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 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
859+ 7.74% |
$63.9K - $71.7K
|
12K
$648K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
854+ 6.73% |
$63.5K - $71.3K
|
13.5K
$735K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
848+ 4.54% |
$63.1K - $70.8K
|
19.5K
$1.06M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
847+ 2.2% |
$63K - $70.7K
|
39.4K
$2.14M
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
839+ 9.7% |
$62.4K - $70.1K
|
9.49K
$515K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
837+ 1.73% |
$62.2K - $69.9K
|
49.3K
$2.67M
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
821+ 14.92% |
$61.1K - $68.6K
|
6.32K
$343K
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
764+ 4.94% |
$56.8K - $63.8K
|
16.2K
$881K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
750+ 21.51% |
$55.8K - $62.6K
|
4.24K
$230K
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
712+ 1.92% |
$53K - $59.5K
|
37.8K
$2.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
711+ 13.78% |
$52.9K - $59.4K
|
5.87K
$318K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
679+ 6.13% |
$50.5K - $56.7K
|
11.8K
$638K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
676+ 26.62% |
$50.3K - $56.5K
|
3.22K
$174K
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
664+ 29.1% |
$49.4K - $55.5K
|
2.95K
$160K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
661+ 0.59% |
$49.2K - $55.2K
|
112K
$6.08M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
659+ 3.08% |
$49K - $55K
|
22.1K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
638+ 1.53% |
$47.4K - $53.3K
|
42.3K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
631New |
$46.9K - $52.7K
|
631
$34.2K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
620+ 11.81% |
$46.1K - $51.8K
|
5.87K
$319K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
619+ 10.48% |
$46K - $51.7K
|
6.53K
$354K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
601+ 15.82% |
$44.7K - $50.2K
|
4.4K
$239K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
598New |
$44.5K - $49.9K
|
598
$32.4K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
582+ 14.23% |
$43.3K - $48.6K
|
4.67K
$254K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
575+ 56.43% |
$42.8K - $48K
|
1.59K
$86.5K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
575New |
$42.8K - $48K
|
575
$31.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
570+ 10.78% |
$42.4K - $47.6K
|
5.86K
$318K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
556+ 8.75% |
$41.3K - $46.4K
|
6.91K
$375K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
551+ 14.1% |
$41K - $46K
|
4.46K
$242K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
550+ 50.0% |
$40.9K - $45.9K
|
1.65K
$89.5K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
532+ 17.66% |
$39.6K - $44.4K
|
3.54K
$192K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
527+ 2.32% |
$39.2K - $44K
|
23.3K
$1.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
525+ 19.95% |
$39K - $43.8K
|
3.16K
$171K
|
|
|
May 06, 2022
Q1 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
485+ 0.25% |
$36.1K - $40.5K
|
193K
$10.5M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
482+ 9.3% |
$35.8K - $40.3K
|
5.67K
$307K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
475+ 14.27% |
$35.3K - $39.7K
|
3.8K
$206K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
466+ 5.67% |
$34.7K - $38.9K
|
8.69K
$471K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
461+ 6.07% |
$34.3K - $38.5K
|
8.06K
$437K
|
|
|
May 06, 2022
Q1 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
450+ 7.0% |
$33.5K - $37.6K
|
6.88K
$373K
|
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
444+ 8.04% |
$33K - $37.1K
|
5.97K
$324K
|
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
438+ 10.15% |
$32.6K - $36.6K
|
4.75K
$258K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
437New |
$32.5K - $36.5K
|
437
$23.7K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
436+ 2.56% |
$32.4K - $36.4K
|
17.5K
$947K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
427+ 20.4% |
$31.8K - $35.7K
|
2.52K
$137K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
425+ 12.47% |
$31.6K - $35.5K
|
3.83K
$208K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
414+ 5.29% |
$30.8K - $34.6K
|
8.25K
$447K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
406+ 6.6% |
$30.2K - $33.9K
|
6.56K
$356K
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
400+ 1.2% |
$29.7K - $33.4K
|
33.7K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
393New |
$29.2K - $32.8K
|
393
$21.3K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
388+ 8.02% |
$28.9K - $32.4K
|
5.23K
$284K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
350+ 13.33% |
$26K - $29.2K
|
2.98K
$161K
|