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 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
4.08K+ 14.27% |
$213K - $268K
|
32.7K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.04K+ 3.7% |
$211K - $265K
|
113K
$6.13M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.02KNew |
$210K - $264K
|
4.02K
$218K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
4K+ 25.32% |
$209K - $263K
|
19.8K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.97K+ 41.78% |
$207K - $261K
|
13.5K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$207K - $260K
|
3.96K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
3.93KNew |
$205K - $258K
|
3.93K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.87K+ 7.98% |
$202K - $254K
|
52.4K
$2.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.84KNew |
$200K - $252K
|
3.84K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.83KNew |
$200K - $251K
|
3.83K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.82K+ 39.34% |
$199K - $251K
|
13.5K
$733K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.74KNew |
$195K - $246K
|
3.74K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
3.71KNew |
$194K - $244K
|
3.71K
$201K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
3.65K+ 74.25% |
$191K - $240K
|
8.57K
$465K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.64K+ 25.63% |
$190K - $239K
|
17.9K
$969K
|
|
|
Feb 14, 2024
Q4 2023
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
3.64KNew |
$190K - $239K
|
3.64K
$197K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.61KNew |
$189K - $237K
|
3.61K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.61K+ 7.97% |
$189K - $237K
|
48.9K
$2.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.61KNew |
$188K - $237K
|
3.61K
$196K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.59K+ 3.21% |
$187K - $236K
|
115K
$6.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.53KNew |
$184K - $232K
|
3.53K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.41KNew |
$178K - $224K
|
3.41K
$185K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.37KNew |
$176K - $221K
|
3.37K
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.36KNew |
$176K - $221K
|
3.36K
$182K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.35KNew |
$175K - $220K
|
3.35K
$182K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3.33KNew |
$174K - $219K
|
3.33K
$181K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.33KNew |
$174K - $219K
|
3.33K
$181K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.28KNew |
$171K - $215K
|
3.28K
$178K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.27KNew |
$171K - $215K
|
3.27K
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.24KNew |
$169K - $213K
|
3.24K
$176K
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.23KNew |
$168K - $212K
|
3.23K
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.21KNew |
$168K - $211K
|
3.21K
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
3.21KNew |
$167K - $211K
|
3.21K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 3.94% |
$167K - $211K
|
84.6K
$4.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.14K+ 4.16% |
$164K - $206K
|
78.7K
$4.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.13K+ 2.21% |
$164K - $206K
|
145K
$7.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.12K+ 48.29% |
$163K - $205K
|
9.59K
$520K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
3.08K+ 1.41% |
$161K - $203K
|
222K
$12.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.9K+ 65.26% |
$151K - $190K
|
7.34K
$398K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.82K+ 322.43% |
$147K - $185K
|
3.69K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.69K+ 62.31% |
$141K - $177K
|
7.01K
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.63K+ 8.47% |
$137K - $173K
|
33.7K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.55K+ 47.3% |
$133K - $167K
|
7.93K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.52K+ 10.1% |
$132K - $166K
|
27.5K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.37K+ 1.71% |
$124K - $155K
|
140K
$7.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.24K+ 2.17% |
$117K - $147K
|
106K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.22K+ 20.69% |
$116K - $146K
|
13K
$703K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.13K+ 9.88% |
$111K - $140K
|
23.7K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.1K+ 5.86% |
$110K - $138K
|
38K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.03KNew |
$106K - $133K
|
2.03K
$110K
|