Purchases and Sales Made in Q1 2023 in W. P. Carey Inc. (WPC)

WPC Quotes by TradingView

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 12, 2023 Q1 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
315
+ 59.21%
$23.7K - $26.9K
847 $47.4K
May 09, 2023 Q1 2023
Rb Capital Management, LLC

BUY
 -
314
+ 1.46%
$23.6K - $26.9K
21.8K $1.22M
May 08, 2023 Q1 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
312
+ 5.43%
$23.5K - $26.7K
6.06K $339K
Sep 06, 2024 Q1 2023
Ted Buchan & CO

San Diego, CA
BUY
 -
310
+ 2.35%
$23.3K - $26.5K
13.5K $754K
Apr 21, 2023 Q1 2023
Long Run Wealth Advisors, LLC

BUY
 -
305
+ 11.16%
$22.9K - $26.1K
3.04K $170K
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
304
+ 8.08%
$22.9K - $26K
4.07K $227K
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
300
+ 0.82%
$22.6K - $25.7K
36.9K $2.06M
May 15, 2023 Q1 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
299
+ 4.93%
$22.5K - $25.6K
6.36K $356K
May 04, 2023 Q1 2023
Chase Investment Counsel Corp

BUY
 -
279
+ 9.84%
$21K - $23.9K
3.11K $174K
May 09, 2023 Q1 2023
Griffin Asset Management, Inc.

BUY
 -
275
+ 1.1%
$20.7K - $23.5K
25.3K $1.41M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
265
+ 7.62%
$19.9K - $22.7K
3.74K $209K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
255
New
$19.2K - $21.8K
255 $14.3K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
252
+ 8.48%
$19K - $21.6K
3.22K $180K
May 01, 2023 Q1 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
241
New
$18.1K - $20.6K
241 $13.5K
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
240
+ 10.43%
$18.1K - $20.5K
2.54K $142K
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

BUY
 -
235
+ 3.88%
$17.7K - $20.1K
6.29K $352K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
233
New
$17.5K - $19.9K
233 $13K
Apr 21, 2023 Q1 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
232
+ 5.36%
$17.4K - $19.8K
4.56K $255K
May 02, 2023 Q1 2023
Karpas Strategies, LLC

BUY
 -
229
+ 0.34%
$17.2K - $19.6K
67.4K $3.77M
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

BUY
 -
224
New
$16.8K - $19.2K
224 $12.5K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
221
+ 1.39%
$16.6K - $18.9K
16.2K $903K
May 12, 2023 Q1 2023
Ossiam

Paris, I0
BUY
 -
212
+ 12.79%
$15.9K - $18.1K
1.87K $105K
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
210
+ 0.99%
$15.8K - $18K
21.5K $1.2M
May 11, 2023 Q1 2023
Campbell & CO Investment Adviser LLC

Baltimore, MD
BUY
 -
196
+ 4.18%
$14.7K - $16.8K
4.88K $273K
May 02, 2023 Q1 2023
Amalgamated Bank

New York, NY
BUY
 -
186
+ 0.89%
$14K - $15.9K
21.2K $1.18M
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
175
+ 2.9%
$13.2K - $15K
6.21K $347K
Apr 17, 2023 Q1 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
175
+ 3.14%
$13.2K - $15K
5.75K $321K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
173
+ 1.53%
$13K - $14.8K
11.5K $641K
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
171
+ 5.03%
$12.9K - $14.6K
3.57K $200K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
166
+ 3.24%
$12.5K - $14.2K
5.29K $296K
Apr 10, 2023 Q1 2023
City State Bank

Norwalk, IA
BUY
 -
164
+ 31.66%
$12.3K - $14K
682 $38.1K
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
163
+ 50.0%
$12.3K - $13.9K
489 $27.3K
Apr 21, 2023 Q1 2023
Janiczek Wealth Management, LLC

BUY
 -
162
+ 19.31%
$12.2K - $13.9K
1K $56K
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
162
+ 2.28%
$12.2K - $13.9K
7.28K $407K
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
162
+ 4.53%
$12.2K - $13.9K
3.74K $209K
May 15, 2023 Q1 2023
Dai Ichi Life Insurance Company, LTD

Tokyo, M0
BUY
 -
157
+ 1.24%
$11.8K - $13.4K
12.9K $719K
Apr 07, 2023 Q1 2023
Thrive Wealth Management, LLC

BUY
 -
149
+ 3.34%
$11.2K - $12.7K
4.61K $258K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
147
+ 9.7%
$11.1K - $12.6K
1.66K $93K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
145
+ 1.49%
$10.9K - $12.4K
9.86K $551K
May 15, 2023 Q1 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
143
+ 1.53%
$10.8K - $12.2K
9.47K $529K
Apr 17, 2023 Q1 2023
Xponance, Inc.

BUY
 -
134
+ 1.85%
$10.1K - $11.5K
7.37K $412K
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
134
+ 100.0%
$10.1K - $11.5K
268 $15K
Apr 24, 2023 Q1 2023
Essex Savings Bank

BUY
 -
129
+ 3.94%
$9.7K - $11K
3.4K $190K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
127
+ 373.53%
$9.55K - $10.9K
161 $9K
May 12, 2023 Q1 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
125
New
$9.4K - $10.7K
125 $6.99K
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
125
+ 31.73%
$9.4K - $10.7K
519 $29K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
120
New
$9.03K - $10.3K
120 $6.71K
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

BUY
 -
113
+ 4.38%
$8.5K - $9.67K
2.69K $151K
Jun 28, 2024 Q1 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
112
+ 0.23%
$8.42K - $9.58K
48.3K $2.7M

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