Purchases and Sales Made in Q4 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-430- 0.91% |
$29.4K - $35.1K
|
47K
$2.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-468- 8.98% |
$32K - $38.2K
|
4.74K
$257K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-470- 4.25% |
$32.2K - $38.4K
|
10.6K
$574K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-472- 0.68% |
$32.3K - $38.6K
|
69K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-500- 13.96% |
$34.2K - $40.8K
|
3.08K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-500- 27.78% |
$34.2K - $40.8K
|
1.3K
$70.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-523- 2.22% |
$35.8K - $42.7K
|
23.1K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-538- 2.5% |
$36.8K - $43.9K
|
21K
$1.14M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-543- 4.55% |
$37.2K - $44.4K
|
11.4K
$618K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-568- 3.44% |
$38.9K - $46.4K
|
15.9K
$865K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-589- 13.67% |
$40.3K - $48.1K
|
3.72K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-616- 14.35% |
$42.2K - $50.3K
|
3.68K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-633- 0.02% |
$43.3K - $51.7K
|
3.17M
$172M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-645- 18.64% |
$44.2K - $52.7K
|
2.82K
$153K
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-648- 2.42% |
$44.4K - $52.9K
|
26.1K
$1.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-650- 2.57% |
$44.5K - $53.1K
|
24.7K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-650- 17.81% |
$44.5K - $53.1K
|
3K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-659- 2.42% |
$45.1K - $53.8K
|
26.6K
$1.44M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-677- 7.08% |
$46.3K - $55.3K
|
8.88K
$482K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-749- 16.23% |
$51.3K - $61.2K
|
3.87K
$210K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-774- 2.65% |
$53K - $63.2K
|
28.4K
$1.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-788- 15.66% |
$53.9K - $64.4K
|
4.24K
$230K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-794- 11.19% |
$54.4K - $64.9K
|
6.3K
$342K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-796- 5.57% |
$54.5K - $65K
|
13.5K
$732K
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-809- 1.98% |
$55.4K - $66.1K
|
40.1K
$2.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-817- 3.34% |
$55.9K - $66.7K
|
23.7K
$1.28M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-833- 6.12% |
$57K - $68K
|
12.8K
$694K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-857- 32.43% |
$58.7K - $70K
|
1.79K
$96.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-861- 3.16% |
$58.9K - $70.3K
|
26.4K
$1.43M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-870- 1.63% |
$59.6K - $71.1K
|
52.7K
$2.86M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-894- 5.7% |
$61.2K - $73K
|
14.8K
$802K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-897- 14.29% |
$61.4K - $73.3K
|
5.38K
$292K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-938- 24.0% |
$64.2K - $76.6K
|
2.97K
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-944- 5.18% |
$64.6K - $77.1K
|
17.3K
$937K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-978- 9.45% |
$67K - $79.9K
|
9.37K
$508K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1K- 41.53% |
$68.7K - $81.9K
|
1.41K
$76.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.02K- 5.07% |
$69.9K - $83.4K
|
19.1K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.03K- 11.08% |
$70.2K - $83.7K
|
8.23K
$446K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.11K- 15.74% |
$75.8K - $90.4K
|
5.93K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.12K- 0.75% |
$76.5K - $91.3K
|
149K
$8.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.12K- 30.44% |
$76.8K - $91.6K
|
2.56K
$139K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.21K- 11.61% |
$83K - $99.1K
|
9.24K
$501K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.25K- 7.66% |
$85.7K - $102K
|
15.1K
$819K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.25K- 10.0% |
$85.8K - $102K
|
11.3K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.26K- 12.56% |
$86K - $103K
|
8.74K
$474K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.27K- 17.52% |
$86.8K - $104K
|
5.97K
$324K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.29K- 15.75% |
$88.2K - $105K
|
6.89K
$374K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-1.31K- 3.24% |
$89.8K - $107K
|
39.2K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-1.32K- 6.36% |
$90.3K - $108K
|
19.4K
$1.05M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.33K- 1.6% |
$91.2K - $109K
|
81.9K
$4.44M
|