Purchases and Sales Made in Q2 2022 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-447- 3.53% |
$34K - $38.7K
|
12.2K
$748K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-456- 19.45% |
$34.7K - $39.5K
|
1.89K
$116K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-498- 38.22% |
$37.8K - $43.1K
|
805
$49.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-519- 14.7% |
$39.4K - $44.9K
|
3.01K
$185K
|
|
|
Aug 10, 2022
Q2 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-537Closed |
$40.8K - $46.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-550- 33.33% |
$41.8K - $47.6K
|
1.1K
$67.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-550Closed |
$41.8K - $47.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-566- 30.04% |
$43K - $49K
|
1.32K
$80.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-567- 2.93% |
$43.1K - $49.1K
|
18.8K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-575Closed |
$43.7K - $49.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
SELL
|
- |
-584- 1.4% |
$44.4K - $50.6K
|
41K
$2.51M
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-598- 1.45% |
$45.4K - $51.8K
|
40.5K
$2.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-601- 73.92% |
$45.7K - $52K
|
212
$13K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-643- 6.76% |
$48.9K - $55.7K
|
8.86K
$543K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-686- 18.25% |
$52.1K - $59.4K
|
3.07K
$188K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-693- 0.69% |
$52.7K - $60K
|
100K
$6.14M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-756- 9.86% |
$57.5K - $65.4K
|
6.91K
$424K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-787- 12.63% |
$59.8K - $68.1K
|
5.44K
$334K
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-809- 13.55% |
$61.5K - $70K
|
5.16K
$316K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-810- 14.73% |
$61.6K - $70.1K
|
4.69K
$287K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-811- 10.14% |
$61.6K - $70.2K
|
7.18K
$440K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-823- 57.59% |
$62.5K - $71.2K
|
606
$37.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-840- 1.31% |
$63.8K - $72.7K
|
63.4K
$3.89M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-877- 4.23% |
$66.7K - $75.9K
|
19.8K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-900- 12.75% |
$68.4K - $77.9K
|
6.16K
$377K
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-911- 1.25% |
$69.2K - $78.9K
|
72.2K
$4.43M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-1K- 16.31% |
$76K - $86.6K
|
5.13K
$315K
|
|
|
Aug 26, 2022
Q2 2022
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.04K- 9.85% |
$78.7K - $89.6K
|
9.47K
$581K
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.05K- 18.64% |
$79.8K - $90.9K
|
4.58K
$281K
|
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.08K- 2.32% |
$81.8K - $93.1K
|
45.2K
$2.77M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.1K- 5.65% |
$83.9K - $95.6K
|
18.4K
$1.13M
|
|
|
Jul 08, 2022
Q2 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.15K- 14.18% |
$87.7K - $99.9K
|
6.99K
$428K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.17KClosed |
$88.6K - $101K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.24KClosed |
$94.1K - $107K
|
0
$0
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.24K- 32.01% |
$94.3K - $107K
|
2.64K
$162K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.27K- 18.76% |
$96.5K - $110K
|
5.5K
$337K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.3KClosed |
$98.6K - $112K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.35K- 43.51% |
$102K - $117K
|
1.75K
$107K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.4K- 3.93% |
$106K - $121K
|
34.3K
$2.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.49K- 98.55% |
$113K - $129K
|
22
$1.35K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.51K- 49.26% |
$115K - $131K
|
1.55K
$95.2K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.52K- 13.03% |
$116K - $132K
|
10.2K
$622K
|
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
SELL
|
- |
-1.53K- 2.47% |
$116K - $132K
|
60.2K
$3.69M
|
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.56K- 0.86% |
$118K - $135K
|
179K
$11M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.56K- 25.56% |
$118K - $135K
|
4.54K
$278K
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.62K- 33.23% |
$123K - $140K
|
3.25K
$199K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.65K- 19.72% |
$126K - $143K
|
6.73K
$413K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.69K- 1.05% |
$129K - $146K
|
160K
$9.78M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.73K- 28.73% |
$131K - $150K
|
4.29K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-1.88K- 3.31% |
$143K - $162K
|
54.9K
$3.36M
|