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 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
436+ 1.32% |
$33.1K - $37.7K
|
33.6K
$1.82M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
431+ 11.33% |
$32.8K - $37.3K
|
4.24K
$230K
|
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
425New |
$32.3K - $36.8K
|
425
$23.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
417+ 2.85% |
$31.7K - $36.1K
|
15.1K
$818K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
413+ 4.06% |
$31.4K - $35.8K
|
10.6K
$575K
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
403+ 9.48% |
$30.6K - $34.9K
|
4.66K
$253K
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
398+ 11.8% |
$30.2K - $34.5K
|
3.77K
$205K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
392+ 4.02% |
$29.8K - $33.9K
|
10.1K
$550K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
388+ 2.8% |
$29.5K - $33.6K
|
14.2K
$773K
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
387+ 2.38% |
$29.4K - $33.5K
|
16.6K
$902K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
376+ 33.69% |
$28.6K - $32.6K
|
1.49K
$81K
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
374+ 2.55% |
$28.4K - $32.4K
|
15K
$816K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
360+ 1.18% |
$27.4K - $31.2K
|
30.8K
$1.67M
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
354+ 12.39% |
$26.9K - $30.6K
|
3.21K
$174K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
350+ 3.5% |
$26.6K - $30.3K
|
10.4K
$562K
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
350+ 4.65% |
$26.6K - $30.3K
|
7.88K
$428K
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
350+ 4.65% |
$26.6K - $30.3K
|
7.88K
$428K
|
|
|
Aug 12, 2022
Q2 2022
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
338+ 0.65% |
$25.7K - $29.3K
|
52.7K
$2.86M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
330+ 2.76% |
$25.1K - $28.6K
|
12.3K
$667K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
325+ 6.32% |
$24.7K - $28.1K
|
5.47K
$297K
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
324+ 12.93% |
$24.6K - $28K
|
2.83K
$154K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
319+ 20.01% |
$24.2K - $27.6K
|
1.91K
$104K
|
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
316+ 0.47% |
$24K - $27.4K
|
67.1K
$3.64M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
307+ 8.7% |
$23.3K - $26.6K
|
3.84K
$208K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
304+ 3.3% |
$23.1K - $26.3K
|
9.53K
$517K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
303New |
$23K - $26.2K
|
303
$16.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
300+ 5.91% |
$22.8K - $26K
|
5.38K
$292K
|
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
298+ 4.23% |
$22.6K - $25.8K
|
7.35K
$399K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
295+ 13.08% |
$22.4K - $25.5K
|
2.55K
$138K
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
285+ 2.21% |
$21.7K - $24.7K
|
13.2K
$716K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
284+ 2.99% |
$21.6K - $24.6K
|
9.77K
$531K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
280+ 11.25% |
$21.3K - $24.2K
|
2.77K
$150K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
276+ 8.31% |
$21K - $23.9K
|
3.6K
$195K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
265+ 19.43% |
$20.1K - $22.9K
|
1.63K
$88.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
250+ 7.92% |
$19K - $21.6K
|
3.41K
$185K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
249+ 9.04% |
$18.9K - $21.6K
|
3K
$163K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
239+ 7.26% |
$18.2K - $20.7K
|
3.53K
$192K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
238New |
$18.1K - $20.6K
|
238
$12.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
235+ 5.98% |
$17.9K - $20.3K
|
4.16K
$226K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
235+ 4.15% |
$17.9K - $20.3K
|
5.9K
$320K
|
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
232+ 3.12% |
$17.6K - $20.1K
|
7.66K
$416K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
230+ 43.4% |
$17.5K - $19.9K
|
760
$41.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
227+ 3.59% |
$17.3K - $19.7K
|
6.55K
$356K
|
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
225+ 0.87% |
$17.1K - $19.5K
|
26.2K
$1.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
219+ 1.96% |
$16.6K - $19K
|
11.4K
$618K
|
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
212+ 2.36% |
$16.1K - $18.4K
|
9.18K
$498K
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
204+ 5.4% |
$15.5K - $17.7K
|
3.98K
$216K
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
204+ 5.4% |
$15.5K - $17.7K
|
3.98K
$216K
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
204+ 5.4% |
$15.5K - $17.7K
|
3.98K
$216K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
202+ 5.27% |
$15.4K - $17.5K
|
4.04K
$219K
|