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 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-25- 0.2% |
$1.83K - $2.02K
|
12.5K
$786K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-25- 8.77% |
$1.83K - $2.02K
|
260
$16.4K
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
SELL
|
- |
-26- 0.15% |
$1.9K - $2.1K
|
16.8K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-28- 0.08% |
$2.05K - $2.26K
|
36.9K
$2.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-39- 0.21% |
$2.85K - $3.15K
|
18.1K
$1.14M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-50- 0.28% |
$3.65K - $4.03K
|
17.7K
$1.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-60- 0.55% |
$4.38K - $4.84K
|
10.9K
$688K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-60Closed |
$4.38K - $4.84K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-82- 1.24% |
$5.99K - $6.62K
|
6.55K
$412K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-87- 4.49% |
$6.35K - $7.02K
|
1.85K
$117K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-89Closed |
$6.5K - $7.18K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Touchstone Capital, Inc.
|
SELL
|
- |
-94- 3.28% |
$6.87K - $7.58K
|
2.77K
$174K
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-94- 0.77% |
$6.87K - $7.58K
|
12.1K
$763K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 1.87% |
$7.3K - $8.07K
|
5.25K
$330K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100- 50.0% |
$7.3K - $8.07K
|
100
$6.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.29% |
$7.3K - $8.07K
|
34.8K
$2.19M
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-106Closed |
$7.74K - $8.55K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.15% |
$7.82K - $8.63K
|
69.5K
$4.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-110- 1.96% |
$8.03K - $8.88K
|
5.52K
$347K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-112Closed |
$8.18K - $9.04K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-125- 4.02% |
$9.13K - $10.1K
|
2.98K
$188K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-130- 5.32% |
$9.5K - $10.5K
|
2.32K
$146K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-130- 0.79% |
$9.5K - $10.5K
|
16.3K
$1.02M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-143- 87.2% |
$10.4K - $11.5K
|
21
$1.32K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-144- 0.9% |
$10.5K - $11.6K
|
15.8K
$996K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-145- 1.01% |
$10.6K - $11.7K
|
14.2K
$893K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-165- 15.63% |
$12.1K - $13.3K
|
891
$56.1K
|
|
|
Nov 12, 2021
Q3 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-170- 7.71% |
$12.4K - $13.7K
|
2.04K
$128K
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-176- 0.34% |
$12.9K - $14.2K
|
52K
$3.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-177- 3.86% |
$12.9K - $14.3K
|
4.41K
$278K
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-184Closed |
$13.4K - $14.8K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-198- 1.06% |
$14.5K - $16K
|
18.5K
$1.17M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 0.25% |
$14.6K - $16.1K
|
79K
$4.98M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 2.66% |
$14.6K - $16.1K
|
7.31K
$460K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-200- 26.67% |
$14.6K - $16.1K
|
550
$34.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200Closed |
$14.6K - $16.1K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-206- 0.52% |
$15K - $16.6K
|
39.4K
$2.48M
|
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-206- 0.63% |
$15K - $16.6K
|
32.4K
$2.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
SELL
|
- |
-227- 2.05% |
$16.6K - $18.3K
|
10.9K
$683K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-232Closed |
$16.9K - $18.7K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-239- 7.18% |
$17.5K - $19.3K
|
3.09K
$195K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-246- 6.27% |
$18K - $19.8K
|
3.68K
$232K
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-250- 2.39% |
$18.3K - $20.2K
|
10.2K
$644K
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-250- 7.81% |
$18.3K - $20.2K
|
2.95K
$186K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-260- 5.15% |
$19K - $21K
|
4.78K
$301K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-288- 7.67% |
$21K - $23.2K
|
3.47K
$218K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-296- 6.14% |
$21.6K - $23.9K
|
4.53K
$285K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-298- 65.35% |
$21.8K - $24K
|
158
$9.95K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-348- 12.71% |
$25.4K - $28.1K
|
2.39K
$150K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-357- 7.29% |
$26.1K - $28.8K
|
4.54K
$286K
|