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 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-216- 2.22% |
$11.7K - $15.8K
|
9.49K
$515K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-228- 1.67% |
$12.3K - $16.6K
|
13.4K
$728K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-229- 7.87% |
$12.4K - $16.7K
|
2.68K
$146K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-240- 3.95% |
$13K - $17.5K
|
5.83K
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-244- 21.5% |
$13.2K - $17.8K
|
891
$48.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-245- 90.74% |
$13.2K - $17.9K
|
25
$1.36K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-250- 3.39% |
$13.5K - $18.3K
|
7.13K
$387K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-257- 0.41% |
$13.9K - $18.8K
|
62.9K
$3.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-262- 49.25% |
$14.2K - $19.1K
|
270
$14.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-270- 0.34% |
$14.6K - $19.7K
|
80.2K
$4.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-287- 0.92% |
$15.5K - $21K
|
30.9K
$1.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-292- 4.34% |
$15.8K - $21.3K
|
6.44K
$349K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-296- 2.7% |
$16K - $21.6K
|
10.7K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-297- 0.36% |
$16.1K - $21.7K
|
81.4K
$4.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-312- 1.42% |
$16.9K - $22.8K
|
21.7K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-313- 2.58% |
$16.9K - $22.9K
|
11.8K
$643K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-313- 25.91% |
$16.9K - $22.9K
|
895
$48.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-316- 8.78% |
$17.1K - $23.1K
|
3.28K
$178K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-327- 1.29% |
$17.7K - $23.9K
|
25K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-347- 0.3% |
$18.8K - $25.3K
|
114K
$6.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-350- 3.38% |
$18.9K - $25.6K
|
10K
$543K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-353- 1.43% |
$19.1K - $25.8K
|
24.3K
$1.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-366- 6.05% |
$19.8K - $26.7K
|
5.69K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-372- 2.72% |
$20.1K - $27.2K
|
13.3K
$724K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-377- 1.47% |
$20.4K - $27.5K
|
25.2K
$1.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-380- 38.66% |
$20.6K - $27.7K
|
603
$32.7K
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-380- 0.43% |
$20.6K - $27.7K
|
87.1K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-380- 0.43% |
$20.6K - $27.7K
|
87.1K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-384- 28.38% |
$20.8K - $28K
|
969
$52.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-386- 0.39% |
$20.9K - $28.2K
|
98.8K
$5.36M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-403- 3.12% |
$21.8K - $29.4K
|
12.5K
$680K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-411- 5.96% |
$22.2K - $30K
|
6.48K
$352K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-412- 6.48% |
$22.3K - $30.1K
|
5.95K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-424- 7.02% |
$22.9K - $31K
|
5.61K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-430- 6.04% |
$23.3K - $31.4K
|
6.69K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-435- 4.95% |
$23.5K - $31.8K
|
8.36K
$454K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-457- 0.47% |
$24.7K - $33.4K
|
97.3K
$5.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-468- 5.41% |
$25.3K - $34.2K
|
8.19K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-470- 0.99% |
$25.4K - $34.3K
|
47K
$2.55M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-474- 29.63% |
$25.6K - $34.6K
|
1.13K
$61.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-475- 3.45% |
$25.7K - $34.7K
|
13.3K
$722K
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-480- 11.37% |
$26K - $35K
|
3.74K
$203K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-500- 10.87% |
$27K - $36.5K
|
4.1K
$223K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-559- 8.19% |
$30.2K - $40.8K
|
6.27K
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-580- 11.7% |
$31.4K - $42.4K
|
4.38K
$238K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-610- 7.54% |
$33K - $44.5K
|
7.48K
$406K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-645- 7.21% |
$34.9K - $47.1K
|
8.3K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-657- 4.73% |
$35.5K - $48K
|
13.2K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-659- 12.33% |
$35.6K - $48.1K
|
4.68K
$254K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-677Closed |
$36.6K - $49.4K
|
0
$0
|