Purchases and Sales Made in Q3 2023 in W. P. Carey Inc. (WPC)

WPC Quotes by TradingView

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 26, 2023 Q3 2023
Ifm Investors Pty LTD

BUY
 -
945
+ 2.17%
$51.1K - $69K
44.5K $2.74M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
927
+ 9.81%
$50.1K - $67.7K
10.4K $638K
Oct 16, 2023 Q3 2023
Herbst Group, LLC

Westport, CT
BUY
 -
900
+ 22.78%
$48.7K - $65.7K
4.85K $298K
Nov 14, 2023 Q3 2023
Verition Fund Management LLC

Greenwich, CT
BUY
 -
897
+ 20.45%
$48.5K - $65.5K
5.28K $325K
Nov 13, 2023 Q3 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
883
+ 2.92%
$47.8K - $64.5K
31.2K $1.92M
Nov 01, 2023 Q3 2023
Woodward Diversified Capital, LLC

BUY
 -
872
+ 16.52%
$47.2K - $63.7K
6.15K $378K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
872
+ 17.85%
$47.2K - $63.7K
5.76K $354K
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
866
+ 5.48%
$46.8K - $63.2K
16.7K $1.02M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
858
New
$46.4K - $62.7K
858 $52.8K
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
851
+ 27.41%
$46K - $62.1K
3.96K $243K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
832
+ 6.26%
$45K - $60.8K
14.1K $869K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
804
+ 18.34%
$43.5K - $58.7K
5.19K $319K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
797
+ 9.66%
$43.1K - $58.2K
9.04K $556K
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
795
+ 3.17%
$43K - $58.1K
25.9K $1.59M
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
775
+ 8.33%
$41.9K - $56.6K
10.1K $620K
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
766
+ 35.5%
$41.4K - $55.9K
2.92K $180K
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
759
+ 20.08%
$41K - $55.4K
4.54K $279K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
724
+ 3.84%
$39.2K - $52.9K
19.6K $1.2M
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
720
+ 9.69%
$38.9K - $52.6K
8.15K $501K
Nov 14, 2023 Q3 2023
Apg Asset Management N.V.

Amsterdam, P7
BUY
 -
700
+ 10.68%
$37.9K - $51.1K
7.26K $446K
Nov 13, 2023 Q3 2023
Uni Super Management Pty LTD

Melbourne, Victoria, C3
BUY
 -
700
+ 1.14%
$37.9K - $51.1K
61.9K $3.81M
Oct 27, 2023 Q3 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
641
+ 6.67%
$34.7K - $46.8K
10.3K $630K
Nov 07, 2023 Q3 2023
Metis Global Partners, LLC

BUY
 -
640
+ 4.03%
$34.6K - $46.7K
16.5K $1.02M
Oct 25, 2023 Q3 2023
Bensler, LLC

Bellevue, WA
BUY
 -
627
+ 1.74%
$33.9K - $45.8K
36.6K $2.25M
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
600
+ 17.34%
$32.4K - $43.8K
4.06K $250K
Oct 23, 2023 Q3 2023
Accurate Wealth Management, LLC

BUY
 -
599
+ 17.63%
$32.4K - $43.7K
4K $246K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
597
+ 4.09%
$32.3K - $43.6K
15.2K $935K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
595
+ 316.49%
$32.2K - $43.4K
783 $48.1K
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
583
+ 5.09%
$31.5K - $42.6K
12K $740K
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
572
+ 12.73%
$30.9K - $41.8K
5.07K $311K
Nov 14, 2023 Q3 2023
Wellington Shields Capital Management, LLC

New York, NY
BUY
 -
560
+ 1.13%
$30.3K - $40.9K
50.1K $3.08M
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
520
+ 9.95%
$28.1K - $38K
5.74K $353K
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
507
+ 2.34%
$27.4K - $37K
22.2K $1.37M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
500
+ 6.33%
$27K - $36.5K
8.4K $517K
Oct 10, 2023 Q3 2023
C2 C Wealth Management, LLC

BUY
 -
450
+ 3.08%
$24.3K - $32.9K
15.1K $926K
Nov 14, 2023 Q3 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
434
+ 4.32%
$23.5K - $31.7K
10.5K $645K
Oct 13, 2023 Q3 2023
Family Legacy, Inc.

BUY
 -
430
+ 5.06%
$23.3K - $31.4K
8.93K $549K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
414
+ 14.69%
$22.4K - $30.2K
3.23K $199K
Nov 09, 2023 Q3 2023
Karpas Strategies, LLC

BUY
 -
411
+ 0.61%
$22.2K - $30K
67.8K $4.17M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
405
+ 5.52%
$21.9K - $29.6K
7.75K $476K
Nov 09, 2023 Q3 2023
Adams Wealth Management

BUY
 -
383
+ 3.34%
$20.7K - $28K
11.8K $728K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
368
+ 1.29%
$19.9K - $26.9K
28.8K $1.77M
Nov 08, 2023 Q3 2023
Burney CO

Reston, VA
BUY
 -
360
+ 4.37%
$19.5K - $26.3K
8.6K $529K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
347
+ 4.63%
$18.8K - $25.3K
7.85K $483K
Oct 23, 2023 Q3 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
345
New
$18.7K - $25.2K
345 $21.2K
Oct 13, 2023 Q3 2023
Weaver Consulting Group

BUY
 -
310
+ 0.89%
$16.8K - $22.6K
34.9K $2.15M
Oct 16, 2023 Q3 2023
Round Rock Advisors, LLC

BUY
 -
300
+ 7.02%
$16.2K - $21.9K
4.57K $281K
Nov 09, 2023 Q3 2023
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
290
+ 4.14%
$15.7K - $21.2K
7.29K $448K
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
272
+ 2.41%
$14.7K - $19.9K
11.6K $712K

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