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 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-500- 0.07% |
$37.1K - $41.5K
|
703K
$38.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-550- 4.98% |
$40.8K - $45.7K
|
10.5K
$570K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-558- 0.41% |
$41.4K - $46.3K
|
135K
$7.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-558- 2.25% |
$41.4K - $46.3K
|
24.2K
$1.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-566- 2.34% |
$42K - $47K
|
23.6K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-620- 5.19% |
$46K - $51.5K
|
11.3K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-629- 9.01% |
$46.6K - $52.2K
|
6.36K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-633- 20.49% |
$46.9K - $52.6K
|
2.46K
$133K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-649- 2.45% |
$48.1K - $53.9K
|
25.8K
$1.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-694- 3.97% |
$51.5K - $57.6K
|
16.8K
$911K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-703Closed |
$52.1K - $58.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
SELL
|
- |
-720- 6.84% |
$53.4K - $59.8K
|
9.8K
$532K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-723- 4.74% |
$53.6K - $60K
|
14.5K
$789K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-739- 11.75% |
$54.8K - $61.4K
|
5.55K
$301K
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
SELL
|
- |
-743- 4.43% |
$55.1K - $61.7K
|
16K
$870K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-745- 20.38% |
$55.2K - $61.9K
|
2.91K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-774- 5.12% |
$57.4K - $64.3K
|
14.4K
$779K
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-783- 2.2% |
$58.1K - $65K
|
34.8K
$1.89M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-800- 22.5% |
$59.3K - $66.4K
|
2.76K
$149K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-825- 44.57% |
$61.2K - $68.5K
|
1.03K
$55.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-863- 14.33% |
$64K - $71.7K
|
5.16K
$280K
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-878- 2.54% |
$65.1K - $72.9K
|
33.7K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-891Closed |
$66.1K - $74K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-933- 11.47% |
$69.2K - $77.5K
|
7.2K
$391K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-934- 1.69% |
$69.2K - $77.6K
|
54.3K
$2.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-950- 8.96% |
$70.4K - $78.9K
|
9.65K
$524K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-962Closed |
$71.3K - $79.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-994- 7.39% |
$73.7K - $82.6K
|
12.5K
$676K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1K- 17.11% |
$74.2K - $83.1K
|
4.85K
$263K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.05K- 18.07% |
$77.8K - $87.2K
|
4.76K
$258K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.05KClosed |
$78.1K - $87.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.09K- 4.41% |
$80.7K - $90.4K
|
23.6K
$1.28M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.14K- 2.88% |
$84.8K - $95K
|
38.5K
$2.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.15K- 3.47% |
$85K - $95.3K
|
31.9K
$1.73M
|
|
|
Dec 01, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.15K- 3.47% |
$85K - $95.3K
|
31.9K
$1.73M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.18K- 14.12% |
$87.6K - $98.1K
|
7.18K
$390K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.2K- 5.02% |
$89.1K - $99.8K
|
22.8K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-1.21K- 8.94% |
$90K - $101K
|
12.4K
$671K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.29K- 6.44% |
$95.3K - $107K
|
18.7K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
SELL
|
- |
-1.39K- 9.12% |
$103K - $115K
|
13.8K
$750K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.41K- 8.08% |
$105K - $117K
|
16.1K
$872K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.45K- 9.71% |
$107K - $120K
|
13.5K
$730K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.5K- 17.93% |
$111K - $124K
|
6.85K
$371K
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.57K- 13.64% |
$116K - $130K
|
9.93K
$539K
|
|
|
Feb 10, 2022
Q4 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.6K- 8.8% |
$118K - $133K
|
16.6K
$898K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.68K- 37.83% |
$125K - $140K
|
2.76K
$150K
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.71K- 9.21% |
$127K - $142K
|
16.9K
$914K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-1.75K- 36.95% |
$129K - $145K
|
2.98K
$162K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.81K- 29.85% |
$134K - $150K
|
4.25K
$230K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.85K- 8.73% |
$137K - $154K
|
19.3K
$1.05M
|