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 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
26.7K+ 35.32% |
$1.45M - $1.95M
|
102K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
25.3K+ 141.92% |
$1.37M - $1.85M
|
43.1K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24K+ 54.97% |
$1.3M - $1.76M
|
67.8K
$3.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
23.7K+ 262.16% |
$1.28M - $1.73M
|
32.7K
$1.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22.6KNew |
$1.22M - $1.65M
|
22.6K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
22.5K+ 7.32% |
$1.21M - $1.64M
|
329K
$18.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.9K+ 16.87% |
$1.18M - $1.6M
|
152K
$8.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
21.7K+ 406.37% |
$1.17M - $1.58M
|
27K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
21.4K+ 16.18% |
$1.16M - $1.56M
|
154K
$8.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
20.7K+ 168.52% |
$1.12M - $1.51M
|
33K
$1.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
20.2K+ 58.99% |
$1.09M - $1.48M
|
54.5K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
20.2K+ 4.99% |
$1.09M - $1.47M
|
424K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
19.3KNew |
$1.04M - $1.41M
|
19.3K
$1.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
18.7K+ 26.98% |
$1.01M - $1.37M
|
88K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.9KNew |
$970K - $1.31M
|
17.9K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
17K+ 120.12% |
$917K - $1.24M
|
31.1K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
16.8K+ 31.64% |
$911K - $1.23M
|
70.1K
$3.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
BUY
|
- |
16.8K+ 333.08% |
$909K - $1.23M
|
21.8K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.7K+ 31.15% |
$902K - $1.22M
|
70.2K
$3.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
15.8K+ 73.55% |
$852K - $1.15M
|
37.2K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.6KNew |
$842K - $1.14M
|
15.6K
$873K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
15K+ 80.65% |
$813K - $1.1M
|
33.7K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
14.8KNew |
$799K - $1.08M
|
14.8K
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.3K+ 3.48% |
$774K - $1.05M
|
426K
$23.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
14.2K+ 102.56% |
$770K - $1.04M
|
28.1K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14.1K+ 200.8% |
$762K - $1.03M
|
21.1K
$1.18M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.9K+ 222.88% |
$752K - $1.02M
|
20.2K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
13.9KNew |
$751K - $1.01M
|
13.9K
$779K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$738K - $996K
|
13.6K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
13.3KNew |
$717K - $968K
|
13.3K
$744K
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
13.2K+ 3.48% |
$715K - $966K
|
393K
$22.1M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
13.2K+ 3.48% |
$715K - $966K
|
393K
$22.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
13K+ 14.42% |
$705K - $952K
|
103K
$5.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13K+ 0.56% |
$702K - $948K
|
2.34M
$131M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 3.38% |
$693K - $935K
|
392K
$22M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
12.7KNew |
$687K - $928K
|
12.7K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12.5K+ 11.52% |
$675K - $912K
|
121K
$6.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.3K+ 304.19% |
$667K - $900K
|
16.4K
$919K
|
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
12K+ 34.99% |
$650K - $878K
|
46.4K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
11.9K+ 14.51% |
$645K - $870K
|
94K
$5.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
11.8K+ 29.5% |
$638K - $862K
|
51.8K
$2.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.5KNew |
$619K - $836K
|
11.5K
$642K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.3KNew |
$613K - $827K
|
11.3K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
10.8KNew |
$583K - $788K
|
10.8K
$605K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
10.6K+ 5.06% |
$571K - $771K
|
219K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.2K+ 13.98% |
$553K - $746K
|
83.3K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
10KNew |
$541K - $730K
|
10K
$561K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.79KNew |
$529K - $715K
|
9.79K
$549K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
9.75KNew |
$527K - $712K
|
9.75K
$546K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.6K+ 20.67% |
$519K - $701K
|
56K
$3.14M
|