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 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-17- 0.03% |
$919 - $1.24K
|
58.4K
$3.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 2.38% |
$973 - $1.31K
|
738
$48.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-20- 0.02% |
$1.08K - $1.46K
|
117K
$7.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 0.2% |
$1.35K - $1.83K
|
12.7K
$837K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-31- 0.28% |
$1.68K - $2.26K
|
11.1K
$733K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-31- 4.84% |
$1.68K - $2.26K
|
610
$40.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-36- 0.27% |
$1.95K - $2.63K
|
13.3K
$880K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-37- 0.7% |
$2K - $2.7K
|
5.28K
$348K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-41- 0.36% |
$2.22K - $2.99K
|
11.4K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-41- 0.8% |
$2.22K - $2.99K
|
5.07K
$335K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-43- 0.3% |
$2.33K - $3.14K
|
14.2K
$938K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-48Closed |
$2.6K - $3.5K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-49- 55.06% |
$2.65K - $3.58K
|
40
$2.64K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-51- 1.72% |
$2.76K - $3.72K
|
2.91K
$192K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-54- 62.07% |
$2.92K - $3.94K
|
33
$2.18K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-54- 0.1% |
$2.92K - $3.94K
|
54.8K
$3.62M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-57- 2.1% |
$3.08K - $4.16K
|
2.65K
$175K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-62- 7.79% |
$3.35K - $4.53K
|
734
$48.4K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-62- 7.79% |
$3.35K - $4.53K
|
734
$48.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-68- 1.45% |
$3.68K - $4.97K
|
4.63K
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-72- 0.18% |
$3.89K - $5.26K
|
39.3K
$2.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-74- 0.59% |
$4K - $5.4K
|
12.6K
$830K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-74- 1.18% |
$4K - $5.4K
|
6.2K
$409K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-75- 11.72% |
$4.06K - $5.48K
|
565
$37.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-82- 2.15% |
$4.43K - $5.99K
|
3.74K
$247K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-84- 3.95% |
$4.54K - $6.13K
|
2.04K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-87- 1.94% |
$4.7K - $6.35K
|
4.39K
$290K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-92- 1.38% |
$4.98K - $6.72K
|
6.55K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-101- 5.35% |
$5.46K - $7.38K
|
1.79K
$118K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-113- 0.63% |
$6.11K - $8.25K
|
17.8K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-113- 2.84% |
$6.11K - $8.25K
|
3.87K
$255K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-119- 2.75% |
$6.44K - $8.69K
|
4.21K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-119- 2.75% |
$6.44K - $8.69K
|
4.21K
$278K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-120- 3.09% |
$6.49K - $8.76K
|
3.77K
$249K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-125- 1.63% |
$6.76K - $9.13K
|
7.53K
$497K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-127- 4.49% |
$6.87K - $9.27K
|
2.7K
$178K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-128- 2.16% |
$6.92K - $9.35K
|
5.8K
$383K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-129- 3.08% |
$6.98K - $9.42K
|
4.05K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-131- 1.91% |
$7.08K - $9.57K
|
6.74K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-133- 2.91% |
$7.19K - $9.71K
|
4.43K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-135- 1.67% |
$7.3K - $9.86K
|
7.93K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-139- 5.77% |
$7.52K - $10.1K
|
2.27K
$150K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-142- 1.49% |
$7.68K - $10.4K
|
9.39K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-153- 0.9% |
$8.27K - $11.2K
|
16.8K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-172- 1.57% |
$9.3K - $12.6K
|
10.8K
$713K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-188- 7.21% |
$10.2K - $13.7K
|
2.42K
$160K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-189- 2.84% |
$10.2K - $13.8K
|
6.47K
$427K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-198- 3.9% |
$10.7K - $14.5K
|
4.88K
$322K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-200- 2.03% |
$10.8K - $14.6K
|
9.65K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-201- 2.63% |
$10.9K - $14.7K
|
7.45K
$492K
|