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
|
V Wealth Advisors LLC
|
SELL
|
- |
-414- 2.14% |
$30.8K - $34.6K
|
18.9K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-420- 58.17% |
$31.2K - $35.1K
|
302
$16.4K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-424- 4.17% |
$31.5K - $35.4K
|
9.74K
$528K
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-442- 2.32% |
$32.9K - $36.9K
|
18.6K
$1.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-447- 11.25% |
$33.2K - $37.3K
|
3.53K
$191K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-474- 12.21% |
$35.3K - $39.6K
|
3.41K
$185K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-497- 8.29% |
$37K - $41.5K
|
5.5K
$298K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-501- 10.52% |
$37.3K - $41.8K
|
4.26K
$231K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-508- 10.02% |
$37.8K - $42.4K
|
4.56K
$247K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-508- 48.52% |
$37.8K - $42.4K
|
539
$29.2K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-526- 3.38% |
$39.1K - $43.9K
|
15.1K
$817K
|
|
|
Jun 20, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-546- 12.63% |
$40.6K - $45.6K
|
3.78K
$205K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-550- 11.36% |
$40.9K - $45.9K
|
4.29K
$233K
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-550- 1.31% |
$40.9K - $45.9K
|
41.4K
$2.25M
|
|
|
May 12, 2022
Q1 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-552- 3.83% |
$41.1K - $46.1K
|
13.9K
$752K
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-555- 8.88% |
$41.3K - $46.4K
|
5.7K
$309K
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-586Closed |
$43.6K - $48.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-597- 74.63% |
$44.4K - $49.9K
|
203
$11K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-615Closed |
$45.7K - $51.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-623- 8.75% |
$46.3K - $52K
|
6.5K
$353K
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-627- 10.71% |
$46.6K - $52.4K
|
5.23K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-633- 0.2% |
$47.1K - $52.9K
|
319K
$17.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-650- 4.46% |
$48.3K - $54.3K
|
13.9K
$756K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-651- 5.45% |
$48.4K - $54.4K
|
11.3K
$613K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-679- 5.49% |
$50.5K - $56.7K
|
11.7K
$634K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-691- 12.6% |
$51.4K - $57.7K
|
4.79K
$260K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-696- 32.75% |
$51.8K - $58.1K
|
1.43K
$77.5K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-700- 0.85% |
$52.1K - $58.5K
|
81.5K
$4.42M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-746- 10.9% |
$55.5K - $62.3K
|
6.1K
$331K
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-774- 19.28% |
$57.6K - $64.6K
|
3.24K
$176K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-814- 9.33% |
$60.5K - $68K
|
7.91K
$429K
|
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-816- 2.41% |
$60.7K - $68.2K
|
33.1K
$1.79M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-827- 21.44% |
$61.5K - $69.1K
|
3.03K
$164K
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-845- 8.14% |
$62.8K - $70.6K
|
9.54K
$517K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-851- 17.56% |
$63.3K - $71.1K
|
3.99K
$217K
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-900Closed |
$66.9K - $75.2K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-945- 14.01% |
$70.3K - $78.9K
|
5.8K
$315K
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-947- 1.37% |
$70.4K - $79.1K
|
68.4K
$3.71M
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.01K- 5.25% |
$75.3K - $84.6K
|
18.3K
$991K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.02K- 33.6% |
$76.2K - $85.5K
|
2.02K
$110K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.03K- 21.47% |
$76.5K - $85.9K
|
3.76K
$204K
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.04K- 3.38% |
$77.6K - $87.1K
|
29.8K
$1.62M
|
|
|
May 11, 2022
Q1 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.05K- 3.01% |
$77.9K - $87.4K
|
33.8K
$1.83M
|
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-1.06K- 5.21% |
$78.6K - $88.3K
|
19.2K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.06K- 20.86% |
$79.1K - $88.9K
|
4.04K
$219K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.07K- 6.47% |
$79.4K - $89.2K
|
15.4K
$838K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.11KClosed |
$82.3K - $92.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.2K- 3.18% |
$89.2K - $100K
|
36.5K
$1.98M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.22K- 24.86% |
$90.7K - $102K
|
3.69K
$200K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.27K- 26.74% |
$94.3K - $106K
|
3.47K
$188K
|