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 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
439+ 0.75% |
$22.9K - $28.8K
|
58.8K
$3.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
426New |
$22.2K - $28K
|
426
$23.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
424+ 1.94% |
$22.1K - $27.8K
|
22.3K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
415New |
$21.7K - $27.3K
|
415
$22.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
408New |
$21.3K - $26.8K
|
408
$22.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
388+ 12.6% |
$20.3K - $25.5K
|
3.47K
$188K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
349+ 47.29% |
$18.2K - $22.9K
|
1.09K
$59K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
346+ 5.56% |
$18.1K - $22.7K
|
6.57K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
325New |
$17K - $21.3K
|
325
$17.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
315+ 3.93% |
$16.4K - $20.7K
|
8.33K
$452K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
314+ 5.47% |
$16.4K - $20.6K
|
6.06K
$329K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
300+ 14.02% |
$15.7K - $19.7K
|
2.44K
$132K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
300+ 7.39% |
$15.7K - $19.7K
|
4.36K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
300+ 52.63% |
$15.7K - $19.7K
|
870
$47.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
290+ 5.94% |
$15.1K - $19K
|
5.17K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
288New |
$15K - $18.9K
|
288
$15.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
280+ 9.93% |
$14.6K - $18.4K
|
3.1K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
277+ 49.03% |
$14.5K - $18.2K
|
842
$45.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
257+ 6.5% |
$13.4K - $16.9K
|
4.21K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
255+ 1.48% |
$13.3K - $16.7K
|
17.5K
$950K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
250+ 6.63% |
$13.1K - $16.4K
|
4.02K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
248+ 0.35% |
$12.9K - $16.3K
|
70.3K
$3.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
246+ 2.75% |
$12.8K - $16.2K
|
9.18K
$498K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
242+ 5.29% |
$12.6K - $15.9K
|
4.81K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
240New |
$12.5K - $15.8K
|
240
$13K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
235+ 32.02% |
$12.3K - $15.4K
|
969
$52.6K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
235+ 32.02% |
$12.3K - $15.4K
|
969
$52.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
227New |
$11.9K - $14.9K
|
227
$12.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.55% |
$10.4K - $13.1K
|
36.7K
$1.99M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
200New |
$10.4K - $13.1K
|
200
$10.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
199+ 0.59% |
$10.4K - $13.1K
|
34.2K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
198+ 1.38% |
$10.3K - $13K
|
14.6K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
194+ 1.18% |
$10.1K - $12.7K
|
16.6K
$899K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
191+ 1.14% |
$9.97K - $12.5K
|
16.9K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
190+ 0.92% |
$9.92K - $12.5K
|
20.8K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
190+ 0.58% |
$9.92K - $12.5K
|
32.7K
$1.78M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
160New |
$8.35K - $10.5K
|
160
$8.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
153+ 5.77% |
$7.99K - $10K
|
2.81K
$152K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
140+ 98.59% |
$7.31K - $9.2K
|
282
$15.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
137+ 1.64% |
$7.15K - $9K
|
8.5K
$461K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
135+ 1.01% |
$7.05K - $8.87K
|
13.5K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
125+ 1.9% |
$6.53K - $8.21K
|
6.7K
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
123+ 4.15% |
$6.42K - $8.08K
|
3.09K
$167K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
122+ 1.55% |
$6.37K - $8.01K
|
8.01K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
121+ 0.91% |
$6.32K - $7.95K
|
13.4K
$730K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
118+ 166.2% |
$6.16K - $7.75K
|
189
$10.3K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
117+ 2.15% |
$6.11K - $7.68K
|
5.56K
$301K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
115New |
$6K - $7.55K
|
115
$6.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
104+ 1.78% |
$5.43K - $6.83K
|
5.93K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
102+ 1.89% |
$5.33K - $6.7K
|
5.49K
$298K
|