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 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.36KNew |
$332K - $378K
|
4.36K
$243K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.29KNew |
$326K - $371K
|
4.29K
$239K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.15K+ 8.41% |
$315K - $359K
|
53.5K
$2.98M
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.14K+ 22.67% |
$315K - $359K
|
22.4K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.08K+ 0.89% |
$310K - $353K
|
464K
$25.9M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.02K+ 109.11% |
$306K - $348K
|
7.71K
$430K
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.95K+ 9.91% |
$300K - $342K
|
43.8K
$2.44M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
3.88K+ 19.35% |
$295K - $336K
|
23.9K
$1.33M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.83K+ 66.69% |
$291K - $332K
|
9.57K
$534K
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.81KNew |
$289K - $329K
|
3.81K
$212K
|
|
Aug 10, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
3.75KNew |
$285K - $325K
|
3.75K
$209K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.62KNew |
$275K - $313K
|
3.62K
$202K
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
3.58KNew |
$272K - $310K
|
3.58K
$200K
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
3.56K+ 9.89% |
$271K - $308K
|
39.6K
$2.21M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.56K+ 5.86% |
$270K - $308K
|
64.3K
$3.59M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
3.45K+ 170.27% |
$262K - $298K
|
5.47K
$305K
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.43K+ 11.76% |
$261K - $297K
|
32.6K
$1.82M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.34K+ 19.11% |
$254K - $289K
|
20.8K
$1.16M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.29KNew |
$250K - $285K
|
3.29K
$183K
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.28K+ 7.67% |
$249K - $284K
|
46K
$2.57M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.06K+ 0.33% |
$233K - $265K
|
919K
$51.3M
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.02KNew |
$230K - $262K
|
3.02K
$169K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
3.02K+ 2337.98% |
$229K - $261K
|
3.15K
$175K
|
|
Aug 10, 2022
Q2 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.99K+ 2.86% |
$227K - $259K
|
107K
$5.99M
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.98K+ 65.69% |
$226K - $258K
|
7.5K
$419K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
2.96KNew |
$225K - $256K
|
2.96K
$165K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.91K+ 33.74% |
$221K - $252K
|
11.5K
$644K
|
|
Jul 19, 2022
Q2 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
2.9K+ 11.94% |
$220K - $251K
|
27.2K
$1.52M
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
BUY
|
- |
2.85K+ 1.25% |
$216K - $246K
|
230K
$12.9M
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.84K+ 5.62% |
$216K - $246K
|
53.3K
$2.97M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.82K+ 7.16% |
$214K - $244K
|
42.2K
$2.35M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.82K+ 2.58% |
$214K - $244K
|
112K
$6.24M
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
BUY
|
- |
2.8KNew |
$213K - $242K
|
2.8K
$156K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.79KNew |
$212K - $241K
|
2.79K
$156K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.77KNew |
$211K - $240K
|
2.77K
$155K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.75KNew |
$209K - $238K
|
2.75K
$153K
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.73K+ 8.83% |
$207K - $236K
|
33.6K
$1.87M
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.72K+ 4.54% |
$207K - $236K
|
62.7K
$3.5M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.72K+ 8.11% |
$206K - $235K
|
36.2K
$2.02M
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$206K - $235K
|
2.72K
$151K
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.71K+ 8.3% |
$206K - $234K
|
35.3K
$1.97M
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
2.68KNew |
$204K - $232K
|
2.68K
$150K
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.68K+ 91.04% |
$204K - $232K
|
5.63K
$314K
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
2.67K+ 40.9% |
$203K - $231K
|
9.19K
$513K
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
BUY
|
- |
2.61KNew |
$198K - $226K
|
2.61K
$145K
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
2.6KNew |
$197K - $225K
|
2.6K
$145K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.55KNew |
$194K - $221K
|
2.55K
$142K
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.51KNew |
$190K - $217K
|
2.51K
$140K
|
|
Aug 15, 2022
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.51KNew |
$190K - $217K
|
2.51K
$140K
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.45KNew |
$186K - $212K
|
2.45K
$137K
|