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 04, 2024
Q4 2023
|
Pensionfund Sabic
|
BUY
|
- |
2K+ 5.22% |
$104K - $131K
|
40.3K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.99K+ 2.32% |
$104K - $131K
|
88K
$4.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.98K+ 26.55% |
$103K - $130K
|
9.43K
$511K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.75K+ 12.81% |
$91.5K - $115K
|
15.4K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.74K+ 6.72% |
$90.8K - $114K
|
27.6K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.61K+ 71.0% |
$84.1K - $106K
|
3.88K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.59K+ 4.75% |
$82.8K - $104K
|
35K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.56K+ 13.76% |
$81.3K - $102K
|
12.9K
$699K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.56K+ 11.22% |
$81.2K - $102K
|
15.4K
$837K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 33.14% |
$80.6K - $101K
|
6.2K
$337K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.54KNew |
$80.6K - $101K
|
1.54K
$83.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.43K+ 8.67% |
$74.8K - $94.1K
|
18K
$974K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.43K+ 3.06% |
$74.4K - $93.6K
|
47.9K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.32K+ 19.96% |
$68.8K - $86.6K
|
7.92K
$430K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.3KNew |
$67.9K - $85.4K
|
1.3K
$70.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.27K+ 16.22% |
$66.5K - $83.6K
|
9.12K
$495K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 1.73% |
$63.4K - $79.8K
|
71.4K
$3.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.13K+ 2.06% |
$58.9K - $74.2K
|
55.9K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.11K+ 6.98% |
$58K - $73K
|
17K
$924K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.06K+ 8.79% |
$55.2K - $69.4K
|
13.1K
$710K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.01KNew |
$52.9K - $66.5K
|
1.01K
$55K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 18.21% |
$52.5K - $66.1K
|
6.53K
$354K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
964+ 71.51% |
$50.3K - $63.3K
|
2.31K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
937+ 12.58% |
$48.9K - $61.5K
|
8.39K
$455K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
933+ 8.18% |
$48.7K - $61.3K
|
12.3K
$669K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
829+ 18.27% |
$43.3K - $54.4K
|
5.37K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
825+ 2.72% |
$43.1K - $54.2K
|
31.2K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
817+ 83.79% |
$42.7K - $53.7K
|
1.79K
$97.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
BUY
|
- |
810+ 0.95% |
$42.3K - $53.2K
|
86.2K
$4.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
783+ 14.39% |
$40.9K - $51.4K
|
6.23K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
756+ 4.22% |
$39.5K - $49.7K
|
18.7K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
752+ 11.15% |
$39.3K - $49.4K
|
7.5K
$407K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
736+ 8.94% |
$38.4K - $48.3K
|
8.97K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
719+ 8.38% |
$37.5K - $47.2K
|
9.3K
$505K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
697+ 258.15% |
$36.4K - $45.8K
|
967
$52.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
653New |
$34.1K - $42.9K
|
653
$35.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
651+ 20.14% |
$34K - $42.8K
|
3.88K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
613+ 2.03% |
$32K - $40.3K
|
30.8K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
602+ 9.12% |
$31.4K - $39.5K
|
7.2K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
597+ 76.25% |
$31.2K - $39.2K
|
1.38K
$74.9K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
562New |
$29.3K - $36.9K
|
562
$30.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
526New |
$27.5K - $34.5K
|
526
$28.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
517+ 5.6% |
$27K - $34K
|
9.76K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
507+ 1.29% |
$26.5K - $33.3K
|
39.8K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$26.1K - $32.8K
|
500
$27.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
500+ 176.68% |
$26.1K - $32.8K
|
783
$42.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
500+ 17.88% |
$26.1K - $32.8K
|
3.3K
$179K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
475+ 0.57% |
$24.8K - $31.2K
|
84K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
471+ 8.1% |
$24.6K - $30.9K
|
6.29K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
463+ 4.73% |
$24.2K - $30.4K
|
10.3K
$556K
|