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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.6K+ 56.68% |
$121K - $137K
|
4.43K
$248K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.6K+ 2.02% |
$120K - $137K
|
80.8K
$4.52M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.6K+ 28.32% |
$120K - $136K
|
7.23K
$404K
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
BUY
|
- |
1.59K+ 1.76% |
$120K - $136K
|
92.1K
$5.15M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.56K+ 4.59% |
$118K - $134K
|
35.6K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.55K+ 9.1% |
$116K - $132K
|
18.5K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.51K+ 13.17% |
$113K - $129K
|
12.9K
$724K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 4.39% |
$113K - $129K
|
35.8K
$2M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.45K+ 1.48% |
$109K - $124K
|
98.9K
$5.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.42K+ 16.61% |
$107K - $122K
|
9.99K
$559K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.42K+ 202.42% |
$107K - $122K
|
2.12K
$119K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.42K+ 2.58% |
$106K - $121K
|
56.2K
$3.14M
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.37K+ 2.04% |
$103K - $117K
|
68.4K
$3.83M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.32K+ 4.51% |
$99.2K - $113K
|
30.6K
$1.71M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
1.28K+ 13.38% |
$96.6K - $110K
|
10.9K
$608K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.27K+ 10.08% |
$95.4K - $109K
|
13.9K
$775K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.27K+ 1.51% |
$95.4K - $108K
|
85.2K
$4.77M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.24K+ 8.71% |
$93.2K - $106K
|
15.5K
$865K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.24K+ 12.62% |
$92.9K - $106K
|
11K
$616K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.22K+ 19.4% |
$91.6K - $104K
|
7.5K
$419K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.18K+ 2.62% |
$88.9K - $101K
|
46.3K
$2.59M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.13K+ 5.7% |
$84.6K - $96.2K
|
20.9K
$1.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.12K+ 19.94% |
$84.1K - $95.6K
|
6.73K
$376K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.11K+ 1.77% |
$83.3K - $94.7K
|
63.6K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 30.59% |
$82K - $93.2K
|
4.65K
$260K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.07K+ 57.96% |
$80.8K - $91.9K
|
2.93K
$164K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.04K+ 1.85% |
$78.5K - $89.3K
|
57.5K
$3.22M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.01K+ 18.38% |
$76.1K - $86.6K
|
6.52K
$364K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
967+ 16.7% |
$72.7K - $82.7K
|
6.76K
$378K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
963+ 4.07% |
$72.4K - $82.4K
|
24.6K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
939New |
$70.6K - $80.3K
|
939
$52.5K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
922+ 14.53% |
$69.3K - $78.9K
|
7.27K
$406K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
900New |
$67.7K - $77K
|
900
$50.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
875+ 27.28% |
$65.8K - $74.9K
|
4.08K
$228K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
858+ 29.03% |
$64.5K - $73.4K
|
3.81K
$213K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
857+ 26.72% |
$64.5K - $73.3K
|
4.06K
$227K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
854+ 41.2% |
$64.2K - $73.1K
|
2.93K
$164K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
832+ 15.41% |
$62.6K - $71.2K
|
6.23K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
820+ 20.87% |
$61.7K - $70.2K
|
4.75K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
810+ 1.79% |
$60.9K - $69.3K
|
46K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
810+ 9.85% |
$60.9K - $69.3K
|
9.03K
$505K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
809+ 21.74% |
$60.8K - $69.2K
|
4.53K
$253K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
802+ 47.74% |
$60.3K - $68.6K
|
2.48K
$139K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
801+ 1.27% |
$60.2K - $68.5K
|
64.1K
$3.58M
|
|
|
May 18, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
800+ 0.4% |
$60.2K - $68.4K
|
200K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
793+ 2.85% |
$59.6K - $67.8K
|
28.6K
$1.6M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
790+ 24.71% |
$59.4K - $67.6K
|
3.99K
$223K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
788+ 2.8% |
$59.3K - $67.4K
|
28.9K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
787+ 1.7% |
$59.2K - $67.3K
|
47K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
785+ 0.76% |
$59K - $67.2K
|
104K
$5.83M
|