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 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
140+ 40.23% |
$10.4K - $11.7K
|
488
$26.5K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
140+ 1.19% |
$10.4K - $11.7K
|
11.9K
$644K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
140+ 5.7% |
$10.4K - $11.7K
|
2.6K
$141K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
134+ 20.55% |
$9.97K - $11.2K
|
786
$42.6K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 5.31% |
$9.67K - $10.9K
|
2.58K
$140K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
130+ 4.37% |
$9.67K - $10.9K
|
3.11K
$169K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
127+ 0.65% |
$9.44K - $10.6K
|
19.7K
$1.07M
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
127+ 1.12% |
$9.44K - $10.6K
|
11.4K
$620K
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
125+ 1.01% |
$9.3K - $10.4K
|
12.5K
$679K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
112+ 11.16% |
$8.33K - $9.35K
|
1.12K
$60.5K
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
110+ 2.42% |
$8.18K - $9.19K
|
4.65K
$252K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
97+ 1.35% |
$7.21K - $8.1K
|
7.31K
$396K
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
94+ 2.53% |
$6.99K - $7.85K
|
3.81K
$207K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
94+ 1.61% |
$6.99K - $7.85K
|
5.93K
$322K
|
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
92+ 1.04% |
$6.84K - $7.68K
|
8.97K
$487K
|
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
83+ 1.07% |
$6.17K - $6.93K
|
7.86K
$426K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
83+ 0.29% |
$6.17K - $6.93K
|
28.5K
$1.55M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
80+ 1.6% |
$5.95K - $6.68K
|
5.08K
$275K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
69+ 0.58% |
$5.13K - $5.76K
|
11.9K
$648K
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
65+ 0.74% |
$4.83K - $5.43K
|
8.85K
$480K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
64+ 1.74% |
$4.76K - $5.35K
|
3.73K
$203K
|
|
|
May 02, 2022
Q1 2022
|
Forward Management, LLC
|
BUY
|
- |
60+ 0.08% |
$4.46K - $5.01K
|
72.7K
$3.94M
|
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
55+ 0.21% |
$4.09K - $4.59K
|
25.8K
$1.4M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
53+ 1.92% |
$3.94K - $4.43K
|
2.81K
$153K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
51+ 0.75% |
$3.79K - $4.26K
|
6.86K
$372K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
48New |
$3.57K - $4.01K
|
48
$2.6K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
44+ 0.54% |
$3.27K - $3.67K
|
8.2K
$445K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
44+ 0.53% |
$3.27K - $3.67K
|
8.38K
$455K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
40+ 0.47% |
$2.97K - $3.34K
|
8.48K
$460K
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
39+ 0.32% |
$2.9K - $3.26K
|
12.1K
$657K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
38New |
$2.83K - $3.17K
|
38
$2.06K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
37+ 0.98% |
$2.75K - $3.09K
|
3.82K
$207K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
27+ 0.71% |
$2.01K - $2.26K
|
3.83K
$208K
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
25+ 0.69% |
$1.86K - $2.09K
|
3.65K
$198K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
24+ 0.06% |
$1.78K - $2K
|
39.5K
$2.14M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
22+ 0.48% |
$1.64K - $1.84K
|
4.65K
$252K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20New |
$1.49K - $1.67K
|
20
$1.09K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 0.54% |
$1.49K - $1.67K
|
3.7K
$201K
|
|
|
Dec 09, 2024
Q1 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
20+ 0.01% |
$1.49K - $1.67K
|
236K
$12.8M
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
18+ 0.51% |
$1.34K - $1.5K
|
3.53K
$191K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
17New |
$1.26K - $1.42K
|
17
$922
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
16+ 0.27% |
$1.19K - $1.34K
|
5.96K
$323K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15New |
$1.12K - $1.25K
|
15
$814
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 0.74% |
$1.12K - $1.25K
|
2.03K
$110K
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
13+ 0.46% |
$967 - $1.09K
|
2.84K
$154K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 1.32% |
$892 - $1K
|
924
$50.1K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.26% |
$818 - $919
|
4.3K
$233K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
8+ 0.22% |
$595 - $668
|
3.58K
$194K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
8+ 0.06% |
$595 - $668
|
12.5K
$678K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8+ 0.69% |
$595 - $668
|
1.17K
$63.3K
|