Purchases and Sales Made in Q1 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.95K- 4.46% |
$147K - $167K
|
41.9K
$2.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.06K- 4.88% |
$155K - $177K
|
40.2K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-2.09K- 31.76% |
$157K - $179K
|
4.5K
$251K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.1K- 3.62% |
$158K - $180K
|
55.9K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.15K- 2.45% |
$162K - $184K
|
85.8K
$4.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.19K- 23.6% |
$164K - $187K
|
7.08K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.28K- 14.85% |
$171K - $195K
|
13.1K
$730K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.3K- 4.36% |
$173K - $197K
|
50.5K
$2.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.49K- 3.04% |
$187K - $213K
|
79.4K
$4.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.58K- 18.13% |
$194K - $220K
|
11.6K
$650K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.61K- 0.85% |
$196K - $223K
|
304K
$17M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.77K- 17.53% |
$209K - $237K
|
13K
$729K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-2.89K- 99.9% |
$217K - $247K
|
3
$168
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.89K- 31.82% |
$217K - $247K
|
6.19K
$346K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.98K- 22.12% |
$224K - $255K
|
10.5K
$586K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.05K- 5.69% |
$229K - $260K
|
50.5K
$2.82M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.29K- 13.32% |
$248K - $282K
|
21.4K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-3.31K- 36.91% |
$249K - $283K
|
5.65K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.35K- 7.7% |
$252K - $287K
|
40.2K
$2.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.44K- 29.52% |
$258K - $294K
|
8.2K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.87K- 54.68% |
$291K - $331K
|
3.2K
$179K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.88K- 13.92% |
$292K - $332K
|
24K
$1.34M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.9K- 19.31% |
$293K - $334K
|
16.3K
$911K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.91K- 70.9% |
$294K - $334K
|
1.6K
$89.6K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.94K- 25.86% |
$296K - $337K
|
11.3K
$632K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.95K- 18.82% |
$297K - $338K
|
17K
$952K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.06K- 7.4% |
$305K - $347K
|
50.7K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.07K- 2.38% |
$306K - $348K
|
167K
$9.33M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-4.09K- 15.69% |
$308K - $350K
|
22K
$1.23M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.13K- 40.5% |
$310K - $353K
|
6.06K
$339K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-4.15K- 9.86% |
$312K - $355K
|
38K
$2.12M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.17K- 46.97% |
$314K - $357K
|
4.71K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.22K- 18.11% |
$317K - $361K
|
19.1K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.33K- 1.51% |
$326K - $371K
|
282K
$15.8M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.43K- 3.45% |
$333K - $379K
|
124K
$6.93M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.79K- 5.98% |
$360K - $410K
|
75.4K
$4.21M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.9K- 50.31% |
$369K - $419K
|
4.84K
$271K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.96K- 40.67% |
$373K - $424K
|
7.23K
$404K
|
|
|
Apr 12, 2023
Q1 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.18K- 15.93% |
$389K - $443K
|
27.3K
$1.53M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.34K- 34.64% |
$402K - $457K
|
10.1K
$563K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.43K- 6.94% |
$408K - $465K
|
72.8K
$4.07M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-6.2K- 4.59% |
$466K - $530K
|
129K
$7.2M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.33K- 86.68% |
$476K - $541K
|
972
$54.3K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.16K- 3.48% |
$538K - $612K
|
199K
$11.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-7.26K- 5.62% |
$546K - $621K
|
122K
$6.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.27K- 20.9% |
$547K - $622K
|
27.5K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-7.5K- 11.98% |
$564K - $642K
|
55.1K
$3.08M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-7.5K- 37.88% |
$564K - $642K
|
12.3K
$688K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.96K- 2.68% |
$599K - $681K
|
289K
$16.2M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-8.89K- 6.75% |
$669K - $761K
|
123K
$6.87M
|