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 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
7.15K+ 6.33% |
$538K - $612K
|
120K
$6.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7KNew |
$526K - $599K
|
7K
$392K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
6.94KNew |
$522K - $593K
|
6.94K
$389K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.87KNew |
$517K - $588K
|
6.87K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.73KNew |
$506K - $575K
|
6.73K
$377K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
6.6K+ 140.82% |
$496K - $565K
|
11.3K
$633K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
6.26K+ 8.26% |
$471K - $535K
|
82.1K
$4.6M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.22K+ 8.69% |
$468K - $532K
|
77.8K
$4.36M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.21KNew |
$467K - $531K
|
6.21K
$348K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.16KNew |
$463K - $527K
|
6.16K
$345K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.13K+ 0.64% |
$461K - $524K
|
960K
$53.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
6.06KNew |
$456K - $519K
|
6.06K
$340K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
5.94KNew |
$447K - $508K
|
5.94K
$333K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
5.88K+ 10.76% |
$442K - $503K
|
60.5K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.81K+ 53.93% |
$437K - $497K
|
16.6K
$929K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
5.8K+ 14.63% |
$436K - $496K
|
45.4K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.76K+ 61.61% |
$434K - $493K
|
15.1K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
5.7KNew |
$429K - $488K
|
5.7K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.63KNew |
$424K - $482K
|
5.63K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
5.59K+ 12.63% |
$421K - $479K
|
49.9K
$2.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.56K+ 12.56% |
$418K - $476K
|
49.8K
$2.79M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.52K+ 3.88% |
$415K - $472K
|
148K
$8.29M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.48KNew |
$412K - $469K
|
5.48K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.42KNew |
$407K - $463K
|
5.42K
$304K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.2K+ 3.65% |
$391K - $445K
|
148K
$8.28M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.09K+ 74.72% |
$383K - $436K
|
11.9K
$668K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.02K+ 63.74% |
$378K - $429K
|
12.9K
$723K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.96K+ 21.45% |
$373K - $424K
|
28.1K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.83KNew |
$363K - $413K
|
4.83K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.82K+ 23.28% |
$362K - $412K
|
25.5K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.64K+ 5.73% |
$349K - $397K
|
85.6K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.55K+ 7.69% |
$342K - $389K
|
63.7K
$3.57M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.32KNew |
$325K - $370K
|
4.32K
$242K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.21K+ 21.41% |
$316K - $360K
|
23.8K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4.2K+ 2.14% |
$316K - $359K
|
200K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.18K+ 0.22% |
$314K - $358K
|
1.88M
$106M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.1K+ 3.34% |
$309K - $351K
|
127K
$7.11M
|
|
|
May 11, 2023
Q1 2023
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
BUY
|
- |
4.03K+ 1.78% |
$303K - $345K
|
231K
$12.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.87KNew |
$291K - $331K
|
3.87K
$217K
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
3.73K+ 7.95% |
$280K - $319K
|
50.6K
$2.84M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.69KNew |
$277K - $315K
|
3.69K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.64K+ 46.76% |
$274K - $312K
|
11.4K
$641K
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
BUY
|
- |
3.54K+ 7.6% |
$266K - $302K
|
50K
$2.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.42K+ 12.73% |
$257K - $293K
|
30.3K
$1.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.4K+ 2.97% |
$255K - $290K
|
118K
$6.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.39KNew |
$255K - $290K
|
3.39K
$190K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.37K+ 25.88% |
$254K - $289K
|
16.4K
$920K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.35KNew |
$252K - $287K
|
3.35K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
3.32K+ 1.21% |
$249K - $284K
|
278K
$15.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
3.28KNew |
$246K - $280K
|
3.28K
$184K
|