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 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9- 0.24% |
$470 - $591
|
3.67K
$206K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-9- 0.81% |
$470 - $591
|
1.1K
$61.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10- 0.15% |
$522 - $657
|
6.68K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-15- 0.03% |
$783 - $985
|
46.4K
$2.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-17- 0.17% |
$888 - $1.12K
|
9.73K
$545K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-26- 0.45% |
$1.36K - $1.71K
|
5.73K
$321K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-34- 0.27% |
$1.78K - $2.23K
|
12.5K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-34- 0.55% |
$1.78K - $2.23K
|
6.12K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-35- 0.77% |
$1.83K - $2.3K
|
4.5K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-48- 7.87% |
$2.51K - $3.15K
|
562
$31.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-54- 0.34% |
$2.82K - $3.55K
|
16K
$900K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-63- 12.99% |
$3.29K - $4.14K
|
422
$23.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-66- 0.41% |
$3.45K - $4.33K
|
16.2K
$909K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-68- 10.29% |
$3.55K - $4.47K
|
593
$33.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-72- 3.03% |
$3.76K - $4.73K
|
2.31K
$129K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-73- 1.12% |
$3.81K - $4.79K
|
6.42K
$360K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-74- 1.83% |
$3.86K - $4.86K
|
3.98K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-77- 1.7% |
$4.02K - $5.06K
|
4.46K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-84- 2.14% |
$4.39K - $5.52K
|
3.84K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-90- 1.83% |
$4.7K - $5.91K
|
4.83K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-90- 0.88% |
$4.7K - $5.91K
|
10.2K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-94- 41.41% |
$4.91K - $6.17K
|
133
$7.46K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 10.2% |
$5.22K - $6.57K
|
880
$49.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-103- 17.08% |
$5.38K - $6.77K
|
500
$28K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-104- 3.85% |
$5.43K - $6.83K
|
2.6K
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-111- 1.98% |
$5.8K - $7.29K
|
5.5K
$308K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-130- 9.45% |
$6.79K - $8.54K
|
1.25K
$69.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-133- 9.42% |
$6.94K - $8.74K
|
1.28K
$71.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-134- 50.0% |
$7K - $8.8K
|
134
$7.51K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-134- 50.0% |
$7K - $8.8K
|
134
$7.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-138- 0.71% |
$7.2K - $9.06K
|
19.2K
$1.08M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-152- 20.21% |
$7.94K - $9.98K
|
600
$33.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-152- 20.21% |
$7.94K - $9.98K
|
600
$33.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-153- 2.0% |
$7.99K - $10K
|
7.5K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-162- 44.51% |
$8.46K - $10.6K
|
202
$11.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-165- 1.81% |
$8.61K - $10.8K
|
8.95K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-171- 5.73% |
$8.93K - $11.2K
|
2.81K
$158K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 4.65% |
$9.08K - $11.4K
|
3.57K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-177- 1.64% |
$9.24K - $11.6K
|
10.6K
$595K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-207- 67.43% |
$10.8K - $13.6K
|
100
$5.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-208- 5.26% |
$10.9K - $13.7K
|
3.75K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-210- 2.89% |
$11K - $13.8K
|
7.05K
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-223- 2.97% |
$11.6K - $14.6K
|
7.29K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-225- 3.16% |
$11.7K - $14.8K
|
6.9K
$387K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-226- 0.73% |
$11.8K - $14.8K
|
30.6K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-232- 27.04% |
$12.1K - $15.2K
|
626
$35.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-237- 0.62% |
$12.4K - $15.6K
|
38.2K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-240- 1.71% |
$12.5K - $15.8K
|
13.8K
$773K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-244- 11.21% |
$12.7K - $16K
|
1.93K
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-248- 5.6% |
$12.9K - $16.3K
|
4.18K
$235K
|