Purchases and Sales Made in Q3 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-679- 56.26% |
$36.7K - $49.6K
|
528
$33K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-680- 54.93% |
$36.8K - $49.7K
|
558
$34.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-706- 10.73% |
$38.2K - $51.6K
|
5.88K
$367K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-726- 8.5% |
$39.3K - $53K
|
7.81K
$488K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-739- 3.25% |
$40K - $54K
|
22K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-743- 7.83% |
$40.2K - $54.3K
|
8.75K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
SELL
|
- |
-747- 9.46% |
$40.4K - $54.5K
|
7.15K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-759- 80.83% |
$41K - $55.4K
|
180
$11.2K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-760- 3.74% |
$41.1K - $55.5K
|
19.6K
$1.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-784- 4.07% |
$42.4K - $57.2K
|
18.5K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-784- 1.73% |
$42.4K - $57.2K
|
44.5K
$2.78M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-826- 2.75% |
$44.7K - $60.3K
|
29.2K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-852- 0.54% |
$46.1K - $62.2K
|
157K
$9.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-871- 1.36% |
$47.1K - $63.6K
|
63.2K
$3.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-892- 5.25% |
$48.2K - $65.1K
|
16.1K
$1.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-892- 70.68% |
$48.2K - $65.1K
|
370
$23.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-898- 0.8% |
$48.6K - $65.6K
|
112K
$6.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-927- 11.13% |
$50.1K - $67.7K
|
7.4K
$462K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-985- 17.67% |
$53.3K - $71.9K
|
4.59K
$287K
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 3.34% |
$54.1K - $73K
|
29K
$1.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.03K- 8.05% |
$55.6K - $75.1K
|
11.7K
$733K
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-1.03K- 0.59% |
$55.6K - $75.1K
|
173K
$10.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.04K- 20.58% |
$56.2K - $75.9K
|
4.01K
$251K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 10.44% |
$58.3K - $78.7K
|
9.25K
$577K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.08K- 3.44% |
$58.5K - $78.9K
|
30.4K
$1.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.08K- 7.21% |
$58.5K - $78.9K
|
13.9K
$868K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.1K- 14.3% |
$59.6K - $80.5K
|
6.6K
$412K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.15K- 12.77% |
$62.4K - $84.3K
|
7.89K
$492K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 1.32% |
$62.9K - $85K
|
86.8K
$5.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 80.0% |
$64.9K - $87.6K
|
300
$18.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.25K- 18.4% |
$67.4K - $91K
|
5.53K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.25K- 17.5% |
$67.7K - $91.3K
|
5.9K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.28K- 12.27% |
$69K - $93.1K
|
9.11K
$569K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.31K- 60.9% |
$70.7K - $95.4K
|
839
$52.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.32K- 3.73% |
$71.1K - $96K
|
34K
$2.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.32K- 14.69% |
$71.5K - $96.6K
|
7.68K
$480K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1.33K- 3.83% |
$71.8K - $97K
|
33.4K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.36K- 4.29% |
$73.5K - $99.3K
|
30.4K
$1.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.36K- 2.37% |
$73.5K - $99.3K
|
56.1K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.37K- 1.94% |
$74K - $100K
|
69.3K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.4K- 1.37% |
$75.4K - $102K
|
101K
$6.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.41K- 17.31% |
$76.3K - $103K
|
6.74K
$421K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.43K- 10.2% |
$77.1K - $104K
|
12.6K
$784K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-1.43K- 24.74% |
$77.3K - $104K
|
4.35K
$272K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.43K- 2.38% |
$77.5K - $105K
|
58.8K
$3.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.49K- 23.24% |
$80.5K - $109K
|
4.92K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.58K- 20.18% |
$85.2K - $115K
|
6.23K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-1.58K- 16.72% |
$85.3K - $115K
|
7.86K
$491K
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.67K- 7.8% |
$90.5K - $122K
|
19.8K
$1.24M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.74K- 12.1% |
$94.2K - $127K
|
12.7K
$790K
|