Purchases and Sales Made in Q3 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 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 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.4M+ 297.56% |
$238M - $322M
|
5.88M
$330M
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.37MNew |
$128M - $173M
|
2.37M
$133M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.42M+ 129.97% |
$76.9M - $104M
|
2.52M
$141M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
786K+ 152.88% |
$42.5M - $57.4M
|
1.3M
$72.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterfront Capital Partners, LLC
New York, NY |
BUY
|
- |
676KNew |
$36.6M - $49.4M
|
676K
$37.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
430K+ 350.29% |
$23.3M - $31.4M
|
553K
$31M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
335K+ 17.15% |
$18.1M - $24.4M
|
2.29M
$128M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
265K+ 1127.97% |
$14.3M - $19.3M
|
288K
$16.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
233KNew |
$12.6M - $17M
|
233K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
221K+ 78.52% |
$11.9M - $16.1M
|
502K
$28.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
187K+ 1.2% |
$10.1M - $13.7M
|
15.8M
$886M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
176K+ 22.15% |
$9.52M - $12.9M
|
971K
$54.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
175KNew |
$9.46M - $12.8M
|
175K
$9.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
165K+ 52.05% |
$8.93M - $12.1M
|
482K
$27.1M
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
154K+ 16.01% |
$8.31M - $11.2M
|
1.11M
$62.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
132K+ 77.93% |
$7.15M - $9.65M
|
302K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Rush Island Management, LP
New York, NY |
BUY
|
- |
129KNew |
$7M - $9.46M
|
129K
$7.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
120K+ 31.06% |
$6.51M - $8.8M
|
508K
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
113K+ 6.52% |
$6.1M - $8.24M
|
1.84M
$103M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
109KNew |
$5.89M - $7.95M
|
109K
$6.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 245.55% |
$5.65M - $7.63M
|
147K
$8.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 5.5% |
$5.55M - $7.49M
|
1.97M
$110M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
86.2K+ 2.55% |
$4.66M - $6.3M
|
3.47M
$195M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
82.6K+ 14.97% |
$4.47M - $6.03M
|
634K
$35.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
79.8K+ 2.74% |
$4.31M - $5.83M
|
2.99M
$168M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
78.1K+ 7.32% |
$4.22M - $5.7M
|
1.14M
$64.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
75KNew |
$4.06M - $5.48M
|
75K
$4.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
64.5K+ 96.24% |
$3.49M - $4.71M
|
131K
$7.37M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
63.1K+ 0.63% |
$3.41M - $4.61M
|
10.2M
$569M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
60.8KNew |
$3.29M - $4.44M
|
60.8K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
60.2KNew |
$3.25M - $4.39M
|
60.2K
$3.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
57.8K+ 97.23% |
$3.13M - $4.22M
|
117K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
56.8KNew |
$3.07M - $4.15M
|
56.8K
$3.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
55.2KNew |
$2.98M - $4.03M
|
55.2K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
55K+ 100.0% |
$2.97M - $4.02M
|
110K
$6.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
50.5K+ 62.34% |
$2.73M - $3.69M
|
131K
$7.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Aew Capital Management L P
|
BUY
|
- |
48.8K+ 46.48% |
$2.64M - $3.56M
|
154K
$8.63M
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
42.2KNew |
$2.28M - $3.08M
|
42.2K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
38.5KNew |
$2.08M - $2.81M
|
38.5K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
37.1K+ 1.32% |
$2M - $2.71M
|
2.84M
$159M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
33.2K+ 45.58% |
$1.79M - $2.42M
|
106K
$5.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
32K+ 26.15% |
$1.73M - $2.34M
|
154K
$8.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.3K+ 130.01% |
$1.69M - $2.28M
|
55.4K
$3.1M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.8KNew |
$1.67M - $2.25M
|
30.8K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
30.4K+ 5.38% |
$1.64M - $2.22M
|
596K
$33.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.8K+ 25.08% |
$1.61M - $2.18M
|
149K
$8.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29.4K+ 51.91% |
$1.59M - $2.15M
|
86K
$4.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
28.9K+ 5.67% |
$1.56M - $2.11M
|
539K
$30.2M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
28.3KNew |
$1.53M - $2.07M
|
28.3K
$1.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
27.3K+ 20.8% |
$1.48M - $2M
|
159K
$8.9M
|