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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Raub Brock Capital Management LP
|
BUY
|
- |
3.64KNew |
$266K - $294K
|
3.64K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.63KNew |
$265K - $293K
|
3.63K
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.59KNew |
$262K - $290K
|
3.59K
$226K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.45K+ 7.55% |
$252K - $279K
|
49.2K
$3.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.44K+ 75.02% |
$251K - $277K
|
8.02K
$505K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.4KNew |
$248K - $274K
|
3.4K
$214K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.33K+ 11.14% |
$243K - $269K
|
33.2K
$2.09M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
3.33K+ 11.79% |
$243K - $268K
|
31.5K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.29K+ 4.29% |
$240K - $265K
|
79.9K
$5.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.29KNew |
$240K - $265K
|
3.29K
$207K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.23K+ 6.22% |
$236K - $261K
|
55.2K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
3.22KNew |
$235K - $259K
|
3.22K
$202K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.21KNew |
$234K - $259K
|
3.21K
$202K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.2KNew |
$234K - $258K
|
3.2K
$202K
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.17KNew |
$231K - $255K
|
3.17K
$199K
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.14KNew |
$229K - $254K
|
3.14K
$198K
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 2.26% |
$229K - $253K
|
142K
$8.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.04K+ 23.17% |
$222K - $245K
|
16.1K
$1.02M
|
|
|
Apr 05, 2024
Q3 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3KNew |
$219K - $242K
|
3K
$189K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.97K+ 326.34% |
$217K - $240K
|
3.88K
$245K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.97KNew |
$217K - $239K
|
2.97K
$187K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.9K+ 66.1% |
$212K - $234K
|
7.29K
$459K
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.85K+ 53.81% |
$208K - $230K
|
8.13K
$512K
|
|
|
Nov 15, 2021
Q3 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.79KNew |
$204K - $225K
|
2.79K
$176K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.78K+ 85.49% |
$203K - $224K
|
6.02K
$379K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.74KNew |
$200K - $221K
|
2.74K
$172K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.61K+ 14.53% |
$191K - $211K
|
20.6K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.57K+ 0.84% |
$188K - $207K
|
310K
$19.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.52K+ 8.88% |
$184K - $204K
|
30.9K
$1.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.5K+ 4.07% |
$183K - $202K
|
64K
$4.03M
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.44KNew |
$178K - $196K
|
2.44K
$153K
|
|
|
Nov 15, 2021
Q3 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.39K+ 6.59% |
$175K - $193K
|
38.7K
$2.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.35K+ 18.35% |
$171K - $189K
|
15.1K
$952K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.31K+ 17.88% |
$169K - $186K
|
15.2K
$958K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.31KNew |
$169K - $186K
|
2.31K
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.27K+ 0.8% |
$166K - $183K
|
288K
$18.1M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.26K+ 17.9% |
$165K - $183K
|
14.9K
$938K
|
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.23K+ 26.86% |
$163K - $180K
|
10.5K
$662K
|
|
|
Nov 09, 2021
Q3 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
2.22K+ 8.42% |
$162K - $179K
|
28.6K
$1.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 2.47% |
$153K - $169K
|
87.1K
$5.49M
|
|
|
Oct 12, 2021
Q3 2021
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
2K+ 3.46% |
$146K - $161K
|
59.8K
$3.77M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.98K+ 12.77% |
$145K - $160K
|
17.5K
$1.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.79K+ 41.96% |
$131K - $144K
|
6.05K
$381K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.77K+ 8.7% |
$129K - $143K
|
22.1K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.75K+ 14.24% |
$128K - $141K
|
14K
$882K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.69K+ 40.19% |
$123K - $136K
|
5.89K
$371K
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.68K+ 5.03% |
$123K - $135K
|
35.1K
$2.21M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.61K+ 3.69% |
$117K - $130K
|
45.2K
$2.85M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.59K+ 0.66% |
$116K - $128K
|
243K
$15.3M
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.57K+ 6.47% |
$114K - $126K
|
25.8K
$1.62M
|