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 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.76KNew |
$189K - $225K
|
2.76K
$150K
|
|
|
Feb 07, 2023
Q4 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.74KNew |
$188K - $224K
|
2.74K
$149K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.73KNew |
$187K - $223K
|
2.73K
$148K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.73KNew |
$187K - $223K
|
2.73K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.72K+ 24.07% |
$186K - $222K
|
14K
$761K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.72K+ 4.04% |
$186K - $222K
|
70K
$3.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Gator Capital Management, LLC
|
BUY
|
- |
2.66KNew |
$182K - $217K
|
2.66K
$144K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$182K - $217K
|
2.66K
$144K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.65KNew |
$181K - $216K
|
2.65K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.65KNew |
$181K - $216K
|
2.65K
$144K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
2.64KNew |
$181K - $216K
|
2.64K
$143K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
2.62KNew |
$179K - $214K
|
2.62K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.59KNew |
$178K - $212K
|
2.59K
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.59K+ 1.57% |
$178K - $212K
|
168K
$9.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.59KNew |
$177K - $211K
|
2.59K
$140K
|
|
|
Jan 23, 2023
Q4 2022
|
Touchstone Capital, Inc.
|
BUY
|
- |
2.58KNew |
$177K - $211K
|
2.58K
$140K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2.58KNew |
$177K - $211K
|
2.58K
$140K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.52K+ 23.83% |
$172K - $205K
|
13.1K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.39K+ 5.3% |
$164K - $196K
|
47.6K
$2.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
2.35K+ 46.45% |
$161K - $192K
|
7.4K
$402K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.33K+ 53.03% |
$159K - $190K
|
6.72K
$364K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.3K+ 6.71% |
$157K - $188K
|
36.6K
$1.98M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.27KNew |
$155K - $185K
|
2.27K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.24K+ 11.77% |
$153K - $183K
|
21.3K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.23K+ 4.25% |
$153K - $182K
|
54.8K
$2.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2.21K+ 34.83% |
$152K - $181K
|
8.57K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.2K+ 9.46% |
$151K - $180K
|
25.5K
$1.38M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.18K+ 4.73% |
$149K - $178K
|
48.2K
$2.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.16KNew |
$148K - $177K
|
2.16K
$117K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.13K+ 1.84% |
$146K - $174K
|
118K
$6.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.1K+ 76.48% |
$144K - $172K
|
4.85K
$263K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.09K+ 12.18% |
$143K - $171K
|
19.3K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.07K+ 10.96% |
$142K - $169K
|
21K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.98K+ 57.91% |
$136K - $162K
|
5.4K
$293K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.97K+ 23.97% |
$135K - $161K
|
10.2K
$552K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.97K+ 27.66% |
$135K - $161K
|
9.08K
$493K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.93K+ 3.65% |
$132K - $158K
|
54.7K
$2.97M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.91K+ 3.5% |
$131K - $156K
|
56.5K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.9K+ 0.69% |
$130K - $155K
|
277K
$15M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.78K+ 9.23% |
$122K - $145K
|
21K
$1.14M
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.78K+ 9.23% |
$122K - $145K
|
21K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.74K+ 11.49% |
$119K - $142K
|
16.9K
$917K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.72K+ 14.02% |
$118K - $140K
|
14K
$757K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.64K+ 3.1% |
$113K - $134K
|
54.6K
$2.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 20.17% |
$112K - $134K
|
9.78K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.62K+ 17.48% |
$111K - $133K
|
10.9K
$592K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.62K+ 6.42% |
$111K - $132K
|
26.9K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
1.62K+ 31.38% |
$111K - $132K
|
6.77K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
1.56K+ 2.63% |
$107K - $128K
|
61.1K
$3.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.54K+ 7.19% |
$106K - $126K
|
23K
$1.25M
|