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 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.92K+ 46.17% |
$158K - $213K
|
9.24K
$515K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.91K+ 1.0% |
$157K - $212K
|
293K
$16.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.82K+ 3.49% |
$153K - $206K
|
83.6K
$4.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.81K+ 9.02% |
$152K - $205K
|
33.9K
$1.89M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.65K+ 11.82% |
$143K - $193K
|
25.1K
$1.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.61K+ 66.97% |
$141K - $190K
|
6.5K
$362K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
2.52K+ 9.14% |
$136K - $184K
|
30.1K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
2.5K+ 24.29% |
$135K - $183K
|
12.8K
$714K
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.48K+ 5.64% |
$134K - $181K
|
46.5K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.45K+ 18.35% |
$132K - $179K
|
15.8K
$881K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.43K+ 4.86% |
$131K - $177K
|
52.4K
$2.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.39K+ 2.3% |
$129K - $174K
|
106K
$5.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.33K+ 15.23% |
$126K - $170K
|
17.7K
$985K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.29K+ 19.81% |
$124K - $167K
|
13.8K
$772K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.27K+ 1.62% |
$123K - $166K
|
142K
$7.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.26K+ 4.51% |
$122K - $165K
|
52.4K
$2.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.22K+ 4.19% |
$120K - $162K
|
55.3K
$3.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.11K+ 26.45% |
$114K - $154K
|
10.1K
$563K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.11K+ 26.45% |
$114K - $154K
|
10.1K
$563K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.05K+ 17.12% |
$111K - $150K
|
14K
$782K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.03K+ 2.98% |
$110K - $148K
|
70.2K
$3.92M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.01K+ 1.3% |
$109K - $147K
|
156K
$8.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.92K+ 52.69% |
$104K - $140K
|
5.56K
$310K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.92K+ 49.45% |
$104K - $140K
|
5.79K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.89K+ 2.56% |
$102K - $138K
|
75.6K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.8K+ 2.84% |
$97.5K - $132K
|
65.2K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
1.7K+ 17.26% |
$91.8K - $124K
|
11.5K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.67K+ 40.33% |
$90.4K - $122K
|
5.81K
$324K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 59.73% |
$89.8K - $121K
|
4.44K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 40.61% |
$86.3K - $116K
|
5.52K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.54K+ 3.28% |
$83.3K - $113K
|
48.5K
$2.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.47K+ 5.5% |
$79.7K - $108K
|
28.2K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 9.15% |
$76.2K - $103K
|
16.8K
$938K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.37K+ 21.17% |
$73.8K - $99.7K
|
7.81K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.31K+ 17.96% |
$70.7K - $95.4K
|
8.58K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.3K+ 42.86% |
$70.1K - $94.6K
|
4.32K
$241K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.28KNew |
$69K - $93.2K
|
1.28K
$71.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.24K+ 12.99% |
$66.8K - $90.2K
|
10.7K
$599K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
BUY
|
- |
1.23K+ 18.04% |
$66.2K - $89.4K
|
8.02K
$447K
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.2K+ 28.91% |
$65.1K - $87.9K
|
5.37K
$299K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.19K+ 4.49% |
$64.6K - $87.2K
|
27.8K
$1.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.15K+ 26.52% |
$62.1K - $83.8K
|
5.48K
$306K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.14K+ 22.05% |
$61.5K - $83.1K
|
6.3K
$351K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.12K+ 1.95% |
$60.8K - $82.1K
|
58.8K
$3.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.11K+ 12.97% |
$60.2K - $81.3K
|
9.7K
$541K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.04KNew |
$56.5K - $76.2K
|
1.04K
$58.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.04K+ 20.01% |
$56.1K - $75.7K
|
6.22K
$347K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 3.54% |
$54.5K - $73.6K
|
29.5K
$1.65M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
998+ 15.01% |
$54K - $72.9K
|
7.65K
$427K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
968+ 14.79% |
$52.3K - $70.7K
|
7.51K
$419K
|