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 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
605+ 1.23% |
$44.2K - $48.8K
|
49.8K
$3.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
599+ 15.59% |
$43.8K - $48.3K
|
4.44K
$280K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
581+ 143.46% |
$42.4K - $46.9K
|
986
$62.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
575+ 13.37% |
$42K - $46.4K
|
4.88K
$307K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
570+ 1.95% |
$41.6K - $46K
|
29.8K
$1.87M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
568+ 9.93% |
$41.5K - $45.8K
|
6.29K
$396K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
566+ 0.55% |
$41.3K - $45.7K
|
104K
$6.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
560+ 6.97% |
$40.9K - $45.2K
|
8.6K
$541K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
555+ 0.27% |
$40.5K - $44.8K
|
203K
$12.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
552+ 28.78% |
$40.3K - $44.5K
|
2.47K
$156K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
550+ 72.18% |
$40.2K - $44.4K
|
1.31K
$82.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
544+ 8.18% |
$39.7K - $43.9K
|
7.19K
$453K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
524+ 15.97% |
$38.3K - $42.3K
|
3.81K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
500+ 7.8% |
$36.5K - $40.3K
|
6.91K
$435K
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
500+ 4.29% |
$36.5K - $40.3K
|
12.2K
$765K
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
500+ 8.77% |
$36.5K - $40.3K
|
6.2K
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
475+ 2.34% |
$34.7K - $38.3K
|
20.8K
$1.31M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
475+ 3.2% |
$34.7K - $38.3K
|
15.3K
$965K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
438+ 14.78% |
$32K - $35.3K
|
3.4K
$214K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
432+ 1.82% |
$31.6K - $34.9K
|
24.2K
$1.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
BUY
|
- |
428+ 0.49% |
$31.3K - $34.5K
|
88.1K
$5.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
414+ 2.58% |
$30.2K - $33.4K
|
16.5K
$1.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
412+ 9.19% |
$30.1K - $33.2K
|
4.9K
$308K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
412+ 23.97% |
$30.1K - $33.2K
|
2.13K
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
411+ 15.14% |
$30K - $33.2K
|
3.13K
$197K
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
411+ 6.34% |
$30K - $33.2K
|
6.89K
$434K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
400+ 11.35% |
$29.2K - $32.3K
|
3.93K
$247K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
378+ 0.72% |
$27.6K - $30.5K
|
52.5K
$3.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
378New |
$27.6K - $30.5K
|
378
$23.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
376+ 0.92% |
$27.5K - $30.3K
|
41.5K
$2.61M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
374New |
$27.3K - $30.2K
|
374
$23.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
366+ 0.74% |
$26.7K - $29.5K
|
49.9K
$3.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
351+ 8.08% |
$25.6K - $28.3K
|
4.7K
$296K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
349+ 2.64% |
$25.5K - $28.2K
|
13.6K
$855K
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
334+ 1.03% |
$24.4K - $27K
|
32.8K
$2.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
331+ 43.1% |
$24.2K - $26.7K
|
1.1K
$69.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
328+ 2.5% |
$24K - $26.5K
|
13.4K
$847K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
318+ 13.23% |
$23.2K - $25.7K
|
2.72K
$171K
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
317+ 5.45% |
$23.2K - $25.6K
|
6.13K
$386K
|
|
|
Nov 08, 2021
Q3 2021
|
Los Angeles Capital Management LLC
|
BUY
|
- |
315+ 5.03% |
$23K - $25.4K
|
6.58K
$414K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
314New |
$22.9K - $25.3K
|
314
$19.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
314+ 5.71% |
$22.9K - $25.3K
|
5.81K
$366K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
310+ 1.12% |
$22.6K - $25K
|
28.1K
$1.77M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
305+ 6.0% |
$22.3K - $24.6K
|
5.39K
$339K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
300New |
$21.9K - $24.2K
|
300
$18.9K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
295+ 4.44% |
$21.5K - $23.8K
|
6.95K
$437K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
293+ 9.27% |
$21.4K - $23.6K
|
3.46K
$218K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
289+ 4.09% |
$21.1K - $23.3K
|
7.35K
$463K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
288+ 1.93% |
$21K - $23.2K
|
15.2K
$957K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
280New |
$20.5K - $22.6K
|
280
$17.6K
|