Purchases and Sales Made in Q4 2023 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-726- 9.81% |
$37.9K - $47.7K
|
6.67K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-730- 7.9% |
$38.1K - $47.9K
|
8.51K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-753- 7.72% |
$39.3K - $49.5K
|
9.01K
$505K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-756- 3.86% |
$39.5K - $49.7K
|
18.8K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-757- 7.11% |
$39.5K - $49.7K
|
9.89K
$555K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-781- 0.53% |
$40.8K - $51.3K
|
146K
$8.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-794- 15.62% |
$41.5K - $52.1K
|
4.29K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-800- 28.57% |
$41.8K - $52.5K
|
2K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-831- 4.12% |
$43.4K - $54.6K
|
19.3K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-852- 11.91% |
$44.5K - $56K
|
6.3K
$353K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-878- 32.23% |
$45.8K - $57.7K
|
1.85K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-902- 16.1% |
$47.1K - $59.2K
|
4.7K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-914- 7.89% |
$47.7K - $60K
|
10.7K
$598K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-936- 3.85% |
$48.9K - $61.5K
|
23.4K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-964- 11.77% |
$50.3K - $63.3K
|
7.23K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-965- 12.82% |
$50.4K - $63.4K
|
6.56K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-976- 0.47% |
$51K - $64.1K
|
205K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.02K- 23.13% |
$53.1K - $66.8K
|
3.38K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.1K- 18.62% |
$57.3K - $72.1K
|
4.8K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.11K- 17.74% |
$57.7K - $72.6K
|
5.13K
$287K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.12K- 22.99% |
$58.6K - $73.7K
|
3.76K
$211K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.14K- 21.85% |
$59.4K - $74.7K
|
4.07K
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.15K- 57.5% |
$60K - $75.5K
|
850
$47.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-1.16K- 1.71% |
$60.5K - $76.1K
|
66.7K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 5.42% |
$62.1K - $78.2K
|
20.8K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.2K- 11.91% |
$62.7K - $78.8K
|
8.88K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.21K- 6.74% |
$63.1K - $79.4K
|
16.7K
$938K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 2.4% |
$65.7K - $82.7K
|
51.1K
$2.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.28K- 10.2% |
$66.9K - $84.1K
|
11.3K
$632K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.29K- 28.1% |
$67.4K - $84.7K
|
3.3K
$185K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.3K- 3.73% |
$68.1K - $85.6K
|
33.6K
$1.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.34K- 23.11% |
$70K - $88K
|
4.46K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.35K- 4.76% |
$70.3K - $88.5K
|
26.9K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.35K- 15.74% |
$70.4K - $88.6K
|
7.22K
$405K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.35K- 19.92% |
$70.5K - $88.7K
|
5.43K
$304K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.36K- 16.58% |
$70.9K - $89.2K
|
6.83K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.37K- 17.47% |
$71.3K - $89.7K
|
6.45K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.37K- 15.86% |
$71.3K - $89.7K
|
7.24K
$406K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.37K- 17.47% |
$71.3K - $89.7K
|
6.45K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.39K- 1.48% |
$72.5K - $91.2K
|
92.7K
$5.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.39K- 28.57% |
$72.7K - $91.5K
|
3.48K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.42K- 26.97% |
$74.3K - $93.5K
|
3.85K
$216K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.42K- 12.82% |
$74.3K - $93.5K
|
9.68K
$543K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.43K- 11.06% |
$74.7K - $93.9K
|
11.5K
$645K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.47K- 14.12% |
$76.5K - $96.2K
|
8.91K
$499K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.52K- 2.72% |
$79.6K - $100K
|
54.5K
$3.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.54K- 7.08% |
$80.2K - $101K
|
20.2K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.56K- 3.31% |
$81.3K - $102K
|
45.5K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.6K- 10.62% |
$83.5K - $105K
|
13.5K
$755K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.68K- 5.75% |
$87.6K - $110K
|
27.5K
$1.54M
|