Purchases and Sales Made in Q4 2021 in W. P. Carey Inc. (WPC)
This table provides information about the institutional ownership of W. P. Carey Inc. (WPC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-140- 8.64% |
$10.4K - $11.6K
|
1.48K
$80.3K
|
|
Feb 14, 2022
Q4 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-150- 0.43% |
$11.1K - $12.5K
|
34.6K
$1.88M
|
|
Feb 03, 2022
Q4 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-150- 2.28% |
$11.1K - $12.5K
|
6.43K
$349K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-152Closed |
$11.3K - $12.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-158- 0.23% |
$11.7K - $13.1K
|
69.4K
$3.76M
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-161- 1.33% |
$11.9K - $13.4K
|
12K
$649K
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-168- 6.96% |
$12.5K - $14K
|
2.25K
$122K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-186- 1.54% |
$13.8K - $15.4K
|
11.9K
$644K
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-192- 0.35% |
$14.2K - $15.9K
|
54.5K
$2.96M
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-194- 3.39% |
$14.4K - $16.1K
|
5.53K
$300K
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-197- 8.51% |
$14.6K - $16.4K
|
2.12K
$115K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-197Closed |
$14.6K - $16.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200Closed |
$14.8K - $16.6K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 71.43% |
$14.8K - $16.6K
|
80
$4.34K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 33.56% |
$14.8K - $16.6K
|
396
$21.5K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-200Closed |
$14.8K - $16.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-222- 33.69% |
$16.5K - $18.4K
|
437
$23.7K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-225- 4.11% |
$16.7K - $18.7K
|
5.25K
$285K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-254- 6.67% |
$18.8K - $21.1K
|
3.55K
$193K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-258Closed |
$19.1K - $21.4K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-272Closed |
$20.2K - $22.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-274- 6.08% |
$20.3K - $22.8K
|
4.23K
$230K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-300Closed |
$22.2K - $24.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-303Closed |
$22.5K - $25.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-314Closed |
$23.3K - $26.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-325Closed |
$24.1K - $27K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-327- 13.68% |
$24.2K - $27.2K
|
2.06K
$112K
|
|
Feb 15, 2022
Q4 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-334- 8.36% |
$24.8K - $27.7K
|
3.66K
$199K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-336- 3.45% |
$24.9K - $27.9K
|
9.41K
$511K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-341- 6.58% |
$25.3K - $28.3K
|
4.85K
$263K
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-350- 13.3% |
$25.9K - $29.1K
|
2.28K
$124K
|
|
Feb 11, 2022
Q4 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-352- 1.07% |
$26.1K - $29.2K
|
32.4K
$1.76M
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-357- 10.39% |
$26.5K - $29.6K
|
3.08K
$167K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-358- 0.38% |
$26.5K - $29.7K
|
93.7K
$5.08M
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
SELL
|
- |
-373Closed |
$27.7K - $31K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-374Closed |
$27.7K - $31.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-378Closed |
$28K - $31.4K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-401- 11.57% |
$29.7K - $33.3K
|
3.07K
$166K
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-407- 2.5% |
$30.2K - $33.8K
|
15.9K
$860K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-408- 4.49% |
$30.2K - $33.9K
|
8.67K
$470K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-408- 9.46% |
$30.2K - $33.9K
|
3.91K
$212K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-416Closed |
$30.8K - $34.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-418- 0.4% |
$31K - $34.7K
|
104K
$5.63M
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
SELL
|
- |
-437- 0.79% |
$32.4K - $36.3K
|
55.1K
$2.99M
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-451- 9.25% |
$33.4K - $37.5K
|
4.42K
$240K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-452- 1.17% |
$33.5K - $37.5K
|
38.3K
$2.08M
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-472- 4.97% |
$35K - $39.2K
|
9.03K
$490K
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-475- 4.18% |
$35.2K - $39.4K
|
10.9K
$591K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-483- 8.19% |
$35.8K - $40.1K
|
5.41K
$294K
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-497- 1.94% |
$36.8K - $41.3K
|
25.1K
$1.36M
|