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 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.54K+ 7.19% |
$106K - $126K
|
23K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
1.53K+ 24.08% |
$105K - $125K
|
7.91K
$489K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$104K - $125K
|
1.53K
$94.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.52K+ 10.6% |
$104K - $124K
|
15.8K
$977K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.5K+ 4.57% |
$103K - $123K
|
34.3K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
1.5K+ 12.53% |
$103K - $123K
|
13.5K
$833K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.5K+ 20.98% |
$102K - $122K
|
8.63K
$533K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.5K+ 11.74% |
$102K - $122K
|
14.2K
$879K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.49K+ 215.94% |
$102K - $122K
|
2.18K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.48K+ 24.86% |
$101K - $121K
|
7.41K
$458K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.48K+ 4.73% |
$101K - $120K
|
32.7K
$2.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47K+ 1.78% |
$100K - $120K
|
83.9K
$5.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.43K+ 3.27% |
$98K - $117K
|
45.2K
$2.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.32K+ 29.9% |
$90.6K - $108K
|
5.75K
$355K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.32KNew |
$90.1K - $107K
|
1.32K
$81.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
1.3K+ 5.15% |
$88.9K - $106K
|
26.5K
$1.64M
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.28K+ 0.61% |
$87.6K - $105K
|
213K
$13.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.27K+ 26.62% |
$87.1K - $104K
|
6.06K
$374K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.26KNew |
$86.4K - $103K
|
1.26K
$78K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.24K+ 2.57% |
$85K - $101K
|
49.6K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.24KNew |
$84.8K - $101K
|
1.24K
$76.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.21K+ 4.26% |
$82.7K - $98.7K
|
29.6K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.2K+ 2.56% |
$81.9K - $97.7K
|
47.9K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.16K+ 16.97% |
$79.2K - $94.5K
|
7.97K
$493K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.13K+ 12.19% |
$77.4K - $92.3K
|
10.4K
$643K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.12KNew |
$76.7K - $91.6K
|
1.12K
$69.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.11K+ 21.49% |
$75.9K - $90.5K
|
6.26K
$387K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 6.37% |
$72.6K - $86.7K
|
17.7K
$1.09M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
1.05K+ 12.28% |
$71.9K - $85.8K
|
9.6K
$593K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.05K+ 3.66% |
$71.7K - $85.5K
|
29.7K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 8.52% |
$71.5K - $85.3K
|
13.3K
$822K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.02K+ 4.11% |
$69.7K - $83.2K
|
25.8K
$1.59M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1KNew |
$68.5K - $81.7K
|
1K
$61.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1K+ 7.57% |
$68.5K - $81.7K
|
14.2K
$878K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
947+ 2.87% |
$64.8K - $77.4K
|
33.9K
$2.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
923+ 1.66% |
$63.2K - $75.4K
|
56.4K
$3.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
853+ 0.45% |
$58.4K - $69.7K
|
191K
$11.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
840+ 3.11% |
$57.5K - $68.6K
|
27.9K
$1.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
828+ 1.57% |
$56.7K - $67.6K
|
53.7K
$3.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
806+ 6.82% |
$55.2K - $65.8K
|
12.6K
$780K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
789New |
$54K - $64.4K
|
789
$48.8K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
787+ 2.1% |
$53.9K - $64.3K
|
38.4K
$2.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
761+ 11.07% |
$52.1K - $62.2K
|
7.64K
$472K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
730+ 17.89% |
$50K - $59.6K
|
4.81K
$297K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
725+ 1.27% |
$49.6K - $59.2K
|
58K
$3.58M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
700+ 143.15% |
$47.9K - $57.2K
|
1.19K
$73.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
700+ 5.6% |
$47.9K - $57.2K
|
13.2K
$816K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
700+ 6.48% |
$47.9K - $57.2K
|
11.5K
$711K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
692+ 4.4% |
$47.4K - $56.5K
|
16.4K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
675+ 4.84% |
$46.2K - $55.1K
|
14.6K
$903K
|