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 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.14KNew |
$283K - $338K
|
4.14K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
4.12K+ 7.06% |
$282K - $337K
|
62.5K
$3.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.11K+ 10.41% |
$282K - $336K
|
43.6K
$2.37M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.06KNew |
$278K - $331K
|
4.06K
$220K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.06KNew |
$278K - $331K
|
4.06K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
4KNew |
$274K - $327K
|
4K
$217K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4K+ 3.21% |
$274K - $327K
|
128K
$6.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 0.8% |
$271K - $323K
|
497K
$26.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.91KNew |
$267K - $319K
|
3.91K
$212K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
3.91KNew |
$267K - $319K
|
3.91K
$212K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.87K+ 1.42% |
$265K - $316K
|
276K
$15M
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
BUY
|
- |
3.86KNew |
$265K - $316K
|
3.86K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.85K+ 1.39% |
$263K - $314K
|
282K
$15.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.84K+ 16.93% |
$263K - $314K
|
26.5K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 31.39% |
$261K - $311K
|
15.9K
$864K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.73K+ 4.89% |
$256K - $305K
|
80.2K
$4.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.72K+ 41.36% |
$255K - $304K
|
12.7K
$690K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.66KNew |
$250K - $299K
|
3.66K
$198K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
3.51K+ 93.94% |
$240K - $286K
|
7.24K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.4KNew |
$233K - $278K
|
3.4K
$184K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.3KNew |
$226K - $270K
|
3.3K
$179K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.3K+ 3.06% |
$226K - $269K
|
111K
$6.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.28KNew |
$225K - $268K
|
3.28K
$178K
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.22KNew |
$220K - $263K
|
3.22K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.22KNew |
$220K - $263K
|
3.22K
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.21KNew |
$220K - $262K
|
3.21K
$174K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.2KNew |
$219K - $261K
|
3.2K
$173K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
3.13K+ 14.28% |
$214K - $255K
|
25K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
3.1K+ 0.3% |
$212K - $253K
|
1.05M
$57.1M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.09K+ 77.79% |
$212K - $253K
|
7.07K
$383K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 2.02% |
$211K - $252K
|
156K
$8.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.05KNew |
$209K - $249K
|
3.05K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
3.01K+ 4.59% |
$206K - $246K
|
68.6K
$3.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3KNew |
$205K - $245K
|
3K
$163K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.98KNew |
$204K - $243K
|
2.98K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
BUY
|
- |
2.97K+ 6.76% |
$203K - $243K
|
46.9K
$2.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.93KNew |
$200K - $239K
|
2.93K
$159K
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.92K+ 12.38% |
$200K - $238K
|
26.5K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.89KNew |
$198K - $236K
|
2.89K
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.88KNew |
$197K - $235K
|
2.88K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.87KNew |
$197K - $235K
|
2.87K
$156K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.85KNew |
$195K - $233K
|
2.85K
$155K
|
|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
2.85KNew |
$195K - $233K
|
2.85K
$155K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.83KNew |
$194K - $231K
|
2.83K
$154K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.81KNew |
$193K - $230K
|
2.81K
$153K
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.8KNew |
$192K - $229K
|
2.8K
$152K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.8KNew |
$192K - $229K
|
2.8K
$152K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
2.79KNew |
$191K - $228K
|
2.79K
$151K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.78K+ 19.89% |
$190K - $227K
|
16.7K
$908K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.77K+ 1.43% |
$189K - $226K
|
196K
$10.6M
|