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 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.01K+ 3.54% |
$54.5K - $73.6K
|
29.5K
$1.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
998+ 15.01% |
$54K - $72.9K
|
7.65K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
968+ 14.79% |
$52.3K - $70.7K
|
7.51K
$496K
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
945+ 2.17% |
$51.1K - $69K
|
44.5K
$2.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
927+ 9.81% |
$50.1K - $67.7K
|
10.4K
$685K
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
900+ 22.78% |
$48.7K - $65.7K
|
4.85K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
897+ 20.45% |
$48.5K - $65.5K
|
5.28K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
883+ 2.92% |
$47.8K - $64.5K
|
31.2K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
872+ 17.85% |
$47.2K - $63.7K
|
5.76K
$380K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
872+ 16.52% |
$47.2K - $63.7K
|
6.15K
$406K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
866+ 5.48% |
$46.8K - $63.2K
|
16.7K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
858New |
$46.4K - $62.7K
|
858
$56.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
851+ 27.41% |
$46K - $62.1K
|
3.96K
$261K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
835New |
$45.2K - $61K
|
835
$55.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
832+ 6.26% |
$45K - $60.8K
|
14.1K
$933K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
804+ 18.34% |
$43.5K - $58.7K
|
5.19K
$342K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
797+ 9.66% |
$43.1K - $58.2K
|
9.04K
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
795+ 3.17% |
$43K - $58.1K
|
25.9K
$1.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
775+ 8.33% |
$41.9K - $56.6K
|
10.1K
$665K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
766+ 35.5% |
$41.4K - $55.9K
|
2.92K
$193K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
759+ 20.08% |
$41K - $55.4K
|
4.54K
$300K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
724+ 3.84% |
$39.2K - $52.9K
|
19.6K
$1.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
720+ 9.69% |
$38.9K - $52.6K
|
8.15K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
700+ 10.68% |
$37.9K - $51.1K
|
7.26K
$479K
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
700+ 1.14% |
$37.9K - $51.1K
|
61.9K
$4.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
641+ 6.67% |
$34.7K - $46.8K
|
10.3K
$677K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
640+ 4.03% |
$34.6K - $46.7K
|
16.5K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
627+ 1.74% |
$33.9K - $45.8K
|
36.6K
$2.42M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
600+ 17.34% |
$32.4K - $43.8K
|
4.06K
$268K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
599+ 17.63% |
$32.4K - $43.7K
|
4K
$264K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
597+ 4.09% |
$32.3K - $43.6K
|
15.2K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
595+ 316.49% |
$32.2K - $43.4K
|
783
$51.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
583+ 5.09% |
$31.5K - $42.6K
|
12K
$794K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
572+ 12.73% |
$30.9K - $41.8K
|
5.07K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
560+ 1.13% |
$30.3K - $40.9K
|
50.1K
$3.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
520+ 9.95% |
$28.1K - $38K
|
5.74K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
507+ 2.34% |
$27.4K - $37K
|
22.2K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
500+ 6.33% |
$27K - $36.5K
|
8.4K
$554K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
450+ 3.08% |
$24.3K - $32.9K
|
15.1K
$994K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
434+ 4.32% |
$23.5K - $31.7K
|
10.5K
$692K
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
430+ 5.06% |
$23.3K - $31.4K
|
8.93K
$589K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
414+ 14.69% |
$22.4K - $30.2K
|
3.23K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
411+ 0.61% |
$22.2K - $30K
|
67.8K
$4.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
405+ 5.52% |
$21.9K - $29.6K
|
7.75K
$511K
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
383+ 3.34% |
$20.7K - $28K
|
11.8K
$781K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
368+ 1.29% |
$19.9K - $26.9K
|
28.8K
$1.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
360+ 4.37% |
$19.5K - $26.3K
|
8.6K
$568K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
347+ 4.63% |
$18.8K - $25.3K
|
7.85K
$518K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
345New |
$18.7K - $25.2K
|
345
$22.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
310+ 0.89% |
$16.8K - $22.6K
|
34.9K
$2.31M
|