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
                 
               |   
            
              
   
      Herbst Group, LLC
       
           
            Westport, CT  | 
            
               BUY                   
             | 
            - | 
              400+ 3.85% | 
            
                                   
                  $27.5K - $35.7K
                 
             |    
            
                                 
                10.8K
                $713K
                
             |               
            |
| 
               
                  Nov 03, 2022
                  Q3 2022
                 
               |   
            
              
   
      Regions Financial Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              381+ 5.56% | 
            
                                   
                  $26.2K - $34K
                 
             |    
            
                                 
                7.24K
                $478K
                
             |               
            |
| 
               
                  Nov 08, 2022
                  Q3 2022
                 
               |   
            
              
   
      Strategic Blueprint, LLC
       
           
            Atlanta, GA  | 
            
               BUY                   
             | 
            - | 
              375+ 8.23% | 
            
                                   
                  $25.8K - $33.5K
                 
             |    
            
                                 
                4.93K
                $325K
                
             |               
            |
| 
               
                  Dec 30, 2022
                  Q3 2022
                 
               |   
            
              
   
      Versant Capital Management, Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              375+ 9375.0% | 
            
                                   
                  $25.8K - $33.5K
                 
             |    
            
                                 
                379
                $25K
                
             |               
            |
| 
               
                  Nov 02, 2022
                  Q3 2022
                 
               |   
            
              
   
      Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              374+ 4.79% | 
            
                                   
                  $25.7K - $33.4K
                 
             |    
            
                                 
                8.19K
                $540K
                
             |               
            |
| 
               
                  Oct 18, 2022
                  Q3 2022
                 
               |   
            
              
   
      Morgan Dempsey Capital Management LLC
       
           
            Menomonee Falls, WI  | 
            
               BUY                   
             | 
            - | 
              354+ 0.33% | 
            
                                   
                  $24.3K - $31.6K
                 
             |    
            
                                 
                108K
                $7.11M
                
             |               
            |
| 
               
                  Nov 07, 2022
                  Q3 2022
                 
               |   
            
              
   
      Inspire Investing, LLC
       
           
            Meridian, ID  | 
            
               BUY                   
             | 
            - | 
              326+ 1.31% | 
            
                                   
                  $22.4K - $29.1K
                 
             |    
            
                                 
                25.3K
                $1.67M
                
             |               
            |
| 
               
                  Oct 21, 2022
                  Q3 2022
                 
               |   
            
              
   
      All Season Financial Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              320+ 3.78% | 
            
                                   
                  $22K - $28.6K
                 
             |    
            
                                 
                8.79K
                $580K
                
             |               
            |
| 
               
                  Nov 08, 2022
                  Q3 2022
                 
               |   
            
              
   
      Apollon Wealth Management, LLC
       
           
            Mount Pleasant, SC  | 
            
               BUY                   
             | 
            - | 
              320+ 3.1% | 
            
                                   
                  $22K - $28.6K
                 
             |    
            
                                 
                10.7K
                $703K
                
             |               
            |
| 
               
                  Oct 28, 2022
                  Q3 2022
                 
               |   
            
              
   
      Karpas Strategies, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              318+ 0.47% | 
            
                                   
                  $21.9K - $28.4K
                 
             |    
            
                                 
                67.4K
                $4.45M
                
             |               
            |
| 
               
                  Nov 10, 2022
                  Q3 2022
                 
               |   
            
              
   
      Brown Brothers Harriman & CO
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              312+ 26.28% | 
            
                                   
                  $21.5K - $27.9K
                 
             |    
            
                                 
                1.5K
                $98.9K
                
             |               
            |
| 
               
                  Oct 24, 2022
                  Q3 2022
                 
               |   
            
              
   
      Mbm Wealth Consultants, LLC
       
           
            Chesterfield, MO  | 
            
               BUY                   
             | 
            - | 
              312+ 34.4% | 
            
                                   
                  $21.5K - $27.9K
                 
             |    
            
                                 
                1.22K
                $80.5K
                
             |               
            |
| 
               
                  Oct 05, 2022
                  Q3 2022
                 
               |   
            
              
   
      Capital Investment Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              306+ 5.73% | 
            
                                   
                  $21K - $27.3K
                 
             |    
            
                                 
                5.64K
                $373K
                
             |               
            |
| 
               
                  Nov 02, 2022
                  Q3 2022
                 
               |   
            
              
   
      Hudock, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              300New | 
            
                                   
                  $20.6K - $26.8K
                 
             |    
            
                                 
                300
                $19.8K
                
             |               
            |
| 
               
                  Oct 24, 2022
                  Q3 2022
                 
               |   
            
              
   
      Bank Of New Hampshire
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              300+ 35.5% | 
            
                                   
                  $20.6K - $26.8K
                 
             |    
            
                                 
                1.15K
                $75.6K
                
             |               
            |
| 
               
                  Nov 03, 2022
                  Q3 2022
                 
               |   
            
              
   
      Motco
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              300+ 11.18% | 
            
                                   
                  $20.6K - $26.8K
                 
             |    
            
                                 
                2.98K
                $197K
                
             |               
            |
| 
               
                  Feb 17, 2023
                  Q3 2022
                 
               |   
            
              
   
      Old National Bancorp 
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              298+ 3.88% | 
            
                                   
                  $20.5K - $26.6K
                 
             |    
            
                                 
                7.98K
                $527K
                
             |               
            |
| 
               
                  Nov 08, 2022
                  Q3 2022
                 
               |   
            
              
   
      Tci Wealth Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              285+ 33.18% | 
            
                                   
                  $19.6K - $25.5K
                 
             |    
            
                                 
                1.14K
                $75.5K
                
             |               
            |
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Insight 2811, Inc.
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              285+ 3.72% | 
            
                                   
                  $19.6K - $25.5K
                 
             |    
            
                                 
                7.94K
                $524K
                
             |               
            |
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Mission Creek Capital Partners, Inc.
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              280+ 1.66% | 
            
                                   
                  $19.3K - $25K
                 
             |    
            
                                 
                17.2K
                $1.13M
                
             |               
            |
| 
               
                  Nov 15, 2022
                  Q3 2022
                 
               |   
            
              
   
      Blume Capital Management, Inc.
       
           
            Berkeley, CA  | 
            
               BUY                   
             | 
            - | 
              268New | 
            
                                   
                  $18.4K - $23.9K
                 
             |    
            
                                 
                268
                $17.7K
                
             |               
            |
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Ameritas Advisory Services, LLC
       
           
            Lincoln, NE  | 
            
               BUY                   
             | 
            - | 
              265+ 4.81% | 
            
                                   
                  $18.2K - $23.7K
                 
             |    
            
                                 
                5.77K
                $381K
                
             |               
            |
| 
               
                  Nov 09, 2022
                  Q3 2022
                 
               |   
            
              
   
      Raleigh Capital Management Inc.
       
           
            Cary, NC  | 
            
               BUY                   
             | 
            - | 
              260+ 5.51% | 
            
                                   
                  $17.9K - $23.2K
                 
             |    
            
                                 
                4.98K
                $329K
                
             |               
            |
| 
               
                  Oct 17, 2022
                  Q3 2022
                 
               |   
            
              
   
      H&H Retirement Design & Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              255+ 4.81% | 
            
                                   
                  $17.5K - $22.8K
                 
             |    
            
                                 
                5.56K
                $367K
                
             |               
            |
| 
               
                  Oct 12, 2022
                  Q3 2022
                 
               |   
            
              
   
      Keudell
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              251+ 5.65% | 
            
                                   
                  $17.3K - $22.4K
                 
             |    
            
                                 
                4.7K
                $310K
                
             |               
            |
| 
               
                  Oct 18, 2022
                  Q3 2022
                 
               |   
            
              
   
      Alpha Omega Wealth Management LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              237+ 1.36% | 
            
                                   
                  $16.3K - $21.2K
                 
             |    
            
                                 
                17.7K
                $1.17M
                
             |               
            |
| 
               
                  Nov 07, 2022
                  Q3 2022
                 
               |   
            
              
   
      Ameliora Wealth Management Ltd.
       
           
            Zurich, V8  | 
            
               BUY                   
             | 
            - | 
              230New | 
            
                                   
                  $15.8K - $20.5K
                 
             |    
            
                                 
                230
                $15.2K
                
             |               
            |
| 
               
                  Nov 17, 2022
                  Q3 2022
                 
               |   
            
              
   
      Central Trust CO
       
           
            Jefferson City, MO  | 
            
               BUY                   
             | 
            - | 
              230+ 30.26% | 
            
                                   
                  $15.8K - $20.5K
                 
             |    
            
                                 
                990
                $65.3K
                
             |               
            |
| 
               
                  Nov 09, 2022
                  Q3 2022
                 
               |   
            
              
   
      Blair William & CO
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              228+ 0.29% | 
            
                                   
                  $15.7K - $20.4K
                 
             |    
            
                                 
                78.2K
                $5.16M
                
             |               
            |
| 
               
                  Oct 05, 2022
                  Q3 2022
                 
               |   
            
              
   
      Beacon Capital Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              226+ 35.82% | 
            
                                   
                  $15.5K - $20.2K
                 
             |    
            
                                 
                857
                $56.6K
                
             |               
            |
| 
               
                  Nov 10, 2022
                  Q3 2022
                 
               |   
            
              
   
      Mitsubishi Ufj Trust & Banking Corp
       
           
            Tokyo, M0  | 
            
               BUY                   
             | 
            - | 
              217+ 0.19% | 
            
                                   
                  $14.9K - $19.4K
                 
             |    
            
                                 
                113K
                $7.48M
                
             |               
            |
| 
               
                  Nov 09, 2022
                  Q3 2022
                 
               |   
            
              
   
      Summit Wealth Group, LLC
       
           
            White River Junction, VT  | 
            
               BUY                   
             | 
            - | 
              212+ 4.47% | 
            
                                   
                  $14.6K - $18.9K
                 
             |    
            
                                 
                4.95K
                $327K
                
             |               
            |
| 
               
                  Nov 02, 2022
                  Q3 2022
                 
               |   
            
              
   
      One Ascent Financial Services LLC
       
           
            Birmingham, AL  | 
            
               BUY                   
             | 
            - | 
              210+ 7.17% | 
            
                                   
                  $14.4K - $18.8K
                 
             |    
            
                                 
                3.14K
                $207K
                
             |               
            |
| 
               
                  Nov 03, 2022
                  Q3 2022
                 
               |   
            
              
   
      Paragon Wealth Strategies, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              205New | 
            
                                   
                  $14.1K - $18.3K
                 
             |    
            
                                 
                205
                $13.5K
                
             |               
            |
| 
               
                  Jul 24, 2024
                  Q3 2022
                 
               |   
            
              
   
      Focus Financial Network, Inc.
       
           
            Minneapolis, MN  | 
            
               BUY                   
             | 
            - | 
              201+ 1.78% | 
            
                                   
                  $13.8K - $17.9K
                 
             |    
            
                                 
                11.5K
                $759K
                
             |               
            |
| 
               
                  Oct 12, 2022
                  Q3 2022
                 
               |   
            
              
   
      Ifm Investors Pty LTD
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              201+ 0.62% | 
            
                                   
                  $13.8K - $17.9K
                 
             |    
            
                                 
                32.8K
                $2.17M
                
             |               
            |
| 
               
                  Oct 18, 2022
                  Q3 2022
                 
               |   
            
              
   
      Clearview Wealth Advisors LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              200+ 3.39% | 
            
                                   
                  $13.8K - $17.9K
                 
             |    
            
                                 
                6.1K
                $403K
                
             |               
            |
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Logan Capital Management Inc
       
           
            Newtown Square, PA  | 
            
               BUY                   
             | 
            - | 
              200+ 12.5% | 
            
                                   
                  $13.8K - $17.9K
                 
             |    
            
                                 
                1.8K
                $119K
                
             |               
            |
| 
               
                  Oct 18, 2022
                  Q3 2022
                 
               |   
            
              
   
      Wedbush Securities Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              195+ 4.54% | 
            
                                   
                  $13.4K - $17.4K
                 
             |    
            
                                 
                4.49K
                $296K
                
             |               
            |
| 
               
                  Nov 08, 2022
                  Q3 2022
                 
               |   
            
              
   
      Sage Private Wealth Group, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              193New | 
            
                                   
                  $13.3K - $17.2K
                 
             |    
            
                                 
                193
                $12.7K
                
             |               
            |
| 
               
                  Oct 13, 2022
                  Q3 2022
                 
               |   
            
              
   
      Sjs Investment Consulting Inc.
       
           
            Sylvania, OH  | 
            
               BUY                   
             | 
            - | 
              190+ 67.86% | 
            
                                   
                  $13.1K - $17K
                 
             |    
            
                                 
                470
                $31K
                
             |               
            |
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      B. Metzler Seel. Sohn & Co. Ag
       
           
            Frankfurt, 2M  | 
            
               BUY                   
             | 
            - | 
              189+ 4.75% | 
            
                                   
                  $13K - $16.9K
                 
             |    
            
                                 
                4.16K
                $275K
                
             |               
            |
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Wellington Shields & Co., LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              188+ 1.08% | 
            
                                   
                  $12.9K - $16.8K
                 
             |    
            
                                 
                17.6K
                $1.16M
                
             |               
            |
| 
               
                  Oct 26, 2022
                  Q3 2022
                 
               |   
            
              
   
      Nelson, Van Denburg & Campbell Wealth Management Group, LLC
       
           
            Omaha, NE  | 
            
               BUY                   
             | 
            - | 
              183+ 22.99% | 
            
                                   
                  $12.6K - $16.3K
                 
             |    
            
                                 
                979
                $64.6K
                
             |               
            |
| 
               
                  Oct 12, 2022
                  Q3 2022
                 
               |   
            
              
   
      Ignite Planners, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              180+ 3.91% | 
            
                                   
                  $12.4K - $16.1K
                 
             |    
            
                                 
                4.78K
                $316K
                
             |               
            |
| 
               
                  Oct 28, 2022
                  Q3 2022
                 
               |   
            
              
   
      Benjamin Edwards Inc
       
           
            Clayton, MO  | 
            
               BUY                   
             | 
            - | 
              175+ 9.15% | 
            
                                   
                  $12K - $15.6K
                 
             |    
            
                                 
                2.09K
                $138K
                
             |               
            |
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Meeder Asset Management Inc
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              172+ 19.72% | 
            
                                   
                  $11.8K - $15.4K
                 
             |    
            
                                 
                1.04K
                $68.9K
                
             |               
            |
| 
               
                  Nov 14, 2022
                  Q3 2022
                 
               |   
            
              
   
      Ci Investments Inc.
       
           
            Toronto, A6  | 
            
               BUY                   
             | 
            - | 
              168+ 9.6% | 
            
                                   
                  $11.6K - $15K
                 
             |    
            
                                 
                1.92K
                $127K
                
             |               
            |
| 
               
                  Nov 04, 2022
                  Q3 2022
                 
               |   
            
              
   
      Detalus Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              164+ 3.2% | 
            
                                   
                  $11.3K - $14.6K
                 
             |    
            
                                 
                5.3K
                $350K
                
             |               
            |
| 
               
                  Oct 19, 2022
                  Q3 2022
                 
               |   
            
              
   
      Griffin Asset Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              160+ 0.74% | 
            
                                   
                  $11K - $14.3K
                 
             |    
            
                                 
                21.9K
                $1.44M
                
             |