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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.88K- 0.88% |
$102K - $137K
|
212K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.89K- 2.19% |
$102K - $138K
|
84.4K
$5.27M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.94K- 2.9% |
$105K - $142K
|
65K
$4.06M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.16K- 18.65% |
$117K - $158K
|
9.43K
$589K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.18K- 6.97% |
$118K - $159K
|
29.1K
$1.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.24K- 33.38% |
$121K - $163K
|
4.47K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.34K- 6.11% |
$126K - $171K
|
35.9K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.39K- 39.41% |
$129K - $175K
|
3.68K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.44K- 12.49% |
$132K - $178K
|
17.1K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.47K- 75.75% |
$134K - $180K
|
791
$49.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.56K- 19.01% |
$138K - $187K
|
10.9K
$680K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-2.59K- 26.21% |
$140K - $189K
|
7.3K
$456K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.65K- 2.18% |
$143K - $193K
|
119K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.74K- 13.72% |
$148K - $200K
|
17.2K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.8K- 40.4% |
$151K - $204K
|
4.13K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.98K- 10.1% |
$161K - $218K
|
26.5K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.09K- 24.07% |
$167K - $225K
|
9.74K
$608K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.1K- 38.81% |
$167K - $226K
|
4.88K
$305K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 5.74% |
$172K - $232K
|
52.2K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.18K- 37.25% |
$172K - $232K
|
5.35K
$334K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.2K- 6.35% |
$173K - $234K
|
47.2K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.22K- 3.24% |
$174K - $235K
|
96.3K
$6.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.23K- 33.15% |
$175K - $236K
|
6.51K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.26K- 45.5% |
$176K - $238K
|
3.9K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.28K- 19.12% |
$177K - $239K
|
13.9K
$866K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.28K- 17.72% |
$177K - $240K
|
15.2K
$951K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.42K- 25.47% |
$185K - $249K
|
10K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-3.64K- 27.17% |
$197K - $266K
|
9.76K
$609K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-3.68K- 1.65% |
$199K - $269K
|
219K
$13.7M
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.71K- 9.83% |
$201K - $271K
|
34K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.75K- 3.38% |
$203K - $274K
|
107K
$6.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.81K- 17.07% |
$206K - $278K
|
18.5K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.01K- 13.84% |
$217K - $293K
|
25K
$1.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-4.22K- 33.18% |
$228K - $308K
|
8.49K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-4.23K- 9.87% |
$229K - $309K
|
38.6K
$2.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4.26K- 4.23% |
$230K - $311K
|
96.4K
$6.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.67K- 0.83% |
$252K - $341K
|
556K
$34.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.86K- 9.47% |
$263K - $355K
|
46.5K
$2.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.86K- 25.55% |
$263K - $355K
|
14.2K
$885K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.89K- 78.56% |
$265K - $357K
|
1.34K
$83.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.92K- 5.75% |
$266K - $359K
|
80.6K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.1K- 6.68% |
$276K - $372K
|
71.2K
$4.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.26K- 1.82% |
$284K - $384K
|
284K
$17.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.4K- 13.63% |
$292K - $394K
|
34.2K
$2.13M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.45K- 11.95% |
$295K - $398K
|
40.2K
$2.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.52K- 22.15% |
$298K - $403K
|
19.4K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.56K- 6.85% |
$300K - $406K
|
75.6K
$4.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.69K- 18.59% |
$307K - $415K
|
24.9K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-7.2K- 12.72% |
$389K - $526K
|
49.4K
$3.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Presima Inc.
|
SELL
|
- |
-7.53K- 18.0% |
$407K - $550K
|
34.3K
$2.14M
|