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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.02K- 8.04% |
$344K - $410K
|
57.4K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.42K- 57.85% |
$371K - $443K
|
3.95K
$214K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-5.52K- 26.52% |
$378K - $450K
|
15.3K
$829K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.86K- 21.33% |
$401K - $479K
|
21.6K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.92K- 24.54% |
$406K - $484K
|
18.2K
$988K
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
SELL
|
- |
-6K- 50.0% |
$411K - $490K
|
6K
$326K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-6.07K- 28.01% |
$415K - $496K
|
15.6K
$846K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.15K- 62.65% |
$421K - $502K
|
3.67K
$199K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-6.28K- 18.68% |
$430K - $513K
|
27.3K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-6.92K- 21.89% |
$474K - $565K
|
24.7K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7.12K- 57.45% |
$487K - $581K
|
5.27K
$286K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-7.27K- 4.08% |
$497K - $594K
|
171K
$9.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8.3K- 6.33% |
$568K - $678K
|
123K
$6.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
SELL
|
- |
-8.55K- 64.5% |
$586K - $699K
|
4.71K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.61K- 56.51% |
$590K - $704K
|
6.63K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-8.65K- 21.09% |
$592K - $707K
|
32.4K
$1.76M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-8.9K- 44.06% |
$609K - $727K
|
11.3K
$613K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-9K- 49.08% |
$616K - $735K
|
9.34K
$507K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.04K- 2.95% |
$619K - $738K
|
297K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.17K- 49.86% |
$628K - $749K
|
9.22K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-9.3K- 19.01% |
$637K - $760K
|
39.6K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.51K- 9.99% |
$651K - $776K
|
85.6K
$4.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.93K- 51.72% |
$680K - $811K
|
9.27K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.1K- 2.32% |
$758K - $905K
|
467K
$25.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.6K- 3.22% |
$859K - $1.03M
|
377K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Gsi Capital Advisors LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 24.15% |
$872K - $1.04M
|
40K
$2.17M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13K- 53.53% |
$887K - $1.06M
|
11.3K
$610K
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14.3K- 10.9% |
$979K - $1.17M
|
117K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.5K- 11.06% |
$1.06M - $1.27M
|
125K
$6.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-16.2K- 77.56% |
$1.11M - $1.32M
|
4.69K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-16.3K- 55.55% |
$1.12M - $1.33M
|
13K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-17.1K- 20.99% |
$1.17M - $1.4M
|
64.4K
$3.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-17.8K- 21.01% |
$1.22M - $1.46M
|
67.1K
$3.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-20.6K- 87.92% |
$1.41M - $1.69M
|
2.83K
$154K
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-23.1K- 3.12% |
$1.58M - $1.88M
|
717K
$38.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-24.1K- 13.98% |
$1.65M - $1.97M
|
148K
$8.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.7K- 14.79% |
$1.69M - $2.02M
|
142K
$7.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-25.5K- 55.87% |
$1.74M - $2.08M
|
20.1K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-27.2K- 26.98% |
$1.86M - $2.22M
|
73.6K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-30.2K- 65.96% |
$2.07M - $2.47M
|
15.6K
$845K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-33K- 31.54% |
$2.26M - $2.69M
|
71.6K
$3.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
SELL
|
- |
-33.3K- 41.71% |
$2.28M - $2.72M
|
46.5K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-39.2K- 86.61% |
$2.69M - $3.2M
|
6.06K
$329K
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-40K- 18.86% |
$2.74M - $3.27M
|
172K
$9.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-40.3K- 2.65% |
$2.76M - $3.29M
|
1.48M
$80.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-40.8K- 45.07% |
$2.79M - $3.33M
|
49.7K
$2.7M
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-43K- 10.93% |
$2.94M - $3.51M
|
350K
$19M
|
|
|
Feb 08, 2023
Q4 2022
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-51.8K- 6.2% |
$3.55M - $4.23M
|
784K
$42.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-53.1K- 69.28% |
$3.63M - $4.33M
|
23.5K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-54.7K- 64.96% |
$3.74M - $4.47M
|
29.5K
$1.6M
|