Purchases and Sales Made in Q3 2021 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-360- 2.46% |
$26.3K - $29K
|
14.3K
$898K
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-363- 1.35% |
$26.5K - $29.3K
|
26.4K
$1.66M
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-400- 6.4% |
$29.2K - $32.3K
|
5.85K
$368K
|
|
Nov 16, 2021
Q3 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-400- 1.19% |
$29.2K - $32.3K
|
33.1K
$2.08M
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-420- 84.85% |
$30.7K - $33.9K
|
75
$4.72K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-429- 3.77% |
$31.3K - $34.6K
|
11K
$690K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-436Closed |
$31.8K - $35.2K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-458Closed |
$33.5K - $37K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-464- 1.32% |
$33.9K - $37.4K
|
34.6K
$2.18M
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-470Closed |
$34.3K - $37.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-476- 10.22% |
$34.8K - $38.4K
|
4.18K
$263K
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-498- 3.5% |
$36.4K - $40.2K
|
13.7K
$865K
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-501- 9.28% |
$36.6K - $40.4K
|
4.9K
$309K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-581- 16.37% |
$42.4K - $46.9K
|
2.97K
$187K
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-602- 8.89% |
$44K - $48.6K
|
6.17K
$389K
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-606- 4.65% |
$44.3K - $48.9K
|
12.4K
$783K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-650- 5.78% |
$47.5K - $52.4K
|
10.6K
$667K
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-671- 6.59% |
$49K - $54.1K
|
9.51K
$598K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-728Closed |
$53.2K - $58.7K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-731- 11.03% |
$53.4K - $59K
|
5.9K
$371K
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-781- 5.51% |
$57K - $63K
|
13.4K
$843K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-795- 12.2% |
$58.1K - $64.1K
|
5.72K
$360K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-806- 92.75% |
$58.9K - $65K
|
63
$3.97K
|
|
Nov 12, 2021
Q3 2021
|
Aviva PLC
|
SELL
|
- |
-824- 1.46% |
$60.2K - $66.5K
|
55.5K
$3.5M
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-897- 10.86% |
$65.5K - $72.4K
|
7.36K
$463K
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-902- 13.03% |
$65.9K - $72.8K
|
6.02K
$379K
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-947- 56.74% |
$69.2K - $76.4K
|
722
$45.5K
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-962Closed |
$70.3K - $77.6K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-965- 28.55% |
$70.5K - $77.9K
|
2.42K
$152K
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 50.0% |
$73K - $80.7K
|
1K
$63K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.03K- 2.59% |
$75.3K - $83.2K
|
38.8K
$2.44M
|
|
Nov 04, 2021
Q3 2021
|
Versor Investments LP
|
SELL
|
- |
-1.04K- 7.27% |
$75.6K - $83.5K
|
13.2K
$831K
|
|
Nov 15, 2021
Q3 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.07K- 2.47% |
$77.9K - $86.1K
|
42.1K
$2.65M
|
|
Nov 09, 2021
Q3 2021
|
Candriam S.C.A.
|
SELL
|
- |
-1.08K- 6.63% |
$78.9K - $87.1K
|
15.2K
$958K
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.09K- 5.36% |
$79.8K - $88.1K
|
19.3K
$1.21M
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-1.13KClosed |
$82.5K - $91.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-1.19K- 64.32% |
$86.8K - $95.9K
|
659
$41.5K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.22K- 4.32% |
$89.3K - $98.7K
|
27.1K
$1.71M
|
|
Nov 18, 2021
Q3 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.24K- 19.59% |
$90.3K - $99.7K
|
5.07K
$319K
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-1.27K- 0.96% |
$92.7K - $102K
|
131K
$8.26M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 15.43% |
$93.1K - $103K
|
6.99K
$440K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.29KClosed |
$94.4K - $104K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-1.3K- 10.0% |
$95K - $105K
|
11.7K
$737K
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.43K- 33.37% |
$105K - $115K
|
2.86K
$180K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-1.58KClosed |
$115K - $127K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Adams Wealth Management
|
SELL
|
- |
-1.6K- 13.18% |
$117K - $129K
|
10.5K
$663K
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
SELL
|
- |
-1.62K- 3.35% |
$118K - $130K
|
46.6K
$2.93M
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 29.65% |
$120K - $132K
|
3.89K
$245K
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.68K- 1.59% |
$123K - $135K
|
104K
$6.56M
|
|
Nov 15, 2021
Q3 2021
|
Abrdn PLC
|
SELL
|
- |
-1.72K- 2.28% |
$125K - $139K
|
73.8K
$4.64M
|