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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
61.4KNew |
$3.21M - $4.03M
|
61.4K
$3.33M
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
60.7KNew |
$3.17M - $3.98M
|
60.7K
$3.29M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
60KNew |
$3.13M - $3.94M
|
60K
$3.25M
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
54.6KNew |
$2.85M - $3.59M
|
54.6K
$2.96M
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
52.5KNew |
$2.74M - $3.45M
|
52.5K
$2.85M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52.4K+ 224.7% |
$2.73M - $3.44M
|
75.7K
$4.11M
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
51.7K+ 4.65% |
$2.7M - $3.39M
|
1.16M
$63.2M
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
51.4K+ 31.0% |
$2.68M - $3.37M
|
217K
$11.8M
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
51.3K+ 64.03% |
$2.68M - $3.37M
|
131K
$7.13M
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
50.5K+ 57.53% |
$2.64M - $3.31M
|
138K
$7.5M
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
49.1K+ 70.88% |
$2.57M - $3.23M
|
118K
$6.43M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
48.6KNew |
$2.54M - $3.2M
|
48.6K
$2.64M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
48.3KNew |
$2.52M - $3.17M
|
48.3K
$2.62M
|
|
Feb 15, 2024
Q4 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
45.3K+ 91.7% |
$2.37M - $2.98M
|
94.7K
$5.14M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
45.1K+ 350.0% |
$2.35M - $2.96M
|
58K
$3.14M
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
44.8K+ 74.42% |
$2.34M - $2.94M
|
105K
$5.69M
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
44K+ 1.47% |
$2.3M - $2.89M
|
3.04M
$165M
|
|
Jan 22, 2024
Q4 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
43.4KNew |
$2.27M - $2.85M
|
43.4K
$2.35M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.2K+ 15.89% |
$2.21M - $2.77M
|
308K
$16.7M
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
34.8K+ 41.26% |
$1.81M - $2.28M
|
119K
$6.45M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34.1K+ 52.23% |
$1.78M - $2.24M
|
99.3K
$5.39M
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
33.3KNew |
$1.74M - $2.19M
|
33.3K
$1.81M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
32.3K+ 787.76% |
$1.69M - $2.12M
|
36.4K
$1.97M
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
32.2K+ 39.89% |
$1.68M - $2.11M
|
113K
$6.12M
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
27.5KNew |
$1.43M - $1.8M
|
27.5K
$1.49M
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
23.4KNew |
$1.22M - $1.54M
|
23.4K
$1.27M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
21.7K+ 4.77% |
$1.13M - $1.42M
|
476K
$25.8M
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
20.1K+ 4.97% |
$1.05M - $1.32M
|
424K
$23M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.3K+ 20.04% |
$1.01M - $1.27M
|
116K
$6.27M
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
18.5KNew |
$963K - $1.21M
|
18.5K
$1M
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
18.5K+ 226.44% |
$963K - $1.21M
|
26.6K
$1.44M
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.9K+ 12.56% |
$884K - $1.11M
|
152K
$8.23M
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
16.5KNew |
$860K - $1.08M
|
16.5K
$893K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.1K+ 93.78% |
$838K - $1.05M
|
33.2K
$1.8M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16K+ 10.52% |
$833K - $1.05M
|
168K
$9.1M
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.1KNew |
$789K - $992K
|
15.1K
$819K
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
15KNew |
$786K - $988K
|
15K
$816K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.7KNew |
$766K - $964K
|
14.7K
$796K
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
14.4K+ 9.32% |
$752K - $946K
|
169K
$9.16M
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.2KNew |
$742K - $934K
|
14.2K
$771K
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.9K+ 11.5% |
$726K - $913K
|
135K
$7.31M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.5KNew |
$705K - $887K
|
13.5K
$733K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13K+ 54.74% |
$680K - $855K
|
36.8K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13KNew |
$677K - $852K
|
13K
$703K
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
12.9K+ 29.35% |
$671K - $844K
|
56.6K
$3.07M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
12.6K+ 1.68% |
$658K - $828K
|
763K
$41.4M
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
11.5KNew |
$601K - $755K
|
11.5K
$624K
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.5K+ 100.11% |
$600K - $755K
|
23K
$1.25M
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.5K+ 3.92% |
$600K - $754K
|
304K
$16.5M
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
11.1K+ 86.77% |
$580K - $729K
|
23.9K
$1.3M
|