K
28.6K $1.89M
Nov 14, 2022 Q3 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
1.31K
+ 33.56%
$90K - $117K
5.21K $344K
Oct 19, 2022 Q3 2022
Cornerstone Wealth Group, LLC

BUY
 -
1.3K
+ 31.36%
$89.5K - $116K
5.45K $360K
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
1.28K
+ 16.62%
$88.2K - $114K
8.99K $594K
Nov 14, 2022 Q3 2022
Ethic Inc.

New York, NY
BUY
 -
1.27K
+ 27.15%
$87.2K - $113K
5.94K $392K
Nov 03, 2022 Q3 2022
Financial Gravity Asset Management, Inc.

BUY
 -
1.26K
New
$86.7K - $113K
1.26K $83.2K
Nov 14, 2022 Q3 2022
Little House Capital LLC

Braintree, MA
BUY
 -
1.25K
+ 8.94%
$85.6K - $111K
15.2K $1M
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.25K
New
$85.6K - $111K
1.25K $82.2K
Nov 08, 2022 Q3 2022
Van Hulzen Asset Management, LLC

BUY
 -
1.2K
+ 40.01%
$82.7K - $107K
4.21K $278K
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.19K
+ 47.44%
$81.6K - $106K
3.69K $243K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
1.17K
+ 8.26%
$80.5K - $104K
15.3K $1.01M
Nov 09, 2022 Q3 2022
Prudent Man Advisors, LLC

BUY
 -
1.17K
+ 12.84%
$80.3K - $104K
10.3K $677K
Nov 15, 2022 Q3 2022
Neo Ivy Capital Management

New York, NY
BUY
 -
1.14K
New
$78.7K - $102K
1.14K $75.5K
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.13K
+ 19.05%
$77.4K - $100K
7.03K $464K
Nov 07, 2022 Q3 2022
Inspire Advisors, LLC

Meridian, ID
BUY
 -
1.13K
+ 31.79%
$77.4K - $100K
4.66K $308K
Oct 19, 2022 Q3 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
1.12K
+ 27.36%
$76.8K - $99.7K
5.2K $343K
Nov 14, 2022 Q3 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.1K
+ 19.11%
$75.9K - $98.5K
6.87K $454K
Nov 14, 2022 Q3 2022
Jackson Wealth Management, LLC

BUY
 -
1.05K
+ 22.91%
$72.2K - $93.8K
5.63K $372K
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
1.05K
+ 89.55%
$71.9K - $93.3K
2.21K $146K
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.02K
+ 31.08%
$70.3K - $91.3K
4.31K $284K
Oct 11, 2022 Q3 2022
Ayrshire Capital Management LLC

BUY
 -
1.01K
+ 14.43%
$69.3K - $90K
7.99K $528K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
990
+ 35.71%
$68.1K - $88.4K
3.76K $248K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
962
+ 4.4%
$66.2K - $85.9K
22.8K $1.51M
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
916
New
$63K - $81.8K
916 $60.5K
Oct 01, 2025 Q3 2022
Caldwell Trust CO

Venice, FL
BUY
 -
898
+ 299.33%
$61.8K - $80.2K
1.2K $79.1K
Oct 27, 2022 Q3 2022
Thoroughbred Financial Services, LLC

BUY
 -
869
+ 9.17%
$59.8K - $77.6K
10.3K $683K
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
865
+ 74.83%
$59.5K - $77.2K
2.02K $133K
Oct 14, 2022 Q3 2022
Edge Rock Capital LLC

BUY
 -
849
New
$58.4K - $75.8K
849 $56K
Nov 14, 2022 Q3 2022
Capital World Investors

Los Angeles, CA
BUY
 -
839
+ 0.03%
$57.7K - $74.9K
3.17M $209M

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