Purchases and Sales Made in Q4 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 2023. 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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.7K- 12.01% |
$88.6K - $111K
|
12.4K
$694K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.75K- 16.4% |
$91.2K - $115K
|
8.91K
$497K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-1.75K- 6.04% |
$91.4K - $115K
|
27.2K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.76K- 9.41% |
$91.8K - $115K
|
16.9K
$944K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.78K- 5.2% |
$92.7K - $117K
|
32.4K
$1.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-1.78K- 22.7% |
$93.1K - $117K
|
6.07K
$339K
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.8K- 20.0% |
$94K - $118K
|
7.2K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.8K- 18.49% |
$94K - $118K
|
7.94K
$443K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.82K- 5.98% |
$94.8K - $119K
|
28.5K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.82K- 8.06% |
$95.2K - $120K
|
20.8K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.85K- 0.57% |
$96.4K - $121K
|
319K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
SELL
|
- |
-1.87K- 18.07% |
$97.8K - $123K
|
8.49K
$474K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.88K- 27.46% |
$97.9K - $123K
|
4.95K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.99K- 37.66% |
$104K - $131K
|
3.29K
$184K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.05K- 14.45% |
$107K - $135K
|
12.1K
$677K
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.05K- 10.36% |
$107K - $135K
|
17.7K
$990K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.06K- 12.78% |
$107K - $135K
|
14K
$784K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-2.06K- 4.63% |
$107K - $135K
|
42.4K
$2.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.06K- 15.57% |
$108K - $135K
|
11.2K
$623K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.1K- 6.61% |
$110K - $138K
|
29.7K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.15K- 7.29% |
$112K - $141K
|
27.4K
$1.53M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-2.17K- 20.1% |
$113K - $143K
|
8.64K
$482K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.27K- 6.62% |
$119K - $149K
|
32K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-2.3K- 39.2% |
$120K - $151K
|
3.57K
$199K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.43K- 24.34% |
$127K - $160K
|
7.56K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.45K- 20.69% |
$128K - $161K
|
9.39K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.56K- 37.94% |
$133K - $168K
|
4.18K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.61K- 14.78% |
$136K - $171K
|
15K
$839K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.63K- 27.98% |
$137K - $173K
|
6.76K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.86K- 67.81% |
$149K - $188K
|
1.36K
$75.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.87K- 14.35% |
$150K - $188K
|
17.1K
$955K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.88K- 5.74% |
$150K - $189K
|
47.3K
$2.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.88K- 21.46% |
$150K - $189K
|
10.6K
$589K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-3.06K- 2.57% |
$160K - $201K
|
116K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Presima Inc.
|
SELL
|
- |
-3.08K- 8.98% |
$161K - $202K
|
31.2K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.14K- 10.92% |
$164K - $206K
|
25.7K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-3.2K- 21.23% |
$167K - $210K
|
11.9K
$663K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.21K- 12.82% |
$168K - $211K
|
21.8K
$1.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-3.47K- 2.96% |
$181K - $228K
|
114K
$6.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.54K- 32.54% |
$185K - $233K
|
7.34K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-3.6K- 3.07% |
$188K - $237K
|
114K
$6.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.62K- 12.39% |
$189K - $238K
|
25.6K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 40.87% |
$191K - $240K
|
5.3K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-3.68K- 1.12% |
$192K - $242K
|
325K
$18.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 4.28% |
$194K - $244K
|
83K
$4.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-3.85K- 15.34% |
$201K - $253K
|
21.2K
$1.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.85K- 2.43% |
$201K - $253K
|
155K
$8.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-3.96K- 26.04% |
$207K - $260K
|
11.2K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.02K- 4.76% |
$210K - $264K
|
80.4K
$4.48M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.08K- 6.94% |
$213K - $268K
|
54.7K
$3.05M
|