Purchases and Sales Made in Q3 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 2022. 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 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-300- 4.72% |
$20.6K - $26.8K
|
6.05K
$338K
|
|
|
Oct 24, 2022
Q3 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-300- 2.88% |
$20.6K - $26.8K
|
10.1K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300- 4.27% |
$20.6K - $26.8K
|
6.73K
$376K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 33.33% |
$20.6K - $26.8K
|
600
$33.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-314- 5.81% |
$21.6K - $28K
|
5.09K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-316- 4.83% |
$21.7K - $28.2K
|
6.23K
$348K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-327- 7.72% |
$22.5K - $29.2K
|
3.91K
$218K
|
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-328- 0.73% |
$22.6K - $29.3K
|
44.5K
$2.49M
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-336- 10.48% |
$23.1K - $30K
|
2.87K
$160K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-355- 3.53% |
$24.4K - $31.7K
|
9.69K
$542K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-357- 2.73% |
$24.6K - $31.9K
|
12.7K
$712K
|
|
|
Oct 07, 2022
Q3 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-360- 0.33% |
$24.8K - $32.1K
|
107K
$5.99M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-369- 16.25% |
$25.4K - $33K
|
1.9K
$106K
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
SELL
|
- |
-371- 1.32% |
$25.5K - $33.1K
|
27.7K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-372- 11.16% |
$25.6K - $33.2K
|
2.96K
$165K
|
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-374- 32.08% |
$25.7K - $33.4K
|
792
$44.3K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-376- 1.64% |
$25.9K - $33.6K
|
22.5K
$1.26M
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-391- 9.04% |
$26.9K - $34.9K
|
3.93K
$220K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-432- 2.35% |
$29.7K - $38.6K
|
18K
$1.01M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-435- 4.7% |
$29.9K - $38.8K
|
8.83K
$494K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-446- 7.69% |
$30.7K - $39.8K
|
5.35K
$299K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-475- 0.15% |
$32.7K - $42.4K
|
311K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-491- 2.04% |
$33.8K - $43.8K
|
23.6K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-500- 9.36% |
$34.4K - $44.7K
|
4.84K
$271K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-512- 6.03% |
$35.2K - $45.7K
|
7.98K
$446K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-526- 0.32% |
$36.2K - $47K
|
166K
$9.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-530- 1.29% |
$36.4K - $47.3K
|
40.5K
$2.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-539- 3.59% |
$37.1K - $48.1K
|
14.5K
$810K
|
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
SELL
|
- |
-549- 2.73% |
$37.8K - $49K
|
19.6K
$1.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-600- 11.2% |
$41.3K - $53.6K
|
4.76K
$266K
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-602- 1.49% |
$41.4K - $53.8K
|
39.9K
$2.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-610- 6.18% |
$41.9K - $54.5K
|
9.27K
$518K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-624- 9.27% |
$42.9K - $55.7K
|
6.11K
$341K
|
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-640- 0.3% |
$44K - $57.2K
|
211K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-661- 0.61% |
$45.5K - $59K
|
107K
$5.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-680- 7.37% |
$46.8K - $60.7K
|
8.55K
$478K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-705- 3.89% |
$48.5K - $63K
|
17.4K
$974K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-744- 8.53% |
$51.2K - $66.4K
|
7.98K
$446K
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-774- 14.89% |
$53.2K - $69.1K
|
4.43K
$247K
|
|
|
Nov 09, 2022
Q3 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-825- 18.72% |
$56.7K - $73.7K
|
3.58K
$200K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-852- 54.86% |
$58.6K - $76.1K
|
701
$39.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-877- 5.28% |
$60.3K - $78.3K
|
15.7K
$880K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-967- 6.69% |
$66.5K - $86.4K
|
13.5K
$755K
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-982- 1.55% |
$67.5K - $87.7K
|
62.4K
$3.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-990- 11.68% |
$68.1K - $88.4K
|
7.49K
$418K
|
|
|
Oct 03, 2022
Q3 2022
|
Pensionfund Sabic
|
SELL
|
- |
-1K- 2.84% |
$68.8K - $89.3K
|
34.2K
$1.91M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.01K- 24.62% |
$69.5K - $90.2K
|
3.09K
$173K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.16K- 0.65% |
$80K - $104K
|
178K
$9.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 25.82% |
$80.4K - $104K
|
3.36K
$188K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.37K- 20.71% |
$94.2K - $122K
|
5.25K
$293K
|