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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11KNew |
$572K - $720K
|
11K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8KNew |
$564K - $710K
|
10.8K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
10.7K+ 80.67% |
$559K - $703K
|
24K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
10.6K+ 15.04% |
$551K - $694K
|
80.8K
$4.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.3KNew |
$537K - $675K
|
10.3K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
9.89K+ 4.52% |
$516K - $649K
|
229K
$12.4M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
9.85KNew |
$514K - $647K
|
9.85K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
9.63K+ 75.76% |
$503K - $632K
|
22.3K
$1.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
9.5K+ 2.42% |
$496K - $624K
|
403K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.47KNew |
$494K - $622K
|
9.47K
$514K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.22KNew |
$481K - $606K
|
9.22K
$500K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
9.05K+ 21.43% |
$472K - $594K
|
51.3K
$2.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.87K+ 60.33% |
$463K - $583K
|
23.6K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
8.56K+ 30.44% |
$447K - $562K
|
36.7K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
8.42K+ 41.0% |
$439K - $553K
|
28.9K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.29KNew |
$433K - $544K
|
8.29K
$449K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.04K+ 9.0% |
$420K - $528K
|
97.3K
$5.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.02K+ 123.15% |
$419K - $527K
|
14.5K
$788K
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
7.77K+ 16.72% |
$406K - $510K
|
54.2K
$2.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.97KNew |
$364K - $457K
|
6.97K
$378K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.92K+ 5.24% |
$361K - $455K
|
139K
$7.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.85KNew |
$357K - $450K
|
6.85K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
6.06KNew |
$317K - $398K
|
6.06K
$329K
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
5.82KNew |
$304K - $383K
|
5.82K
$316K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.8K+ 12.85% |
$303K - $381K
|
51K
$2.77M
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
5.8K+ 40.28% |
$303K - $381K
|
20.2K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
5.72K+ 150.82% |
$299K - $376K
|
9.51K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
5.72KNew |
$298K - $375K
|
5.72K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
5.44K+ 28.21% |
$284K - $357K
|
24.7K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.43KNew |
$283K - $357K
|
5.43K
$294K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.36KNew |
$280K - $352K
|
5.36K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.33K+ 27.62% |
$278K - $350K
|
24.6K
$1.34M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.25KNew |
$274K - $345K
|
5.25K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.2K+ 45.04% |
$271K - $341K
|
16.7K
$908K
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
5.14K+ 79.31% |
$268K - $338K
|
11.6K
$630K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
5.05KNew |
$264K - $332K
|
5.05K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
5.03KNew |
$263K - $330K
|
5.03K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
4.8KNew |
$251K - $315K
|
4.8K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.54K+ 6.99% |
$237K - $298K
|
69.5K
$3.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.52KNew |
$236K - $297K
|
4.52K
$245K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.5KNew |
$235K - $296K
|
4.5K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.45KNew |
$232K - $292K
|
4.45K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.42K+ 13.05% |
$231K - $291K
|
38.3K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.38KNew |
$229K - $288K
|
4.38K
$238K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.33K+ 46.91% |
$226K - $284K
|
13.6K
$736K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.23KNew |
$221K - $278K
|
4.23K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.23KNew |
$221K - $278K
|
4.23K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.2K+ 9.73% |
$219K - $276K
|
47.3K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.08KNew |
$213K - $268K
|
4.08K
$222K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.08KNew |
$213K - $268K
|
4.08K
$222K
|