Purchases and Sales Made in Q4 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
666+ 3.19% |
$45.6K - $54.4K
|
21.5K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
665+ 0.94% |
$45.5K - $54.3K
|
71.1K
$3.99M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
632New |
$43.3K - $51.6K
|
632
$35.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
617+ 12.23% |
$42.2K - $50.4K
|
5.66K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
615New |
$42.1K - $50.2K
|
615
$34.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
613+ 0.54% |
$42K - $50.1K
|
115K
$6.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
611+ 1.42% |
$41.8K - $49.9K
|
43.5K
$2.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
609+ 61.52% |
$41.7K - $49.7K
|
1.6K
$89.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
601New |
$41.1K - $49.1K
|
601
$33.7K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
583New |
$39.9K - $47.6K
|
583
$32.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
559+ 8.31% |
$38.3K - $45.7K
|
7.28K
$408K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
542+ 44.46% |
$37.1K - $44.3K
|
1.76K
$98.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
529New |
$36.2K - $43.2K
|
529
$29.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
524New |
$35.9K - $42.8K
|
524
$29.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
522+ 11.11% |
$35.7K - $42.6K
|
5.22K
$293K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
518+ 6.56% |
$35.5K - $42.3K
|
8.41K
$472K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
501+ 5.83% |
$34.3K - $40.9K
|
9.09K
$510K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
490+ 8.3% |
$33.5K - $40K
|
6.4K
$359K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
489+ 8.45% |
$33.5K - $39.9K
|
6.28K
$352K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
489+ 4.44% |
$33.5K - $39.9K
|
11.5K
$645K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
483+ 12.14% |
$33.1K - $39.5K
|
4.46K
$250K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
481+ 3.24% |
$32.9K - $39.3K
|
15.3K
$859K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
469+ 6.35% |
$32.1K - $38.3K
|
7.86K
$440K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
468+ 8.41% |
$32K - $38.2K
|
6.03K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
465+ 6.04% |
$31.8K - $38K
|
8.16K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
465+ 1.68% |
$31.8K - $38K
|
28.2K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
449+ 1.06% |
$30.7K - $36.7K
|
42.7K
$2.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
442+ 5.4% |
$30.3K - $36.1K
|
8.63K
$484K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
439+ 5.85% |
$30.1K - $35.9K
|
7.95K
$446K
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
435+ 9.19% |
$29.8K - $35.5K
|
5.17K
$290K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
431+ 54.42% |
$29.5K - $35.2K
|
1.22K
$68.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
430+ 3.91% |
$29.4K - $35.1K
|
11.4K
$641K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
424+ 4.14% |
$29K - $34.6K
|
10.7K
$599K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
417+ 3.78% |
$28.5K - $34.1K
|
11.4K
$642K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
412+ 7.93% |
$28.2K - $33.7K
|
5.61K
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
411New |
$28.1K - $33.6K
|
411
$23K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
409+ 16.32% |
$28K - $33.4K
|
2.92K
$163K
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
400+ 4.65% |
$27.4K - $32.7K
|
9K
$505K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
388+ 8.33% |
$26.6K - $31.7K
|
5.04K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
379+ 2.62% |
$25.9K - $31K
|
14.9K
$833K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
361New |
$24.7K - $29.5K
|
361
$20.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
356+ 2.07% |
$24.4K - $29.1K
|
17.5K
$983K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
337+ 7.97% |
$23.1K - $27.5K
|
4.56K
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
337+ 2.65% |
$23.1K - $27.5K
|
13K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
334+ 9.74% |
$22.9K - $27.3K
|
3.76K
$211K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
329+ 8.37% |
$22.5K - $26.9K
|
4.26K
$239K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
329+ 8.37% |
$22.5K - $26.9K
|
4.26K
$239K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
329+ 8.37% |
$22.5K - $26.9K
|
4.26K
$239K
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
326+ 4.08% |
$22.3K - $26.6K
|
8.32K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
326New |
$22.3K - $26.6K
|
326
$18.3K
|