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 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.6K+ 20.67% |
$519K - $701K
|
56K
$3.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
9.52K+ 3.01% |
$515K - $695K
|
325K
$21.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
9.33K+ 13.96% |
$505K - $682K
|
76.2K
$5.03M
|
|
|
Feb 06, 2024
Q3 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
9KNew |
$487K - $657K
|
9K
$594K
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
8.4K+ 9.43% |
$454K - $613K
|
97.4K
$6.43M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
8.19K+ 5.59% |
$443K - $598K
|
155K
$10.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.6KNew |
$411K - $555K
|
7.6K
$502K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
7.57KNew |
$409K - $552K
|
7.57K
$499K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
7.15KNew |
$387K - $522K
|
7.15K
$472K
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
7.08KNew |
$383K - $517K
|
7.08K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
7.01K+ 159.62% |
$379K - $512K
|
11.4K
$752K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6.8K+ 141.87% |
$368K - $496K
|
11.6K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.97K+ 7.17% |
$323K - $436K
|
89.3K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
5.83K+ 5.23% |
$315K - $425K
|
117K
$7.74M
|
|
|
Nov 03, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
5.61KNew |
$304K - $410K
|
5.61K
$371K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.59K+ 7.3% |
$302K - $408K
|
82.1K
$5.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
5.57K+ 61.83% |
$301K - $407K
|
14.6K
$963K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.48K+ 65.26% |
$296K - $400K
|
13.9K
$916K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.39K+ 2.7% |
$292K - $394K
|
206K
$13.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
5.27K+ 33.33% |
$285K - $385K
|
21.1K
$1.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
5.23K+ 6.62% |
$283K - $382K
|
84.2K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.17KNew |
$279K - $377K
|
5.17K
$341K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.04K+ 17.23% |
$273K - $368K
|
34.3K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5.03K+ 64.16% |
$272K - $368K
|
12.9K
$850K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.02K+ 51.91% |
$272K - $367K
|
14.7K
$970K
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
4.99KNew |
$270K - $365K
|
4.99K
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.92KNew |
$266K - $359K
|
4.92K
$325K
|
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Sabic
|
BUY
|
- |
4.9K+ 14.67% |
$265K - $358K
|
38.3K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
4.85KNew |
$262K - $354K
|
4.85K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.75K+ 0.89% |
$257K - $347K
|
539K
$35.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.73K+ 16.5% |
$256K - $345K
|
33.4K
$2.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.66KNew |
$252K - $340K
|
4.66K
$307K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.64K+ 2.88% |
$251K - $339K
|
166K
$10.9M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.5KNew |
$243K - $329K
|
4.5K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.39K+ 61.81% |
$237K - $320K
|
11.5K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.25K+ 67.19% |
$230K - $310K
|
10.6K
$698K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.21K+ 23.43% |
$227K - $307K
|
22.2K
$1.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.12K+ 85.24% |
$223K - $301K
|
8.96K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4.1K+ 60.97% |
$222K - $299K
|
10.8K
$714K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.08KNew |
$221K - $298K
|
4.08K
$269K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.07K+ 27.83% |
$220K - $297K
|
18.7K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.02K+ 39.63% |
$217K - $293K
|
14.2K
$934K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.83K+ 21.61% |
$207K - $280K
|
21.5K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.82KNew |
$207K - $279K
|
3.82K
$252K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
3.65K+ 2479.59% |
$197K - $266K
|
3.79K
$250K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.64K+ 2.71% |
$197K - $266K
|
138K
$9.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.6K+ 2.75% |
$195K - $263K
|
135K
$8.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.55K+ 28.67% |
$192K - $259K
|
15.9K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.52K+ 34.6% |
$190K - $257K
|
13.7K
$902K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
3.45K+ 849.75% |
$187K - $252K
|
3.86K
$254K
|