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
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.76KNew |
$279K - $314K
|
3.76K
$204K
|
|
May 04, 2022
Q1 2022
|
Versor Investments LP
|
BUY
|
- |
3.74K+ 37.03% |
$278K - $312K
|
13.8K
$751K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.74K+ 2.7% |
$278K - $312K
|
142K
$7.71M
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.73K+ 124.56% |
$277K - $311K
|
6.72K
$365K
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.7K+ 13.63% |
$275K - $309K
|
30.9K
$1.67M
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.66K+ 7.81% |
$272K - $305K
|
50.5K
$2.74M
|
|
May 06, 2022
Q1 2022
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
3.6K+ 2.01% |
$268K - $301K
|
183K
$9.93M
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
3.58K+ 22.61% |
$267K - $299K
|
19.4K
$1.05M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.56K+ 6.08% |
$265K - $297K
|
62.1K
$3.37M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.55K+ 107.93% |
$264K - $297K
|
6.85K
$371K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.49KNew |
$259K - $291K
|
3.49K
$189K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.48KNew |
$259K - $290K
|
3.48K
$189K
|
|
May 16, 2022
Q1 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
3.4K+ 34.69% |
$253K - $284K
|
13.2K
$716K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
3.4KNew |
$253K - $284K
|
3.4K
$184K
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
3.4KNew |
$252K - $284K
|
3.4K
$184K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.38K+ 7.14% |
$251K - $282K
|
50.7K
$2.75M
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.37KNew |
$251K - $282K
|
3.37K
$183K
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.29K+ 23.43% |
$245K - $275K
|
17.3K
$941K
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.28KNew |
$244K - $274K
|
3.28K
$178K
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
3.12KNew |
$232K - $260K
|
3.12K
$169K
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.12K+ 10.73% |
$232K - $260K
|
32.2K
$1.74M
|
|
May 16, 2022
Q1 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.11KNew |
$231K - $260K
|
3.11K
$169K
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.07KNew |
$229K - $257K
|
3.07K
$167K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.98K+ 3.38% |
$221K - $249K
|
91.1K
$4.94M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
2.91KNew |
$216K - $243K
|
2.91K
$158K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.9K+ 10.65% |
$216K - $242K
|
30.1K
$1.64M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.86KNew |
$213K - $239K
|
2.86K
$155K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.84KNew |
$211K - $237K
|
2.84K
$154K
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.81K+ 14.29% |
$209K - $234K
|
22.4K
$1.22M
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.8KNew |
$208K - $233K
|
2.8K
$152K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.79KNew |
$207K - $233K
|
2.79K
$151K
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.76KNew |
$205K - $231K
|
2.76K
$150K
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.68KNew |
$200K - $224K
|
2.68K
$146K
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.65K+ 6.11% |
$197K - $222K
|
46.1K
$2.5M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
2.65K+ 7.95% |
$197K - $221K
|
36K
$1.95M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.64K+ 2.43% |
$196K - $221K
|
111K
$6.04M
|
|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.62K+ 7.32% |
$195K - $219K
|
38.5K
$2.09M
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.61K+ 3.39% |
$194K - $218K
|
79.7K
$4.32M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.6K+ 4.3% |
$194K - $217K
|
63.2K
$3.43M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.6K+ 9.05% |
$193K - $217K
|
31.3K
$1.7M
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.51KNew |
$186K - $209K
|
2.51K
$136K
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.48K+ 8.22% |
$184K - $207K
|
32.6K
$1.77M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.41K+ 3.21% |
$179K - $201K
|
77.4K
$4.2M
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 67.29% |
$178K - $200K
|
5.94K
$322K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.38K+ 12.66% |
$177K - $198K
|
21.1K
$1.15M
|
|
May 13, 2022
Q1 2022
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
2.35K+ 2.86% |
$175K - $196K
|
84.4K
$4.58M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.23K+ 72.58% |
$166K - $187K
|
5.31K
$288K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2.23K+ 7.92% |
$166K - $186K
|
30.4K
$1.65M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.14K+ 3.94% |
$159K - $179K
|
56.4K
$3.06M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 10.77% |
$158K - $178K
|
21.9K
$1.19M
|