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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
2.44KNew |
$186K - $211K
|
2.44K
$133K
|
|
|
Aug 12, 2022
Q2 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.43KNew |
$184K - $210K
|
2.43K
$132K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.42KNew |
$184K - $209K
|
2.42K
$131K
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.41KNew |
$183K - $209K
|
2.41K
$131K
|
|
|
Jul 21, 2022
Q2 2022
|
Private Capital Advisors, Inc.
|
BUY
|
- |
2.41K+ 1.7% |
$183K - $208K
|
144K
$7.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.32KNew |
$176K - $200K
|
2.32K
$126K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.3KNew |
$175K - $199K
|
2.3K
$125K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$173K - $197K
|
2.28K
$124K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.1K+ 4.56% |
$160K - $182K
|
48.2K
$2.62M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.08K+ 4.08% |
$158K - $180K
|
53K
$2.88M
|
|
|
Jun 20, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.06K+ 31.68% |
$156K - $178K
|
8.55K
$464K
|
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
2.05K+ 11.02% |
$155K - $177K
|
20.6K
$1.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
2K+ 2.46% |
$152K - $173K
|
83.5K
$4.53M
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.97K+ 16.6% |
$150K - $171K
|
13.8K
$751K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.95K+ 5.75% |
$148K - $169K
|
35.8K
$1.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.86K+ 5.77% |
$141K - $161K
|
34K
$1.85M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.84K+ 206.88% |
$139K - $159K
|
2.72K
$148K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.81K+ 8.56% |
$137K - $157K
|
22.9K
$1.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.72K+ 7.39% |
$131K - $149K
|
25K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.65K+ 38.66% |
$125K - $143K
|
5.91K
$321K
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.58K+ 8.51% |
$120K - $137K
|
20.2K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.56K+ 62.64% |
$118K - $135K
|
4.05K
$220K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.52KNew |
$116K - $132K
|
1.52K
$82.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.48K+ 47.56% |
$112K - $128K
|
4.59K
$249K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.45K+ 14.72% |
$110K - $126K
|
11.3K
$613K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.43K+ 34.03% |
$109K - $124K
|
5.64K
$306K
|
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.41K+ 4.19% |
$107K - $122K
|
35.2K
$1.91M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.4K+ 0.15% |
$106K - $121K
|
921K
$50M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.4K+ 2.68% |
$106K - $121K
|
53.4K
$2.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 43.59% |
$105K - $120K
|
4.56K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 2.34% |
$104K - $118K
|
59.8K
$3.24M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.37K+ 5.67% |
$104K - $118K
|
25.4K
$1.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 3.34% |
$104K - $118K
|
42.2K
$2.29M
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.34K+ 2.59% |
$102K - $116K
|
53.2K
$2.89M
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.33K+ 9.82% |
$101K - $115K
|
14.9K
$807K
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.33K+ 5.79% |
$101K - $115K
|
24.2K
$1.31M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.3K+ 61.52% |
$99K - $113K
|
3.42K
$186K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.28K+ 19.0% |
$97.1K - $111K
|
8K
$434K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.28K+ 44.62% |
$97K - $110K
|
4.14K
$225K
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.26K+ 19.68% |
$95.5K - $109K
|
7.64K
$415K
|
|
|
Jul 18, 2022
Q2 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.25K+ 26.04% |
$95K - $108K
|
6.05K
$328K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
1.17K+ 7.42% |
$88.9K - $101K
|
16.9K
$920K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.13K+ 36.98% |
$85.6K - $97.5K
|
4.17K
$226K
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 3.67% |
$85.1K - $97K
|
31.6K
$1.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11K+ 25.16% |
$84.1K - $95.8K
|
5.51K
$299K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11KNew |
$84.1K - $95.8K
|
1.11K
$60.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.11K+ 0.99% |
$84.1K - $95.7K
|
112K
$6.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 15.44% |
$81.1K - $92.4K
|
7.98K
$433K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.06K+ 1.0% |
$80.8K - $92K
|
108K
$5.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 30.23% |
$79.9K - $91K
|
4.53K
$246K
|