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 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-4.29K- 28.17% |
$224K - $282K
|
10.9K
$610K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.36K- 24.55% |
$228K - $286K
|
13.4K
$748K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.6K- 36.29% |
$240K - $302K
|
8.08K
$451K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-4.61K- 7.58% |
$241K - $303K
|
56.2K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-4.73K- 14.17% |
$247K - $311K
|
28.6K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4.77K- 6.05% |
$249K - $313K
|
74K
$4.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-5.18K- 6.84% |
$270K - $340K
|
70.4K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.51K- 9.96% |
$288K - $362K
|
49.8K
$2.78M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-5.54K- 28.27% |
$289K - $364K
|
14K
$784K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.56K- 5.63% |
$290K - $365K
|
93.2K
$5.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.68K- 4.99% |
$297K - $373K
|
108K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.7K- 67.83% |
$297K - $374K
|
2.7K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.8K- 5.95% |
$303K - $381K
|
91.6K
$5.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.84K- 4.45% |
$305K - $384K
|
126K
$7.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-6.03K- 3.86% |
$315K - $396K
|
150K
$8.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6.13K- 27.6% |
$320K - $403K
|
16.1K
$897K
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-6.2K- 9.13% |
$324K - $407K
|
61.7K
$3.44M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.38K- 63.29% |
$333K - $419K
|
3.7K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.38K- 63.29% |
$333K - $419K
|
3.7K
$207K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
SELL
|
- |
-6.39K- 24.1% |
$334K - $420K
|
20.1K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.44K- 38.32% |
$336K - $423K
|
10.4K
$579K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.46K- 46.52% |
$337K - $424K
|
7.42K
$414K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-6.76K- 50.44% |
$353K - $444K
|
6.64K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-6.77K- 50.86% |
$353K - $445K
|
6.54K
$365K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.88K- 54.13% |
$359K - $452K
|
5.83K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.88K- 54.13% |
$359K - $452K
|
5.83K
$325K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.9K- 27.71% |
$360K - $453K
|
18K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.95K- 11.83% |
$363K - $457K
|
51.8K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7K- 47.39% |
$365K - $460K
|
7.77K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.84K- 32.9% |
$409K - $515K
|
16K
$892K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.88K- 56.64% |
$411K - $517K
|
6.03K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-8.14K- 96.26% |
$425K - $535K
|
316
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.17K- 7.41% |
$426K - $536K
|
102K
$5.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-8.95K- 17.08% |
$467K - $588K
|
43.5K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.03K- 45.78% |
$471K - $593K
|
10.7K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-9.91K- 63.66% |
$517K - $651K
|
5.66K
$316K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.1K- 7.64% |
$525K - $660K
|
121K
$6.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-10.1K- 32.46% |
$528K - $664K
|
21K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 57.36% |
$554K - $697K
|
7.89K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 19.54% |
$556K - $699K
|
43.8K
$2.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-10.7K- 55.23% |
$559K - $703K
|
8.68K
$484K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.8K- 13.18% |
$565K - $711K
|
71.3K
$3.98M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-11.6K- 91.65% |
$606K - $762K
|
1.06K
$59K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 20.79% |
$608K - $765K
|
44.4K
$2.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-11.7K- 46.55% |
$612K - $770K
|
13.5K
$751K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11.9K- 94.95% |
$621K - $781K
|
632
$35.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 23.47% |
$639K - $804K
|
39.9K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.4K- 40.2% |
$647K - $814K
|
18.4K
$1.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13K- 9.16% |
$680K - $856K
|
129K
$7.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.8K- 2.74% |
$718K - $903K
|
488K
$27.2M
|