Purchases and Sales Made in Q1 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-100Closed |
$7.44K - $8.35K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-101- 0.28% |
$7.51K - $8.44K
|
35.7K
$1.93M
|
|
|
Apr 21, 2022
Q1 2022
|
Chase Investment Counsel Corp
|
SELL
|
- |
-115- 4.27% |
$8.55K - $9.6K
|
2.58K
$140K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-115- 2.73% |
$8.55K - $9.6K
|
4.1K
$222K
|
|
|
May 10, 2022
Q1 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-131- 3.41% |
$9.74K - $10.9K
|
3.71K
$201K
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-134Closed |
$9.97K - $11.2K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-144- 4.8% |
$10.7K - $12K
|
2.86K
$155K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-146Closed |
$10.9K - $12.2K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Touchstone Capital, Inc.
|
SELL
|
- |
-149- 5.38% |
$11.1K - $12.4K
|
2.62K
$142K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-150- 2.04% |
$11.2K - $12.5K
|
7.19K
$390K
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-154- 5.13% |
$11.5K - $12.9K
|
2.85K
$154K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-160Closed |
$11.9K - $13.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-164Closed |
$12.2K - $13.7K
|
0
$0
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-169- 0.5% |
$12.6K - $14.1K
|
33.5K
$1.82M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-177- 4.18% |
$13.2K - $14.8K
|
4.06K
$220K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-178- 3.39% |
$13.2K - $14.9K
|
5.07K
$275K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-180- 4.73% |
$13.4K - $15K
|
3.63K
$197K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-181- 5.17% |
$13.5K - $15.1K
|
3.32K
$180K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 4.21% |
$14.9K - $16.7K
|
4.55K
$247K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 33.22% |
$14.9K - $16.7K
|
402
$21.8K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-209- 20.37% |
$15.5K - $17.5K
|
817
$44.3K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-210- 1.44% |
$15.6K - $17.5K
|
14.3K
$777K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-211- 3.36% |
$15.7K - $17.6K
|
6.07K
$329K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-213- 3.86% |
$15.8K - $17.8K
|
5.31K
$288K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-213- 1.09% |
$15.8K - $17.8K
|
19.4K
$1.05M
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-228- 4.94% |
$17K - $19K
|
4.39K
$238K
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-232- 5.17% |
$17.3K - $19.4K
|
4.25K
$231K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-232Closed |
$17.3K - $19.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-235- 0.69% |
$17.5K - $19.6K
|
34K
$1.84M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-238- 2.7% |
$17.7K - $19.9K
|
8.57K
$465K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-238- 0.45% |
$17.7K - $19.9K
|
52.2K
$2.83M
|
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-240- 0.11% |
$17.8K - $20K
|
227K
$12.3M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-240- 2.55% |
$17.8K - $20K
|
9.17K
$498K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-246- 1.75% |
$18.3K - $20.5K
|
13.8K
$751K
|
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
SELL
|
- |
-249- 42.42% |
$18.5K - $20.8K
|
338
$18.3K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-260Closed |
$19.3K - $21.7K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-272- 5.61% |
$20.2K - $22.7K
|
4.58K
$248K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-280- 1.59% |
$20.8K - $23.4K
|
17.4K
$942K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-295- 10.42% |
$21.9K - $24.6K
|
2.54K
$138K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-297- 1.52% |
$22.1K - $24.8K
|
19.3K
$1.05M
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-300Closed |
$22.3K - $25.1K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-301- 20.31% |
$22.4K - $25.1K
|
1.18K
$64.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
SELL
|
- |
-311- 3.17% |
$23.1K - $26K
|
9.49K
$515K
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-330Closed |
$24.5K - $27.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-343- 53.34% |
$25.5K - $28.6K
|
300
$16.3K
|
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-353- 1.53% |
$26.3K - $29.5K
|
22.7K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-362- 9.89% |
$26.9K - $30.2K
|
3.3K
$179K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-375- 2.89% |
$27.9K - $31.3K
|
12.6K
$683K
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-396- 1.84% |
$29.5K - $33.1K
|
21.1K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-408- 10.83% |
$30.3K - $34.1K
|
3.36K
$182K
|