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 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.34K- 2.21% |
$91.5K - $109K
|
59.2K
$3.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.35K- 73.54% |
$92.1K - $110K
|
484
$26.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.39K- 72.26% |
$94.9K - $113K
|
532
$28.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 67.51% |
$98.7K - $118K
|
694
$37.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.45K- 3.31% |
$99.3K - $118K
|
42.3K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 10.49% |
$101K - $120K
|
12.6K
$681K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.5K- 7.04% |
$102K - $122K
|
19.8K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.51K- 29.83% |
$104K - $124K
|
3.56K
$193K
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.59K- 4.47% |
$109K - $130K
|
34.1K
$1.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.62K- 32.91% |
$111K - $133K
|
3.31K
$179K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.64K- 1.66% |
$112K - $134K
|
97.5K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.64K- 2.64% |
$113K - $134K
|
60.7K
$3.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.69K- 17.68% |
$116K - $138K
|
7.88K
$427K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.7K- 5.38% |
$116K - $139K
|
29.9K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.72K- 33.68% |
$118K - $140K
|
3.39K
$184K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.74K- 33.14% |
$119K - $142K
|
3.51K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.74K- 21.56% |
$119K - $142K
|
6.35K
$344K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.99K- 24.7% |
$137K - $163K
|
6.08K
$330K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2K- 7.89% |
$137K - $163K
|
23.3K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-2K- 11.32% |
$137K - $163K
|
15.6K
$848K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.03K- 25.95% |
$139K - $166K
|
5.79K
$314K
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-2.03K- 10.68% |
$139K - $166K
|
17K
$921K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.09K- 23.68% |
$143K - $171K
|
6.74K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.1K- 12.75% |
$144K - $171K
|
14.4K
$779K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.11K- 2.32% |
$144K - $172K
|
88.6K
$4.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.13K- 39.79% |
$145K - $174K
|
3.22K
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.16K- 27.18% |
$148K - $177K
|
5.8K
$314K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.18K- 9.9% |
$149K - $178K
|
19.8K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-2.35K- 35.0% |
$161K - $192K
|
4.37K
$237K
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.37K- 5.34% |
$163K - $194K
|
42.1K
$2.29M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.49K- 24.23% |
$170K - $203K
|
7.79K
$422K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-2.65K- 8.41% |
$181K - $216K
|
28.9K
$1.57M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 0.95% |
$189K - $225K
|
287K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.88K- 12.78% |
$197K - $235K
|
19.6K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-3.01K- 35.49% |
$206K - $245K
|
5.46K
$296K
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.15K- 20.22% |
$215K - $257K
|
12.4K
$673K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.24K- 1.61% |
$222K - $265K
|
199K
$10.8M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.4K- 4.08% |
$233K - $278K
|
80.1K
$4.34M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.41K- 14.95% |
$233K - $278K
|
19.4K
$1.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-3.6K- 26.65% |
$246K - $294K
|
9.9K
$537K
|
|
|
Jan 20, 2023
Q4 2022
|
Presima Inc.
|
SELL
|
- |
-3.7K- 8.24% |
$253K - $302K
|
41.2K
$2.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.87K- 14.58% |
$265K - $316K
|
22.7K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-3.92K- 17.75% |
$269K - $320K
|
18.2K
$986K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.94K- 35.61% |
$269K - $321K
|
7.12K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.94K- 17.45% |
$270K - $322K
|
18.7K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.2K- 47.28% |
$288K - $343K
|
4.69K
$254K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.71K- 33.5% |
$323K - $385K
|
9.36K
$508K
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
SELL
|
- |
-4.79K- 8.0% |
$328K - $392K
|
55.1K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.97K- 37.19% |
$340K - $406K
|
8.39K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.02K- 6.41% |
$343K - $410K
|
73.2K
$3.97M
|