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
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7.54K- 8.73% |
$407K - $550K
|
78.8K
$4.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-7.59K- 8.17% |
$411K - $554K
|
85.4K
$5.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-8.03K- 29.4% |
$434K - $586K
|
19.3K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-8.04K- 20.2% |
$435K - $587K
|
31.8K
$1.98M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.06K- 97.96% |
$436K - $588K
|
168
$10.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-9.16K- 10.18% |
$495K - $669K
|
80.8K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-9.55K- 8.17% |
$516K - $697K
|
107K
$6.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9.78K- 6.92% |
$529K - $714K
|
132K
$8.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-9.94K- 12.77% |
$538K - $726K
|
67.9K
$4.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.2K- 18.37% |
$551K - $745K
|
45.3K
$2.83M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-10.3K- 13.41% |
$555K - $750K
|
66.3K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-10.3K- 13.41% |
$555K - $750K
|
66.3K
$4.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-10.5K- 11.27% |
$568K - $767K
|
82.7K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10.9K- 2.24% |
$590K - $796K
|
475K
$29.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-11K- 80.15% |
$595K - $804K
|
2.73K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.7K- 57.82% |
$635K - $858K
|
8.57K
$535K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-11.9K- 20.92% |
$646K - $873K
|
45.2K
$2.82M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 18.27% |
$658K - $889K
|
54.5K
$3.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.5K- 1.61% |
$674K - $910K
|
759K
$47.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.5K- 10.16% |
$674K - $910K
|
110K
$6.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-12.9K- 1.69% |
$698K - $942K
|
750K
$46.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13.4K- 8.83% |
$726K - $980K
|
139K
$8.65M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13.4K- 8.83% |
$726K - $980K
|
139K
$8.65M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-13.5K- 49.88% |
$727K - $982K
|
13.5K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-14K- 52.44% |
$757K - $1.02M
|
12.7K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14K- 4.62% |
$760K - $1.03M
|
290K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-14.1K- 66.76% |
$762K - $1.03M
|
7.02K
$438K
|
|
|
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
SELL
|
- |
-15K- 15.71% |
$811K - $1.1M
|
80.5K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-15K- 50.47% |
$813K - $1.1M
|
14.8K
$921K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.1K- 48.39% |
$817K - $1.1M
|
16.1K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.3K- 41.13% |
$881K - $1.19M
|
23.3K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.6K- 7.72% |
$898K - $1.21M
|
198K
$12.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-16.9K- 15.09% |
$916K - $1.24M
|
95.4K
$5.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-17.4K- 2.6% |
$940K - $1.27M
|
650K
$40.6M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-17.4K- 95.13% |
$941K - $1.27M
|
891
$55.6K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-19.1KClosed |
$1.03M - $1.39M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.9K- 48.74% |
$1.29M - $1.75M
|
25.1K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-25.6K- 7.38% |
$1.38M - $1.87M
|
321K
$20M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-26.2K- 75.78% |
$1.42M - $1.91M
|
8.37K
$523K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-26.4K- 10.1% |
$1.43M - $1.93M
|
235K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-26.4K- 23.15% |
$1.43M - $1.93M
|
87.7K
$5.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-30.3K- 17.61% |
$1.64M - $2.21M
|
142K
$8.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-30.3K- 52.12% |
$1.64M - $2.21M
|
27.9K
$1.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.6K- 12.08% |
$1.65M - $2.23M
|
223K
$13.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-33.5K- 6.87% |
$1.81M - $2.45M
|
454K
$28.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-34.9K- 64.36% |
$1.89M - $2.55M
|
19.3K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-35.3K- 17.99% |
$1.91M - $2.58M
|
161K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-38.3K- 56.74% |
$2.07M - $2.8M
|
29.2K
$1.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-41.4K- 85.92% |
$2.24M - $3.03M
|
6.79K
$424K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-42.2K- 13.71% |
$2.28M - $3.08M
|
266K
$16.6M
|